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March 21, 2010
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| 09:15 EDT |  | RAH |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | A cautious Jim Cramer told viewers of his "Mad Money" show Friday evening, "On Monday we could wake up in a whole new investing universe." Washington is what matters most to the markets and all eyes will be on health care, which could reignite president Obama's anti-stock agenda if it passes. Cramer said for this week's game plan, he's continuing his trend of watching and listening to conference calls to get a better read on the various sectors of the economy, and how they'll likely fair in a new, post-health care world. MONDAY: high-end retailers Tiffany's (TIF) and Williams-Sonoma (WSM) report. TUESDAY: he'll be listening to Carnival Cruise's (CCL) conference call to see if travel is seeing an uptick. Cramer will also be watching Darden Restaurants (DRI) for the latest read on casual dining. WEDNESDAY: General Mills (GIS) reports. Cramer wants to see if branded foods are taking back share from private label brands, and if so, it'll be time to take profits in Ralcorp (RAH) and Treehouse Foods (THS). THURSDAY: Best Buy (BBY) reports. Cramer said he was wrong to recommend it after the company gave disappointing guidance, but he now feels the company should be firing on all cylinders. Also, Oracle (ORCL) reports, and its the only stock Cramer said he'd buy ahead of its earnings report. Then, Cramer said he'll be looking for lower inventory numbers in the February home sales report Tuesday, and an uptick in durable goods on Wednesday. SPECULATION FRIDAY: Cramer recommended Sonus Networks (SONS), a little $2.57-a-share telco-equipment company that makes the gear needed to connect legacy phone networks to new Internet-based systems. Sonus has been a dog since 2007, when the stock traded at $8 a share. Since then, the company has seen three restructurings. However, now that the company has finally improved its cost structure. Cramer said Sonus is finally looking attractive and has limited downside. Sonus beat expectations last quarter, and has a diverse international customer base. Cramer said, Sonus still has a bright future ahead of it now that its financing woes are finally behind it. SPECULATIVE ENERGY: SandRidge Energy (SD), a speculative oil and natural gas driller, is one company where the share price doesn't match its takeover value. SandRidge currently trades just two points above its 52-week low, yet the company has 1.3 trillion cubit feet of gas reserves and a great 48%-to-52% mix of oil versus natural gas production. And, it has several trillion cubic feet of additional reserve potential in the areas it serves. Cramer said SandRidge's share price does not reflect its value to a potential acquirer, debt fears may be overblown as that risk is already priced into the shares, and the bulk of the company's debt does not come due until 2014. MAD MAIL: Iron Mountain (IRM) is a difficult stock since it requires new business formation to thrive, and as such, will likely be a flatliner. Boeing (BA) is in a multi-year move, but might be a little too hot at current levels. LIGHTNING ROUND: (Bullish) WEN; MCD; PTV; TIN; IP; ABT; NAT; ATPG; GMCR. (Bearish) APD; TSRA; STXS; NMM. Reference Link :theflyonthewall.com |
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March 19, 2010
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| 08:48 EDT |  | RAH |
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March 11, 2010
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| 10:59 EDT |  | RAH |
| theflyonthewall.com: | Credit Suisse's Food Retail & Products, Restaurant Analysts host conference call |
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