Archive for the ‘CVX’ Category

Exxon, Chevron Lead Dow as Crude Oil Triggers Energy Rally

Tuesday, July 28th, 2015

Energy stocks were the best performers on markets Tuesday as crude oil recouped part of the losses sustained over a four-day losing streak.

Cramer: UPS Still a Buy Even at Its Current Price, Facebook Stock Likely to Get Hammered

Tuesday, July 28th, 2015

Jim Cramer answers viewers’ Twitter (TWTR) questions from the floor of the New York Stock Exchange.

What to Watch in the Week Ahead: Twitter, Facebook Earnings, GDP

Sunday, July 26th, 2015

For the week of July 27, TheStreet highlights the Federal Open Market Committee meeting, the key earnings reports and economic data to watch on Wall Street.

Jim Cramer’s ‘Mad Money’ Recap: Here’s Next Week’s Game Plan

Friday, July 24th, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) — This market is all about China and Federal Reserve worries, not earnings, Jim Cramer warned his Mad Money viewers Friday, as he laid out his game plan for next week’s trading. Cramer said investors need to keep their powder dry and pounce when the markets put high-quality domestic stocks on sale. On Monday, Cramer said, he’ll be listening to Norfolk Southern to see if coal shipments are continuing to decline. He’ll also have an ear out for Baidu.com for any news on just how bad things really are in China. Next on Tuesday, homebuilder D.R. Horton will be reporting, along with Gilead Sciences , DuPont and Twitter , a stock which Cramer owns for his charitable trust, Action Alerts PLUS. Cramer said housing should still be in good shape, as should Gilead, but Twitter will likely disappoint, again, while the chemical business also remains tough. Wednesday’s lead is the Federal Reserve, which may start talking about a rate hike in September. That should give investors the weakness they need to buy, Cramer said. Also on Wednesday, Facebook , another Action Alerts PLUS name that Cramer still recommended on any weakness. Must Read: 5 Tech Stocks George Soros Loves for 2015 Thursday brings earnings from Procter & Gamble and Mondelez , two defensive stocks that investors turn to in down markets. Cramer said both are attractive on any pullback. Finally, on Friday, it’s Exxon-Mobil and Chevron reporting in what has become one of the worst oil markets ever. Cramer said listen and learn, but don’t be a buyer. Buy These Winning Stocks On down days like today, it’s good to take a step back and appreciate good management and all it can accomplish, Cramer told viewers. Sure, China is bad and it’s taking the rest of the world with it. Commodities are falling. But what happens on the other side of the malaise? That’s where great CEOs at companies like Starbucks , Amazon.com , Under Armour , Netflix and Google , another Action alerts PLUS name, come into play. Starbucks delivered a perfect quarter, ramping up its technology to meet ever-growing demand. As for Amazon, Netflix and Google, they don’t even operate in China, and are growing like weeds. Then there’s Under Armour, which is just starting its Chinese domination with superior products and a CEO who knows how to win. These are the winning stocks investors should be buying, Cramer concluded, as the market continues to weaken over fears of China. Look for the Good Things There’s no leadership in this market to stage a comeback, Cramer admitted to viewers, but that doesn’t mean we should get too negative. Yes, biotech has been a strong leader, until today when Biogen Idec lowered its estimates, sending its shares down a whopping 22%, taking the rest of its ETF-linked sector with it. Then there are the banks, which are supposed to do well in a rising rate environment. That was until Capital One saw increased loan losses, news that plunged shares down 13% today. Surely, we can count on healthcare. Nope. Now that Anthem is buying Cigna , Anthem’s shares slid 2.8% while Cigna dipped by 5.6%. Must Read: 5 Health Care Stocks John Paulson Is Betting On for 2015 These are just three examples of our former market leaders that are no longer leading, Cramer said, but there is hope. Oil is on the decline, he noted, and the last time that happened, the restaurants and retail stocks soared, as did housing, autos and eventually, even the oil stocks themselves. That’s why it’s not time to panic, Cramer concluded, as there are still good things out there. You just need to look for them. Executive Decision: Robert Sanchez, CEO Ryder System For his "Executive Decision" segment, Cramer spoke with Robert Sanchez, chairman and CEO of Ryder System , the transportation and logistics company which reported a three-cent-a-share earnings beat yesterday, only to be met with a 4% decline in its shares. Sanchez explained that investors are often confused by his company’s revenue number, which came in lighter than expected this quarter. Part of Ryder’s business, he said, is reselling fuel, and as the price of diesel declines, so does revenue, but the profit margin stays steady. When asked about what’s driving his company’s growth, Sanchez replied that Ryder’s rental business is strong, its leasing business is very strong and its logistics arm is also seeing volume increasing. He noted that Ryder works with a lot of retailers and ecommerce companies that need help growing their business. Lightning Round In the Lightning Round, Cramer was bullish on Cramer was bearish on Caesars Entertainment , Radiant Logistics and Pacific Ethanol . Executive Decision: T.J. Rodgers, CEO Cypress Semiconductor In his second "Executive Decision" segment, Cramer also welcomed back T.J. Rodgers, president and CEO of Cypress Semiconductor , for a read on the semiconductor industry. Rodgers said that Cypress’ acquisition with Spansion continues to go well, with the combined company taking advantage of many synergies. Rodgers also touted automotive chips, known as advanced driver systems, as one area of strength that’s growing at 15% annually. He said Cypress makes both micro controllers and memory chips for these systems. Must Read: 10 Stocks George Soros Is Buying When asked about China, Rodgers said he doesn’t expect a major collapse, but merely a much needed correction in that overheated economy. Finally, Rodgers commented on the much talked about Internet-of-things, saying that Cypress is working on power chips for remote sensors that use light, heat and even vibrations to generate the micro-watts of power that these sensors need to operate. Cramer said the semiconductor industry is about a lot more than just cell phones, as Cypress proves. 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.

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Chevron Plummets as Oil Sinks; TripAdvisor Dives on Guidance

Friday, July 24th, 2015

Chevron (CVX) was one of the worst performers on the Dow Friday, falling more than 2%.

Where Nervous Investors Can Park Their Money Without Fretting

Thursday, July 23rd, 2015

NEW YORK ( TheStreet) — Investing is inherently risky, but not all stocks are created equal. Some of them are stable enough to satisfy even nervous investors like the ones who made up a majority of participants in a recent Bankrate.com survey — even bigger majority than last year. Just 17% of respondents say they would put money they didn’t need for at least 10 years into stocks, down from 19% last year, according to an annual Bankrate.com survey. The trauma stemming from the financial crisis of 2008 — a year that saw the S&P 500 lose almost 40% of its value — hasn’t faded. And the S&P 500′s staggering 210% rise since its March 2009 low is fanning fears of a correction. It’s no wonder many investors would rather take their cash and run.  For those losing sleep over the volatility across the markets, some stability can be found in sectors that resist economic pressure and stocks with growing dividends. "Tame sectors include consumer staples," said David Nelson, chief strategist at Belpointe Asset Management. Companies within the consumer staples area sell necessities. Think about it: you still need to buy Crest toothpaste from Procter & Gamble even if you’re out of work. The sector has returned 11% over the past year.  Nelson himself owns stock in Cincinnati, Ohio-based supermarket chain Kroger , which he says has been a home run. Shares returned 22 percent since the start of the year. In June, the company reported first-quarter earnings per share of $1.25, beating estimates of $1.22. "These guys are firing on all cylinders," TheStreet’s Jim Cramer said of Kroger. "They have almost twice the growth of a Whole Foods Market with a much lower price-to-earnings multiple." Must Read: JPMorgan, Goldman Sachs Prepped for Pain of Volcker Rule Kroger trades at about 10.5 times greater than its per-share earnings last year, compared to Austin, Tex.-based Whole Foods’ multiple of roughly 25, showing it’s comparatively cheaper, relative to its performance, for investors. While Nelson also is bullish on the organic food space, he agrees the stock is expensive. "I would love to own Whole Foods at the right price," he said.  For anxious investors who want reassurance in the form of income can find it in dividend stocks. "Dividends are a large component of returns and do provide cushions during bouts of volatility," said Brian Levitt, senior investment strategist at OppenheimerFunds. Some of the highest-paying dividend stocks in the Dow Jones Industrial Average include oil giant Chevron , which pays $1.07 a share per quarter, and Verizon Communications , which returns $0.55. But don’t get too carried away with a stock’s fancy dividend yield. "Within dividend stocks, don’t necessarily just reach for the stocks with the highest-paying dividend," Levitt said. "The highest dividend payers like you’ve seen in real estate investment trusts or utilities will trade as bonds have traded — if interest rates rise, they’re going to sell off and vice versa." And Federal Reserve Chair Janet Yellen told Congress last week that a 2015 rate hike is likely. If you’re looking at dividend stocks, Levitt says to look for ones that are growing their dividend regularly, perhaps every year or so. These companies typically have lower dividend yields to begin with, which is part of the reason they’re beefing up the payouts.  "Those are companies that are still less valued or more fairly valued to the market than the highest dividend payers."Keep in mind, though, that dividends have a downside: Berkshire Hathaway , run by billionaire Warren Buffett, doesn’t pay them. Buffett thinks it’s more effective to reinvest that money back into the business in an effort to boost the stock’s value over the long haul.  Must Read: Bank of America Finance Chief Steps Down in C-Suite Shakeup

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Highest Paying Dividend Stocks Could be Hurt by Fed’s Rate Hike

Wednesday, July 22nd, 2015

Don’t get too carried away by a stock’s high paying dividend, especially as the Federal Reserve looks to raise interest rates.

Hess, Continental, Chesapeake, EOG Resources Reaching Prime Buy-out Levels

Wednesday, July 22nd, 2015

Dan Dicker, Energy contributor at TheStreet.com, talks to Jim Cramer about the melting away of oil prices and the related oil stocks.

Energy Stocks Are Cheap, but Won’t Beat the Markets So Soon: Mary Ann Bartels

Tuesday, July 21st, 2015

The slide in oil prices paves a way for investors to scoop up shares of energy stocks at a discount, but the bigger opportunities lie in refineries.

4 Companies That Could Be M&A Targets in the Energy Sector

Friday, July 17th, 2015

The energy sector, particularly Exploration and Production (E&P) stocks have been beaten down as its commodity, crude oil, remains weak due to the oversupply glut and lack of seasonal demand.

Twitter Pops on Fake Bid; Stocks Gain After Crude Oil Bounces

Tuesday, July 14th, 2015

Stocks scored a fourth straight session of gains on Tuesday as crude oil bounced.

Homegamers Added More Equity Exposure to Stocks Like Twitter

Monday, July 6th, 2015

TD Ameritrade’s (AMTD) Investor Movement Index showed clients were net buyers of equities for the month of June.

Enjoy This Summer’s Low Gas Prices While You Can

Thursday, July 2nd, 2015

Dan Dicker, energy contributor at TheStreet.com, talks with Brittany Umar about the outlook for gas prices during this holiday weekend.

Oil Prices Continue to Hover in Limbo at $60 and Offer Little Value in Oil Patch

Wednesday, June 24th, 2015

Dan Dicker, energy contributor at thestreet.com, talks with Jim Cramer about both the positive and negative fundamentals working on the price of a barrel of oil.

Here’s Why It’s Time to Consider a National Gasoline Tax

Thursday, June 18th, 2015

NEW YORK (TheStreet) — It’s the start of the 2016 political season. With Hillary Clinton, Jeb Bush and other candidates in the presidential race, it’s time for someone to perhaps suggest a new idea that could really help our economy and the general welfare, and set a candidate apart from the rest. Here’s one: A new, national 50-cent gasoline tax.Must Read: Warren Buffett’s 7 Secrets to Dividend Investing Revealed I make the case for a 50-cent gasoline tax in my new book Shale Boom, Shale Bust and also argue the timing is uniquely right to push for it now when gasoline prices are depressed and a gas tax would hardly be noticed by consumers. The plusses to a gas tax are multiple, especially if it were committed to U.S. infrastructure improvements and support of renewable energy development, both of which are in dire need of funding. Needed infrastructure spending in order to just maintain the current quality of our roads, trains, bridges, tunnels and airports are estimated at more than $2 trillion dollars.  A 50-cent gas tax would be a great start, raising almost $70 billion a year. Without a program to restore our roads and bridges, we are going to see wide-scale outright failures in transportation soon. Also, the quickest way to support our recovering economy would be with federal infrastructure spending, providing much needed construction jobs. Renewable energy progress has stalled with the downturn in the prices for fossil fuels. In Europe, the investment into renewables will be in 2015 at their lowest levels in five years. Progress in renewable technology cannot be made without increasing investment, particularly in solar and wind, also at the lowest levels in nearly five years. While the G7 produces platitudes about reaching a 100% renewable future by the end of the century, a gas tax actually provides some of the incentive to make that a reality. The concurrent hit to the economy cannot be considered very deep. Lower gas prices since the fall of 2014 have not translated into tremendous windfalls for the consumer, as many thought would happen. Nor did the high prices for gas nearing $5 a gallon in 2013 tend to slow down the recovery. Too much importance has been placed on the price of gas as a motivator of economic activity. We will never get as good an opportunity to discuss a gas tax as right now. Although it is a tough conversation to have, and one that causes politicians to run screaming in the opposite direction, a smart candidate looking to separate himself or herself from a very large pack might want to take the case of a 50-cent gas tax to the public. As a matter of public policy supporting the general good, a national gas tax is an idea whose time has come. Must Read: 9 Risky S&P 500 Companies to Sell Right Now

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Gas Tax Needs to Be Implemented for Infrastructure and Renewables

Thursday, June 18th, 2015

Now is the time to promote the idea of implementing a $0.50 per gallon gasoline tax, says energy analyst Dan Dicker.








Gas Tax Needs to Be Implemented for Infrastructure and Renewables

Thursday, June 18th, 2015

Now is the time to promote the idea of implementing a $0.50 per gallon gasoline tax, says energy analyst Dan Dicker.

Facebook Gets Bump in Price Target; Chevron Upgraded; Bristol-Myers Initiated

Wednesday, June 17th, 2015

In Wednesday’s Analysts’ Actions, TheStreet highlights positive notes on oil giant Chevron (CVX) and Facebook (FB) as well as a negative coverage initiation on Bristol-Myers Squibb (BMY).

Netflix Jumps on Step One in Stock Split; Oil Inventories Slide

Wednesday, June 10th, 2015

Netflix (NFLX) jumped Wednesday after stockholders approved a proposal for the board to issue more shares.

