BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[Analyst Calls: AMTD, BPL, BX, ERIC, FTE, GGP, HCBK, HCN, NE, PPL, TUP ...]]>http://www.bloggingstocks.com/2011/03/03/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/03/03/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/03/03/analyst-upgrades-downgrades/#commentsFiled under: , , , , ,

Analyst Upgrades

  • General Growth (GGP) to outperform from neutral at Credit Suisse.
  • PPL Corp. (PPL) to outperform from market perform at FBR Capital.
  • Hudson City Bancorp (HCBK) to neutral from reduce at Nomura.
  • Hologic (HOLX) to conviction buy from buy at Goldman.
  • Cognex (CGNX) to overweight from neutral at Piper Jaffray.
  • Buckeye Partners (BPL) to outperform from market perform at Wells Fargo.
  • Ericsson (ERIC) and Health Care REIT (HCN) to buy from neutral and Olin (OLN) to neutral from sell at UBS.
  • Nalco (NLC) to overweight from neutral at JPMorgan.
  • Watts Water (WTS) to buy from hold at BB&T.
  • McDermott (MDR) to buy from neutral at Pritchard.

Continue reading Analyst Calls: AMTD, BPL, BX, ERIC, FTE, GGP, HCBK, HCN, NE, PPL, TUP ...

Analyst Calls: AMTD, BPL, BX, ERIC, FTE, GGP, HCBK, HCN, NE, PPL, TUP ... originally appeared on BloggingStocks on Thu, 03 Mar 2011 11:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AGNAllerganAMTDanalyst upgradesBlackstoneBPLBuckeye PartnersBXCGNXCognexdowngradesERICEricssonFrance TelecomFTEGGPHCBKHCNHealth Care REITHologicHOLXHudson CityinitiationsinthenewsLHCGMcDermottMDRNalcoNENLCOlinOLNPPLRRRTCOTD AmeritradeTUPTupperwareURIWatts WaterWTSThu, 03 Mar 2011 11:20:00 EST<![CDATA[U.S. Stock Futures Up, Oil Rises Above $100 Per Barrel]]>http://www.bloggingstocks.com/2011/03/02/u-s-stock-futures-up-oil-rises-above-100-per-barrel/http://www.bloggingstocks.com/2011/03/02/u-s-stock-futures-up-oil-rises-above-100-per-barrel/http://www.bloggingstocks.com/2011/03/02/u-s-stock-futures-up-oil-rises-above-100-per-barrel/#commentsFiled under: , , , ,

U.S. stock futures are higher Wednesday morning as investors await labor market data. Crude oil traded above $100 a barrel. Futures on the Dow Jones Industrial Average rose 27 points to 12,049.00 and futures on the S&P 500 stock index gained 3.6 points to 1,304.70. Nasdaq 100 futures gained 5.75 points to 2,317.25.

The blue-chip Dow index dropped 1.38% to close at 12,058 on Tuesday.

After the opening bell, Federal Reserve Chairman Ben Bernanke is scheduled to present a monetary policy report to the U.S. House Financial Services Committee. The Fed's Beige Book will be released at 2 p.m. ET.

Costco Wholesale (COST) reported Q2 EPS of 79 cents, matching analysts expectations. Costco reported Q2 revenue of $20.88 million, versus the consensus of $20.54 billion. The wholesaler reported a 7% rise in its Q2 same-store sales.

Continue reading U.S. Stock Futures Up, Oil Rises Above $100 Per Barrel

U.S. Stock Futures Up, Oil Rises Above $100 Per Barrel originally appeared on BloggingStocks on Wed, 02 Mar 2011 08:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>costcostcofeaturedMcDermottmdrpremarketsplsstaplesWed, 02 Mar 2011 08:30:00 EST<![CDATA[McDermott International (MDR) soars on breakup announcement]]>http://www.bloggingstocks.com/2009/12/07/mcdermott-international-mdr-soars-on-breakup-announcement/http://www.bloggingstocks.com/2009/12/07/mcdermott-international-mdr-soars-on-breakup-announcement/http://www.bloggingstocks.com/2009/12/07/mcdermott-international-mdr-soars-on-breakup-announcement/#commentsFiled under: , , , ,

MDR logoMcDermott International (MDR - option chain) shares have risen over 10 percent in early trading on news that the company plans to split itself into two firms: The Babcock & Wilcox Co., and J. Ray McDermott. Current MDR shareholders will receive one share of each company when the transaction closes in 2010. B&W will manufacture nuclear components and other power generation systems. J. Ray will design, build and install offshore production facilities, pipelines and subsea systems. If you think that the stock won't fall by too much in the coming months, then now could be a good time to look at a bullish hedged trade on MDR.

