Archive for the ‘CY’ Category
Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. Tonight’s episode of Mad Money was shortened due to President Obama’s press conference. NEW YORK (TheStreet) — When pro football players get caught offsides, they pay a penalty. When professional money managers get caught on the wrong side of the trade, you get a market rotation. That’s was Jim Cramer’s explanation to his Mad Money viewers Thursday for how the markets could end the day so strong. Cramer explained that for months now money mangers have been fleeing Europe and investing in anything and everything domestic. But now, with so much good news coming out of Europe, it’s hard for even the skeptics not to admit that things are improving there. It’s that notion that’s finally caught many portfolio managers on the wrong side of the trade. Must Read: Warren Buffett’s Top 10 Dividend-Paying Stocks for 2015 That explains why Kohl’s , a domestic retailer, saw its stock plummet 13% on a soft quarter. It’s also why Nike , an international apparel maker, is seeing its shares rise steadily while rival Under Armour , largely a domestic company, is seeing its shares tank. So how should investors play this move? Cramer ran down a laundry list of international stocks that he felt are gearing up for big moves higher. That list includes Eaton and Boeing , along with Pepsico and Caterpillar . It includes defense names Lockheed Martin and even tech stocks Apple , Facebook and Google , three stocks Cramer owns for his charitable trust, Action Alerts PLUS. Currency headwinds blunted the earnings of all these companies, Cramer concluded, but now that Europe is on the rise, likely taking China with it, these companies have everything to gain as investors swap out of the domestic restaurant and retail names and back into these once-hated sectors. Executive Decision: Udi Mokady For his "Executive Decision" segment, Cramer sat down with Udi Mokady, president and CEO of CyberArk Software , the cyber security provider that’s up 284% since the company’s initial public offering in September. Mokady explained that when it comes to security, the bulk of the investment companies have made has been in keeping the bad guys out. But what happens once the bad guys get in? For many companies, once a hacker gets on the inside, there’s little to stop them. That’s why CyberArk focuses on privileged accounts, those that administrators use to manage a company’s network. The CyberArk platform locks, monitors and records everything these administration accounts do and alerts any suspicious behavior instantly. That focus have proved successful for CyberArk, as the company now calls 40% of the Fortune 100 their customers. But Mokady noted that its not just technology that matters, it’s people as well. That’s why CyberArk is very selective with its employees, often hiring ex-military personnel with security clearances. Cramer told viewers to read up on everything CyberArk is doing because cyber threats are only increasing in numbers and severity every day. Lightning Round In the Lightning Round, Cramer was bullish on Cisco Systems , Wells Fargo , Gray Television , Netflix , Skyworks Solutions , Avago Technologie , Qorvo , Cypress Semiconductor and Cummins . Cramer was bearish on EMC , New York Community Bancorp , Chuy’s Holdings , Micron Technology and Emerson Electric . Must Read: Looking for Investment Ideas? These Wall Street Heavyweights Just Gave You a Bunch To watch replays of Cramer’s video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer’s free Booyah! newsletter with all of his latest articles and videos please click here.Click to view a price quote on CYBR.
Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. NEW YORK (TheStreet) — Not every company participated in yesterday’s big run, Jim Cramer told his “Mad Money” TV show viewers Thursday. Cramer identified five sectors that he thinks are still buy, buy, buys going into the new year. Investors can still pick up any of the high-growth names, such as Netflix or Amazon.com , because they don’t even need earnings to propel their stocks higher. He also endorsed Facebook , with its secondary offering, and, of course, Twitter . Cramer’s first sector to watch is the banks. He said with the government “witch hunts” winding down, the banks once again have the confidence to expand. Bank of America , a stock Cramer owns for his charitable trust, Action Alerts PLUS, is still a favorite as it has yet to return to its pre-crash levels. Next on Cramer’s list are the housing stocks, led by Lennar , which reiterated that even with demand for housing cooling, the supply of homes has fallen woefully behind. Retail is Cramer’s third sector highlight. He said the group has done nothing for a month as investors worried about the holiday season. Now’s the time to circle back to Macy’s , another Action Alerts PLUS name, he said, along with GameStop and PVH Corp . Cramer’s last two picks are the oil companies and the airlines, two sectors that normally trade opposite one another but now could both go higher thanks to Warren Buffett’s endorsement of Exxon Mobil and strong earnings from the airlines. Trendspotting You can always fall back on big, long-term themes, Cramer told viewers, themes like the revolutions in biotech and oil and gas. These stocks still go down like all the others, but their mega-trends will give you the confidence to buy on that weakness. In the biotech space, Cramer once again endorsed his “four horsemen,” which include Celgene , Gilead Sciences , Biogen Idec and Regeneron . Celgene continues to have three terrific divisions, yet trades at just 22 