Why ETFs That Give Every Stock Equal Weight Can Be Worth a Look

Friday, June 5th, 2015

 NEW YORK (TheStreet) — Most exchange-traded stock funds favor companies with big market caps over smaller ones, a process known as cap weighting. For example, cap-weighted S&P 500 funds will feature Apple as their largest holding, because Apple has the largest market cap in the world. A cap-weighted energy ETF will hold ExxonMobil as its largest constituent because it’s the largest U.S. oil company. Must Read: 10 New Stocks Billionaire David Einhorn Loves But cap weighting isn’t always a good idea. In fact, sector ETFs that are cap weighted expose investors to excessive single-stock risk. Remember back in 2012 when Apple tanked? That was problematic for sector funds like the Technology Select Sector SPDR , an ETF that now devotes a whopping 18% of its weight to Apple, nearly double the weight of its second-largest holding. Cap-weighted energy funds are similarly flawed as many allocate anywhere from 28% to 33% of their combined weight to ExxonMobil and Chevron . If you want to avoid that kind of scenario, there are ETFs that attempt to give equal weight to every stock they hold. For example, a hypothetical equal-weight ETF with 100 stocks would allocate 1% to each. Some equal-weight ETFs have outperformed their cap-weighted counterparts. The Guggenheim S&P 500 Equal Weight Technology ETF , for example, is only 1.54% Apple stock. The fund is up 4.1% so far this year, but has soared  92% over the past three years.The cap-weighted version of the fund, which holds more Apple stock, has had a bigger gain this year, but is up 63% over three years, an impressive gain but still below the equal-weight fund."The composition of the nine S&P 500 sector indices can differ significantly when you compare the cap-weight version to the equal weight version," said Guggenheim Managing Director William Belden. "Some of the cap-weight indices are heavily overweighted to the mega-cap stocks in their sector." Equal weighting is boosting the performance of some health care sector ETFs, too. Cap-weighted funds tracking this year’s top-performing sector are usually heavily tilted toward Dow components Johnson & Johnson , Pfizer and Merck . That is not the case for the Guggenheim S&P Equal Weight Healthcare ETF That ETF devotes just 5.3% of its combined weight to those blue-chip pharmaceuticals, but that has not stopped the fund from climbing 11.5% this year. Over the past three years, the Guggenheim S&P Equal Weight Healthcare ETF is up 129.1% compared to a gain of 121.5% for the cap-weighted Vanguard Health Care ETF . Making RYH’s performance all the more impressive is the fund’s comparatively small biotech weight. While cap-weighted health care ETFs feature biotech weights in excess of 20%, that sector accounts for just 12.5% of RYH. Investors looking for equal-weight broad market ETFs have options, too, and a new kid on the block is one of the more compelling choices. The PowerShares Russell 1000 Equal Weight Portfolio , which debuted in December, is an equal-weight ETF with a twist. Not only does the fund equal weight its stocks, but its sector exposures are also equally weighted. That is not common among equal-weight broad market ETFs. Traditional equal weighting "introduces static sector biases since the weight allocated to each sector is determined solely by the number of companies in the sector," according to PowerShares. EQAL’s advantages include reduced sector biases and broader diversification. The strategy is working. Since coming to market, the PowerShares funds has outpaced its traditional equal-weight and cap-weighted rivals. Must Read: How to Trade Bonds, Gold, Crude Oil, Dollar Using ETFs

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Time Warner Cable Tops S&P 500; Stocks Slump on Fed Hike Fears

Tuesday, May 26th, 2015

Time Warner Cable (TWC) topped the S&P 500 after Charter Communications (CHTR) agreed to acquire its larger rival for around $55 billion.

Energy Earnings Likely to Remain Weak in Q2, After Drop in Q1

Tuesday, May 26th, 2015

With the first-quarter earnings season behind us, data from Thomson Reuters shows earnings grew at an anemic 2.3%, the lowest level in the last four quarters.

Exxon, BP Drop as Oil Slides; Stocks Hurt By Fed Hike Fears

Tuesday, May 26th, 2015

Stocks plummeted on stronger economic data which exacerbated fears the Federal Reserve will hike interest rates sooner than expected.

Cramer: There’s Opportunity in Urban Outfitters, UPS Is a Big Buy

Tuesday, May 19th, 2015

Jim Cramer answers viewers’ stock questions from the floor of the New York Stock Exchange.

Cramer: There’s Opportunity in Urban Outfitters, UPS Is a Big Buy

Tuesday, May 19th, 2015

Jim Cramer answers viewers’ stock questions from the floor of the New York Stock Exchange.

Yelp and Chevron Get a Downgrade, Las Vegas Sands Is a Gamble

Monday, May 18th, 2015

In Monday’s Analysts’ Actions, we highlight downgrades on Yelp (YELP), Chevron (CVX), and Las Vegas Sands (LVS).

AOL Is Wall Street Favorite After Verizon Deal; Stocks Inch Lower

Tuesday, May 12th, 2015

Stocks recovered from earlier losses Tuesday as Treasury yields pulled back from six-year highs hit in the morning session.

Altera Leads S&P 500 on Deal Talk; Stocks Kick Off May With Rally

Friday, May 1st, 2015

Altera (ALTR) was the best performer on the S&P 500 on reports Intel (INTC) could launch a hostile bid once a standstill agreement expires on June 1st.

Chevron Posts Plunging Profit, Easily Beats on Refining Strength

Friday, May 1st, 2015

Chevron (CVX) became the latest energy company to report lower quarterly profit on Friday, weighed down by the plunge in oil prices, yet results still beat expectations.

CVS, Chevron Earnings: What to Watch on Wall Street for May 1

Friday, May 1st, 2015

On Friday, May 1 we keep an eye on three notable quarterly earnings reports including V.F. Corporation (VFC), CVS Health (CVS), and Chevron Corp (CVX).

Jim Cramer on What to Expect When Chevron Reports Q1 Results Friday

Thursday, April 30th, 2015

Jim Cramer is keeping an eye on shares of Chevron (CVX) as the company prepares to post its first quarter results before the market open Friday.

Oil Majors Earnings Preview: It’s Going to Be an Ugly Quarter

Wednesday, April 29th, 2015

Dan Dicker, Energy contributor for TheStreet.com, talks with Brittany Umar about the upcoming quarterly earnings reports coming in this week from U.S. oil majors.

Apple Earnings, FOMC: What to Watch on Wall Street for the Week Ahead

Sunday, April 26th, 2015

For the week of April 27, Wall Street awaits earnings from Apple (AAPL), Twitter (TWTR), Ford (F), CVS Health (CVS), United Parcel Service (UPS), MasterCard (MA), Visa (V) and more.

Jim Cramer’s ‘Mad Money’ Recap: Here’s Next Week’s Game Plan

Saturday, April 25th, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) — Stop moaning about poor earnings, Jim Cramer commanded his Mad Money viewers Friday. There are still plenty of companies doing well this quarter and investors need to take advantage of the opportunities when they see them. Cramer’s game plan for next week’s trading starts on Monday with the quintessential Apple , a stock Cramer owns for his charitable trust, Action Alerts PLUS. After rising 15% over the past three months, he urges you to continue to own, not trade, Apple. Must Read: 5 Stocks Warren Buffett Is Selling Next, on Tuesday, Cramer will be watching Bristol-Myers Squibb , along with UPS , T-Mobile , Kraft Foods and Twitter , another Action Alerts PLUS name. Cramer is bullish on all these names, except UPS, where he said another bad quarter would send that company to his wall of shame. For Wednesday, Cramer’s attention turns to Fiat Chrysler , where he expects a strong quarter, Spirit Airlines , his favorite among the group, GrubHub , an out-of-favor stock he thinks could surprise to the upside, and Marriott , another solid performer. Thursday brings earnings from just Exxon Mobil and Columbia Sportswear . Cramer remains a fan of the stealth tech play that is Columbia, and is also curious to hear Exxon’s take on the future of oil prices. Finally, on Friday, CVS Health reports earnings. Cramer said buying call options would be a good way to play this drugstore giant. Also on Friday is Chevron , a stock investors can use to compare and contrast against Exxon’s world view. Executive Decision: David Demshur For his "Executive Decision" segment, Cramer welcomed David Demshur, chairman, president and CEO of Core Labs , the scientist of the oil patch with a stock that’s up 40% in just the past three months. Demshur explained that when it comes to Core Labs’ reservoir mapping services, these are multi-year, multi-billion-dollar projects that don’t simply go away based on the short-term fluctuations in oil prices. That’s how Core Labs continues to post strong, consistent earnings. Turning to U.S. oil production, Demshur said the current output of 9.2 million barrels a day will likely fall below nine million barrels by the end of 2015, with much of that decline stemming from shale wells, which deplete more rapidly than traditional wells. That will lead to a V-shaped recovery for oil prices, Demshur predicted, with West Texas oil prices returning to $70 a barrel. Cramer said if Demshur is bullish on oil, then investors should be, too. Must Read: Microsoft’s Strong Quarter Led by the Cloud — 3 Biggest Takeaways Everything Going Right It’s a rare event when everything goes right for multiple companies on a single day, but that’s exactly what happened when Amazon.com , Microsoft , Google and Starbucks , the latter two Action Alerts PLUS holdings, reported spectacular earnings that surprised even the most bullish of investors on Wall Street. In the case of Amazon, which has been historically vague on about its operations, the company offered investors some clarity on its Web Services division, which apparently is growing like a weed. The company also cited positives in India and China, two markets that had seen a ton of investment, but little in the way of profits. As for Google, the company proved that it’s actually a lot more profitable than many investors realized, meaning they don’t have to hope for the monetization of YouTube after all. When Microsoft blew its quarter last time around, expectations were universally reset lower, making this time around an easy blow out. The company offered clear, concise guidance and investors cheered. Finally, there was Starbucks, a company that astonished even Cramer with how strong its earnings can be. Executive Decision: David Kemper In his second "Executive Decision" segment, Cramer sat down with David Kemper, chairman and CEO of Commerce Bancshares , a regional bank serving the midwest that is posting solid gains as it awaits higher interest rates from the Federal Reserve. Kemper said the business environment is good in the areas the bank serves, with lower energy prices helping to triple loan growth in recent months. While others are pulling out of markets such as Oklahoma and Colorado, Commerce is expanding operations. Kemper also said that Commerce has a strong core deposit base, along with the size and agility to offer customers a better value proposition than the competition. When asked about competition, particularly from up-and-coming online-only lenders, Kemper said he’s skeptical of these upstarts because it’s hard to be in tune with your customers without having face-to-face interactions. Must Read: 3 Big Tech Companies to Add to Your Portfolio Right Now Lightning Round In the Lightning Round, Cramer was bullish on Six Flags and Whole Foods Markets . Cramer was bearish on Peabody Energy , Royal Dutch Shell , Netflix , SeaWorld Entertainment and Frontier Communications . Executive Decision: Lars Bjork In a third "Executive Decision" segment, Cramer sat down with Lars Bjork, CEO of QLik Technologies , maker of user-driven business intelligence products. Shares of Qlik rose 4.8% on the day to new 52-week highs and are up 25% since Cramer last checked in with the company 13 months ago. Bjork explained that Qlik has a relentless focus on making products that are easy to use. If they’re not easy to use, people won’t use them, he continued, and that’s why Qlik can beat companies like IBM nine times out of 10. In addition to selling to customers directly, Qlik also employs over 1,700 partners in 100 countries around the globe to help get their products in the hands of customers. That’s why even in Europe, sales are strong. There’s no better time to optimize your company than when things are slow, Bjork added. Cramer reiterated his buy recommendation on Qlik. Must Read: Gold to $5,000 in Five Years? Charts Say It Could Happen 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.

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Jim Cramer’s ‘Mad Money’ Recap: How to Profit From My Market Mistakes

