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News Breaks | | | | October 31, 2012 | | 23:00 EDT |  | NAT, LZB, ETH, FFIV, CSCO, NLY, CLNE, RIMM, MPC, WRC, ETN, USG, HAIN, PVH, SHW, COH, BNNY, CBE, WHR, SKT | Jim Cramer's "Mad Money"
Jim Cramer told "Mad Money" viewers Wednesday the devastation caused by Hurricane Sandy may have been just what our ailing economy needed -- "nothing has the potential to get things moving like a widespread disaster." Cramer said with the damage from Sandy estimated between $30B-$50B, it's no wonder stocks like USG (USG), Whirlpool (WHR) and Sherwin-Williams (SHW) were on the move higher Wednesday. But even bigger than the private sector is the federal government, said Cramer, as roads and other infrastructure needs to be rebuilt. EXECUTIVE DECISION: Cramer spoke with Sandy Cutler, chairman and CEO of Eaton (ETN). Shares of Eaton have been trading higher due, in part, to the company's planned acquisition of Cooper Industries (CBE). Cutler expects many of Eaton's electrical products will be a part of that rebuilding effort from Hurricane Sandy. Eaton currently derives 60% of its revenue from its electrical businesses. Cutler said that Eaton is still seeing construction activity building. Cutler said our country is on track to return to 1.5M housing starts a year, although it ail likely take a few years to get there. Cramer said that with so much building ramping up, Eaton is the company investors need to own. Then, Cramer sat down with Manny Chirico, CEO of PVH Corp (PVH), on the heels of the company announcing it is acquiring Warnaco (WRC), a licensee of its Calvin Klein brand, for $2.9B. Cramer suggested that PVH buy Warnaco when he last spoke with Chirico on Sept 6. Shares of PVH spiked 20% on the news. Cramer said that he remained a big fan of PVH as it continues to grow and reward shareholders. Cramer also spoke with John Foraker, CEO of Annie's (BNNY), a stock that's up 14% since Cramer recommended investors get in on the company's IPO earlier this year. Annie's just reported a 1c earnings miss on better than expected sales with upbeat guidance. Foraker said his company has a great brand but certainly needs to execute better in order to meet growing customer demand. Cramer said that Annie's, along with Hain Celestial (HAIN), remains among his favorite healthy-eating stocks. Finally, Cramer sat down with Steve Tanger, president and CEO of Tanger Factory Outlets (SKT), a retail REIT with a 2.7% yield. Tanger said that doesn't expect any effect on earnings from the minimal damage from Hurricane Sandy. Tanger keeps tabs on the sales of all its tenants. In the case of Coach (COH), which struggled last quarter, Tanger said that company has a great management team that has already corrected the pricing policies that led to the declines. Cramer continued his recommendation of Tanger Factory Outlets. LIGHTNING ROUND: (Bullish) ETH, MPC, NLY. (Bearish) LZB, RIMM, CSCO, NAT, CLNE, FFIV. Reference Link | |
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News For USG;WHR;SHW;ETN;CBE;PVH;WRC;BNNY;HAIN;SKT;COH;ETH;MPC;NLY;LZB;RIMM;CSCO;NAT;CLNE;FFIV From The Last 14 Days Check below for free stories on USG;WHR;SHW;ETN;CBE;PVH;WRC;BNNY;HAIN;SKT;COH;ETH;MPC;NLY;LZB;RIMM;CSCO;NAT;CLNE;FFIV the last two weeks. |
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| May 17, 2013 | | 16:00 EDT |  | CSCO | Options Update; May 17, 2013
 Subscribe for More Information | | | 14:03 EDT |  | CSCO | Market set to finish week with gains after Cisco results, comments
Subscribe for More Information | | | 11:59 EDT | | CSCO | Options with decreasing implied volatility: ILMN LO A HES INFY CSCO
| | | 07:35 EDT |  | CSCO | Aruba Networks downgraded to Hold from Buy at Stifel
Subscribe for More Information | | | 06:35 EDT | | CSCO | Stocks with implied volatility below IV index mean; CSCO MBI
Stocks with implied volatility below IV index mean; Cisco (CSCO), MBIA (MBI) according to IVolatility. | | | 06:09 EDT |  | COH | Citi recommends Michael Kors ahead of Q4 results
Subscribe for More Information | | | May 16, 2013 | | 16:29 EDT | | CSCO | On The Fly: Closing Wrap
Stocks on Wall Street were lower following some disappointing economic data and a hint from a regional Fed president that the central bank may taper its easing program in the coming months. The averages traded in a narrow range for much of the session before moving lower in the final hour of trading. Comments by San Francisco Fed president John Williams late in the afternoon, suggesting that the central bank may begin slowing its bond buying pace by the summer, may have spurred the late session selling. ECONOMIC EVENTS: In the U.S., initial jobless claims rose 32K to 360K last week, compared to expectations for them to remain relatively stable at 330K. The consumer price index dropped a larger than forecast 0.4% in April, though the "core" CPI rate rose 0.1%, as expected. Housing starts were down 16.5% in April from the prior month, versus an expected decrease of 6.4%, though building permits jumped 14.3% from the prior month, beating an expected increase of 3.8%. The Philadelphia Fed General Business Conditions Index for May came in at -5.2, versus expectations for a +2.2 reading. COMPANY NEWS: Earnings reports from two Dow members, Wal-Mart (WMT) and Cisco (CSCO), sent their shares in opposite directions. Cisco shares added $2.66, or 12.54%, to $23.87 to lead the