JIm Cramer posts
FeedPosted Nov 10th 2009 10:00AM by Jim Cramer (RSS feed)
Filed under: Microsoft (MSFT), Apple Inc (AAPL), Cisco Systems (CSCO), Dell (DELL), Hewlett-Packard (HPQ), Intel (INTC), Home Depot (HD), Motorola (MOT), Market matters, International Business Machines (IBM), JPMorgan Chase (JPM), Goldman Sachs Group (GS), Lowe's Cos (LOW), Cypress Semiconductor (CY), Stocks to Buy, Cramer on BloggingStocks
TheStreet.com's Jim Cramer says that as numerous stories are mulled over anew, the reasons for selling seem silly. The lack of important data today forces market participants to revisit stories that got tossed out over the last few weeks simply because of earnings ennui. People are now doubling back to see what they have forgotten, or more important, why they sold certain stocks they most likely shouldn't have.
For example, why did JPMorgan (
JPM) (
Cramer's Take) go from $47 to $44? Bad loans? Credit quality? No, not really. Nothing like that. Why did Goldman Sachs (
GS) (
Cramer's Take) go from $192 to the $170s? Some of it was Meredith Whitney, but there is also a sense of entitlement that makes the firm hated, as if somehow it is too much of a pariah to invest in.
Continue reading Cramer on BloggingStocks: Investors are rethinking their snap judgments
Posted Nov 9th 2009 10:10AM by Jim Cramer (RSS feed)
Filed under: Market matters, Abbott Laboratories (ABT), Aetna Inc (AET), CIGNA Corp (CI), Gilead Sciences (GILD), Stocks to Buy, Cramer on BloggingStocks
TheStreet.com's Jim Cramer says the Senate is filled with more-savvy politicians, and the upside for beaten-down names is huge. Nancy Pelosi has now said her piece. The most unpopular Speaker of the House in the history of Wall Street has gotten her precious health care legislation through the House after ramming through a stimulus package that had far too little infrastructure and far too much pay raise for municipal and state workers, the most powerful interest group in the country.
But this time the Senate sees through it, and the politicians -- despite Pelosi's insistence that Tuesday's election went her way -- know better. There are pages after pages after pages in this bill that look threatening. But here's the rub: This bill's public option, the one that is supposed to be a killer to everything health care, should affect no more than 6 million people over a 10-year period, according to the Congressional Budget Office. In order to get 60 votes in the Senate, even that may prove to be too powerful an option.
Continue reading Cramer on BloggingStocks: Pelosi can't kill the health care sector
Posted 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 Nov 3rd 2009 10:00AM by Jim Cramer (RSS feed)
Filed under: Market matters, Black and Decker (BDK), Cramer on BloggingStocks
TheStreet.com's Jim Cramer says opportunistic mergers help deliver value to shareholders during difficult times. The companies aren't oblivious to this difficult environment. It isn't just that they look at the futures and say, "Uh oh, here comes another bad one" -- the reaction we all feel today. No, it doesn't work like that. They realize that growth's been lowered worldwide and that they can't do it on their own because they don't have critical mass and they have to give up and get together with others in their industries to bring out value.
Black & Decker (NYSE:
BDK) (
Cramer's Take) and
Encore (NYSE:
EAC) (
Cramer's Take) came to this exact same conclusion at the same time. They just can't make more money for their shareholders independently than they can with other partners. With Encore settling for
Denbury's (NYSE:
DNR) (
Cramer's Take) bid and Black & Decker agreeing to be acquired by
Stanley Works (NYSE:
SWK) (
Cramer's Take), both are settling for about half of what their companies were worth two years ago. But the world has changed in two years, and a lot of the rosy scenarios that justified being independent have to be reconsidered.
Continue reading Cramer on BloggingStocks: Going it alone isn't always wise
Posted Nov 2nd 2009 10:00AM by Jim Cramer (RSS feed)
Filed under: Coca-Cola (KO), PepsiCo (PEP), Market matters, Citigroup Inc. (C), CIT Group (CIT), Kellogg Co (K), General Mills (GIS), Cramer on BloggingStocks
TheStreet.com's Jim Cramer wonders whether the big selloff was caused by anxious managers locking in profits. What happens if it is was mostly lock-in action? What if the big themes that everyone so feared weren't so big, and that the selloff -- so ugly, with so much damage -- was just technical and remains that way?