Friday, April 17th, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. This program last aired Dec. 29, 2014. NEW YORK (TheStreet) — These are confusing times for the stock market, Jim Cramer told his "Mad Money" audience. There’s always somebody telling you to do exactly the opposite of what you should really be doing. But Cramer said it’s not about sounding smart, it’s about getting it right — what to buy, what to sell, what direction the market’s headed. "You get those things right, and it’s a heck of a lot easier to make money in this or any market," Cramer said. Must Read: Warren Buffett’s Top 10 Stock Buys By doing your homework "you just might learn something that will make you a better investor," he said, and a better investor is one who makes more money "because that’s the goal here." Cramer said he recently went back over every trade his charitable portfolio, Action Alerts PLUS, made over the last five years. Here’s what Cramer has learned. Caterpillar had been going down for weeks on end as analysts raced to cut their estimates ahead of what looked to be a particularly bad quarter, Cramer said. The analysts had turned bearish after CAT’s business globally took huge hits because customers were struggling to get credit for new machines. This was at the depth of the Great Recession. When Caterpillar finally reported, the quarter turned out to be even uglier than the analysts had predicted. But CAT’s stock barely reacted to the bad news. "That’s a classic sign that you’re looking at a bottom," Cramer said. "The worst is over!" CAT roared and then rose. It may seem counter-intuitive to buy a stock right after the estimates have been slashed but when you think about it, it actually makes a lot of sense. JPMorgan Chase is another example of this, Cramer said. Must Read: GE Shows It’s Moving Quickly to Focus on Industrial Projects It seemed done for after its "London Whale" trading fiasco of 2012. However, just like Caterpillar in March of 2009, JPMorgan’s stock didn’t get hit after analysts cut estimates. Instead, it flat-lined and then actually inched up slightly. Once we learned JPMorgan’s losses were contained at $6 billion, that was the moment we had to buy, Cramer said. If you did, you rode a huge rally. Coming Back for Secondaries Everybody makes mistakes sometimes, Cramer said. But if you want to become a great investor you don’t just need to learn from your mistakes, you need to learn how to recognize what your mistakes actually are and notice what works. "We’re full of all sorts of unconscious biases, and that can make it incredibly difficult to learn from experience," Cramer said. Think empirically, he said. After analyzing the last five years’ worth of trades as part of his research for Get Rich Carefully, his latest book, Cramer came to another counterintuitive realization: Stop worrying and learn to love secondary stock offerings. Cramer said we’re all conditioned to believe that when a company issues new stock it’s bad news for shareholders. When a company does a secondary, it tends to weigh on the stock for a time. But these days that totally reasonable fear of secondaries is also a mistake because interest rates are still low by historical standards, Cramer said. For example, real estate investment trusts have done a huge number of these kinds of secondaries, and those deals have worked fabulously for investors. You can find these deals in all sorts of companies that were hit hard by the housing crash and are now snapping back, said Cramer. One example: mortgage insurance companies, a group that had pretty much been left for dead. Cramer mentioned how investors could have made a killing in Radian , a Philadelphia-based mortgage insurer, if they had listened to his buy call in February 2013. Cramer also likes the secondary offerings from master limited partnerships, the oil and gas pipeline players that are always issuing stock to finance their expansion plans to crisscross the country with pipelines. Enterprise Products Partners , the new Kinder Morgan and MarkWest are the best-of-breed players here, and they’ve become serial issuers of equity to expand their pipeline networks. These companies can be risky if interest rates are rising, Cramer warned, but if rates are stable you should jump all over their secondaries. Must Read: JPMorgan Chase, Goldman Sachs Signal Wall Street Banks Are Back The bottom line, Cramer said: Forget the conventional wisdom that says a secondary stock offering always means a company is in trouble. Know When to Fold ‘Em Like The Gambler of song, Cramer has some suggestions for when you should fold your positions or even run. "When it comes to picking stocks, cash is not always king," he said. In fact, if you buy a stock just because it’s sitting on a mountain of cash, you could get crushed. Think about it, Cramer said: What do Cisco , Microsoft , Oracle and Intel all have in common? People were lulled into buying their stocks at very high levels simply because they had so much cash on their books, as if cash per se is always good news. What really matters is how companies put that cash to work. Cash can been wasted on undisciplined buybacks — when you see a company doing that, you should pass on its stock and walk away, Cramer said. Contrast this with one of the best-performing stocks in the S&P 500 since the generational bottom in 2009, Wyndham Worldwide , run by Steve Holmes, one of the most shareholder-friendly CEOs out there today. Holmes buys back stock aggressively and when it makes a difference, particularly during those ravaging downturns when most other CEOs seem frozen. Holmes thinks it is his duty to return his company’s excess cash to the shareholders via dividends, Cramer said. He’s the model of what Intel, Microsoft and Cisco need at the helm. Here’s another sign that you should fold. If you own shares in a company that starts blaming its customers for its own poor performance, it’s time to walk away. "I learned this the hard way when my charitable trust decided to buy Juniper Networks , the maker of networking and communication equipment, back in 2011," said Cramer. Juniper encountered shortfalls and blamed a lack of Japanese orders in the wake of the tsunami and Fukushimi Daiichi nuclear disaster. But the stock continued to drop. He stuck with Juniper because the company had a ton of cash. Oops. Juniper’s blame-the-customer act was a lame alibi, Cramer said. It turns out Cisco was taking market share the whole time and simply kicking Juniper’s butt with a better mousetrap. There’s a pretty simple moral here: When a company blames the customer, check to see whether the customer isn’t actually still buying from a different vendor. Must Read: It’s Time to Sell These 5 Toxic Stocks Beyond EPS A huge part of this business is figuring out where a given stock is headed, said Cramer. That isn’t always easy. Most stocks, most of the time, trade on their earnings-per-share numbers. When the earnings are headed lower, so is the stock; when the earnings go higher, the stock rallies, too. But for some industries, earnings are not the most important metric, said Cramer. If the only thing you’re watching is the earnings per share, you could end up getting clobbered or missing some fabulous opportunities. Watch the key metrics for everything you own. For example, Cramer said, when it comes to oil companies, production growth is key. For many tech stocks, it’s the average selling price of their products. In these two sectors, those metrics are more important that anything related to beating the earnings estimates. Devon Energy sagged due to production shortfalls, not earnings per share; Chevron rallied with lower earnings and higher production growth. Another mea culpa: Cramer admitted he totally missed the bottom for Micron , the semiconductor company that makes memory chips, back at the end of 2012. Micron’s stock had been a dog for more than a decade. But then the stock jumped higher. "What did I miss?" Cramer wondered. DRAMs, or dynamic random access memory chips, had a nice bump up in their average selling prices during the quarter. The DRAM business had been so horrible for so long that many companies in the industry had simply given up, Cramer said. So supply had become constrained. Micron’s been off to the races ever since, more than tripling from December 2012 to December 2013. One last metric to note, said Cramer: When a company is based in the United States but does a lot of business in emerging markets, particularly China. One of the best buys his charitable trust ever made was picking up Yum! Brands , the parent of KFC, Taco Bell and Pizza Hut, off a sudden decline in Chinese sales because of a KFC tainted-chicken scandal, Cramer said. While Yum! is a worldwide outfit, the growth is in China. So when the Chinese KFC division had a shortfall, the stock got clocked, Cramer said. Soon after, Yum! let it be known that its earnings would be slashed as it boosted its Chinese advertising. You had to buy the stock on that shortfall, said Cramer. Not long after, YUM’s Chinese business began to turn and the stock headed right back up to its 52-week high. KFC’s sales growth in China is more important to Yum!’s stock than the actual reported earnings of the entire chain. Must Read: 11 Safe High-Yield Dividend Stocks for Times of Volatility and Uncertainty As much as we’d like to keep things simple and just focus on the earnings per share, sometimes the truly important metrics can elude us if we don’t keep our eyes on the ball, Cramer said. Anybody who waited for revenue growth to kick in missed the whole move since 2009. Some so-called experts tell you to wait for revenue to roar, but they’ve kept you out of some of the best stocks out there, he warned. Earnings are not always all-important. Let It Ride Finally, Cramer said, if you have a core holding in your portfolio, a high-quality stock with terrific prospects that you want to own for the long haul, don’t sell it at the first little gain or the first sign of turbulence. If you really have conviction in a stock, you need to let it ride, Cramer said, because it is a core holding and want to own it through thick and thin. If you don’t follow through with that, he said, it’s almost always a big mistake. The temptation to take a gain is palpable. It’s a difficult task to keep a fabulous stock riding in your portfolio, because you never want to let a gain turn into a loss. If you own a stock and you think it could go up over the next few years, then by all means keep it, Cramer said. But all bets are off if the business starts to deteriorate. What makes him so sure of this rule? Cramer said his trust rates stocks on a scale of 1 to 4 every week. Those rated 1 are, by and large, meant to be core positions, and he wants as many shares as he can get. However, looking back over the last five years he found it unnerving to see how many of these "1" stocks the trust sold because of short-term market turbulence, only for the stocks to continue roaring ahead. A core position is what it says it is: something that’s integral to your portfolio. It should not be so easily dislodged, he said. Resist the urge to sell your franchise players, no matter how tempting it may be. Must Read: 5 Health Care Stocks John Paulson Is Betting On for 2015¿ 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.

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Energy Equity ETFs May Ignite Opportunity for Long-Term Investors

Monday, April 13th, 2015

NEW YORK ( TheStreet) — The energy sector has been the worst performer in the S&P 500 over the past year, but the sector’s recent struggles could be giving way to a buying opportunity for long-term investors. The Energy Select Sector SPDR is the largest equity-based energy ETF. After falling 8.7% last year, the worst performance among the nine sector SPDR ETFs, the XLE fund is up 4.3% in the past month. Based on the fund flows data, investors are either remaining devoted to XLE, or see value in the energy sector — or both. XLE, for example, has added $1.18 billion in new assets this year. Must Read: Warren Buffett’s Top 10 Dividend Stocks Among the nine sector SPDRs, only the Health Care Select Sector SPDR has seen greater 2015 inflows at $1.25 billion, according to ETF.com data. XLE and rival energy ETFs, such as the Vanguard Energy ETF and the Fidelity MSCI Energy Index ETF , give off the impression of being value plays because of their massive allocations to Dow components Exxon Mobil and Chevron . Exxon and Chevron, the two largest U.S. oil companies, combine for nearly 29% of XLE’s weight. "We favor energy ETFs such as XLE that have large-cap companies such as Chevron and Exxon as those have stronger balance sheets, a history of consistently strong earnings and dividends, and sport above-average yields. The S&P energy sector now has a 3% dividend yield that is 50% higher than the broader market. While this is the result of declining valuations, we believe both companies have ample room to support dividends," said Todd Rosenbluth, S&P Capital IQ Director of ETF and Mutual Fund Research, in an interview with TheStreet. An energy ETF is suitable for investors looking to mitigate single-stock risk and those looking to bolster portfolio diversification. Must Read:11 Safe High-Yield Dividend Stocks for Times of Volatility and Uncertainty Other analysts see the energy sector as overpriced. In fact, falling stock prices combined with deteriorating earnings have the energy sector looking richly valued. "Profit expectations have fallen dramatically–though the pace slowed recently–which in turn has pushed the sector’s P/E ratio much higher even as stock prices have declined. Obviously momentum isn’t in the Energy sector’s favor, but stocks appear attractive in terms of valuation if–and this is a big if–the depressed profitability (Return on Equity) forecast for this year and next is temporary, rather than a ‘new normal’ reflecting abundant new supplies from shale," said AltaVista Research in a recent note. AltaVista, which has a neutral rating on the $12.84 billion XLE, estimates the ETF’s 2015 P/E ratio will be 29.7, or more than double that of the equivalent financial services ETF. That despite the fact that the energy sector’s EPS growth is expected to contract by nearly 60% this year, according to AltaVista data. Rosenbluth sees opportunity for patient investors. "We think that investors with patience to look past 2015 should see, by early 2016, the stirrings of production growth, a meaningful drop in non-discretionary capex, and positive free cash flow generation," he said. Risk-tolerant traders can play an oil price recovery with a more volatile ETF, such as the SPDR S&P Oil & Gas Exploration & Production ETF . Just remember that this added volatility cuts both ways. XOP is up 7.9% over the past month, better than double XLE’s showing over the same period. However, XOP’s 77 holdings have a weighted average market value of $16.2 billion, well below the $111.2 billion found on XLE’s 43 constituents. That underscores the tighter correlation to oil prices found with XLE. So does XOP’s 2014 tumble of almost 30%. As an equal-weight ETF, none of XOP’s holdings account for more than 1.6% of the fund’s weight, according to issuer data. That diminishes single-stock risk, but XOP tilts away from the higher-yielding energy giants found in XLE, meaning investors make a yield sacrifice in exchange for XOP’s potential to outperform when oil rallies. XOP’s dividend yield is just under 1.4% compared to 2.5% on XLE. We have an underweight ranking on XOP. We see many of the companies inside to be overvalued and risky based on a historical basis such as PDC Energy and Carrizo Oil & Gas . Relative to XLE, XOP has more exposure to smaller-cap companies and thus has greater volatility," adds Rosenbluth. Must Read: 10 Stocks Carl Icahn Is Buying

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Why Oil Prices Haven’t Hit Bottom Yet — One Analyst’s View

Sunday, March 8th, 2015

NEW YORK (TheStreet) — Investors looking at crude oil technicals and thinking the commodity looks like a good value right now are like the people who saw a white dress when the infamous photo of a blue dress crossed their newsfeeds. In this case, investors’ misperception comes from reports of oil rig shutdowns and crude’s ability to remain above a key technical level, suggesting the commodity has bottomed. Those are distractions from a real fundamental issue — there’s too much oil and too few places to affordably store it, said Tim Evans, Energy Futures Specialist at Citi Futures. "I’m trying to keep my clients from becoming complacent about rising inventories as if they don’t matter because price action suggests we should look away from physical surplus in the market," Evans said. "There’s substantial downside risk, particularly at the front of the WTI crude oil curve." In the near term, or front of the curve, declining capital investment and declining drilling rig counts — the factors that have driven oil prices higher in recent weeks — are what matter least. In other words, the dress is blue, not white. So instead of a bottom in oil prices, this is what investors should be seeing: 1- High and rising oil inventories 2- High and rising oil production 3- The rising cost of storing surplus oil Current inventories in Cushing, Okla., one of the most important crude trading hubs, are within 3 million barrels of the record high, which occurred in April 2013 due to a lack of outbound pipeline capacity from Cushing, according to energy market data provider Genscape, which monitors oil storage tank volume levels at Cushing. As of Feb. 27, 63% of Cushing storage capacity was being used. Since Genscape began monitoring Cushing in 2009, capacity has never exceeded 80%. As the most affordable crude oil storage facilities like Cushing fill up, the cost of storage is on the rise. The higher cost will affect ETF investors, who need the spot price to rally more than $2 just to break even as their oil futures contracts roll forward to the following month. That’s because the curve is normal, with pricing rising each month, so when investors roll forward they sell at a lower price and buy at a higher price. With the $2.00 cost of storing oil baked into the equation — $1.50 higher than what it costs under normal conditions — ETFs will see that as a drag on their performance. It’s going to be frustrating for those holding oil ETF positions, whose numbers have grown to the highest level in five years, said Citi’s Evans. They’re looking for the great turn in energy market fundamentals they hope will happen, leading oil prices to behave so well despite a dearth of positive news. "Just by oil getting 20% off its low, they think the sun has come back out and the birds are singing and it’s a wonderful time to own oil," Evans said. "Meanwhile, the statistics show oil production hit its highest level since the early 1970s — a 40-year high — and is 15% higher than a week ago." Crude oil inventories are the highest in 84 years, since 1931. The U.S. Dept. of Energy weekly inventory series dates from 1982, so analysts making that comparison are looking at an older, monthly data series from a different source, he noted. Inventories of 444.4 million barrels are 80.6 million barrels, or 22.1% higher than a year ago and 89.5 million barrels, or 25.2%, above the five-year average level. Citi Futures’ chart shows the steep rise in crude stocks this year alone. The average crude stocks surplus has spiked sharply since December, as illustrated by the Citi Futures chart below.   Next week, the market will be looking at new monthly reports from the DOE, OPEC, and the International Energy Agency that may show some revisions, but the February outlooks implied a first-half 2015 global supply/demand surplus on the order of 1.4 million barrels per day — a degree of oversupply confirmed by the uptrend in U.S. crude oil inventories, Evans said. Those reports will come against the backdrop of OPEC’s ongoing mission to snuff out U.S. competitors and the Iranian nuclear talks that have caused some market chatter. Evans doesn’t anticipate either a quick agreement or a quick lifting of the embargo on Iranian oil exports. Instead, he sees a gradual process with output walking higher in the second half of 2015 and into 2016 rather than a sudden flood of additional barrels. Among other issues, he added, they’ll need to find customers. Cold weather and incessant snow storms in the Northeastern U.S., a key source of supply for the New York Harbor delivery point for the RBOB gasoline and heating oil futures, have caused operational difficulties in refineries. Scheduled seasonal maintenance work has also limited refinery runs. Add to that a risk of a further drop in refinery rates because of the ongoing USW strike against selected U.S. refineries since Feb. 1, which have had limited impact on runs so far, and crude is meeting a bottleneck that’s contributing to supply buildups. The drop in refinery runs is a support for the petroleum products — and we’re seeing gasoline prices rise as a result — but it’s a corresponding bearish factor for crude oil. It would seem the cards are stacked against oil. But like other markets that have risen inexplicably, oil is also benefiting from the liquidity the U.S. Federal Reserve has poured into the economy and the low interest rate environment that has investors taking on risk. The numbers — physical supply and demand — are not in their favor, however. "Sometimes, when you look for risk, you will find it," Evans said. "Inventory is 20% higher than a year ago, and that should send us an economic message all on its own." Must Read: Warren Buffet’s Top 10 Stock Buys

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Retail Investors Grow More Cautious in January, TD Ameritrade’s IMX Data Shows

Monday, February 9th, 2015

The Investor Movement Index (IMX) showed TD Ameritrade clients have transitioned into a more cautious portfolio posture.