MDR opened this morning at $22.40. So far today the stock has hit a low of $21.88 and a high of $23.05. As of 12:00, MDR is trading at $22.81 up $2.15 (10.4%). The chart for MDR looks bearish.

Continue reading McDermott International (MDR) soars on breakup announcement

McDermott International (MDR) soars on breakup announcement originally appeared on BloggingStocks on Mon, 07 Dec 2009 13:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>breakupinthenewsInvestors ObserverInvestorsObserverMcDermott InternationalMcdermottInternationalMDRoptionsMon, 07 Dec 2009 13:20:00 EST<![CDATA[Analyst upgrades, downgrades and initiations: AIG, DFS, ERIC, GE, HOG, SYMC ...]]>http://www.bloggingstocks.com/2009/09/08/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/09/08/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/09/08/analyst-upgrades-downgrades-and-initiations/#commentsFiled under: , , , , ,

Analyst upgrades:

  • Bernstein upgraded Lincoln National (NYSE: LNC) to Outperform from Market Perform based on relative valuation and expectations the company will repay TARP without a capital raise. The firm raised its target to $34 from $26.
  • Thomas Weisel upgraded Ticketmaster (NASDAQ: TKTM) to Overweight from Market Weight and raised its target to $12 from $8 citing dynamic ticket pricing and the potential merger with Live Nation (NYSE: LYV).
  • Citigroup upgraded Harley-Davidson (NYSE: HOG) to Hold from Sell after channel checks indicated retail sales have improved since Q2. The firm raised its target on shares to $26 from $14.
  • McDermott (NYSE: MDR) was upgraded to Outperform from Neutral at Credit Suisse.
  • Ericsson (NASDAQ: ERIC) was upgraded to Hold from Sell at Deutsche Bank.
  • General Electric (NYSE: GE) was upgraded to Overweight from Neutral at JPMorgan.

Continue reading Analyst upgrades, downgrades and initiations: AIG, DFS, ERIC, GE, HOG, SYMC ...

Analyst upgrades, downgrades and initiations: AIG, DFS, ERIC, GE, HOG, SYMC ... originally appeared on BloggingStocks on Tue, 08 Sep 2009 11:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AIGanalyst upgradesARRYBYDCFNCTXSDFSdowngradesERICGEGeneral ElectricGSMHarley-DavidsonHOGinitiationsLNCLYVMDROCNPMTRHTSYMCTKTMVMWVTGTue, 08 Sep 2009 11:20:00 EST<![CDATA[Oil stock #1: McDermott International (MDR)]]>http://www.bloggingstocks.com/2009/06/27/oil-stock-1-mcdermott-international-mdr/http://www.bloggingstocks.com/2009/06/27/oil-stock-1-mcdermott-international-mdr/http://www.bloggingstocks.com/2009/06/27/oil-stock-1-mcdermott-international-mdr/#commentsFiled under: , ,

stocks to sell mcdermott international McDermott International (NYSE: MDR) is a global oil engineering and construction company that specializes in offshore oil and gas construction and power generation systems.

Although more diversified than pure oil plays, McDermott has benefited greatly from the increase in price in crude.

The speculation is that McDermott will be quite busy with construction projects, as drillers are more active with the higher prices.

Continue reading Oil stock #1: McDermott International (MDR)

Oil stock #1: McDermott International (MDR) originally appeared on BloggingStocks on Sat, 27 Jun 2009 11:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>global oiljamie dlugoschmcdermott internationalMDRoil stocksOPECstocks to sellSat, 27 Jun 2009 11:00:00 EST<![CDATA[Sell these hot oil stocks for big profits now]]>http://www.bloggingstocks.com/2009/06/27/sell-these-hot-oil-stocks-for-big-profits-now/http://www.bloggingstocks.com/2009/06/27/sell-these-hot-oil-stocks-for-big-profits-now/http://www.bloggingstocks.com/2009/06/27/sell-these-hot-oil-stocks-for-big-profits-now/#commentsFiled under: , , , , , ,

oil stocks to sell You have to love OPEC. It's not uncommon for the barons of the giant cartel to voice their interest in seeing oil at such-and-such a price.

Recently, OPEC reiterated its desire to see oil prices at $80 per barrel. This, they claim, is the price needed to spur additional investment in crude projects. Apparently, anything less will result in oil sitting idle in the ground.