times earnings with a 23% growth rate. Meanwhile, Gilead’s Hepatitis-C franchise remains strong with plenty more drugs in its pipeline. Biogen is a leader in treating multiple sclerosis and Regeneron shines in the macular degeneration arena. In the oil patch, the trend towards continental energy independence by 2018 marches on, and Cramer gave the nod to EOG Resources , Noble Energy , Line Energy and National Oilwell Vargo . All but EOG are Action Alerts PLUS holdings. EOG Resources is increasing production by 39%, while Noble is knocking it out of the park in the Niobrara shale. Line Energy yields almost 10% and National Oilwell Vargo is expecting accelerating earnings growth in 2014. Cramer said investors can add any of these names to their portfolios and rest assured that their investments will flourish. Stocking Stuffers Redux For the next installment of his “Stocking Stuffers” series, Cramer recommended investors put two of this year’s laggards under the tree this year: Apple and Caterpillar , both of which are Action Alerts PLUS holdings. Shares of Apple are up a scant 3% for the year. But after bottoming this summer they have been on a roll. Apple is a holiday play, said Cramer, and estimates are now trending too conservative for the coveted gadget maker. Low expectations coupled with great products will be a winning formula for this stock, which trades at just nine times earnings with a 14% growth rate and a 2.2% dividend yield. Caterpillar is one of the few Dow components to be down for the year. But here again, Cramer said the estimates are too low, and after several quarters of disappointments nobody seems to care. Business should start to recover in 2014 now that the company has slashed $5 billion in costs, including some 13,000 workers. Every dog has its day, the saying goes, and for Caterpillar 2014 could be its year. Cramer gave the stock a $100 price target. Lightning Round In the Lightning Round, Cramer was bullish on Boise Cascade , Weyerhaeuser , Herbalife and Cypress Semiconductor . Cramer was bearish on EMC . The Road Ahead It’s been a full 18 months since Congress passed its last highway bill, and that can only mean one thing… the money is finally starting to flow to the companies that build roads. That’s why Cramer said it’s time to start picking up shares of Cemex and Vulcan Materials . There are a lot of things going right for the aggregate and cement makers, including a huge boost in a federal loan program, states increasing funds for their own infrastructure projects and the recovering non-residential construction industry. Cemex, based in Mexico, is the third-largest cement maker on Earth, with 21% of its earnings stemming from the U.S., 40% from Mexico and another 28% from northern Europe. The company just completed a major restructuring, strengthening its balance sheet and making it a great bet on a recovery in infrastructure spending. Vulcan Materials is the best pure-play on U.S. construction and is the higher-risk, higher-reward stock of the two. The company never recovered to its 2007 highs of $121 a share, trading today at just $57 a share. Vulcan has a superior geography footprint, said Cramer, and investors shouldn’t fear its 87 multiple as the earnings estimates will increase dramatically once stalled projects start moving again. No Huddle Offense In his “No Huddle Offense” segment, Cramer schooled viewers on how the laws of supply and demand affect stock prices. First, there’s the notion of supply and demand for the stocks themselves. In the case of Twitter, there simply aren’t enough shares to satisfy demand. Since Twitter is the only company of its kind, that makes it all the more valuable. Contrast that to a stock like Citigroup . Not only does Citi have a ton of its own shares, it’s one of a hundred banks investors could choose for investment. There’s also supply and demand for what a company makes. In the computer parts business, companies like Micron Technologies and Seagate fall on even a rumor that new factories might be built, increasing supply of things like memory and hard drives. “Know your metrics,” because simple economics affects stocks more than you might realize, Cramer concluded. To watch replays of Cramer’s video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer’s free Booyah! newsletter with all of his latest articles and videos please click here. — Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDCClick to view a price quote on CELG. Click to research the Drugs industry.
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NEW YORK (TheStreet) — With just three trading days left in the quarter, Jim Cramer told his “Mad Money” viewers Thursday that the age-old tradition of money managers padding their portfolios with the “anointed” hot stocks for the year has begun.
With a government shutdown looming, Cramer said the following 10 stocks can be bought on weakness heading into the end of the year. …Click to view a price quote on BIIB. Click to research the Drugs industry.
Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener.
NEW YORK (TheStreet) — There’s a lot happening next week on the earnings front, Jim Cramer said on Friday’s “Mad Money” as he laid out his game plan for next week’s trading. Cramer said many sectors have been on fire, and he expects that trend to continue.
On Monday, Cramer said, he’ll be watching both McDonald’s and Netflix . He said expectations are low for McDonald’s, which may provide a buying opportunity. Meanwhile, Netflix continues to have the growth that the markets can’t get enough of. …Click to view a price quote on MCD. Click to research the Leisure industry.