Markets Send Warning Signals About Fed’s Upbeat Forecast

Thursday, January 29th, 2015

NEW YORK (TheStreet) — Even though the Federal Reserve upgraded its description of U.S. economic growth to "solid" from "moderate" in its statement on Wednesday, there are plenty of reasons why the economy may not be a strong as the central bank said. Consider what’s going on in some key sectors of the stock market. Must Read: 10 Stocks Carl Icahn Loves for 2015: Apple, eBay, Hertz and More You cannot have a bull market for stocks and solid economic growth, for instance, with a correction in stocks of large banks, including the four "too big to fail" money center banks. The KBW Bank Index (BKX) ($66.68) had a gain of 7.2% in 2014 and set its 2014 intraday high of $75.61 on Dec. 29. This index is in "correction mode" with a year-to-date loss of 11% and is 13% below the 2014 high. The index is below its 50-day and 200-day simple moving averages at $71.80 and $70.70, respectively. The weekly chart for the banking index is negative with its key weekly moving average at $70.13. The 200-week simple moving average is a key level to hold on weakness at $56.54. Note that the weekly chart shows the banking index below the 50% Fibonacci Retracement of the Crash of 2008. Weekly Chart Courtesy of MetaStock Xenith You also cannot have a bull market for stocks and solid economic growth with steep declines in major energy stocks. Crude oil set a new low for the move on Wednesday at $44.08 per barrel. There are two energy giants in the Dow Jones Industrial Average. Here are their performance statistics and profiles. Chevron ($103.71) had a loss of 10% in 2014 and set its 2014 intraday high of $135.10 on July 24. The stock has a year-to-date loss of 8.2% and is 30% below the 2014 high. The stock is below its 50-day and 200-day simple moving averages at $109.93 and $120.69, respectively. The weekly chart for Chevron is negative with the stock below its key weekly moving average at $108.61 and below its 200-week simple moving average at $113.05. Weekly Chart Courtesy of MetaStock Xenith Must Read: Warren Buffett’s Top 10 Dividend-Paying Stocks for 2015 Exxon Mobil ($87.95) had a loss of 8.6% in 2014 and set its 2014 intraday high of $104.76 on July 29. The stock has a year-to-date loss of 5.1% and is 19% below the 2014 high. The stock is below its 50-day and 200-day simple moving averages at $92.04 and $97.28, respectively. The weekly chart for Exxon is negative with the stock below its key weekly moving average at $91.34 and below its 200-week simple moving average at $89.06. Weekly Chart Courtesy of MetaStock Xenith A clear market warning has been provided with the decline in long-term U.S. Treasurys as the yield on the 30-Year bond set an all-time low at 2.273% on Wednesday. Investing in the iShares 20+ Year Treasury Bond ETF has been a winning strategy since the beginning of 2014, and its rise is a sign of growing concern about the U.S. economy and stock market. The Bond ETF ($136.77) had a gain of 24% in 2014 and set its all-time intraday high of $137.41 on Wednesday. The ETF has a year-to-date gain of 7.9%. The ETF is above its 50-day and 200-day simple moving averages at $126.40 and $117.78, respectively. The weekly chart for the bond ETF is positive but overbought with its key weekly moving average at $130.00 and its 200-week simple moving average at $114.26. Weekly Chart Courtesy of MetaStock Xenith Must Read: 16 Rock-Solid Dividend Stocks With 50 Years of Increasing Dividends and Market-Beating Performance Follow @Suttmeier

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Jim Cramer’s ‘Mad Money’ Recap: Here’s Next Week’s Game Plan

Saturday, January 24th, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) — The good guys just keep on winning, Jim Cramer told his Mad Money TV show viewers Friday. But with next week’s flurry of earnings, Cramer told investors to "stop, look and listen" and not step on the battlefield because the news will be coming too fast to follow. On Monday, Cramer said he’ll be watching Norfolk Southern and Microsoft , a stock which he owns for his charitable trust, Action Alerts PLUS. Cramer said he expects good things from both companies. Must Read: 16 Rock-Solid Dividend Stocks With 50 Years of Increasing Dividends and Market-Beating Performance Next, on Tuesday, it’s a huge day, with 3M , American Airlines , Caterpillar , DuPont , Procter & Gamble and Apple , another Action Alerts PLUS name, all reporting. Cramer is bearish on Caterpillar but had positive things to say about all the others. Wednesday brings earnings from Boeing , Qualcomm and Biogen Idec . Cramer expects good results from all three of these faves. Then, on Thursday, it’s Alibaba and Celgene , two stocks Cramer said will go higher, along with Amazon.com and Google , two stocks he said makes him nervous, despite Google also being an Action Alerts holding. Finally, on Friday, the earnings finally come to an end with Chevron and MasterCard , yet another AAP holding. Cramer advised steering clear of all oil stocks as well as MasterCard, which will likely fall after it reports. Executive Decision: Rick Hamada For his "Executive Decision" segment, Cramer spoke to Rick Hamada, CEO of Avnet , the tech component and solutions provider that posted a 6-cents-a-share earnings beat yesterday, news that sent shares up over $1. Hamada explained that Europe was particularly strong this quarter, up 7%, thanks in part to investments in the region and solid execution. He singled out Germany and the U.K. as above-average countries. Overall, Hamada said that tech spending was resilient throughout the quarter as new technologies are being adopted in the data center space as well in the "Internet of things." When asked about those "things," Hamada noted there are many opportunities for Avnet from the sensors all the way to the servers. Perhaps the only dark cloud over Avnet’s quarter came from currency translation. Hamada said that with the weaker euro, sales appeared to be slowing down. Adjusted for a constant currency, investors can easily see that Avnet is on target meeting its promises. Cramer said Avnet is doing all the right things. Must Read: How to Trade the Market’s Most-Active Stocks: UPS, Avon and More Cramer Takes on UPS and McDonald’s It’s time we hold CEOs accountable, Cramer told viewers as he sounded off against the heads of two Action Alerts PLUS holdings, UPS and McDonald’s . Cramer said UPS promised that it wouldn’t make the same mistakes it made during the 2013 holiday season. Instead, the company made worse ones, news that sent shares of UPS skidding 9% today. Cramer said the employees and shareholders of UPS deserve better and he called on UPS’ board of directors to admit it made a mistake in its choice of CEO. Then there’s McDonald’s, which for several quarters has noted the "urgency" of its declining sales, yet has simply done nothing about it. Why should UPS and McDonald’s get a pass when FedEx and Wendy’s are hitting it out of the park, Cramer asked? These results are unacceptable, Cramer concluded, and these two companies need to find better people to lead their companies. Executive Decision: Bryan Jordan In his second "Executive Decision" segment, Cramer spoke with Bryan Jordan, chairman, president and CEO of First Horizon National , a regional bank that delivered a 3-cents-a-share earnings bear on robust lending. Shares of First Horizon yield 1.85% and are up 35% since Cramer first recommended the company two years ago. Jordan said First Horizon saw great customer activity this quarter, including growth in commercial real estate and new account openings. He said First Horizon continues to build a strong balance sheet and they expect to see the momentum continue. When asked about a loss of momentum in the oil and gas industries, Jordan noted he expects to see lots of growth in Texas, even if the oil and gas industries begin to pare back production. Turning to his bank’s continued fallout from the mortgage crisis, Jordan said it has been six or seven long years, but First Horizon continues to make progress in making settlements and closing that chapter of its history. Cramer said local banks seem to be back in vogue and First Horizon is a shining example. Must Read: Starbucks’ Seemingly Perfect Holiday Season May Not Have Been So Perfect Lightning Round In the Lightning Round, Cramer was bullish on Royal Dutch Shell , BioMarin , Cypress Semiconductor , Take-Two Interactive , Nordic American Tanker , Brown-Forman and Constellation Brands . Cramer was bearish on Zillow , Continental Resources , Juno Therapeutics , Micron Technology , Zynga and Teekay Tankers . Executive Decision: Russell Goldsmith In a third "Executive Decision" segment, Cramer sat down with Russell Goldsmith, chairman and CEO of City National Bank , a stock that’s up 36% since Cramer first got behind the company in September 2013. City recently announced it is being acquired. Goldsmith said that City National wasn’t for sale but the opportunity was right and it was "the right thing to do" for City’s clients, employees and shareholders. When asked about the company’s customer-focused strategy, Goldsmith said that it might seem old-fashioned, but City focuses on one client at a time, helping them on their way up as their wealth builds.  Cramer commended Goldsmith for a job well done. Must Read: This Forgotten Cigarette Stock Could Give You a 12% Return This Year 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, ScottRuttDC

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Jim Cramer’s ‘Mad Money’ Recap: You’ll Make More Money Buying Into Panic

Friday, January 9th, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) — If you buy into panic instead of selling into it you’ll make more money. That was Jim Cramer’s bottom line to his Mad Money viewers Thursday. Cramer said the markets suffered from a "depressive mood disorder" when it entered 2015, but those investors who obeyed their rational brains and bought into the panic made a ton of mad money. Cramer likened the market’s recent action to the Ebola scare back in September. Back then the markets were also falling daily on the irrational premise that Ebola was everywhere and you were just a touch or a sneeze away from being next. But history proved that those fears were irrational and buying into panic was the smart move. Must Read: Jim Cramer’s 11 Best Stock Picks in the Technology Sector Fast forward to today’s markets where an irrational fear that lower oil prices can only mean the world’s economies are in free fall. Once again the negativity became a self-fulfilling prophecy, Cramer said. If you buy into panic and sell into euphoria, you make more money, Cramer concluded. This simple notion was proven in September and again this month so remember it for next time. Oil Boom Continues Is America’s oil boom coming to a screeching halt now that oil prices have plummeted? Not so fast, Cramer told viewers — 2015 is still shaping up to be a banner year for U.S. production. Cramer said while it’s true oil producers such as Concho Resources and Sanchez Energy have announced deep cuts in their drilling budgets for 2015, Concho is still expecting to increase its production between 16% and 20% in 2015 while Sanchez expects 40% production growth. The reality is most shale producers are still expecting record-setting production, even with fewer new wells being drilled. Add to that two huge offshore projects coming online from Chevron and Hess , and the world will be flush with oil for quite a while. That’s why investors should expect oil prices to remain depressed for the foreseeable future as the supply of U.S. oil is only just getting started, Cramer said. Must Read: Friday’s Jobs Report Likely to Reveal Slower Pace of Growth The 10 Best Performers on the S&P Now that the market is once again acting rationally, what should investors do with the top 10 best-performing stocks in the S&P 500? Cramer reviewed the list to find out. 1. Southwest Airlines . After being up 124% in 2014, Cramer said he prefers American Airlines or Spirit Airlines , both of which are less expensive. 2. Electronic Arts . Cramer said this stock, up 105%, is too hard to recommend given the hard comparisons. He prefers Take-Two Interactive . 3. Edward Lifesciences . Cramer said this medical device company is "killing it" and its 93% run in 2014 is just the beginning. 4. Allergan . Cramer said this story is played out but he still likes Actavis , which is acquiring Allergan. 5. Avago Technologies . Cramer said he’d rather own Apple , which is a holding in his charitable trust, Action Alerts PLUS, or Cypress Semiconductor . 6. Mallinckrodt . Cramer said this story is not done and the stock is only trading at 12 times earnings. 7. Delta Airlines . Cramer said Delta is good but American and Spirit are better. 8. Keurig Green Mountain . This stock, up 75%, has multiple ways to win and Cramer said this one is a buy. 9. Royal Caribbean . Cramer said there’s no reason to pay up for this stock, but he likes the company with fuel prices plummeting. 10. Kroger . Cramer said he’s still a big fan of this under-appreciated grocery chain. What’s New in Biotech In a special interview, Cramer sat down with NBC News Medical Contributor Dr. Natalie Azar to discuss one of the hottest areas of biotech — immunotherapy, or helping the body fight cancer cells directly rather than carpet-bombing your body with chemotherapy. Dr. Azar explained that our body’s immune system is an amazing system of checks and balances that allows us to function but still ward off infection and disease. In the case of cancer, our bodies want to fight off and kill cancer cells but a protein known as PD-1 prevents that from happening. That’s why a new class of immunotherapy drugs that works with our immune system and bypasses the PD-1 blocker are is exciting. Analyst expect that in just 10 years this class of drugs could be used against 60% of all cancers, representing a $35 billion opportunity. Azar noted that while this line of treatments is still in development and testing, the beginning uses of these drugs may not be that far off and they may likely prove to be safer and more effective than the current chemotherapy that cancer patients must endure. Must Read: What Jim Cramer Is Trading: Morgan Stanley, Bank of America, UPS and Unilever Lightning Round In the Lightning Round, Cramer was bullish on Spectra Energy and Skyworks Solutions . Cramer was bearish on JetBlue Airways , Consolidated Edison , Carlyle Group , Aegean Marine Petroleum , Infoblox and King Digital Entertainment . Am I Diversified? In the "Am I Diversified?" segment, Cramer spoke with callers and responded to tweets sent via Twitter to @JimCramer to see if investors’ portfolios have what it takes for today’s markets. The first portfolio included Apple, Phillip Morris , Johnson Controls , Washington Real Estate Trust and Bank of America . Cramer said this portfolio was perfectly diversified with great dividend yield to boot. The second portfolio’s top holdings included Intel , Cypress Semiconductor, Monster Beverage , Skechers and Under Armour . Cramer advised selling Intel and adding Bristol-Myers Squibb and replacing either Skechers or Under Armour with an industrial stock like United Technologies . The third portfolio had Cytokenetics , OncoMed , Walt Disney , Isis Pharmaceuticals and Cypress Semiconductor as its top five stocks. Cramer identified three of a kind with Cytogenetics, OncoMed and Isis. He recommended adding an industrial and a defense contractor like Lockheed Martin . Must Read: Who 3G Could Gobble Up Next With Its New $5 Billion Fund 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, ScottRuttDC

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Jim Cramer’s ‘Mad Money’ Recap: Knowing Where to Look for Bargains

Wednesday, January 7th, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) — The markets aren’t as grim as they appear to be, Jim Cramer said on  Mad Money Tuesday. In fact, the markets are presenting a buying opportunity at current levels, but only if you know which stocks to buy. In a market where all news is treated as bad news, Cramer admitted there are still some big pitfalls that must be avoided. Oil prices are not done going down, he said, and that means the oil stocks aren’t done either. There’s no reason to own the oil stocks yet and no hurry to buy them either. Must Read: Buy These 5 ‘Dogs of the Dow’ for Gains in the New Year The financials are another worrisome sector, Cramer said. Low interest rates hurt earnings. But while stocks like Wells Fargo may indeed disappoint this quarter, this stock, unlike the oils, may not have much further to fall. Then there are the companies that actually benefit from lower oil prices, stocks like chemical maker PPG and retailer J.C. Penney , which surprised the markets with strong results. Cramer said both of these stocks are buys into weakness. Yes, there is some profit-taking going on along with some terrible earnings, Cramer concluded. But the world is not ending, and that means that for most stocks low interest rates and low inflation only make the stocks more attractive as they fall still lower. 10 Best Biotechs to Buy The biotech stocks have been among the best performing stocks for the past four years, Cramer told viewers. Last year, the group soared 33%. Could 2015 rack up more big gains for these high fliers? Absolutely. Cramer explained that many biotech companies used to be one-trick ponies, living or dying on a single FDA approval or rejection. But that’s all changed. Many biotechs have moved from single drugs to drug platforms that can discover multiple drugs with a single technology. Isis Pharmaceuticals remains the poster child for successful drug platforms, Cramer continued. This company’s technology is now being used to discover treatments for multiple genetic abnormalities. What about the rest of the high-flying biotechs? Cramer said Ovascience was the best performer last year, up 383%, and this company continues to show promise. Coming in at numbers two and three were Agios Pharmaceuticals and Bluebird Bio , up 367% and 337%, respectively, in 2014. Cramer is also bullish on these stocks. Continuing down the top 10 best performers are Receptos , TG Threapeutics , Prosensa , which is being acquired, and Achillion Pharmaceuticals , which has a promising hepatitis-c franchise. Cramer is also bullish on Amicus Therapeutics , PCT Therapeutics and Esperion Therapeutics . Must Read: 11 Worst-Rated Stocks in the Dow Jones Industrial Average These Stocks Are Real Dogs With a new year upon us, Cramer continued his annual ritual of looking into the worst-performing stocks of last year, the "Dogs of the Dow," to see if any are worth owning. Coming in at number eight is McDonald’s , a stock Cramer owns for his charitable trust, Action Alerts PLUS. Cramer said this company needs to clean up its act or fire its CEO, and he expects one of those two to happen in 2015 — which is why he has a $110 price target. At number seven is AT&T , which like number five on the list, Verizon , is in a price war with other carriers. Cramer said he likes AT&T for DirecTV and gives it a $38 price target, but thinks only Verizon can pop another $3 for the year. Boeing  is at number six. Cramer gave this company a $150 price target even though investors appear to be bored with Boeing’s defense and European exposure. Fourth is Exxon Mobil , with rival Chevron  second. Cramer saw more pain for both these oil giants. Between the two is General Electric  at number three. Cramer sees a lot of upside for GE. However, his biggest disappointment of 2014 is IBM , a company seemingly without a strategy and nothing to propel it higher. Off the Charts In the "Off The Charts" segment, Cramer went head to head with colleague Ed Ponsi over the chart direction of the markets as the bull market enters its sixth year. Ponsi looked at the markets through a different prism than Cramer, a political one. He noted that from 1833 through 2012 the market during the third year of a U.S. presidential term has yielded, on average, 10.4%. That compares to an average market return of only 1.9% during a president’s first year. In fact, the last time the markets fell during a presidential third year was 1939. Ponsi also looked at the political makeup, noting that from 1949 through 2011, when there’s a Democratic president and Republican Congress the markets average a 19.5% return. Flip that around and the markets typically see just a 4.9% gain. Cramer said he agreed with Ponsi’s non-traditional analysis, noting that with bond yields still nonexistent around the globe, U.S. stocks like AT&T, with its 5.6% yield, should continue to propel the averages still higher in 2015. Must Read: Fifteen Fabulously Intelligent Biotech Stock Predictions for 2015 Lightning Round In the Lightning Round, Cramer was bullish on Walgreens , Rite Aid and CVS Health . Cramer was bearish on Integrys Energy Group , Navios Maritime Partners , Tesla Motors and The Bank of Ireland . No Huddle Offense In his "No Huddle Offense" segment, Cramer offered up some facts about what lower oil prices means for our economy. Cramer said that only 16 states benefit from higher oil prices and only 10% of the U.S. population lives in those states. That means for 290 million Americans, lower oil prices are a good thing. While it’s true that 12% of the companies on the S&P 500 index are oil or oil-related, for the other 88% of the index earnings estimates need to go up, not down, as a result of this tax cut on consumers. Cramer said some oil companies may default on their riskier bonds but most companies are in good shape and most banks can easily handle any defaults that may come. Lower oil prices will not kill off the Texas banking sector. Finally, Cramer noted that lower prices won’t stay around forever. The velocity of the decline is frightening, he admitted, but investors need to see it through. Must Read: Exclusive: American Electric Power Taps Goldman for Power Plant Sale 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, ScottRuttDC