Continue reading Sell these hot oil stocks for big profits now

Sell these hot oil stocks for big profits now originally appeared on BloggingStocks on Sat, 27 Jun 2009 09:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>chesapeake energychkdiamond offshore drillingdofeaturedjamie dlugoschmcdermott internationalmdroil pricesoil stocksOPECstocks to sellsusuncor energyyanzhou coal miningyzcSat, 27 Jun 2009 09:00:00 EST<![CDATA[Analyst upgrades, downgrades and initiations: TASR, M, FDO, NVDA, DGX ... ]]>http://www.bloggingstocks.com/2009/03/06/analyst-upgrades-downgrades-and-initiations-tasr-m-fdo-nvda/http://www.bloggingstocks.com/2009/03/06/analyst-upgrades-downgrades-and-initiations-tasr-m-fdo-nvda/http://www.bloggingstocks.com/2009/03/06/analyst-upgrades-downgrades-and-initiations-tasr-m-fdo-nvda/#commentsFiled under: , , , ,

Analyst upgrades:
  • Merriman upgraded Taser (NASDAQ: TASR) to Buy from Neutral as it believes current valuation levels do not reflect the company's market opportunities and that the law enforcement funding in President Obama's stimulus plan will boost sales in Q4 and FY10.
  • Goldman upgraded Macy's (NYSE: M) to Buy from Neutral and added shares to its Conviction Buy List based on reduced balance sheet concerns and improved risk/reward. The firm also raised their target to $8.25 from $8.
  • JP Morgan upgraded Family Dollar (NYSE: FDO) to Neutral from Underweight and raised its target to $29 from $19 following the better-than-expected Q2 report. The analyst continues to prefer Dollar Tree (NASDAQ: DLTR) and Wal-Mart (NYSE: WMT).
  • Goldman removed Universal Am (NYSE: UAM) from the Conviction Sell List.
  • McDermott (NYSE: MDR) was upgraded to Buy from Hold at Jefferies.
  • Canadian Natural (NYSE: CNQ) was upgraded to Sector Outperformer from Sector Performer at CIBC.

Continue reading Analyst upgrades, downgrades and initiations: TASR, M, FDO, NVDA, DGX ...

Analyst upgrades, downgrades and initiations: TASR, M, FDO, NVDA, DGX ... originally appeared on BloggingStocks on Fri, 06 Mar 2009 11:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>BTCNQDGXDLTRFDOFRXGENZGGBIGTMMDRMGMNETLNSCNVDAOMPIPODDQSIIRAHTASRUAMWMTFri, 06 Mar 2009 11:30:00 EST<![CDATA[Cramer on BloggingStocks: Shaw is actually cheap ]]>http://www.bloggingstocks.com/2008/11/19/cramer-on-bloggingstocks-shaw-is-actually-cheap/http://www.bloggingstocks.com/2008/11/19/cramer-on-bloggingstocks-shaw-is-actually-cheap/http://www.bloggingstocks.com/2008/11/19/cramer-on-bloggingstocks-shaw-is-actually-cheap/#commentsFiled under: , ,

TheStreet.com's Jim Cramer says eventually, the credit markets will thaw, and this one will take off like a rocket.

Cheap isn't always relative. Consider the case of Shaw Group (NYSE: SGR) (Cramer's Take), the infrastructure play with the nuclear bent that has tons of business around the world building nuke plants that are competitive with oil and nat gas even at these prices, but obviously are much better for the environment.

Shaw's doing great -- big order book, no cancellations or stretch-outs (unlike ABB (NYSE: ABB) (Cramer's Take) or McDermott (NYSE: MDR) (Cramer's Take)), and most important, its stock is trading a mere dollar and a half above its cash.

It's absurd, as the CEO told me last night on a pre-empted edition of the 6 p.m. "Mad Money." The valuation makes no sense.

Continue reading Cramer on BloggingStocks: Shaw is actually cheap

Cramer on BloggingStocks: Shaw is actually cheap originally appeared on BloggingStocks on Wed, 19 Nov 2008 09:12:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>abbfeaturedjim cramerJimCramerkbrmdrsgrshawshaw groupShawGroupWed, 19 Nov 2008 09:12:00 EST<![CDATA[Post-election investment thoughts: Energy, tech, infrastructure]]>http://www.bloggingstocks.com/2008/11/05/post-election-investment-thoughts-energy-tech-infrastructure/http://www.bloggingstocks.com/2008/11/05/post-election-investment-thoughts-energy-tech-infrastructure/http://www.bloggingstocks.com/2008/11/05/post-election-investment-thoughts-energy-tech-infrastructure/#commentsFiled under: , , , , , ,

This post was written by Minyanville contributor Sean Udall.

