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[Cramer on BloggingStocks: 'Cheap' is meaningless ]]>http://www.bloggingstocks.com/2008/11/10/cramer-on-bloggingstocks-cheap-is-meaningless/http://www.bloggingstocks.com/2008/11/10/cramer-on-bloggingstocks-cheap-is-meaningless/http://www.bloggingstocks.com/2008/11/10/cramer-on-bloggingstocks-cheap-is-meaningless/#commentsFiled under: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

TheStreet.com's Jim Cramer says tons of stocks look like good buys, and they go down all the time.

All weekend I heard it. Stocks have gotten too cheap. Put 'em away cheap. Don't worry about 'em cheap. To which I say, stocks are only cheap if the companies make it. Stocks are only cheap if the bondholders don't claim them.

Every day I see cheap stocks. Ford (NYSE: F) (Cramer's Take) reported this morning. Ridiculously cheap. How cheap is Sprint (NYSE: S) (Cramer's Take), for heaven's sake? Did you see the Sunrise Senior Living (NYSE: SRZ) (Cramer's Take) numbers? That stock should show up when you enter "cheap stock" in Google. Except Las Vegas Sands (NYSE: LVS) (Cramer's Take) comes up.

When Warren Buffett says stocks are cheap, or Jeremy Grantham or Steve Leuthold or Jeremy Siegel, it's very heartening. You just want to go out there and buy cheap stocks like CBS (NYSE: CBS) (Cramer's Take) and Williams-Sonoma (NYSE: WSM) (Cramer's Take) and Ann Taylor (NYSE: ANN) (Cramer's Take) and Talbots (NYSE: TLB) (Cramer's Take).

Continue reading Cramer on BloggingStocks: 'Cheap' is meaningless

Cramer on BloggingStocks: 'Cheap' is meaningless originally appeared on BloggingStocks on Mon, 10 Nov 2008 09:55:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aaaigannayrbabacccbscopcscoctxdedhiffcxfeaturedgeglsgmgshdhigjim cramerJimCramerjnjkbhkolenlvsmetoxypeppgphmpruqcomrigssrztlbunhwbwfcwsmMon, 10 Nov 2008 09:55:00 EST<![CDATA[Genesis Lease's business is just beginning to take off]]>http://www.bloggingstocks.com/2008/01/30/genesis-leases-business-is-just-beginning-to-take-off/http://www.bloggingstocks.com/2008/01/30/genesis-leases-business-is-just-beginning-to-take-off/http://www.bloggingstocks.com/2008/01/30/genesis-leases-business-is-just-beginning-to-take-off/#commentsFiled under:

During periods of sluggish economic activity, spotting segments of growth and commercial opportunity often can make the difference between an adequate return on equity, and a portfolio with decidedly less-impressive results. Further, due to the fact that air traffic growth should outpace global GDP growth in the immediate years ahead, aircraft leasing represents an opportunity, and in this category Genesis Lease is worth a review.

Genesis Lease (NYSE: GLS) is an aircraft-leasing company with worldwide operations and a blue chip list of customers. The company has a 15-year service agreement with General Electric (NYSE: GE) Commercial Aviation Services whereby GECAS will service GLS' leases so that Genesis can concentrate on growing its business.

Analysts like GLS' overall business model, plan to expand its lease fleet of 52 aircraft, favorable sector position, and pricing power. The Reuters F2007/F2008 EPS consensus estimates for GLS are $1.25/$1.39.

Continue reading Genesis Lease's business is just beginning to take off

Genesis Lease's business is just beginning to take off originally appeared on BloggingStocks on Wed, 30 Jan 2008 18:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aircraft leasingbusiness travelcommercial aviationGenesis LeaseGLSleisure traveltravelWed, 30 Jan 2008 18:30:00 EST<![CDATA[Genesis Leasing (GLS): Growth & income from aircraft leasing]]>http://www.bloggingstocks.com/2008/01/30/genesis-leasing-gls-growth-and-income-from-aircraft-leasing/http://www.bloggingstocks.com/2008/01/30/genesis-leasing-gls-growth-and-income-from-aircraft-leasing/http://www.bloggingstocks.com/2008/01/30/genesis-leasing-gls-growth-and-income-from-aircraft-leasing/#commentsFiled under: , ,

In a recent post, Luck of the Irish, we cited the favorable tax treatment in Ireland (among the lowest of all industrialized countries) as a key competitive advantage for Irish companies competing on a global basis.