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Jim Cramer’s ‘Mad Money’ Recap: How to Profit From My Market Mistakes

Tuesday, December 30th, 2014

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) — These are confusing times for the stock market, Jim Cramer told his "Mad Money" audience. There’s always somebody telling you to do exactly the opposite of what you should really be doing. But Cramer said it’s not about sounding smart, it’s about getting it right — what to buy, what to sell, what direction the market’s headed. "You get those things right, and it’s a heck of a lot easier to make money in this or any market," Cramer said. Must Read: Jim Cramer’s 11 Best Stock Picks in the Technology Sector By doing your homework "you just might learn something that will make you a better investor," he said, and a better investor is one who makes more money "because that’s the goal here." Cramer said he and Stephanie Link, the research director of Cramer’s charitable portfolio, Action Alerts PLUS, recently went back over every trade AAP made over the last five years. Here’s what Cramer has learned. Caterpillar had been going down for weeks on end as analysts raced to cut their estimates ahead of what looked to be a particularly bad quarter, Cramer said. The analysts had turned bearish after CAT’s business globally took huge hits because customers were struggling to get credit for new machines. This was at the depth of the Great Recession. When Caterpillar finally reported, the quarter turned out to be even uglier than the analysts had predicted. But CAT’s stock barely reacted to the bad news. "That’s a classic sign that you’re looking at a bottom," Cramer said. "The worst is over!" CAT roared and then rose. It may seem counter-intuitive to buy a stock right after the estimates have been slashed but when you think about it, it actually makes a lot of sense. JPMorgan Chase is another example of this, Cramer said. Must Read: JPMorgan’s 6 Top Biotech and Pharmaceuticals Stocks to Buy in 2015 It seemed done for after its "London Whale" trading fiasco of 2012. However, just like Caterpillar in March of 2009, JPMorgan’s stock didn’t get hit after analysts cut estimates. Instead, it flat-lined and then actually inched up slightly. Once we learned JPMorgan’s losses were contained at $6 billion, that was the moment we had to buy, Cramer said. If you did, you rode a huge rally. Coming Back for Secondaries Everybody makes mistakes sometimes, Cramer said. But if you want to become a great investor you don’t just need to learn from your mistakes, you need to learn how to recognize what your mistakes actually are and notice what works. "We’re full of all sorts of unconscious biases, and that can make it incredibly difficult to learn from experience," Cramer said. Think empirically, he said. After analyzing the last five years’ worth of trades as part of his research for Get Rich Carefully, his latest book, Cramer came to another counterintuitive realization: Stop worrying and learn to love secondary stock offerings. Cramer said we’re all conditioned to believe that when a company issues new stock it’s bad news for shareholders. When a company does a secondary, it tends to weigh on the stock for a time. But these days that totally reasonable fear of secondaries is also a mistake because interest rates are still low by historical standards, Cramer said. For example, real estate investment trusts have done a huge number of these kinds of secondaries, and those deals have worked fabulously for investors. You can find these deals in all sorts of companies that were hit hard by the housing crash and are now snapping back, said Cramer. One example: mortgage insurance companies, a group that had pretty much been left for dead. Cramer mentioned how investors could have made a killing in Radian , a Philadelphia-based mortgage insurer, if they had listened to his buy call in February 2013. Cramer also likes the secondary offerings from master limited partnerships, the oil and gas pipeline players that are always issuing stock to finance their expansion plans to crisscross the country with pipelines. Must Read: 10 Stocks Billionaire David Einhorn Loves for 2015 Enterprise Products Partners , the new Kinder Morgan and MarkWest are the best-of-breed players here, and they’ve become serial issuers of equity to expand their pipeline networks. These companies can be risky if interest rates are rising, Cramer warned, but if rates are stable you should jump all over their secondaries. The bottom line, Cramer said: Forget the conventional wisdom that says a secondary stock offering always means a company is in trouble. Know When to Fold ‘Em Like The Gambler of song, Cramer has some suggestions for when you should fold your positions or even run. "When it comes to picking stocks, cash is not always king," he said. In fact, if you buy a stock just because it’s sitting on a mountain of cash, you could get crushed. Think about it, Cramer said: What do Cisco , Microsoft , Oracle and Intel all have in common? People were lulled into buying their stocks at very high levels simply because they had so much cash on their books, as if cash per se is always good news. What really matters is how companies put that cash to work. Cash can been wasted on undisciplined buybacks — when you see a company doing that, you should pass on its stock and walk away, Cramer said. Contrast this with one of the best-performing stocks in the S&P 500 since the generational bottom in 2009, Wyndham Worldwide , run by Steve Holmes, one of the most shareholder-friendly CEOs out there today. Holmes buys back stock aggressively and when it makes a difference, particularly during those ravaging downturns when most other CEOs seem frozen. Holmes thinks it is his duty to return his company’s excess cash to the shareholders via dividends, Cramer said. He’s the model of what Intel, Microsoft and Cisco need at the helm. Here’s another sign that you should fold. If you own shares in a company that starts blaming its customers for its own poor performance, it’s time to walk away. Must Read: Jim Cramer’s 4 Best Stock Picks for the Health Care Sector "I learned this the hard way when my charitable trust decided to buy Juniper Networks , the maker of networking and communication equipment, back in 2011," said Cramer. Juniper encountered shortfalls and blamed a lack of Japanese orders in the wake of the tsunami and Fukushimi Daiichi nuclear disaster. But the stock continued to drop. He stuck with Juniper because the company had a ton of cash. Oops. Juniper’s blame-the-customer act was a lame alibi, Cramer said. It turns out Cisco was taking market share the whole time and simply kicking Juniper’s butt with a better mousetrap. There’s a pretty simple moral here: When a company blames the customer, check to see whether the customer isn’t actually still buying from a different vendor. Beyond EPS A huge part of this business is figuring out where a given stock is headed, said Cramer. That isn’t always easy. Most stocks, most of the time, trade on their earnings-per-share numbers. When the earnings are headed lower, so is the stock; when the earnings go higher, the stock rallies, too. But for some industries, earnings are not the most important metric, said Cramer. If the only thing you’re watching is the earnings per share, you could end up getting clobbered or missing some fabulous opportunities. Watch the key metrics for everything you own. For example, Cramer said, when it comes to oil companies, production growth is key. For many tech stocks, it’s the average selling price of their products. In these two sectors, those metrics are more important that anything related to beating the earnings estimates. Devon Energy sagged due to production shortfalls, not earnings per share; Chevron rallied with lower earnings and higher production growth. Another mea culpa: Cramer admitted he totally missed the bottom for Micron , the semiconductor company that makes memory chips, back at the end of 2012. Micron’s stock had been a dog for more than a decade. But then the stock jumped higher. "What did I miss?" Cramer wondered. Must Read: 5 REITS to Trade for Gains in December: Select Income REIT and More DRAMs, or dynamic random access memory chips, had a nice bump up in their average selling prices during the quarter. The DRAM business had been so horrible for so long that many companies in the industry had simply given up, Cramer said. So supply had become constrained. Micron’s been off to the races ever since, more than tripling from December 2012 to December 2013. One last metric to note, said Cramer: When a company is based in the United States but does a lot of business in emerging markets, particularly China. One of the best buys his charitable trust ever made was picking up Yum! Brands , the parent of KFC, Taco Bell and Pizza Hut, off a sudden decline in Chinese sales because of a KFC tainted-chicken scandal, Cramer said. While Yum! is a worldwide outfit, the growth is in China. So when the Chinese KFC division had a shortfall, the stock got clocked, Cramer said. Soon after, Yum! let it be known that its earnings would be slashed as it boosted its Chinese advertising. You had to buy the stock on that shortfall, said Cramer. Not long after, YUM’s Chinese business began to turn and the stock headed right back up to its 52-week high. KFC’s sales growth in China is more important to Yum!’s stock than the actual reported earnings of the entire chain. As much as we’d like to keep things simple and just focus on the earnings per share, sometimes the truly important metrics can elude us if we don’t keep our eyes on the ball, Cramer said. Anybody who waited for revenue growth to kick in missed the whole move since 2009. Some so-called experts tell you to wait for revenue to roar, but they’ve kept you out of some of the best stocks out there, he warned. Earnings are not always all-important. Let It Ride Finally, Cramer said, if you have a core holding in your portfolio, a high-quality stock with terrific prospects that you want to own for the long haul, don’t sell it at the first little gain or the first sign of turbulence. If you really have conviction in a stock, you need to let it ride, Cramer said, because it is a core holding and want to own it through thick and thin. If you don’t follow through with that, he said, it’s almost always a big mistake. The temptation to take a gain is palpable. It’s a difficult task to keep a fabulous stock riding in your portfolio, because you never want to let a gain turn into a loss. If you own a stock and you think it could go up over the next few years, then by all means keep it, Cramer said. But all bets are off if the business starts to deteriorate. What makes him so sure of this rule? Cramer said his trust rates stocks on a scale of 1 to 4 every week. Those rated 1 are, by and large, meant to be core positions, and he wants as many shares as he can get. However, looking back over the last five years he found it unnerving to see how many of these "1" stocks the trust sold because of short-term market turbulence, only for the stocks to continue roaring ahead. A core position is what it says it is: something that’s integral to your portfolio. It should not be so easily dislodged, he said. Resist the urge to sell your franchise players, no matter how tempting it may be. Must Read: Jim Cramer’s Five Best Stock Picks for the Auto Parts Sector 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, ScottRuttDC

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4 Stocks Key to 2015 Rebound of Energy Sector Fund, a 2014 Flop

Monday, December 29th, 2014

NEW YORK (TheStreet) — The Energy Select Sector SPDR Fund consists of 44 companies, including two components of the Dow Jones Industrial Average. The energy exchange-traded fund has a year-to-date loss of 9.5%, with the price of a barrel of Nymex crude oil down 44%, ending Friday at $54.73. Crude oil set its bubble peak at $147.27 in July 2008, while the energy SPDR fund peaked at $101.52 on June 23, 2014. The energy-stock bubble thus continued to inflate for another six years. Three of the four energy stocks profiled today set new all-time intraday highs in 2014 before crashing with crude oil. Must Read: Dow 18,000: Why This Market Rally May Never Happen Again Here are profiles of four components: Two from the Dow and two others with gas stations. Dow component Chevron  ($113.25) has a year-to-date loss of 9.3% but the stock plunged 26% from its all-time intraday high at $135.10 set on July 24, to its 2014 low at $100.15, set on Dec. 16 as its bubble popped. Chevron has been below its 200-day simple moving average at $121.67 since Sept. 24. The weekly chart shifts to positive, given a close above its key weekly moving average at $112.96, which lines up with the 200-week simple moving average at $112.97. Dow component Exxon Mobil  ($93.21) has a year-to-date loss of 7.9%, but the stock slumped 18% from its all-time intraday high at $104.76 set on July 29, to its 2014 low at $86.19, set on Dec. 16 as its bubble popped. Exxon has been below its 200-day simple moving average at $97.80 since Sept. 8. The weekly chart shifts to positive, given a close this week above its key weekly moving average at $93.11 with its 200-week simple moving average at $88.87. Hess Corp  ($74.31) has a year-to-date loss of 10%, but the stock plunged 39% from its multiyear intraday high at $104.50 set on July 30 to its 2014 low at $63.80, set on Dec. 16 as its bubble popped. Hess has been below its 200-day simple moving average at $89.19 since Oct. 7. The weekly chart shifts to positive, given a close this week above its key weekly moving average at $77.32, with its 200-week simple moving average at $70.14. Marathon Oil ($28.26) has a year-to-date loss of 20% and the stock plunged 42% from its all-time intraday high at $41.92 set on Sept. 3, to its 2014 low at $24.28 set on Dec. 16 as its bubble popped. Marathon has been below its 200-day simple moving average at $36.11 since Oct. 7. The weekly chart is negative but oversold, with its key weekly moving average at $30.25 and the 200-week simple moving average at $32.23. Here’s the daily chart for the Energy Sector SPDR. Courtesy of MetaStock Xenith The daily chart for the energy sector ETF ($80.11) shows that this fund entered 2014 above its 200-day simple moving average (green line), then at $82.44. This ETF dipped below its 200-day SMA between Jan. 31 and Feb. 7, at $83.45, providing a buying opportunity for the run-up to the all-time intraday high set at $101.52 on June 23. From this high, the energy ETF plunged 29% to a 2014 low at $72.51 into Dec. 16. Here’s the weekly chart for the Energy Sector SPDR. Courtesy of MetaStock Xenith The weekly chart for the energy sector ETF shows it had been above its 200-week simple moving average (green line) between Oct. 2011 and Dec. 12, 2014, and ended last week above this moving average, now at $78.75. The weekly chart shifts to positive, given a close this Friday above its key weekly moving average, at $82.04. The momentum reading shown at the bottom of the graph in red is rising above the $20.00 oversold threshold at $25.40. Must Read: The Best Cities for Under-35 Adults to Live: Based on Jobs, Housing and Fun  

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Final List of Financial Moves to Be Made Before Year’s End

Monday, December 29th, 2014

NEW YORK (TheStreet) — One list down, one to go. With Christmas out of the way, you have just a few more days to begin digging in to that other holiday list: The checklist of financial moves you should make before year’s end. We’ve surveyed the landscape of financial advisers, brokerages and some of the finest financial minds in the publishing business (hat tip for the adapted line to Mr. Homer Simpson). Most of what we found breaks down into a handful of smart tips that will do you well in 2015.
Must Read: Cramer: What Stocks You Can Still Buy in This Rally

Category One: Mad Max

No,
not your credit cards! We mean it’s time to make sure you max out your IRA contributions, use the maximum benefit from your flexible spending account (FSA) and get your charitable contributions into the mailbox. All of these will save you on taxes early next year. To avoid penalties, if you’re older than 70-1/2, don’t forget to take your minimum required distribution from retirement accounts. If you’re in the red on a stock you don’t love, selling it now will let you harvest tax losses in time for your 2014 return.