Through my career I've generally stayed apolitical with regard to investment and trading decisions, but there have been times when some higher percentage trades have presented themselves due to political circumstances. Examples include: the tech push in Clinton's second term, the defense sector after Bush's 2000 victory, as well as the oil patch. Based on that, here are some overriding thoughts, in no particular order.

  • The market has moved to the phase where many if not most participants want and expect a pullback. Since the market confounds the greatest number of players most of the time, is a big pullback a lower probability event now? Moreover, does the selling panic of much of October turn into a buying panic in the coming weeks and months? I'm letting the charts lead me here but aware that this bullish case could possibly trump terrible economic conditions.

  • I still think the alt energy patch (solar, wind, battery tech, clean coal) will produce some of the best winners, but a lot of easy money has been made in just days. Quality and fundamentals will likely count much more now than over the past few months. Also, extended runs may become vulnerable quickly if policy decisions do not show quick tangible follow-through. Companies with the best balance sheets and funding sources will benefit the most and have the least downside on sharp technical pullbacks.

    • Continue reading Post-election investment thoughts: Energy, tech, infrastructure

    Post-election investment thoughts: Energy, tech, infrastructure originally appeared on BloggingStocks on Wed, 05 Nov 2008 13:00:00 EST. Please see our terms for use of feeds.

    Read | Permalink | Email this | Comments]]>    110508aecomakamakamaibbybest buyBestBuyctrixctxsfeaturedffivmdrobamapoliticspwrquantavmwWed, 05 Nov 2008 13:00:00 EST    <![CDATA[Cramer on BloggingStocks: Lots of stocks still haven't fallen enough ]]>http://www.bloggingstocks.com/2008/10/23/cramer-on-bloggingstocks-lots-of-stocks-still-havent-fallen-en/http://www.bloggingstocks.com/2008/10/23/cramer-on-bloggingstocks-lots-of-stocks-still-havent-fallen-en/http://www.bloggingstocks.com/2008/10/23/cramer-on-bloggingstocks-lots-of-stocks-still-havent-fallen-en/#commentsFiled under: , , ,

    TheStreet.com's Jim Cramer says the sellers are in control, and without dividend protection, we have no floor.

    The bad stuff is in the market. It just has to get more in. That's all. That's the conclusion you have to reach when you see companies like Terex (NYSE: TEX) (Cramer's Take), which is valued at only a billion and a half dollars, or Joy Global (NASDAQ: JOYG) (Cramer's Take) at $2 billion and change or McDermott (NYSE: MDR) (Cramer's Take) at $3 billion.

    In other words, forget about the stock prices. They are almost all absurd unless we are headed into a recession of such magnitude that companies start showing severe losses in the first quarter. Think about the market cap size. If Terex, which is actually a pretty good machinery company, can sell at a billion and a half dollars -- about the price that some acquisitive company might have paid for a division of Terex a year ago -- why can't it sell at $1 billion? How about $800 million? What's to stop it? The sellers at this point obviously don't even care about it, not one bit. They just want money. The buyers have had their heads twisted off and don't want anything more to do with it. No one wants to recommend it because the estimates are too high. And without a dividend, it has no protection; besides, people might perceive that the dividend can't be paid -- a la Freeport (NYSE: FCX) (Cramer's Take) -- and sell it anyway.

    Continue reading Cramer on BloggingStocks: Lots of stocks still haven't fallen enough

    Cramer on BloggingStocks: Lots of stocks still haven't fallen enough originally appeared on BloggingStocks on Thu, 23 Oct 2008 09:03:00 EST. Please see our terms for use of feeds.

    Permalink | Email this | Comments]]>    fcxfeaturedFreeport-McMoRanjim cramerJimCramerjoy globaljoygJoyGlobalmcdermottmdrnrgparker-hannifinphterextexThu, 23 Oct 2008 09:03:00 EST    <![CDATA[Analyst calls: GM, F, CB, MER, LLY, UL, BRCM, AAPL, PALM ...]]>http://www.bloggingstocks.com/2008/09/16/analyst-calls-gm-f-cb-mer-lly-ul-brcm-aapl-palm/http://www.bloggingstocks.com/2008/09/16/analyst-calls-gm-f-cb-mer-lly-ul-brcm-aapl-palm/http://www.bloggingstocks.com/2008/09/16/analyst-calls-gm-f-cb-mer-lly-ul-brcm-aapl-palm/#commentsFiled under: , , , , , , , , , , , ,