Continuing that theme, Nick Lanyi suggests, "Genesis Lease Ltd. (NYSE: GLS) is an Irish-based aircraft-leasing company that is benefiting from a global boom in demand for commercial airplanes -- even as the U.S. economy slows."

The editor of High-Yield International states, "Airlines increasingly lease a portion of their aircraft fleet, rather than owning them." Here's look at a company with a double-digit dividend yield that is benefiting from this trend.

"Airplanes are very expensive, and they need to be replaced every few years. Especially for smaller airlines, it makes more financial sense to pay a regular monthly fee as part of a long-term lease than to shell out the money to buy an airplane.

"In addition, the leasing company is responsible for maintaining the plane -- relieving the airline of the need to recruit, retain and pay for a maintenance staff. Also, demand for air travel fluctuates over time, and leases give airlines more ability to limit excess capacity.

"Aircraft leasing is in a strong long-term growth trend. There are currently about 18,000 commercial aircraft operating worldwide, and that number is expected to double over the next 20-25 years. Why? Because China, India, Brazil, Russia and other emerging markets are growing so rapidly. As economies expand, so does airline traffic.

Continue reading Genesis Leasing (GLS): Growth & income from aircraft leasing

Genesis Leasing (GLS): Growth & income from aircraft leasing originally appeared on BloggingStocks on Wed, 30 Jan 2008 14:43:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aircraft leasing stocksairline stocksdividend stocksDividendStocksfinancial stocksgenesis leasingglobal stocksglshigh yield internationaincome stocksireland stocksirish stocksnick lanyiWed, 30 Jan 2008 14:43:00 EST<![CDATA[Cramer on BloggingStocks: The cost of the redemption panic]]>http://www.bloggingstocks.com/2007/10/01/cramer-on-bloggingstocks-the-cost-of-the-redemption-panic/http://www.bloggingstocks.com/2007/10/01/cramer-on-bloggingstocks-the-cost-of-the-redemption-panic/http://www.bloggingstocks.com/2007/10/01/cramer-on-bloggingstocks-the-cost-of-the-redemption-panic/#commentsFiled under: , , ,

TheStreet.com's Jim Cramer highlights the latest example of how people were scared out of the market at exactly the wrong time so you won't get spooked next time.

When Sowood and the Bear Stearns (NYSE: BSC) (Cramer's Take) leveraged investment funds blew up this summer we were supposed to get ready for a wave of redemptions that would buckle the market.

"Just wait until October" became a familiar refrain as hedge funds were expected to get shelled, causing tons of stocks not to trade the way they should as unnatural margined selling took its toll.

But here we are in the first week of October and spreads for arbitrage, a pure tell for fund redemptions, are tightening, not loosening. The averages are at or are close to hitting new highs and we haven't heard of any funds about to go belly-up. The only ones that would fail, I believe, would be short funds.

I bring up this sore but positive topic because when things were really bad at the end of August yet redemptions hadn't overwhelmed the market, we figured it might just be a September phenomenon. Making things a little more likely, too, were the funds that were exposed to all of these exotic instruments based on mortgages.

So far it looks like the huge hedge fund redemptions and failures aren't going to happen, perhaps courtesy of the Fed's rate cuts that now do seem to have bailed out a lot of managers who have made wrong moves. That's the "moral hazard" that everyone was fretting about so much before the Fed acted.

But I think that instead, you should let this memory of "redemption worry" be a reminder of the phantoms that freak people out and make them leave the market at what now represents 1,000 points on the Dow.

