FeedPosted Nov 5th 2009 9:30AM by Jim Cramer (RSS feed)
Filed under: Google (GOOG), Apple Inc (AAPL), Pfizer (PFE), Market matters, McDonald's (MCD), Caterpillar (CAT), Bristol-Myers Squibb (BMY), Chevron Corp (CVX), General Mills (GIS), Procter and Gamble (PG), Kimberly-Clark (KMB), Kohl's Corp (KSS), Polo Ralph Lauren'A' (RL), Stocks to Buy, Cramer on BloggingStocks
TheStreet.com's Jim Cramer says you can be bearish, but you have to admit when you're wrong. Oh boy, I hit a nerve. My last two days of donning the bear suit and imitating the bears has brought on a cacophony of critics, all of whom think that I am attacking them personally! That's right, they think I have read them, seen them and heard them and that I am spoofing them or making fun of them.
Moreover, they think that I am wildly bullish and that I am mocking them for not wanting to buy things here.
Continue reading Cramer on BloggingStocks: All I'm asking for is rigor
Posted Oct 30th 2009 7:35AM by Melly Alazraki (RSS feed)
Filed under: Before the bell, International markets, Market matters, Sony Corp ADR (SNE), Chevron Corp (CVX), Alcatel-LucentADS (ALU), Duke Energy (DUK), Economic data, MetLife Inc. (MET)

U.S. stock futures drifted lower Friday morning, indicating a weaker start on Wall Street, a day after a market rally that was fueled by strong economic reports. But as investors catch their breath, they also await cautiously for data on consumer spending and sentiment, as earlier data this week surprised to the down side.
On Thursday, the government reported the economy grew 3.5% in the third quarter. While the growth was mostly due to government stimuli, it was enough to lift stocks some 2% for the day. Treasury Secretary Timothy
Geithner said Thursday the U.S. economy's return to growth shows some stability but recovery is fragile and needs nurturing.
Continue reading Before the bell: Futures lower as Street takes a breather, awaits more data
Posted Aug 14th 2009 11:00AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Chevron Corp (CVX), Commodities, Oil, Stocks to Buy
In his Validea newsletter, editor John Reese picks stocks based on the long-standing strategies of "legendary" investors, including investment stars as Warren Buffett, Peter Lynch, and others known for long-term records of success.
Here, the advisor takes a look at Chevron (NYSE: CVX), based on the investment strategy of leading growth and value investor James O'Shaughnessy.
"O'Shaughnessy's approach, know as the Cornerstone Value Strategy, looks for large, well known companies whose market cap is greater than $1 billion. These companies exhibit solid and stable earnings. CVX's market cap passes this test.
Continue reading Growth & value strategy selects Chevron (CVX)
Posted Aug 10th 2009 4:05PM by Jon Ogg (RSS feed)
Filed under: Microsoft (MSFT), Chevron Corp (CVX), Federal Natl Mtge (FNM), AMR Corp (AMR)

Today was one of those Monday trading session that had no real direction and no real data to digest on a macro basis. So traders decided to lighten up after the big runs we have seen, particularly after four weeks of the markets rallying. There is also probably a sense of locking in some gains in case the two day FOMC meeting this week starts to take on a less free-money tone. Here were today's unofficial closing bell levels:
DJIA: 9337.18(-0.34%)
S&P500: 1005.89 (-0.46%)
NASDAQ:1992.24(-0.40%)
Top Analyst Calls:LogMeIn Inc. (NASDAQ:
LOGM) saw its quiet period end after its July 1 IPO date. Most analysts gave it a
positive outlook and favorable rating, yet shares were down over 6% at $16.80 very late in the trading session.
AMR Corp. (NYSE:
AMR) was weak all day. The parent of American Airlines may have more regulatory reviews as it and British Air will have to face a review over the Oneworld Alliance in antitrust matters at a joint hearing next month. Shares were down 4% at $5.71 in the final minutes of the day.
Continue reading Closing Bell: Selling for selling's sake (LOGM, AMR, CVX, FRE, FNM, MSFT)
Posted Jul 31st 2009 5:00PM by Sheldon Liber (RSS feed)
Filed under: Rants and raves, Competitive strategy, Microsoft (MSFT), Ford Motor (F), Market matters, Money and Finance Today, Archer-Daniels-Midland (ADM), Chevron Corp (CVX), Nucor Corp (NUE), Options, BHP Billiton Ltd ADR (BHP), Wells Fargo (WFC), Bargain stocks, Anglo American (AAUKY), S and P 500, DJIA, Intuitive Surgical Inc (ISRG), American Eagle Outfitters (AEO)