    Analyst upgrades:
    • Merrill upgraded shares of General Motors (NYSE: GM) and Ford (NYSE: F) to Neutral from Underperform on expectations for fundamentals to improve in 2009.
    • Citigroup upgraded Chubb (NYSE: CB) and Travelers Group (NYSE: TRV) to Buy from Hold as they expect the company to benefit from the AIG (NYSE: AIG) fallout. The firm raised Chubb's target to $57 from $56 and Travelers Group's target to $51.50 from $49.50.
    • Credit Suisse upgraded shares of SAP AG (NYSE: SAP) to Outperform from Neutral as they believe margin expansion can drive higher profitability.
    • JetBlue (NASDAQ: JBLU) was upgraded to Buy from Hold at Argus.
    • Goldman raised Merrill Lynch (NYSE: MER) to Neutral from Sell.
    • NetLogic (NASDAQ: NETL) was upgraded to Buy from Neutral at Piper.
    Analyst downgrades:
    • JP Morgan downgraded Eli Lilly (NYSE: LLY) to Underweight from Neutral citing the company's early stage pipeline and generic competition.
    • Merrill downgraded Unilever (NYSE: UL) to Neutral from Buy as they believe the incoming CEO is unlikely to bring a major restructuring or split up the company.

    Continue reading Analyst calls: GM, F, CB, MER, LLY, UL, BRCM, AAPL, PALM ...

    Analyst calls: GM, F, CB, MER, LLY, UL, BRCM, AAPL, PALM ... originally appeared on BloggingStocks on Tue, 16 Sep 2008 12:13:00 EST. Please see our terms for use of feeds.

    Permalink | Email this | Comments]]>    aaplatwbrcmcbcnqrdtpifgmgrhinthenewsjbluklacllylrcxmdasmdrmermunetlnrgoiipalmqisaptrvulzepTue, 16 Sep 2008 12:13:00 EST    <![CDATA[Early analyst calls (GS) (C)]]>http://www.bloggingstocks.com/2008/08/14/early-analyst-calls-gs-c/http://www.bloggingstocks.com/2008/08/14/early-analyst-calls-gs-c/http://www.bloggingstocks.com/2008/08/14/early-analyst-calls-gs-c/#commentsFiled under: , , ,

    Merrill Lynch downgraded Credit Suisse (NYSE:CS) to Underpeform from Neutral, according to MarketWatch.

    Deutsche Bank downgraded China Netcom (NYSE:CN) to Hold from Buy, according to Briefing.com. The news services also reports that Citigroup downgraded McDermott (NYSE:MDR) to Hold from Buy.

    Citigroup (NYSE:C) was cut to Underperform from Neutral at Merrill Lynch, according to 24/7 Wall St. The financial website also reports that Goldman Sachs (NYSE:GS) was cut to Underperform from Buy at Merrill Lynch.

    Douglas A. McIntyre

    Early analyst calls (GS) (C) originally appeared on BloggingStocks on Thu, 14 Aug 2008 07:37:00 EST. Please see our terms for use of feeds.

    Read | Permalink | Email this | Comments]]>    CCNCSGSMDRThu, 14 Aug 2008 07:37:00 EST    <![CDATA[Analyst initiations: Evergreen Solar, Myriad Genetics, Columbia Laboratories]]>http://www.bloggingstocks.com/2008/05/28/analyst-initiations-eslr-mdr-and-cbrx/http://www.bloggingstocks.com/2008/05/28/analyst-initiations-eslr-mdr-and-cbrx/http://www.bloggingstocks.com/2008/05/28/analyst-initiations-eslr-mdr-and-cbrx/#commentsFiled under:

    MOST NOTEWORTHY: Evergreen Solar, Myriad Genetics and Columbia Laboratories were today's noteworthy initiations:

    • Kaufman Bros. believes Evergreen Solar (NASDAQ: ESLR) is well-positioned to take advantage of a decline in raw material costs because it makes its own wafers on its own equipment. The firm started shares with a Buy rating and $18 target.
    • Myriad Genetics (NASDAQ: MYGN) was initiated at RBC Capital with an Underperform rating and $37 target and expects negative Phase III results for Flurizan when data is presented in June.
    • Caris believes Columbia Laboratories (NASDAQ: CBRX) has two potential high value treatments, one to prevent preterm birth and the other to treat primary dysmenorrhea. Shares were initiated with a Buy rating and $11 target.

    OTHER INITIATIONS:

    • McDermott (NYSE: MDR) was initiated with a Buy rating and $70 target at KeyBanc.
    • Morgan Stanley assumed Canon (NYSE: CAJ) with an Overweight rating.
    • Polaris Industries (NYSE: PII) was initiated at William Blair with a Market Perform rating.