The rules on FSAs have been loosened a bit this year, so you may be able to carry over up to $500, or delay spending the 2014 money you set aside until mid-March. But it’s a good time to pay off any outstanding doctor-bill deductibles, or maybe buy a pair of glasses.

Self-employed people might want to max out on the business expenses by Wednesday. If you need a new office chair or an extra computer, now’s the time. Let Uncle Sam and your state pay up to half, depending on your bracket.

Category Two: Procrastinate

A very few things might benefit from procrastinating, and one is
deferring income into next year if you can. For some workers, that may mean deferring payment of a bonus. For self-employed people, that can mean timing the outgoing invoices to make sure the money arrives in 2015.
Must Read: Here’s Why U.S. Economy Growing at 5% Is Good for Stocks
The tactic will at least defer the time when you have to pay until you do first-quarter estimated tax returns. If your bracket is going to be lower next year, it can even save you some money over time. But be careful: If you expect to make materially more money next year than in 2014, the smart move may be the opposite — to pull as much money as possible into this year. Category Three: Rebalance Yourself and Your Money Just as this is a season of resolutions, your money can benefit from a little extra holiday-season attention to planning. Some must-dos: 1. Rebalance your portfolio among stocks, bonds and other assets. Two years of double-digit stock gains may have you more exposed to equities than you want to be. If your plan two years ago was to be split 50-50, for example, you may be skewed 60-40 to stocks by now. The idea is to stick to the plan you made rather than to be seduced by a good year or two for a particular fund, or for stocks in general, that may end in exactly 2,008 tears. More or less. 2. Get ready to exploit trends emerging in late 2014 and 2015. There’s been a bit of news lately. The economy grew at a 5% annual clip in the third quarter, the best in 11 years. Growth in Europe and China has been slowing. Oil prices have been careening downhill even faster than stocks did six years ago. What should you do? Here’s some advice from pros. Think tech, T. Rowe Price Associates equities chief Bill Stromberg wrote in a year-end note to the firm’s clients. "Despite their non-U.S. earnings exposure, a number of technology stocks appear attractively valued, given out expectatons for growth in mobile broadband, cloud computing and emerging-market consumer markets." Putting our money where his mouth is, T. Rowe’s biggest tech holdings include Amazon 
and Apple
in the New America Growth Fund; Amazon, Google
and Priceline
in the T. Rowe Price Growth Stock Fund, and broadband carriers like Verizon
and Comcast
in their Media and Telecommunications fund. Think oil, but carefully. Bank of America Merrill Lynch strategist Savita Subramanian argues there are ways to try to turn the oil drop to your advantage. One is to play names like Chevron
and Exxon Mobil
for their dividend potential, since they are financially as big and relatively steady as a tanker. T. Rowe also notes the possibility for "substantial rebounds" in some oil stocks. But stockpicking may be risky: With capital spending by drillers expected to drop, a lot of equipment and services companies might take more losses. Consumers will save money on gasoline, but they’ll be likelier to spend it on staples than consumer cyclical goods, Subramanian says. Historically, staples-oriented companies like Wal-Mart
, Dr Pepper Snapple
and Kimberly-Clark
have done better when oil goes down, she says. She also highlights airlines including Delta Air Lines
and Southwest Airlines 
. Think international, BlackRock strategist Russ Koesterich says. With U.S. stocks trading around 17 times next year’s expected earnings, they’re no longer cheap, he writes. It takes guts, but Japan and some emerging markets may offer better value, he says. Or think local. Municipal bonds have had a big year, and look good for next year as well, Koesterich said. "Yields for longer-maturity munis rival or exceed those of their taxable counterparts on a before-tax basis, and this only increases the after-tax value,” he wrote.
Must Read: Dow 18,000: Why This Market Rally May Never Happen Again


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Here’s How to Lower Your 2014 Tax Burden on Investments

Thursday, December 4th, 2014

NEW YORK (TheStreet) — As we count off the final days of 2014, it might be wise for taxpayers to take last-minute steps now to lower the amount they’ll have to fork over to Uncle Sam in April. Tax-loss selling, charitable donations, and IRA and Roth IRA contributions are among the moves that can shrink that bloated tax bill. But many of these tax-lowering steps must be taken before the ball drops on New Year’s Eve. Must Read: Warren Buffett’s Top 10 Dividend Stocks Taxable accounts need the most scrutiny, said Dan Neiman, partner and portfolio manager at Neiman Funds and investment advisory firm, Independent Solutions Wealth Management, which have more than $400 million in assets under management. Start by examining the account’s short-term and long-term gains and losses for the year. "Find out what their long-term and short-term capital gains consequences have been for the year so far," he said. "Some people pay attention to those things through the year and some don’t." If there are losses, then this is an opportunity to take profits by selling shares in some high-flying stocks or mutual funds without facing a tax burden. "A lot of people are afraid of the tax consequence, but if you’ve had a good year and met your goals and have some tax losses, then there’s no harm in taking some of those profits," said Neiman. If the investor is already facing capital gains, then it might be wise to sell some of the duds. For retail investors, this decision is sometimes tough. Must Read: 12 Stocks Warren Buffett Loves in 2014 "You can’t look at something you bought for $60 — and it’s down to $50 — and try to hold on to it until it goes back to $60" if the fundamentals don’t support it, said Neiman. The person must assess the situation objectively: Is it more likely this stock will bounce back 20% in the next year or can I get that kind of gain by investing in another stock or mutual fund? This is where the investor has to look at the stock without emotion and bite the bullet. If there is potential in the beaten-down stock, then don’t sell. Instead, buy more on the cheap. Neiman said he bought Chevron at $115 a share in early October and woke up the day after Thanksgiving to see the stock at $108. "There was an opportunity to buy more," he said. "I like the oil stocks as a fundamental value play for their dividend, long-term potential growth in earnings, and low debt — so when they’re off 5 or 6 percent, I’m a buyer." Also, carry-forward losses from last year can also help to offset gains. Investors can also use tax-loss selling to rebalance a portfolio heading in to 2015 by selling off the losers and reinvesting the money into stocks and funds that offer more prospective growth. It’s critical though that the person assess a stock’s potential before selling it. "You may be missing some upside because of the 30-day wash sale rule," said Neiman. Under the wash sale rule, an investor, who sells a stock to take a loss, cannot buy back that stock for 30 days. Then there are the tax surprises. Perhaps a year-end bonus comes in higher than expected. Or maybe a mutual fund announces an unexpected year-end capital gains distribution or a company decides to issue a special dividend — all of which could push the taxpayer up into the next tax bracket. Yikes! Must Read: 10 Stocks Carl Icahn Loves in 2014 This is particularly common in a bull market, said Neiman. "Any fund that’s heavy into tech or any fund that’s gone up quite a bit and beaten the market averages, there may be some large capital gains taken in that fund that may cause a big distribution." Investors can find these potential tax landmines by inquiring about year-end bonuses early and by looking up dividend and capital gains distribution announcements made by each company and fund in their portfolios. History is not always the best indicator. Some mutual funds, such as Putnam Voyager Fund and T. Rowe Price Blue Chip Growth Fund , will be making capital-gains distributions before year-end for the first time in many years. So re-examine this issue each year even if a portfolio has not changed much. Charitable donations is another tax burner. Donations to registered charities can be done through cash, clothing, furniture, cars or even shares of stock. There are advantages to donating stock that’s seen big gains. The donation is credited at the current value, not at the cost-basis level. So, the person enjoys the large donation without having to pay the capital gains on it, said Neiman. Making contributions to an IRA, Roth or other retirement account is another easy way to lower taxable income. Generally, people have until tax-filing day in April to make the contributions. Still, Neiman advises people to look at all of these tax steps earlier rather than later. "Don’t wait until Dec. 30," he cautions. "Take a look at the performance now and what they’ve done for the year, and review your goals and what you’re trying to accomplish for years to come." Must Read: 7 Stocks Warren Buffett Is Selling in 2014 At the time of publication, the author held no positions in any of the stocks mentioned. This article is commentary by an independent contributor, separate from TheStreet’s regular news coverage. TheStreet Ratings team rates CHEVRON CORP as a Hold with a ratings score of C+. TheStreet Ratings Team has this to say about their recommendation: "We rate CHEVRON CORP (CVX) a HOLD. The primary factors that have impacted our rating are mixed ? some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company’s strengths can be seen in multiple areas, such as its increase in net income, attractive valuation levels and largely solid financial position with reasonable debt levels by most measures. However, as a counter to these strengths, we also find weaknesses including disappointing return on equity, weak operating cash flow and a generally disappointing performance in the stock itself." You can view the full analysis from the report here: CVX Ratings Report

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Dicker/Link: Tubular Bells Offshore Project Begins Production – but No Reason Yet to Invest

Thursday, November 20th, 2014

Dan Dicker talks with Stephanie Link, co-portfolio director of Action Alerts, about the beginnings of production of a $2.3 billion offshore project co-owned by Hess and Chevron.

Jim Cramer Says Forgo Chevron and Exxon for Royal Dutch Shell

Friday, October 31st, 2014

Jim Cramer says oil is moving lower because of oversupply. He says that’s why Exxon and Chevron are not a buy.

Blue Chips Up More Than 200 Points on Visa Earnings, Strong GDP Report

Thursday, October 30th, 2014

There were big gains on Wall Street Thursday as the GDP report showed the economy is stronger than expected.

Jim Cramer’s ‘Mad Money’ Recap: Here’s Next Week’s Game Plan

Friday, October 24th, 2014

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. NEW YORK (TheStreet) — So far, this earnings season has been a good one, Jim Cramer said onaMad MoneyaFriday. That’s why Cramer expects next week will be more of the same, with individual corporate earnings taking center stage. On Monday, Cramer said he’ll be watching the earnings from Merck , a stock that could lift the old-line drug makers. Also on Cramer’s radar will be Twitter , a stock he owns for his charitable trust, Action Alerts PLUS, and Buffalo Wild Wings , two long-term faves. Must Read: 12 Stocks Warren Buffett Loves in 2014 Tuesday brings a host of earnings from DuPont , Parker-Hannifin , Facebook , another Action Alerts PLUS name, Gilead Sciences , Panera Bread and McKesson . Cramer is bullish on DuPont, Parker-Hannifin, Gilead and McKesson but advised trimming positions in Facebook and waiting until after earnings to buy into Panera. Wednesday, all eyes will be on the Federal Reserve, Cramer said, but he’ll be watching Wellpoint , a big beneficiary of Obamacare. Thursday earnings include Starbucks and GoPro . Cramer said he’d buy into Starbucks ahead of earnings but admitted that GoPro, while a great long-term story, is pricey at current levels. Finally, on Friday, it’s Chevron and Exxon Mobil reporting. Cramer said both of these oil giants will offer an honest read on where oil prices are likely headed. Sell Palo Alto Networks Sometimes when you have a big winner, it’s time to declare victory and go home, Cramer told viewers. That’s the case with Palo Alto Networks , a stock that Cramer said it’s now time to sell, sell, sell. Cramer had been a backer of Palo Alto ever since its initial public offering, a full 158% ago. While he still feels that cybersecurity is a big business and Palo Alto is the best-of-breed player in that business, at $108 a share the stock has simply gotten too pricey. Palo Alto now trades at 100 times earnings, and Cramer reminded viewers they should never pay more than twice a company’s growth rate, which in this case is 42%. But the big yellow flag for Cramer was a surge in insider selling, to the tune of $450 million. Insiders sell for a variety of reasons, Cramer said, but $450 million is a lot for any company. Palo Alto also issued $500 million of convertible bonds back in June at a strike price of $110 share. With the stock now just two points from that level, Cramer said it’s very likely that many of those shares will convert to stock, diluting current shareholders. Add to that the fact that there are no analysts with a sell recommendation on Palo Alto and only four with holds, so the stock is now priced for perfection, Cramer concluded — which is why it’s time to ring the register before it hits $110. Must Read: 6 Things Wall Street Should Be Embracing About Social Media Profit With PAY When Apple went live with its Apple Pay service this past Monday, it kicked off a revolution in the way Americans pay for goods and services, Cramer told viewers. The best way to profit from this revolution, he said, will be with VeriFone . While Apple Pay may be getting all the headlines, Cramer said the real push behind the payment revolution is an October 2015 deadline, set by the major payment processors, to require retailers to accept both NFC contactless payments and EMV cards with built-in chips like those popular overseas. The penalty for not accepting these 21st century payments will put retailers on the hook for any fraud that occurs after the deadline. As an additional incentive, Cramer noted there will likely be 70 million Apple Pay-enabled iPhones sold in the next two years, nearly twice the number of American Express cards in the U.S. While only 30% of all U.S. terminals are currently EMV-enabled, that number should jump to 70% by 2016. With VeriFone the market leader, Cramer said this company should grow like a weed. Cramer said he expects shares to reach $42.50 a share, or a 24% gain from current levels, but he would not be surprised to see earnings accelerate, taking shares to $48 for a 40% gain. Executive Decision: Angel Martinez For his “Executive Decision” segment, Cramer spoke with Angel Martinez, chairman, president and CEO of Deckers Brands , which delivered a 14-cents-a-share earnings beat on a 24% uptick in sales, yet shares fell 7.4% on an otherwise up day on Wall Street. Martinez said he’s perplexed by the market’s reaction to a very strong quarter. He said the company’s guidance remains for 15% revenue growth. Despite some of the media reports, that’s not a downgrade from earlier forecasts. Martinez continued that Deckers has its most diverse product line ever and all of the newer items have been very well received. While the company was very dependent on the classics three or four years ago, that’s not the case today. Cramer said it’s very rare to get a discount on a quality company going into itsaprime selling season, but that’s exactly what just happened. Must Read: Jack Bogle on Warren Buffett, Bill Gross and How to Invest in a Volatile Market Lightning Round In the Lightning Round, Cramer was bullish on Southern Company , BioDelivery Sciences and Plains All American Pipeline . Cramer was bearish on NewLink Genetics and Home Loan Servicing . No Huddle Offense In his “No Huddle Offense” segment, Cramer said if the market is going to take a hit with every Ebola diagnosis, be prepared for lots more dips. Cramer said as long as there is no quarantine for health care workers returning from affected areas, or at least a registry of those returning, there will likely be more people contracting Ebola here in the U.S. It’s totally possible that we will have an effective vaccine for Ebola in 2015, Cramer continued, but research takes time and there will be no magic bullet anytime soon. That means investors must accept that we live in a world where Ebola is out there and it may, occasionally, interrupt the status quo. Must Read: 30 Things More Likely to Happen to You Than Getting Ebola 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, ScottRuttDC

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Best Day This Year for S&P 500, Nasdaq; Dow Closes Up 215 Points

Tuesday, October 21st, 2014

Stocks rallied on Wall Street to make it the best day in 2014 for the S&P 500 and the Nasdaq.