Where on earth can you buy things on sale for less than bargain prices?
Imagine that you were shopping for a nice shirt, or watch, or bicycle and you have been tracking the prices all year (or ten) and the thing finally goes on sale. You drive to the store and while you are in transit, unknown to you, the store manager puts a half price sticker on the item. You would be overjoyed with glee! To buy something at half the price you already thought was a bargain --
that would be amazing!The fact is that this year the stock market has provided that opportunity. This year for the first time in most of our lives, you were able to do that to a degree that we have not witnessed before and have only read about.
Continue reading Serious Money: The world's dumbest market
Posted Jul 31st 2009 7:55AM by Melly Alazraki (RSS feed)
Filed under: Before the bell, International markets, Earnings reports, Market matters, AutoNation Inc (AN), Chevron Corp (CVX), Economic data
U.S. stock futures advanced Friday morning to finish yet another week full of earnings just to be hit with a wave of economic data Friday morning. Ahead of the bell, investors will focus on the release of second-quarter gross domestic product data, with many hoping it would indicate a slower pace of decline and a recovery ahead to the U.S. economy.
On average, economists expect the recession likely eased in the second quarter and shrank at a 1.5% pace -- an improvement over the 5.9% decline in economic growth the previous six months -- as the stimulus programs helped the economy to revive somewhat. Now, analysts are hoping the economy no longer in free-fall. They expect to see less drastic spending cuts by businesses and an improved trade picture factor, although consumer spending has likely continued to shrink on the back on the increasing unemployment.
Continue reading Before the bell: Stock futures lower despite better-than-expected GDP
Posted Jul 30th 2009 10:00AM by Jim Cramer (RSS feed)
Filed under: Market matters, Chevron Corp (CVX), ConocoPhillips (COP), BP p.l.c. ADS (BP), Valero Energy (VLO), Oil, Cramer on BloggingStocks
TheStreet.com's Jim Cramer says the stocks seem to move in lock step despite varying degrees of success. Oils are not equal, even though they trade together. This morning
Shell (NYSE:
RDS.A) (
Cramer's Take) reported profits down 67%, which is 15 points more than
BP (NYSE:
BP) (
Cramer's Take), and this matters.
Conoco (NYSE:
COP) (
Cramer's Take) was just disastrous, down 76%, with the worse combination of bad refining and horrid natural gas numbers. Yet they are all pretty much treated equally. Meanwhile,
Chevron (NYSE:
CVX) (
Cramer's Take) gave you a 4.6% increase in the dividend, something they hinted they could do because of the great growth of output that is hitting now. Reserves are growing.
I am hoping that these become de-ETF'd, meaning that they can trade on their own so stock-picking matters again. That's what's happening, for example, with the banks, where a different kind of reserves is distinguishing the players.
Continue reading Cramer on BloggingStocks: ETF-ization of oil stocks makes everything equal
Posted Jul 24th 2009 9:40AM by Jim Cramer (RSS feed)
Filed under: Earnings reports, Microsoft (MSFT), Apple Inc (AAPL), Amazon.com (AMZN), Market matters, Caterpillar (CAT), American Express (AXP), Bank of America (BAC), Chevron Corp (CVX), Deere and Co (DE), Union Pacific Corporation (UNP), Cramer on BloggingStocks
TheStreet.com's Jim Cramer says even without top-line growth, next quarter should amaze as we see the full benefits of big layoffs. People are way too worried that we won't see top-line growth. The great earnings numbers that we have seen are being dismissed repeatedly because -- with the exception of
Apple (NASDAQ:
AAPL) (
Cramer's Take) -- they aren't being driven by sales, just margins. I say if you are waiting for top line, forget it. Not in this rally. Not going to happen. Doesn't mean a thing.
Here's the deal. Companies have fired and fired and fired people again and again and we have only seen a few months -- the last two of this quarter -- of impact in the cuts while we have seen myriad charges. Next quarter, even if there is no top-line growth, should be amazing as we see the full benefits of the firings. We could be looking at gigantic earnings per share without any growth because no one is hiring. In fact, they are still laying off.
Continue reading Cramer on BloggingStocks: Don't fret over the top line
Posted Jul 14th 2009 11:30AM by Eric Buscemi (RSS feed)
Filed under: Analyst reports, Analyst upgrades and downgrades, Yahoo! (YHOO), Chevron Corp (CVX), Burger King Hldgs (BKC), Analyst initiations, Unilever ADR (UL)
Analyst upgrades:
- Jefferies upgraded VMware (NYSE: VMW) to Hold from Underperform on expectations June quarter revenue will be inline-to-slightly-better and negative revisions to September quarter revenue will not be as great as in the most recent two quarters. The firm raised its target on shares to $25 from $20.
- Citigroup upgraded Blue Nile (NASDAQ: NILE) to Buy from Hold on valuation following the recent pullback and believes expectations for Q2 are reasonable. The firm has a $50 price target on the stock.
- FBR Capital upgraded Bronco Drilling (NASDAQ: BRNC) to Market Perform from Underperform on valuation as it believes negative sentiment will ease. The firm raised its target on shares to $4 from $3.
- Unilever (NYSE: UL) was upgraded to Overweight from Neutral at JP Morgan.
- Posco (NYSE: PKX) was upgraded to Overweight from Equal Weight at Morgan Stanley.
- Gol Linhas Aereas (NYSE: GOL) was upgraded to Buy from Underperform at BofA/Merrill.
Continue reading Analyst upgrades, downgrades and initiations: THOO, VMW, VOD, BKC, CVX, HBAN ...
Posted Jul 9th 2009 3:20PM by Sheldon Liber (RSS feed)
Filed under: International markets, Market matters, Diageo plc (DEO), Chevron Corp (CVX), Verizon Communications (VZ), BHP Billiton Ltd ADR (BHP), Anadarko Petroleum (APC), Serious Money, Commodities, Oil, Anglo American (AAUKY), Stocks to Buy, Southern Company (SO), Annaly Capital Management (NLY), Williams Companies (WMB), Olin Corp. (OLN)

In a race, when the yellow caution flag is out drivers are prohibited from advancing their position, and are subject to penalty.
In the stock market no such rule applies. When the caution flag goes up it is a sign you may be nearing an opportunity to advance your position, and it would be foolish not to do so. I think the market has definitely had the caution flag up the last two weeks as we enter earnings season.
I have written several
articles regarding watch-lists encouraging our readers to be prepared for buying opportunities, and as I look at my watch-list it appears that many stocks are nearing prices that would make it attractive to add to my position.
Continue reading Serious Money: Not cheating -- market waving the caution flag
Next Page »