    Analyst initiations: Evergreen Solar, Myriad Genetics, Columbia Laboratories originally appeared on BloggingStocks on Wed, 28 May 2008 12:24:00 EST. Please see our terms for use of feeds.

    Permalink | Email this | Comments]]>    CAJCBRXESLRinitiationsMDRMYGNPIIWed, 28 May 2008 12:24:00 EST    <![CDATA[Cramer on BloggingStocks: Fluor shows the power of execution ]]>http://www.bloggingstocks.com/2008/05/13/cramer-on-bloggingstocks-fluor-shows-the-power-of-execution/http://www.bloggingstocks.com/2008/05/13/cramer-on-bloggingstocks-fluor-shows-the-power-of-execution/http://www.bloggingstocks.com/2008/05/13/cramer-on-bloggingstocks-fluor-shows-the-power-of-execution/#commentsFiled under: , , , , , , ,

    TheStreet.com's Jim Cramer says this report highlighted where the success lies in this market: energy and petroleum.

    Fluor's (NYSE: FLR) (Cramer's Take) a monster. It shows you that what has hurt the other companies, particularly Chicago Bridge & Iron (NYSE: CBI) (Cramer's Take), is pure execution.

    This gigantic beat also serves to remind us of the big dichotomy. You are either in the energy and petroleum products game or you are in a lot of games that don't work.

    It's not easy for these companies, some of which have lived off the duress of state and local governments, including Shaw (NYSE: SGR) (Cramer's Take) and to a certain extent Aecom (NYSE: ACM) (Cramer's Take) and URS (NYSE: URS) (Cramer's Take), to become oil-and-gas plays.

    The only ones that have transcended it beside Fluor are Foster Wheeler (NASDAQ: FWLT) (Cramer's Take) and Jacobs Engineering (NYSE: JEC) (Cramer's Take), and the only reason you would really know that is longevity. I remember in the early 1980s when FLR and then FWC would compete directly for all of the huge projects after the second oil shock.

    Continue reading Cramer on BloggingStocks: Fluor shows the power of execution

    Cramer on BloggingStocks: Fluor shows the power of execution originally appeared on BloggingStocks on Tue, 13 May 2008 09:00:00 EST. Please see our terms for use of feeds.

    Permalink | Email this | Comments]]>    acmaecomcbichicago bridge and ironChicagoBridgeAndIronedsfeaturedflrfluorfoster wheelerFosterWheelerfwlthpqibmjacobs engineeringJacobsEngineeringjecjim cramerJimCramermcdermottmdrsgrshawursTue, 13 May 2008 09:00:00 EST    <![CDATA[Analyst upgrades: FLR, FWRD and MDR]]>http://www.bloggingstocks.com/2008/03/06/analyst-upgrades-flr-fwrd-and-mdr/http://www.bloggingstocks.com/2008/03/06/analyst-upgrades-flr-fwrd-and-mdr/http://www.bloggingstocks.com/2008/03/06/analyst-upgrades-flr-fwrd-and-mdr/#commentsFiled under: , , ,

    MOST NOTEWORTHY: Fluor, Forward Air and McDermott were today's noteworthy upgrades:
    • Citigroup upgraded shares of Fluor (NYSE: FLR) to Buy from Hold to reflect the company's strong performance and backlog in Q4 and raised their target to $190.50 from $158.
    • Baird upgraded Forward Air (NASDAQ: FWRD) to Outperform from Neutral citing near-term growth initiatives that are gaining traction.
    • Citigroup also upgraded shares of McDermott (NYSE: MDR) to Buy from Hold to reflect the company's strong Q4 performance and rising commodity prices.
    OTHER UPGRADES:

    Analyst upgrades: FLR, FWRD and MDR originally appeared on BloggingStocks on Thu, 06 Mar 2008 11:00:00 EST. Please see our terms for use of feeds.

    Permalink | Email this | Comments]]>    analystchina unicomChinaUnicomchudigital realtyDigitalRealtydlrflrfluorforward airForwardAirfwrdmcdermottmdroracleorclpldprologistsntysonupgradeThu, 06 Mar 2008 11:00:00 EST    <![CDATA[Cramer on BloggingStocks: We can't have major lenders fail]]>http://www.bloggingstocks.com/2007/11/08/cramer-on-bloggingstocks-we-cant-have-major-lenders-fail/http://www.bloggingstocks.com/2007/11/08/cramer-on-bloggingstocks-we-cant-have-major-lenders-fail/http://www.bloggingstocks.com/2007/11/08/cramer-on-bloggingstocks-we-cant-have-major-lenders-fail/#commentsFiled under: , , , , , ,

    Jim Cramer on BloggingStocksTheStreet.com's Jim Cramer says without more cuts, more bleak days and a reversion to 1990 are ahead.