Oddly, there are still some stocks that seem pressured down more by fear than by fundamentals. Genesis Lease (NYSE: GLS) (Cramer's Take) and Aircastle (NYSE: AYR) (Cramer's Take) both have terrific yields, a function of the decline in the stocks of aircraft lessors. Some of these are owned from hedge funds believed to be struggling. The other is Enterprise Product Partners (NYSE: EPD) (Cramer's Take), also with a good yield, that is in the energy transport business.

Neither industry is hurting but the stocks had some really weak hedge fund hands as shareholders.

These could be payoffs from the distressed period and redemption fears that drove them down.

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 was long Citigroup.

Cramer on BloggingStocks: The cost of the redemption panic originally appeared on BloggingStocks on Mon, 01 Oct 2007 08:45:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aircastleayrbear sternsBearSternsbscenterprise product partnersEnterpriseProductPartnersepdfeaturedgenesis leaseGenesisLeaseglshedge fundsHedgeFundsjim cramerJimCramerredemptionsMon, 01 Oct 2007 08:45:00 EST<![CDATA[Cramer on BloggingStocks: The cut has changed the market]]>http://www.bloggingstocks.com/2007/09/19/cramer-on-bloggingstocks-the-cut-has-changed-the-market/http://www.bloggingstocks.com/2007/09/19/cramer-on-bloggingstocks-the-cut-has-changed-the-market/http://www.bloggingstocks.com/2007/09/19/cramer-on-bloggingstocks-the-cut-has-changed-the-market/#commentsFiled under: , , , , , , , , ,

jim cramer

But what about oil?
But what about the dollar?
Is it enough?
Is it too much because of inflation?
Are they behind the curve?
Is it wrong that hedge funds get bailed out?

I have no objections to any boilerplate questions about the Fed and its rate cuts. They make sense. I do, however, occasionally want to suspend suspicion and cynicism and even, yes, skepticism, for the moment after something as monumental as yesterday's half-point cut.

I say that because sometimes my job conflicts with the need to be the skeptical reporter. That's because there's an overriding need on this site and in what I do for a living, which is try to make people money.

People want to know how the market will react, they want to know if it is time to buy, or too late to buy, or okay to buy, or good to sell. Those questions are obfuscators. They are theoretical. They get in the way of making money, and if answered incorrectly, they block the chance for making money.

Of course all of those issues are concerns, chiefly oil. It's not "good" that oil is going higher, even though to anyone with a car, it is obvious that it hasn't filtered through. I paid $2.60 yesterday, a dollar lower than I would think I would have had to pay given the price of crude. Weak dollar, possible inflation flare-up -- all bad.

But the simple answer is that things were not right going into the meeting. Big things. You shouldn't have T-bills so high when the 10-year is so low. That's 105 degrees on the thermometer. Those who fought 50 basis points, thinking it is too much, that it means panic, are the same people who would deny children antibiotics lest they scare the parents! It's all nonsense. Retail, autos and banks are real economy sectors, and everyone knew they were hurting.

Continue reading Cramer on BloggingStocks: The cut has changed the market

Cramer on BloggingStocks: The cut has changed the market originally appeared on BloggingStocks on Wed, 19 Sep 2007 10:10:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>bankingDSLEDFfeaturedFEDGLSGMinvestingJim CramerJimCramerKSSretailSHLDstock picksStockPicksTTGTTMAVZWBWMWed, 19 Sep 2007 10:10:00 EST<![CDATA[Analyst initiations 9-7-07: Exchange sector, PGNX, TEL and PMC]]>http://www.bloggingstocks.com/2007/09/07/analyst-initiations-9-7-07-exchange-sector-pgnx-tel-and-pmc/http://www.bloggingstocks.com/2007/09/07/analyst-initiations-9-7-07-exchange-sector-pgnx-tel-and-pmc/http://www.bloggingstocks.com/2007/09/07/analyst-initiations-9-7-07-exchange-sector-pgnx-tel-and-pmc/#commentsFiled under: , , ,

