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News Breaks | | | | April 12, 2012 | | 23:40 EDT |  | SLE, GLD, KORS, WPRT, DRI, CMG, RNDY, AUQ, P, ESRX, STO, BEAM, COV, AGN, CELG, HD, TSCO, TITN, SHW, CHK | Jim Cramer's "Mad Money"
Jim Cramer said, "2012 is no longer about global economic crisis, it's about buying stock in the companies you love." Cramer said he's no longer sweating the details of every story that hits the news wires. Because the big-money players, those who would sell on every bit of negative news, are simply no longer a part of this market. They have been replaced by good old-fashioned individual investors. When companies break up, investors win, Cramer reminded viewers, as he highlighted yet another corporate breakup story, Sara Lee (SLE). He said that shares of Sara Lee should follow in the footsteps of Beam (BEAM) and Covidien (COV), two other breakup stocks, which headed markedly higher. Sara Lee is offering a $3-a-share special dividend to shareholders when the breakup occurs. Additionally, recent analysis of Sara Lee's various components values the stock 22% higher than where it trades today. Sara Lee plans to update shareholders on its progress at an investors meeting on June 5. Investing in Sara Lee will be a slow climb, said Cramer, which is why he would use recent weakness in the stock to get in at attractive prices. Continuing with his week-long series of great American growth stocks, Cramer turned the spotlight onto Allergan (AGN). It is not only a health care company that treats eye problems and migraines, but it is also a leader in medical aesthetics, including Botox and great implants. Cramer said that Allergan has multiple years of growth ahead of it. Its end markets are huge. Also, Allergan is highly competitive in every arena in which it enters and the company pays a tiny dividend. Shares trade for just 19x earnings and the company has a 14% long-term growth rate. Giving investors another great American growth stock, Cramer also highlighted Celgene (CELG), another stock just off its 52-week high. Celgene has one of the fastest growth rates in its sector, said Cramer, and also huge market potential as a host of new products and new applications for existing products are chugging toward FDA approval. Internationally, the company is a powerhouse. Cramer said that while Celgene is unlikely to offer a dividend anytime soon, the company has done a few well-timed stock buybacks to reward shareholders. Celgene sports a rock-solid balance sheet. Celgene trades at just 13.8x next year's earnings, despite the company's 24% growth rate. NO HUDDLE OFFENSE: Cramer said that the tailwinds are all lining up for a great quarter at Home Depot (HD), and he would be a buyer of the stock, even up near its 52-week high. Case-in-point: Tractor Supply (TSCO) announced sales that are double what analysts are expecting and Titan Machinery (TITN) pre-announced strong earnings, followed by Sherwin-Williams (SHW) announcing sales up by 20%. LIGHTNING ROUND: (Bullish) STO; ESRX; GLD; KORS; WPRT; DRI; CMG; RNDY. (Bearish) AUQ; P; CHK. Reference Link | |
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News For SLE;BEAM;COV;AGN;CELG;HD;TSCO;TITN;SHW;STO;ESRX;GLD;KORS;WPRT;DRI;CMG;RNDY;AUQ;P;CHK From The Last 14 Days Check below for free stories on SLE;BEAM;COV;AGN;CELG;HD;TSCO;TITN;SHW;STO;ESRX;GLD;KORS;WPRT;DRI;CMG;RNDY;AUQ;P;CHK the last two weeks. |
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| June 19, 2013 | | 12:33 EDT |  | STO | Statoil management to meet with Jefferies
Meeting to be held in New York on June 26 hosted by Jefferies. | | | 11:36 EDT |  | HD | Home Depot volatility near one-year high
Home Depot overall option implied volatility of 24 is above its 26-week average of 21 according to Track Data, suggesting larger price movement. | | | 08:03 EDT | | STO | General Electric awarded $147M contract by Statoil
 Subscribe for More Information | | | 07:58 EDT | | CHK | Al Petrie Investor & Media Relations to hold a conference
Subscribe for More Information | | | 07:39 EDT |  | DRI | Darden risk/reward favorable, says Oppenheimer