    Yeah, you don't need me to know it is bad. Cisco (NASDAQ: CSCO) (Cramer's Take) said the wrong thing about financial services Wednesday night, certainly off message for Mr. Chambers. It would be one thing if the stock hadn't run, it has. Now it must go lower, even though it really wasn't that bad. It had been gunned, though, and everyone I know is hiding in tech.

    I didn't like the revenue number from McDermott (NYSE: MDR) (Cramer's Take), and that's going to hurt the infra group. Someone's going to say that MDR could be the beginning of the end of the Shaw (NYSE: SGR)/Foster-Wheeler (NASDAQ: FWLT) move.

    But in the end, it is the same thing it always is: mortgages. AIG (NYSE AIG) (Cramer's Take), after the bell Wednesday, is a black hole. Who the heck knows what they really have? Maybe they will even tell us.

    Morgan Stanley (NYSE: MS) (Cramer's Take) wasn't any worse than the papers hinted, but they said it would get worse. Thanks!

    Continue reading Cramer on BloggingStocks: We can't have major lenders fail

    Cramer on BloggingStocks: We can't have major lenders fail originally appeared on BloggingStocks on Thu, 08 Nov 2007 08:24:00 EST. Please see our terms for use of feeds.

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    TheStreet.com's Jim Cramer says names in these two sectors now represent very little value and a lot of momentum, so know why you're buying them.

    So many times last week I wanted to write about how some stocks just can't possibly go higher.

    I thought that would be the case with these amazing levitators in agriculture. But then I listened to the Mosaic (NYSE: MOS) (Cramer's Take) conference call and was shocked into believing that the group simply isn't done because of the severe planting shortfalls vs. demands for next year for virtually every kind of crop.

    I felt that same way when infrastructure exploded upward after Shaw (NYSE: SGR) (Cramer's Take) reported. But then I listened to that call and I heard that there are more than a trillion dollars' worth of projects out there, and the companies that have a shot at getting all this business tend to be $12 billion and smaller, and that really is just a mad-cap stock.

    You see, there are simply not enough ag and infra plays around to participate, so you get this whoosh up in Deere (NYSE: DE) (Cramer's Take), Monsanto (NYSE: MON) (Cramer's Take), Bunge (NYSE: BG) (Cramer's Take), Mosaic and Agrium (NYSE: AGU) (Cramer's Take) every time something good happens.

    Continue reading Cramer on BloggingStocks: No stopping agriculture or infrastructure stocks

    Cramer on BloggingStocks: No stopping agriculture or infrastructure stocks originally appeared on BloggingStocks on Mon, 15 Oct 2007 08:21:00 EST. Please see our terms for use of feeds.

    Permalink | Email this | Comments]]>    agubgdefeaturedfltjim cramerJimCramermdrmonmossgrMon, 15 Oct 2007 08:21:00 EST    <![CDATA[Cramer on BloggingStocks: What trends are in, what's out, to year-end]]>http://www.bloggingstocks.com/2007/10/10/cramer-on-bloggingstocks-what-trends-are-in-whats-out-to-yea/http://www.bloggingstocks.com/2007/10/10/cramer-on-bloggingstocks-what-trends-are-in-whats-out-to-yea/http://www.bloggingstocks.com/2007/10/10/cramer-on-bloggingstocks-what-trends-are-in-whats-out-to-yea/#commentsFiled under: , , , , , , , , , , , , , , , , , ,

    TheStreet.com's Jim Cramer is amazed by some stocks that just won't quit and looks at the practicalities of getting into these winners.

    Starting to get startling disparities between the haves and the have-nots.

    Can we have a day where Syngenta (NYSE: SYT) (Cramer's Take) and Monsanto (NYSE: MON) (Cramer's Take) don't go up, let alone Deere (NYSE: DE) (Cramer's Take) and Bunge (NYSE: BG) (Cramer's Take)?

    Can we have a breather in which Fluor (NYSE: FLR) (Cramer's Take) and Shaw Group (NYSE: SGR) (Cramer's Take) don't run higher, or Foster Wheeler (NASDAQ: FWLT) (Cramer's Take) and McDermott (NYSE: MDR) (Cramer's Take)?

    And can we have a two-day period when a Masco (NYSE: MAS) (Cramer's Take) or a JPMorgan (NYSE: JPM) (Cramer's Take) can go higher?

    Can we have more than a short-squeeze streak by a retailer?