Wild Day for Stocks With a Virtually Flat Close; Dow Lower

Thursday, October 16th, 2014

It was a volatile day on Wall Street. After dropping more than 200 points, the blue chips ended the session pretty much where they started — just a bit lower.

Massive Selloff Across the Board; Dow Jones Down 334 Points

Thursday, October 9th, 2014

Broad selloff on Wall Street Thursday. The Dow Jones Industrial Average dropped 330 points. Renewed concerns about weakness in Europe’s economy weighed on stocks.

Oil Prices are Dropping Again, Now Under $88 — Where Is the Bottom to Be Found?

Thursday, October 9th, 2014

Dan Dicker talks with Brittany Umar about the dropping prices of oil.

Cramer’s ‘Mad Money’ Recap: Getting Rich Carefully

Monday, October 6th, 2014

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. (This program originally aired on June 24, 2014.) NEW YORK (TheStreet) — These are confusing times for the stock market, Jim Cramer told his “Mad Money” audience. There’s always somebody telling you to do exactly the opposite of what you should really be doing. Must Read: Warren Buffett’s Top 10 Dividend Stocks But Cramer said it’s not about sounding smart, it’s about getting it right — what to buy, what to sell, what direction the market’s headed. “You get those things right, and it’s a heck of a lot easier to make money in this or any market,” Cramer said. By doing your homework, “you just might learn something that will make you a better investor,” he said, and a better investor is one who makes more money, “because that’s the goal here.” Cramer said he and Stephanie Link, the research director of Cramer’s charitable portfolio, Action Alerts PLUS, recently went back over every trade AAP made over the last five years. Here’s what Cramer has learned. Caterpillar had been going down for weeks on end as analysts raced to cut their estimates ahead of what looked to be a particularly bad quarter, Cramer said. The analysts had turned bearish after CAT’s business globally took huge hits because customers were struggling to get credit for new machines. This was at the depth of the Great Recession. When Caterpillar finally reported, the quarter turned out to be even uglier than the analysts had predicted. But CAT’s stock barely reacted to the bad news. “That’s a classic sign that you’re looking at a bottom,” Cramer said. “The worst is over!” CAT roared and then rose. It may seem counter-intuitive to buy a stock right after the estimates have been slashed, but when you think about it, it actually makes a lot of sense. JPMorgan Chase is another example of this, Cramer said. It seemed done for after its “London Whale” trading fiasco of 2012. However, just like Caterpillar in March of 2009, JPMorgan’s stock didn’t get hit after analysts cut estimates. Instead, it flat-lined and then actually inched up slightly. Once we learned JPMorgan’s losses were contained at $6 billion, that was the moment we had to buy, Cramer said. If you did, you rode a huge rally. Coming Back for Secondaries Everybody makes a mistake sometimes, Cramer said. But if you want to become a great investor you don’t just need to learn from your mistakes, you need to learn how to recognize what your mistakes actually are and notice what works. Must Read: Here Are 20 Stocks That Could Buck the Odds and Do Well in October “We’re full of all sorts of unconscious biases, and that can make it incredibly difficult to learn from experience,” Cramer said. Think empirically, he said. After analyzing the last five years’ worth of trades as part of his research for Get Rich Carefully, his latest book, Cramer came to another counterintuitive realization: Stop worrying and learn to love secondary stock offerings. Cramer said we’re all conditioned to believe that when a company issues new stock it’s bad news for shareholders. When a company does a secondary, it tends to weigh on the stock for a time. But these days that totally reasonable fear of secondaries is also a mistake, Cramer said, because interest rates are still low by historical standards. For example, real estate investment trusts have done a huge number of these kinds of secondaries, and those deals have worked fabulously for investors. You can find these deals in all sorts of companies that were hit hard by the housing crash, said Cramer. They’re now snapping back, like mortgage insurance companies, a group that had pretty much been left for dead. Cramer mentioned how investors could have made a killing on Radian if they had listened to his buy call in February. Cramer also likes the secondary offerings from master limited partnerships, the oil and gas pipeline players that are always issuing stock to finance their expansion plans to crisscross the country with pipelines. Enterprise Products Partners , Kinder Morgan Energy Partners and MarkWest are the best-of-breed players here, and they’ve become serial issuers of equity to expand their pipeline networks. These companies can be risky if interest rates are rising, Cramer warned, but if rates are stable you should jump all over their secondaries. The bottom line, Cramer said: Forget the conventional wisdom that says a secondary stock offering always means a company is in trouble. Know When to Fold ‘Em Like “The Gambler” of song, Cramer has some suggestions for when you should fold your positions or even run. “When it comes to picking stocks, cash is not always king,” he said. In fact, if you buy a stock just because it’s sitting on a mountain of cash, you could get crushed. Think about it, Cramer said: What do Cisco , Microsoft , Oracle and Intel all have in common? People were lulled into buying their stocks at very high levels simply because they had so much cash on their books, as if cash per se is always good news. What really matters is how companies put that cash to work. Cash can been wasted on undisciplined buybacks — when you see a company doing that, you should pass on its stock and walk away, Cramer said. Must Read: 5 Semiconductor Stocks Delivering Big Shareholder Profits Now Contrast this with one of the best performing stocks in the S&P 500 since the generational bottom in 2009, Wyndham Worldwide , run by Steve Holmes, one of the most shareholder-friendly CEOs out there today. Holmes buys back stock aggressively and when it makes a difference, particularly during those ravaging downturns when most other CEOs seem frozen. Holmes thinks it is his duty to return his company’s excess cash to the shareholders via dividends, Cramer said. He’s the model of what Intel, Microsoft and Cisco need at the helm. Here’s another sign that you should fold. If you own shares in a company that starts blaming its customers for its own poor performance, it’s time to walk away. “I learned this the hard way when my charitable trust decided to buy Juniper Networks , the maker of networking and communication equipment, back in 2011,” said Cramer. Juniper encountered shortfalls and blamed a lack of Japanese orders in the wake of the tsunami and Fukushimi Daiichi nuclear disaster. But the stock continued to drop. He stuck with Juniper because the company had a ton of cash. Oops. Juniper’s blame-the-customer act was a lame alibi, Cramer said. It turns out Cisco was taking market share the whole time and simply kicking Juniper’s butt with a better mousetrap. There’s a pretty simple moral here: When a company blames the customer, check to see whether the customer isn’t actually still buying from a different vendor. Beyond EPS A huge part of this business is figuring out where a given stock is headed, said Cramer. That isn’t always easy. Most stocks, most of the time, trade on their earnings-per-share numbers. When the earnings are headed lower, so is the stock; when the earnings go higher, the stock rallies, too. But for some industries, earnings are not the most important metric, said Cramer. If the only thing you’re watching is the earnings per share, you could end up getting clobbered or missing some fabulous opportunities. Watch the key metrics for everything you own. For example, Cramer said, when it comes to oil companies, production growth is key. For many tech stocks, it’s the average selling price of their products. In these two sectors, those metrics are more important that anything related to beating the earnings estimates. Devon Energy sagged due to production shortfalls, not earnings per share; Chevron rallied with lower earnings and higher production growth. Another mea culpa: Cramer admitted he totally missed the bottom for Micron MU, the semiconductor company that makes memory chips, back at the end of 2012. Micron’s stock had been a dog for more than a decade. But then the stock jumped higher. “What did I miss?” Cramer asked. DRAMs, or dynamic random access memory chips, had a nice bump up in their average selling prices during the quarter. DRAM business had been so horrible for so long that many companies in the industry had simply given up, Cramer said. So supply had become constrained. Micron’s been off to the races ever since, more than tripling from December 2012 to December 2013. Must Read: Can These 22 New Restaurant Foods and Drinks Feed Investors Too? One last metric to note, said Cramer: when a company is based in the United States but does a lot of business in emerging markets, particularly China. One of the best buys his charitable trust ever made was picking up Yum! Brands , the parent of KFC, Taco Bell and Pizza Hut, off a sudden decline in Chinese sales because of a KFC tainted-chicken scandal, Cramer said. While Yum! is a worldwide outfit, the growth is in China. So when the Chinese KFC division had a shortfall, the stock got clocked, Cramer said. Soon after, Yum! let it be known that its earnings would be slashed as it boosted its Chinese advertising. You had to buy the stock on that shortfall, said Cramer. Not long after, YUM’s Chinese business began to turn and the stock headed right back up to its 52-week high. KFC’s sales growth in China is more important to Yum!’s stock than the actual reported earnings of the entire chain. As much as we’d like to keep things simple and just focus on the earnings per share, sometimes the truly important metrics can elude us if we don’t keep our eyes on the ball, Cramer said. Anybody who waited for revenue growth to kick in missed the whole move since 2009. Some so-called experts tell you to wait for revenue to roar, but they’ve kept you out of some of the best stocks out there, he warned. Earnings are not always all-important. Let It Ride Finally, Cramer said, if you have a core holding in your portfolio, a high-quality stock with terrific prospects that you want to own for the long haul, don’t sell it at the first little gain or the first sign of turbulence. If you really have conviction in a stock, you need to let it ride, Cramer said, because it is a core holding and want to own it through thick and thin. If you don’t follow through with that, he said, it’s almost always a big mistake. The temptation to take a gain is palpable. It’s a difficult task to keep a fabulous stock riding in your portfolio, because you never want to let a gain turn into a loss. If you own a stock and you think it could go up over the next few years, then by all means keep it, Cramer said. But all bets are off if the business starts to deteriorate. What makes him so sure of this rule? Cramer said his trust rates stocks on a scale of 1 to 4 every week. Those rated 1 are, by and large, meant to be core positions, and he wants as many shares as he can get. However, looking back over the last five years he found it unnerving to see how many of these 1 stocks the trust sold because of short-term market turbulence, only for the stocks to continue roaring ahead. Must Read: 10 Best Apple Products Ever A core position is what it says it is: something that’s integral to your portfolio. It should not be so easily dislodged, he said. Resist the urge to sell your franchise players, no matter how tempting it may be. 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.

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Here’s How a Stronger Dollar Should Be Changing Your Investment Strategy

Friday, September 12th, 2014

a NEW YORK (TheStreet) — There are a couple of ways to profit from the strengthening dollar, one of which is to simply buy it. Active investors looking for such exposure might consider the PowerShares DB US Dollar Bullish ETF . The European Union’s move to lower rates last week and further easing in Japan have caused the dollar to break out of its multiyear downtrend. As you can see below, there is a strong technical setup for continued dollar strength (as shorter-term moving averages eclipse the longer-term) in a positive fashion: Read More: 10 Stocks George Soros Is Buying UUP data by YCharts What changed? Well, since the beginning of the year both Europe and Japan have been losing their respective fights against deflation. Japan seems to have been deflating long enough to turn itself inside out. Nevertheless, the central banks for both regions have launched efforts to devalue their currencies (against the dollar). Why do this? There is no quicker way to make one’s goods more attractive to the largest consuming nation, which also happens to use dollars. Just six months ago we pointed out that the dollar looked to be weakening further and recommended buying commodities, via the PowerShares DB Commodity Tracking ETF — priced in dollars — as a result. It looks like it may be time to concede defeat and fold our hand on this one, especially in taxable accounts in which the blow will be softened by a tax loss. Read More: How the Apple Watch Stands a Chance With Teenagers in the Race for Wearables So whom does a stronger dollar help? And whom does it hurt? Let’s start with oil, since it’s probably the most widely used commodity. Since commodities are denominated in dollars, a stronger greenback will tend to force prices down. UUP data by YCharts Here are some others who benefit from a stronger dollar: The U.S. consumer, who has more purchasing power with a stronger greenback. U.S. Treasuries, because foreign investors searching for yield will buy them. Airlines, because of lower oil prices: Delta Air Lines Southwest Airlines , United Continental . International and emerging-market stocks: Vanguard FTSE Europe ETF ; Vanguard FTSE All-World ex-US ETF ; iShares China Large-Cap ; iShares Latin America 40 , iShares MSCI Emerging Markets . And those who might be hurt: U.S. large-cap stocks, because big companies will be less competitive overseas. So consider further profit-taking in positions such as the Vanguard Total Stock Index , iShares Russell 1000 Value and iShares Russell 1000 Growth here. Big, domestic oil producers: ConocoPhillips ; Chevron ; and ExxonMobil . Russia: Market Vectors Russia ETF, . It costs Russia something like $80 to get a barrel of oil — the country’s single largest export — out of the ground. Oil and gas exports make up 40% of Russia’s GDP. As the price drops globally, so does Russia’s chances of turning around its already floundering economy. And that’s not even taking into account current and future economic sanctions. Read More: Broadcom’s Push Into the ‘Internet of Things’ Will Be a Winner At the time of publication, the author’s firm held DBC, EEM, ILF, UUP, VGK and TLT in client accounts. Follow @ArgyleCapital // 0;if(!d.getElementById(id)){js=d.createElements);js.id=id;js.src=”//platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”); // ]]> This article represents the opinion of a contributor and not necessarily that of TheStreet or its editorial staff.

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European Equities No Match for Strengthening U.S.

Wednesday, September 3rd, 2014

NEW YORK (TheStreet) — European stocks continue to lag U.S. stocks as the economies’ paths diverge. The Standard & Poor’s 500 Index and German DAX stock index continue to move in opposite directions as the U.S. economy improves at a faster pace than before, and euro area fundamentals deteriorate. >>Read More:10 Stocks Carl Icahn Loves in 2014 The S&P 500 is tracked by the SPDR S&P 500 , an exchange-traded fund, and the DAX is tracked by iShares MSCI Germany Index . Aareading for the Purchasing Managers’ Index in the euro area, which was released on Monday, fell to 50.7 from 51.8 for July. The figure came in below a preliminary reading of 50.8, according to London-based Markit. The index for Germany, the region’s largest economy, was 51.4, compared with an aestimate of 52.4, while Italy’s index was 49.8, compared with estimates of 51.9. The decline in European factory activity was largely the result of fighting in Ukraine and uncertainty over sanctions in Russia. In contrast, Markit said its final U.S. manufacturing PMI rose to 57.9 in August from 55.8 in July, marking its highest level since April 2010. The chart below shows that in 2014, euro-area manufacturing activity has trended downward, while U.S. manufacturing activity has risen to record levels. Chart provided by Trading Economics a European inflation figures released on Friday provided further testament to weakness in the region. Consumer prices rose by just an 0.3% annual rate in August, according to official figures released by Eurostat, meeting expectations but marking a five-year low. That was down from 0.4% in July, and is significantly below the central bank’s target of 2% growth. >>Read More: Cramer: What’s Working, What’s Not The chart below also shows a divergence of inflation readings between the U.S. and euro area. In 2014, U.S. inflation has risen to an annual pace near 2% as economic growth and labor market conditions have improved. a Chart provided by Trading Economics A divergence of economic fundamentals in the euro area against the U.S. has led to the relative strength of U.S. equities versus German equities during the past year. Because Germany is the largest and most stable European economy, its equity market will be used as a proxy for European equities as a whole. The chart below shows a ratio of the S&P 500 over the German DAX dating back to 1990. U.S. equities outperformed German equities during the early 2000s as U.S. financial markets recovered from the crash of the technology sector. As the effects of the euro, a common currency, took hold, however, the DAX outperformed the S&P 500 during the middle part of the 2000s. Since the global financial crisis in 2008, the relative relationship of the two equity indexes has traded in a sideways pattern. aa Data provided by Yahoo Finance a >>Read More: Hubris of Market Bulls; Second-Quarter Big Picture: Best of Kass U.S. stocks could resume the leadership seen in the early 2000s, however, if the economies continue to diverge at the current pace. Economic releases later this week will speak volumes about the future of the relationship. On Thursday, the European Central Bank will discuss its view on monetary policy, and on Friday, U.S. nonfarm payrolls will be released. A way to gain exposure to U.S. strength and European weakness, aside from buying the S&P 500 and shorting the German DAX, would be to buy PowerShares DB US Dollar Index Bullish and sell CurrencyShares Euro Trust . If you believe in further U.S. dollar strength, commodities and commodity stocks are likely to be hurt. Selling SPDR Gold Shares , United States Oil , Market Vectors Gold Miners and Energy Select Sector SPDR could be good trades. The energy ETF owns Chevron , ConocoPhillips , EOG Resources , Exxon Mobil a and Schlumberger . The gold miners ETF contains Barrick Gold , Franco-Nevada , Goldcorp , Newmont Mining and Silver Wheaton . At the time of publication, the author held no positions in any of the stocks mentioned. This article is commentary by an independent contributor, separate from TheStreet’s regular news coverage.








