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February 9, 2012
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| 07:06 EDT |  | STX |
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February 1, 2012
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| 22:21 EDT |  | STX |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer said Wednesday's markets gave investors so many ways to win and better yet, it gave it when investors were least expecting it. Whirlpool (WHR) was able to beat and raise estimates, all while most investors thought the housing market was still declining. He said that Boeing (BA) shares were able to trade higher, despite defense cutbacks in Washington. And Navistar (NAV) also ticked higher on news of its partnership with Clean Energy Fuels (CLNE). Then of course there was the announcement of the Facebook IPO, a deal that's so hot investors are even buying up shares of the underwriters. In technology, Cramer admitted that Amazon.com (AMZN) disappointed, but the markets also has a surprise beat from disk drive maker Seagate (STX), which rose 21% in a single day. Internationally, the markets received news that China's economic soft-landing is indeed happening, something that bodes well for companies levered to China like Caterpillar (CAT), Yum Brands (YUM) and Coach (COH), the latter two hitting 52-week highs Wednesday. Put all of these factors together, said Cramer, and its easy to see why he's so excited about the possibilities. Cramer opined on what to do with Amazon.com (AMZN) after the company's disappointing earnings. His conclusion? Don't do anything. Cramer said Amazon has proven to be a consistent winner on weakness, and selling shares after a sell-off has always been a terrible bet. He concluded that Amazon is a "wait-and-see" situation. For Wednesday's installment of his "Show Off Stocks" series, Cramer highlighted motorcycle legend Harley Davidson (HOG), which is seeing demand for its product grow at the fastest pace since 2005. The company is diversifying its customer base and now aggressively attracting younger riders, as well as women and minorities. Additionally, Harley is completing a major restructuring this year that will shave $325M a year off the company's cost structure. Trading at just 13.5x earnings with a 14.5% long-term growth rate, Cramer said shares of Harley Davidson are far too cheap. EXECUTIVE DECISION: Cramer checked in with David Demshur, chairman, president and CEO of Core Labs (CLB), an oil service technology company that Cramer said is the one to buy. Among the areas Demshur was most excited about were deep water drilling off of Brazil and Angola as well as projects in the Middle East and off the coast of Australia. He said Core Labs believes in long-term shareholder appreciation and will remain committed to the company's dividend and stock re-purchase program. Cramer continued his recommendation of Core Labs and again told investors to use the weakness which occurs after every earnings release to buy in. LIGHTNING ROUND: (Bullish) URI; AAPL; LSI; MX; AVAV; KFN. (Bearish) RIMM; BX. Reference Link :theflyonthewall.com |
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| 16:38 EDT |  | STX |
| theflyonthewall.com: | On The Fly: Closing Wrap | | Stocks on Wall Street were higher, amid encouraging manufacturing reports in the U.S., China and Germany. Stock futures were higher throughout the pre-market trading session, leading to a higher open for the broader market. The string of domestic economic reports were generally in line but the one report which was above expectations, construction spending for the month of December, solidified the market’s move and added to its upward momentum. The market then moved in a fairly narrow range as it enjoyed its biggest move since January 3rd and added to January’s big gains... ECONOMIC EVENTS: In the U.S., the ADP Employment Change report showed that 170,000 service sector jobs were created in January, versus the expected increase of 182,000. The ISM Manufacturing reading of 54.2 was generally in-line with expectations. Construction spending increased 1.5%, versus an expected increase of 0.5%. Also, PMI reports from Germany and China rose from the previous month and indicated expansion... MARKET NEWS: Amazon (AMZN) shares plunged after its revenues and guidance significantly disappointed investors... NYSE Euronext (NYX) and Deutsche Boerse (DBOEY) announced the termination of their merger agreement after the European Commission blocked the proposed tie-up... Among the automakers reporting January sales, Honda (HMC) and Volkswagen (VLKAY) moved higher, while Ford (F) shares slid almost 0.75%... MAJOR MOVERS: Notable gainers included Medivation (MDVN), up $12.10, or 21.84%, to $67.51, following the company's report on its AFFIRM clinical trial for its prostate cancer drug, and Seagate (STX), up $4.39, or 20.77%, to $25.53, after a number of firms upgraded the stock or raised their price targets after the company's better than expected Q2 results. Among the noteworthy losers were JDA Software (JDAS), down $5.06, or 17.17%, to $24.41, after the company reported better than expected results but also disclosed an SEC investigation into its revenue recognition and other financial reporting matters, and Unisys (UIS), down $2.96, or 14.12%, to $18.01, after its revenue failed to meet Street forecasts... INDICES: The Dow rose 83.55, or 0.66%, to 12,716.46; the Nasdaq gained 34.43, or 1.22%, to 2,848.27; and the S&P 500 added 11.67, or 0.89%, to 1,324.08. :theflyonthewall.com |
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| 11:25 EDT | | STX |
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| 09:43 EDT | | STX |
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| 09:27 EDT | | STX |
| theflyonthewall.com: | Pre-market top 5 gainers | | The following stocks were the top percentage gainers before the open on solid volume of at least 50,000 shares, trading at over $10. MDVN 19%, STX 14%, WHR 9.2%, FTNT 8.9%, DNDN 5%. :theflyonthewall.com |
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| 09:12 EDT | | STX |
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| 08:24 EDT |  | STX |
| theflyonthewall.com: | Correction: Seagate price target raised to $27 from $20 at RW Baird | | Baird raised its price target on Seagate following Q2 results. The firm cited higher Q3 guidance and Q4 outlook, its plans to return cash to shareholders, and continued supply constraints. Shares are Outperform rated. :theflyonthewall.com |
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| 08:16 EDT | | STX |
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| 07:29 EDT | | STX |
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January 31, 2012
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| 17:54 EDT | | STX |
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| 17:53 EDT | | STX |
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| 17:52 EDT | | STX |
| theflyonthewall.com: | Seagate says substantial shortfall in unmet demand due to supply chain damage |
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| 17:48 EDT | | STX |
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| 16:26 EDT | | STX |
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| 16:23 EDT | | STX |
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January 27, 2012
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| 09:43 EDT | | STX |
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January 26, 2012
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| 16:09 EDT | | STX |
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| 14:30 EDT | | STX |
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| 10:50 EDT |  | STX |
| theflyonthewall.com: | Hard disk drive prices dropping, Channelnomics says | | Hard disk drive prices are starting to drop, as factories in Southeast Asia are beginning to produce the drives again, according to Channelnomics. Analysts forecast that hard disk drive production will return to normal by early April, the publication added. Reference Link :theflyonthewall.com |
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