    Continue reading Cramer on BloggingStocks: What trends are in, what's out, to year-end

    Cramer on BloggingStocks: What trends are in, what's out, to year-end originally appeared on BloggingStocks on Wed, 10 Oct 2007 09:00:00 EST. Please see our terms for use of feeds.

    Permalink | Email this | Comments]]>    aaplamdamznbgcmcsacscodedellfeaturedflrfwltgooggrmnintcjim cramerJimCramerjpmmasmdrmonmotnvtqcomrimmsgrsyttwxtxnWed, 10 Oct 2007 09:00:00 EST    <![CDATA[Cramer on BloggingStocks: Infrastructure stocks grab market's sweet spot]]>http://www.bloggingstocks.com/2007/10/03/cramer-on-bloggingstocks-infrastructure-stocks-grab-markets-sw/http://www.bloggingstocks.com/2007/10/03/cramer-on-bloggingstocks-infrastructure-stocks-grab-markets-sw/http://www.bloggingstocks.com/2007/10/03/cramer-on-bloggingstocks-infrastructure-stocks-grab-markets-sw/#commentsFiled under: , ,

    Jim Cramer says these four infrastructure stocks can keep running thanks to their market caps.

    What is the real lure of infrastructure? How can an Aecom (NYSE: ACM) (Cramer's Take) or a KBR (NYSE: KBR) (Cramer's Take) or a Foster-Wheeler (NASDAQ: FWLT) (Cramer's Take) or a McDermott (NYSE: MDR) (Cramer's Take) keep going higher and higher and higher?

    The secret is market cap. These are all the functional equivalent of small- or mid-cap stocks. Most of their capitalizations are in the $5 billion to $10 billion range and that's just not enough size to make a difference to the average hedge fund or mutual fund manager unless he or she takes a monster positioning the name.

    Consider the case of personal fave Foster Wheeler. Despite being up 247% year-over-year and 143% this year alone, this stock still is not a $10 billion stock. (Need I remind you that most stocks that are large cap are over $100 billion?)

    Yet the orders keep coming in to the company, and the business of building plants, once horribly cyclical, has turned secular because of the worldwide power shortage.

    That theme, the best theme over the next few years, can best be played by the infra group. But the infra group all together doesn't amount to anywhere near $100 billion.

    That means the move is still on; it means that it may be barely done.

    It means they all can still go higher and remain the best place to be once the market inevitably sells off again.

    RELATED LINKS:
    Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. At the time of publication, Cramer had no positions in stocks mentioned.

    Cramer on BloggingStocks: Infrastructure stocks grab market's sweet spot originally appeared on BloggingStocks on Wed, 03 Oct 2007 07:52:00 EST. Please see our terms for use of feeds.

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    MOST NOTEWORTHY: Old Dominion Freight (ODFL), Jamba (JMBA), AMD (AMD), Orbitz Worldwide (OWW) and Quest Diagnostics (DGX) were today's notable initiations:
    • Baird is positive on Old Dominion's (NASDAQ: ODFL) growth opportunities, valuation, 2008 improving truck fundamentals, and a potentially seasonally stronger Q4, starting shares with an Overweight rating and $36 target.
    • Merriman initiated Jamba (NASDAQ: JMBA) with a Buy rating, as the company aggressively expands its store base beyond California.
    • BMO Capital believes AMD (NYSE: AMD) may lose the Intel platform integrated graphics market, and sizeable Intel platform discrete graphics market share. The firm initiated AMD shares with an Underperform rating and $10 target.
    • Soleil has concerns regarding Orbitz Worldwide's (NYSE: OWW) decelerating growth and poorer business mix vs. competitors and started shares with a Hold rating and $13 target.
    • Credit Suisse initiated Quest Diagnostics (NYSE: DGX) with a Neutral rating and $61 target, citing the recent UnitedHealth (UNH) contract loss, slowing growth, and valuation for its Neutral rating...
    OTHER INITIATIONS:
    • JMP Securities started ShoreTel (NASDAQ: SHOR) with a Market Outperform rating.
    • Credit Suisse initiated LabCorp (NYSE: LH) with an Outperform rating.
    Analyst summaries provided by TheFlyOnTheWall.com (subscription required).

    Analyst initiations: AMD, DGX, NWA and ODFL originally appeared on BloggingStocks on Wed, 15 Aug 2007 11:42:00 EST. Please see our terms for use of feeds.

    Permalink | Email this | Comments]]>    amdanalystcapellacpladgxinitiationjambajmbalabcorplhmcdermottmdrnwaodflold dominionOldDominionorbitzowwquestratingshorshoretelWed, 15 Aug 2007 11:42:00 EST