blue chip index after the company's results beat expectations on the top and bottom lines. Wal-Mart fell $1.36, or 1.7%, to $78.50 after its first quarter earnings sand second quarter outlook missed the consensus forecast... Tesla Motors (TSLA) last night announced a stock and debt offering of more than $800M, with CEO Elon Musk announcing his intent to buy $100M of the offering, and shares of the electric car maker added $7.36, or 8.67%, to $92.20. MAJOR MOVERS: Among notable gainers was Aegerion (AEGR), up $14.73, or 31.37%, to $61.70 after the company said its Juxtapid treatment may have a $1B global market opportunity and at least two analyst firms raised their price targets on its shares. Also higher was Constellation Brands (STZ), up $1.52, or 3.03%, to $51.76 after the stock was upgraded at Stifel and ISI Group. Among noteworthy losers following analyst downgrades were AMD (AMD), which fell 55c, or 12.56%, to $3.83 after Goldman downgraded the stock to Sell, and CSC (CSC), which slid $2.12, or 4.74%, to $42.59 after being cut to Hold at Deutsche Bank. Also lower following its quarterly report was NetQin Mobile (NQ), down 72c, or 7.5%, to $8.88. INDICES: The Dow was down 42.47, or 0.28%, to 15,233.22; the Nasdaq was down 6.38, or 0.18%, to 3,465.24; and the S&P 500 was down 8.31, or 0.50%, to 1,650.47. | | | 14:01 EDT | | CSCO | Options Update; May 16, 2013
Subscribe for More Information | | | 12:24 EDT | | CSCO | On The Fly: Midday Wrap
The S&P 500 was virtually unchanged at midday following a deluge of domestic economic data this morning. The S&P began the session in negative territory, but only moderately lower, after investors received a host of data prior to the open, including reports on jobless claims, consumer prices, and housing starts. ECONOMIC EVENTS: In the U.S., initial jobless claims rose 32K to 360K last week, compared to expectations for them to remain relatively stable at 330K. The consumer price index dropped a larger than forecast 0.4% in April, though the "core" CPI rate rose 0.1%, as expected. Housing starts were down 16.5% in April from the prior month, versus an expected decrease of 6.4%, though building permits jumped 14.3% from the prior month, beating an expected increase of 3.8%. The Philadelphia Fed General Business Conditions Index for May came in at -5.2, versus expectations for a +2.2 reading. COMPANY NEWS: Earnings reports from two Dow members, Wal-Mart (WMT) and Cisco (CSCO), sent their shares in opposite directions. Cisco shares advanced 12% to lead the blue chip index after the company's results beat expectations on the top and bottom lines and prompted price target increases at several analyst firms. Wal-Mart, in contrast, lagged all Dow names, sliding 2% after its earnings for the just ended quarter and its view of the current quarter missed the consensus forecast... After the closing bell, Tesla Motors (TSLA) said it intends to raise about $830M by offering 2.7M common shares and $450M in convertible senior notes. CEO Elon Musk will buy $100M worth of the stock and debt, the company said, and its recently high-flying shares rose another 6%. MAJOR MOVERS: Among the notable gainers rising following Cisco's better than expected results and commentary were Ciena (CIEN), which rose 8%, and Cavium (CAVM), which advanced 4%. Also higher were shares of NetApp (NTAP), which gained over 6% after Bloomberg said activist investor Elliott Management has taken a stake in the company and is pushing its board to explore ways to boost shareholder value. Among the noteworthy losers were Oncothyreon (ONTY), which fell 20%, and Biomarin (BMRN), down 5%, after both pharmaceutical companies, among a number of others, published data to be presented at ASCO, an annual meeting of oncologists. Also lower was AMD (AMD), which declined 14% following a downgrade to Sell at Goldman Sachs. INDICES: Near noon, the Dow was up 12.47, or 0.08%, to 15,288.16; the Nasdaq was up 8.74, or 0.25%, to 3,480.36; and the S&P 500 was nearly flat at 1,658.80. | | | 11:19 EDT |  | FFIV | F5 Networks spikes higher following Cisco's results, levels to watch
Subscribe for More Information | | | | 10:44 EDT | | CSCO | Cisco results give boost to semiconductor names
Subscribe for More Information | | | 09:48 EDT | | CSCO | Cisco gaps up and spikes higher in early trading following results
Subscribe for More Information | | | 09:36 EDT | | CSCO | Active equity option families trading on open
Subscribe for More Information | | | 09:20 EDT | | COH | Coach estimatse raised at Sterne Agee
Sterne Agee believes Coach can take shares in the combined premium footwear/outwear market and has an opportunity in watches. The firm reiterates its Buy rating and raised its price target to $65 from $62. | | | 09:19 EDT | | CSCO | On The Fly: Pre-market Movers
Subscribe for More Information | | | 09:04 EDT | | CSCO | Cisco results positive for semiconductors space, says Brean Capital
Subscribe for More Information | | | 09:00 EDT | | CSCO | Cisco rises 12.9%
Cisco is up 12.9%, or $2.73, to $23.94 | | | 08:18 EDT | | CSCO | Cisco price target raised to $28 from $25 at Goldman
Subscribe for More Information | | | 08:14 EDT | | CSCO | Cisco price target raised to $27 from $25 at FBN Securities
Subscribe for More Information | | | 08:14 EDT |  | CSCO | BofA/Merrill's tech analysts hold an analyst/industry conference call
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