Besides my oft-repeated statement that I don't expect a pullback to exceed 7%, I think this market didn't make a lot of sense last week.
Here were the big themes: dollar getting stronger, causing a decline in minerals and resources; industrials faltering; recession stocks roaring back.
Continue reading Cramer on BloggingStocks: Assigning blame after Friday's market plunge
Posted Oct 31st 2009 4:10PM by Trey Thoelcke (RSS feed)
Filed under: Earnings reports, Allergan (AGN), Aetna Inc (AET), TD AmeriTrade Holding (AMTD), RadioShack Corp (RSH), Goodyear Tire and Rubber (GT), E*TRADE (ETFC), Visa Inc. (V)
Continue reading Earnings highlights: Aetna, Allergan, E*Trade, Goodyear, RadioShack, SAP, Visa ...
Posted Oct 31st 2009 10:10AM by Trey Thoelcke (RSS feed)
Filed under: Daimler (DAI), Sprint Nextel Corp (S), AFLAC Inc (AFL), Avon Products (AVP), Kellogg Co (K), Hershey Co (HSY), Procter and Gamble (PG), BP p.l.c. ADS (BP), McGraw-Hill Companies (MHP), General Dynamics Corp (GD), Nintendo (NTDOY)
Continue reading Earnings highlights: Aflac, Avon, BP, Hershey, Kellogg, Nintendo, P&G, Sprint ...
Posted Oct 30th 2009 10:00AM by Jim Cramer (RSS feed)
Filed under: Market matters, QUALCOMM Inc (QCOM), Cramer on BloggingStocks
TheStreet.com's Jim Cramer says you can't give up on Tessera and SBA Communications based on one bad quarter. Tessera (NASDAQ:
TSRA) (
Cramer's Take) and
SBA Communications (NASDAQ:
SBAC) (
Cramer's Take) "blow up" last night and you have to think, "The tsunami's over," that the smartphone revolution's not occurring.
To which I say, no one likes the blowups, no one likes the guidedowns, but, like
Qualcomm (NASDAQ:
QCOM) (
Cramer's Take), these are all multiyear stories that can't be judged on a quarter. The idea that we do not need more cell towers with smartphone data hogs like the iPhone out there, and the idea that miniaturization and cooler computers (Tessara's strengths) are played out, makes no sense to me.
Continue reading Cramer on BloggingStocks: See the big picture on the mobile internet tsunami
Posted Oct 28th 2009 9:50AM by Jim Cramer (RSS feed)
Filed under: Market matters, Nokia Corp. (NOK), Oracle Corp (ORCL), salesforce.com inc (CRM), Cramer on BloggingStocks
TheStreet.com's Jim Cramer says taking down all of software on the back of this outlook is a mistake. And on the fifth down day, we decided that
SAP's (NYSE:
SAP) (
Cramer's Take) butt getting kicked means the industry is faltering? This is the thought that went through my head when I saw SAP's disappointing news and its alibi that business is weak. That's why it stumbled. Of course, SAP's comments immediately took all of Europe down. Nobody said, "Hey, maybe it is SAP's fault because
Oracle's (NASDAQ:
ORCL) (
Cramer's Take) kicking their butt." No one said, "Sure it is weak, because in the end
Salesforce.com (NYSE:
CRM) (
Cramer's Take) got a better mousetrap."
Continue reading Cramer on BloggingStocks: SAP isn't everything
Posted Oct 26th 2009 9:30AM by Jim Cramer (RSS feed)
Filed under: Apple Inc (AAPL), Market matters, Broadcom Corp'A' (BRCM), Marvell Technology Group (MRVL), Stocks to Buy, Cramer on BloggingStocks
The Street.com's Jim Cramer says that after a tough week, the semiconductor industry finally gets some good news. Will
Marvell Technology (NASDAQ:
MRVL) (
Cramer's Take) give what
TriQuint (NASDAQ:
TQNT) (
Cramer's Take) and
Broadcom (NASDAQ:
BRCM) (
Cramer's Take) took away?
Last week, we had the one-two punch of TriQuint and Broadcom really making the whole Internet tsunami look more like a tropical storm. They both talked about withering demand, and Broadcom verified the bears' double-order thesis, but this morning Marvell says that things are on target, there's no wavering and demand is strong. Bears can take their pick.
Continue reading Cramer on BloggingStocks: Marvell could be a boon for the semis
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