MOST NOTEWORTHY: The exchange sector, Progenics Pharma, Tyco Electronics and PharMerica were today's noteworthy initiations:
  • Keefe Bruyette initiated coverage on Exchange Sector: The firm started shares of CME Group Inc (NYSE: CME), NYMEX Holdings Inc (NYSE: NMX) and NYSE Euronext Inc (NYSE: NYX) with Outperform ratings and a $669 target, $147 target and $90 target, respectively. The firm also started shares of Investment Technology Group (NYSE: ITG), Nasdaq Stock Market Inc (NASDAQ: NDAQ) and IntercontinentalExchange Inc (NYSE: ICE) with Underperform ratings and a $47 target, $36 target and $158 target, respectively, and shares of Knight Capital Group (NASDAQ: NITE) with an Underperform rating and $13 target.
  • Progenics Pharmaceuticals (NASDAQ: PGNX) was added to Friedman Billings' Top Picks list and its Outperform rating was maintained. The firm has a high degree of confidence in the success of the MNTX Ph III studies in post-operative ilieus, as well as the FDA approval of the subcutaneous injection in terminally ill patients with opiod-induced constipation around the 1/31/07 PDUFA date.
  • RBC believes margin expansion will drive long-term appreciation in Tyco Electronics Ltd (NYSE: TEL) and started shares with an Outperform rating and $41 target.
  • PharMerica Corporation (NYSE: PMC) was initiated with an Underperform rating at Bear Stearns. The firm believes PMC will be pressured by customer losses and generic reimbursement cuts and sees shares trading in $12-$13 range.
OTHER INITIATIONS:

Analyst initiations 9-7-07: Exchange sector, PGNX, TEL and PMC originally appeared on BloggingStocks on Fri, 07 Sep 2007 11:10:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aircastleanalystayrclubcmedowngradefirmgenesis leaseGenesisLeaseglsiceintercontinentalitgknight capitalKnightCapitalnitenmxnymexnysenyxpgnxpharmericapmcprogenicsryaayryanairteltown sportsTownSportstyco electronicsTycoElectronicsFri, 07 Sep 2007 11:10:00 EST<![CDATA[Seven ways to play the airline sector]]>http://www.bloggingstocks.com/2007/09/05/seven-ways-to-play-the-airline-sector/http://www.bloggingstocks.com/2007/09/05/seven-ways-to-play-the-airline-sector/http://www.bloggingstocks.com/2007/09/05/seven-ways-to-play-the-airline-sector/#comments"There are several ways to play the airline industry without buying the airlines themselves." explains Benjamin Shepard, a research editor for Personal Finance. Here, he looks seven stocks that are poised to profit as the sector "gets its wings again."

Hexcel Corp. (NYSE: HXL), he notes, is the largest producer of woven carbon-fiber sheets, which are extremely important for both Boeing's new 787 Dreamliner, as well as for the new Airbus A380. He rates thes tock a buy up to 25.

Aircastle (NYSE: AYR) and Genesis Lease (NYSE: GLS) are both aircraft leasing companies and publicly traded partnerships, and both are holdings in the Personal Finance model portfolio. He notes, "As airlines continue their recovery and passenger volume rises, older planes must be replaced and new planes added to the fleets."

Both partnerships, he notes, are based in Ireland and lease to both passenger airlines and cargo companies around the world. He says, ""Aircastle and Genesis are excellent bets on the continued growth of air travel and pay dividends of around 6% and 8%, respectively."

Continue reading Seven ways to play the airline sector

Seven ways to play the airline sector originally appeared on BloggingStocks on Wed, 05 Sep 2007 13:01:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aerospace stocksaircastleairline stocksairplane service stocksayrbenjamin shepardBenjaminShepardgensis leaseglsgoodrichgrhexcelhxlmog.amoogpersonal finance newsletterrbc bearingsrollspirit aerosystems holdingsSpiritAerosystemsHoldingssprsteven halpernthestockadvisors.comWed, 05 Sep 2007 13:01:00 EST