Subscribe for More Information | | | 07:25 EDT | | CMG | Chipotle won't benefit significantly from Qdoba closures, says Wells Fargo
Subscribe for More Information | | | 06:05 EDT | | STO | Statoil make another oil find offshore Newfoundland
Statoil has made a discovery of light, high-quality oil in the Flemish Pass Basin, offshore Newfoundland. Oil was encountered while drilling the Harpoon prospect, located approximately 500 kilometres north-east of St. John's, Newfoundland and Labrador, Canada. The Harpoon discovery was drilled by the semi-submersible rig West Aquarius, in approximately 1,100 metres of water. Harpoon is located about 10 kilometres south-east of Statoil's Mizzen discovery. The Mizzen discovery is estimated to hold between 100M-200M barrels of oil. As part of its 2013 three-well exploration program offshore Newfoundland, Statoil is currently drilling its Federation prospect, located in the Jeanne d'Arc Basin. The company will then return to the Flemish Pass Basin to drill the Bay du Nord prospect, which is located south-west of the Harpoon and Mizzen discoveries. | | | 06:03 EDT | | STO | Statoil discovers high-quality oil in Flemish Pass Basin in Newfoundland
Subscribe for More Information | | | 05:56 EDT |  | STO | EU looking for evidence that oil traders manipulate prices, WSJ reports
The EU is investigating manipulation of benchmarks as part of a probe into whether energy traders skew prices of oil and other fuels for their own financial benefit, reports the Wall Street Journal. Reference Link | | | 05:55 EDT | | GLD | SPDR Gold Trust overall implied volatility at 21; 26-week average is 18
| | | | 05:51 EDT | | GLD | Stocks with implied volatility movement; GLD DELL
Subscribe for More Information | | | June 18, 2013 | | 10:34 EDT |  | GLD | SPDR Gold Trust falls on weaker metal pricing, levels to watch
Subscribe for More Information | | | 10:01 EDT |  | STO | On The Fly: Analyst Upgrade Summary
Today's noteworthy upgrades include: Flir Systems (FLIR) upgraded to Strong Buy from Market Perform at Raymond James... HSBC (HBC) upgraded to Buy from Neutral at Citigroup... Motorcar Parts (MPAA) upgraded to Buy from Neutral at B. Riley... People's United (PBCT) upgraded to Overweight from Neutral at JPMorgan... Royal Dutch Shell (RDS.A) upgraded to Focus List from Outperform at Howard Weil... Statoil (STO) upgraded to Outperform from Sector Perform at Howard Weil... CommVault (CVLT) upgraded at Pacific Crest... Newfield Exploration (NFX) upgraded to Buy from Hold at Stifel. | | | 09:13 EDT | | STO | Statoil upgraded to Outperform from Sector Perform at Howard Weil
Subscribe for More Information | | | 09:04 EDT | | AGN | Wells Faro to host a conference
2013 Healthcare Conference is being held in Boston on June 18-19 with webcasted company presentations to begin at 8:15 am; not all company presentations may be webcasted. Webcast Link | | | 08:36 EDT | | AGN | Elan shares could be worh $19 in a buyout, says Jefferies
Jefferies raised its price target for shares of Elan (ELN) to $19 from $14, reflecting what it sees as the value of the company in a takeout scenario. The firm says Elan management suggested they would be open to sale in the $15-$20 per share range. Jefferies believes a high taxpaying suitor could pay the upper end of that range, and lists Allergan (AGN), Regeneron (REGN), Vertex (VRTX), Alexion (ALXN), Zoetis (ZTS), Mylan (MYL) and Perrigo (PRGO) as potential acquirers for Elan. Shares of Elan are up 13c to $13.62 in pre-market trading after Royalty Pharma announced that its buyout proposal for the company has expired. | | | 07:35 EDT | | HD | Cree LED bulbs still most popular at Home Depot, says Susquehanna
Subscribe for More Information | | | 07:28 EDT | | AGN | Wells Faro to host a conference
Subscribe for More Information | | | 06:15 EDT | | GLD | SPDR Gold Trust overall implied volatility at 19; 26-week average is 18
| | | June 17, 2013 | | 16:02 EDT | | CHK | Chesapeake names Chief Compliance Officer
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