The Single Best ETF Strategy for Second Half of the Year

Monday, July 14th, 2014

NEW YORK (TheStreet) — To me, it’s all about income — either current or future — and the single best exchange-traded fund for this purpose is the State Street S&P Dividend ETF . It’s a well-diversified portfolio of high-quality dividend paying stocks, many of whom raise their dividends consistently. Among the top holdings are PepsiCo , Coca Cola , AT&T , Chevron  and many other household names. If markets continue to rise without any meaningful correction (over 5% e.g.), the underlying stocks should do well. In the event of a pullback or even a prolonged period of underperformance, the dividends will soften the impact of the correction and will keep building for a future income stream. Now, of course, I’m not suggesting you put all your eggs in one basket, as it were. So before any new or increase allocations to SDY, you should have already prepared your portfolio by trimming bond funds to the minimum. As I’ve pointed out before, whether interest rates rise or not, bonds are not holding their value as a whole. >>Apple’s Almost Back: A Chart You Should See >>Why JPMorgan Is Undervalued on Long-Term Earnings Growth Estimates Second, you may have positions in individual stocks that you feel are performers for the long haul, despite any dip which might occur tied to a pullback, correction or other. I’m not saying dump them, by any means, but check them again mid-year now that earnings seasons has pulled the curtain back. Make sure your assumptions about the fundamentals of those stocks still hold. Furthermore, you may have investments in ETFs that have served you well. Now is the time to make sure that the bulk of their holdings are held in stocks whose fundamentals you can identify. Characteristics to Seek OutYou want a combination of the following characteristics, but certainly all should be present in the single stocks you hold and the major holdings of ETFs in which you are invested: Strong balance sheets. I think Apple exhibits this characteristic very well. Visible and predictable earnings. One that I feel has proven itself in this particular regard is Verizon Communications . Above-category growth stocks. As Cognizant Tech Solutions , demonstrates, it’s not always the best-known names that are in the lead of their sectors. Consistent and rising dividends. For me, Royal Dutch Shell is a classic example. As a side note, our company holds Royal Dutch Shell in our “Dividend Busters Program.” Part of the secret to identifying these high-quality, low-volatility, solid dividend paying stocks is to enlarge your sphere to include international stocks that meet these criteria and are available in the U.S. as ADRs. Other internationally based companies that have exhibited respectable if not outstanding performance and are all held in our fund include Total , GlaxoSmithKline and Sanofi . When choosing ETFs, certainly any that holds a majority portion in these or similar stocks will provide you the balance of international exposure along with easy liquidity and solid performance. At the time of publication the author had no position in any of the stocks mentioned. Follow @Opursche // 0;if(!d.getElementById(id)){js=d.createElements);js.id=id;js.src=”//platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”); // ]]> This article represents the opinion of a contributor and not necessarily that of TheStreet or its editorial staff.

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Cramer’s ‘Mad Money’ Recap: Getting Rich Carefully

Tuesday, June 24th, 2014

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. (This program originally aired on April 21, 2014.) NEW YORK (TheStreet) — These are confusing times for the stock market, Jim Cramer told his “Mad Money” audience. There’s always somebody telling you to do exactly the opposite of what you should really be doing. But Cramer said it’s not about sounding smart, it’s about getting it right — what to buy, what to sell, what direction the market’s headed. “You get those things right, and it’s a heck of a lot easier to make money in this or any market,” Cramer said. By doing your homework, “you just might learn something that will make you a better investor,” he said, and a better investor is one who makes more money, “because that’s the goal here.” Cramer said he and Stephanie Link, the research director of Cramer’s charitable portfolio, Action Alerts PLUS, recently went back over every trade AAP made over the last five years. Here’s what Cramer has learned. Caterpillar had been going down for weeks on end as analysts raced to cut their estimates ahead of what looked to be a particularly bad quarter, Cramer said. The analysts had turned bearish after CAT’s business globally took huge hits because customers were struggling to get credit for new machines. This was at the depth of the Great Recession. When Caterpillar finally reported, the quarter turned out to be even uglier than the analysts had predicted. But CAT’s stock barely reacted to the bad news. “That’s a classic sign that you’re looking at a bottom,” Cramer said. “The worst is over!” CAT roared and then rose. It may seem counter-intuitive to buy a stock right after the estimates have been slashed, but when you think about it, it actually makes a lot of sense. JPMorgan Chase is another example of this, Cramer said. It seemed done for after its “London Whale” trading fiasco of 2012. However, just like Caterpillar in March of 2009, JPMorgan’s stock didn’t get hit after analysts cut estimates. Instead, it flat-lined and then actually inched up slightly. Once we learned JPMorgan’s losses were contained at $6 billion, that was the moment we had to buy, Cramer said. If you did, you rode a huge rally.Coming Back for Secondaries Everybody makes a mistake sometimes, Cramer said. But if you want to become a great investor you don’t just need to learn from your mistakes, you need to learn how to recognize what your mistakes actually are and notice what works. “We’re full of all sorts of unconscious biases, and that can make it incredibly difficult to learn from experience,” Cramer said. Think empirically, he said. After analyzing the last five years’ worth of trades as part of his research for Get Rich Carefully, his latest book, Cramer came to another counterintuitive realization: Stop worrying and learn to love secondary stock offerings. Cramer said we’re all conditioned to believe that when a company issues new stock it’s bad news for shareholders. When a company does a secondary, it tends to weigh on the stock for a time. But these days that totally reasonable fear of secondaries is also a mistake, Cramer said, because interest rates are still low by historical standards. For example, real estate investment trusts have done a huge number of these kinds of secondaries, and those deals have worked fabulously for investors. You can find these deals in all sorts of companies that were hit hard by the housing crash, said Cramer. They’re now snapping back, like mortgage insurance companies, a group that had pretty much been left for dead. Cramer mentioned how investors could have made a killing on Radian if they had listened to his buy call in February. Cramer also likes the secondary offerings from master limited partnerships, the oil and gas pipeline players that are always issuing stock to finance their expansion plans to crisscross the country with pipelines. Enterprise Products Partners , Kinder Morgan Energy Partners and MarkWest are the best-of-breed players here, and they’ve become serial issuers of equity to expand their pipeline networks. These companies can be risky if interest rates are rising, Cramer warned, but if rates are stable you should jump all over their secondaries.The bottom line, Cramer said: Forget the conventional wisdom that says a secondary stock offering always means a company is in trouble. Know When to Fold ‘Em Like “The Gambler” of song, Cramer has some suggestions for when you should fold your positions or even run. “When it comes to picking stocks, cash is not always king,” he said. In fact, if you buy a stock just because it’s sitting on a mountain of cash, you could get crushed. Think about it, Cramer said: What do Cisco , Microsoft , Oracle and Intel all have in common? People were lulled into buying their stocks at very high levels simply because they had so much cash on their books, as if cash per se is always good news. What really matters is how companies put that cash to work. Cash can been wasted on undisciplined buybacks — when you see a company doing that, you should pass on its stock and walk away, Cramer said. Contrast this with one of the best performing stocks in the S&P 500 since the generational bottom in 2009, Wyndham Worldwide , run by Steve Holmes, one of the most shareholder-friendly CEOs out there today. Holmes buys back stock aggressively and when it makes a difference, particularly during those ravaging downturns when most other CEOs seem frozen. Holmes thinks it is his duty to return his company’s excess cash to the shareholders via dividends, Cramer said. He’s the model of what Intel, Microsoft and Cisco need at the helm. Here’s another sign that you should fold. If you own shares in a company that starts blaming its customers for its own poor performance, it’s time to walk away. “I learned this the hard way when my charitable trust decided to buy Juniper Networks , the maker of networking and communication equipment, back in 2011,” said Cramer. Juniper encountered shortfalls and blamed a lack of Japanese orders in the wake of the tsunami and Fukushimi Daiichi nuclear disaster. But the stock continued to drop. He stuck with Juniper because the company had a ton of cash. Oops. Juniper’s blame-the-customer act was a lame alibi, Cramer said. It turns out Cisco was taking market share the whole time and simply kicking Juniper’s butt with a better mousetrap. There’s a pretty simple moral here: When a company blames the customer, check to see whether the customer isn’t actually still buying from a different vendor. Beyond EPS A huge part of this business is figuring out where a given stock is headed, said Cramer. That isn’t always easy. Most stocks, most of the time, trade on their earnings-per-share numbers. When the earnings are headed lower, so is the stock; when the earnings go higher, the stock rallies, too. But for some industries, earnings are not the most important metric, said Cramer. If the only thing you’re watching is the earnings per share, you could end up getting clobbered or missing some fabulous opportunities. Watch the key metrics for everything you own. For example, Cramer said, when it comes to oil companies, production growth is key. For many tech stocks, it’s the average selling price of their products. In these two sectors, those metrics are more important that anything related to beating the earnings estimates. Devon Energy sagged due to production shortfalls, not earnings per share; Chevron rallied with lower earnings and higher production growth. Another mea culpa: Cramer admitted he totally missed the bottom for Micron MU, the semiconductor company that makes memory chips, back at the end of 2012. Micron’s stock had been a dog for more than a decade. But then the stock jumped higher. “What did I miss?” Cramer asked. DRAMs, or dynamic random access memory chips, had a nice bump up in their average selling prices during the quarter. DRAM business had been so horrible for so long that many companies in the industry had simply given up, Cramer said. So supply had become constrained. Micron’s been off to the races ever since, more than tripling from December 2012 to December 2013. One last metric to note, said Cramer: when a company is based in the United States but does a lot of business in emerging markets, particularly China. One of the best buys his charitable trust ever made was picking up Yum! Brands , the parent of KFC, Taco Bell and Pizza Hut, off a sudden decline in Chinese sales because of a KFC tainted-chicken scandal, Cramer said. While Yum! is a worldwide outfit, the growth is in China. So when the Chinese KFC division had a shortfall, the stock got clocked, Cramer said. Soon after, Yum! let it be known that its earnings would be slashed as it boosted its Chinese advertising. You had to buy the stock on that shortfall, said Cramer. Not long after, YUM’s Chinese business began to turn and the stock headed right back up to its 52-week high. KFC’s sales growth in China is more important to Yum!’s stock than the actual reported earnings of the entire chain. As much as we’d like to keep things simple and just focus on the earnings per share, sometimes the truly important metrics can elude us if we don’t keep our eyes on the ball, Cramer said. Anybody who waited for revenue growth to kick in missed the whole move since 2009. Some so-called experts tell you to wait for revenue to roar, but they’ve kept you out of some of the best stocks out there, he warned. Earnings are not always all-important. Let It Ride Finally, Cramer said, if you have a core holding in your portfolio, a high-quality stock with terrific prospects that you want to own for the long haul, don’t sell it at the first little gain or the first sign of turbulence. If you really have conviction in a stock, you need to let it ride, Cramer said, because it is a core holding and want to own it through thick and thin. If you don’t follow through with that, he said, it’s almost always a big mistake. The temptation to take a gain is palpable. It’s a difficult task to keep a fabulous stock riding in your portfolio, because you never want to let a gain turn into a loss. If you own a stock and you think it could go up over the next few years, then by all means keep it, Cramer said. But all bets are off if the business starts to deteriorate. What makes him so sure of this rule? Cramer said his trust rates stocks on a scale of 1 to 4 every week. Those rated 1 are, by and large, meant to be core positions, and he wants as many shares as he can get. However, looking back over the last five years he found it unnerving to see how many of these 1 stocks the trust sold because of short-term market turbulence, only for the stocks to continue roaring ahead.A core position is what it says it is: something that’s integral to your portfolio. It should not be so easily dislodged, he said. Resist the urge to sell your franchise players, no matter how tempting it may be. 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.








Jim Cramer’s ‘Mad Money’ Recap: Next Week’s Game Plan

Saturday, June 21st, 2014

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. NEW YORK (TheStreet) — Feeling a little new-high fatigue after the Dow and S&P 500 reached new highs yet again? Jim Cramer asked his Mad Money viewers Friday. Well, here are some ideas to watch next week to get you excited about the market again. U.S. industrial stocks that do business in China have been on a tear, Cramer said. China’s manufacturing PMI number, due Monday, is a critical read for them. In addition, the semiconductor sector has been a real standout, especially Micron , which reports Monday after the close. Cramer expects a lights-out quarter. Oracle disappointed today, down nearly 4% after reporting fourth-quarter 2014 numbers that fell short of expectations. Cramer still expects it to go down a little bit more Monday before coming back. Tuesday brings earnings from pharmacy giant Walgreen . Cramer thinks the company will announce a restructuring that could send the stock even higher than its already stand-out performance this year, especially if it is able to complete a deal that allows it to move to tax-friendly Britain. Wednesday brings earnigns from Monsanto , which Cramer said is becoming more of a biotech company than an agriculture play, Cramer said. Monstanto is always heavily shorted because its controversial and overvalued, but he’d be a buyer on any dip. Meanwhile, Cramer said General Mills will deliver a decent number that will get a subdued reaction and then bounce back because it does offer a pretty good yield. Hes more of a fan of beer stocks, including Molson Coors Brewing , which also reports Wednesday. Hes expecting to learn of a big restructuring or merger plans. Accenture and Nike report Thursday. Accenture has come on strong lately, Cramer said, with a rebound in enterprise-technology spending. Nike, part of Cramer’s charitable trust Action Alerts PLUS, refuses to budge on even the best of days. That’s usually not a good sign, and Cramer said he’s nervous. Still, long-term growth has been so good that he’s holding on. Friday we get results from KB Homes , a company that can’t put a decent streak together. Cramer thinks it’s just too hard for people to get a mortgage these days, and young people have so much college debt that they cant even contemplate buying a house, Cramer said. He’s bracing for bad news. The bottom line, Cramer said, is we are in the home stretch of the quarter. Barring a takeover of the oil fields in southern Iraq, which would send the price of oil skyrocketing, we should glide nicely into the end of the quarter with some good buys to be had, Cramer said. What the Market Is Saying Is is time to ring the register with Chevron trading at $131? That question gave Cramer sticker shock and he wondered, what can Chevron’s unusual success tell us about today’s markets? If you bought Chevron every time it dipped below $120 and sold in the high $120s, you made a killing over the past year, Cramer said. Meanwhile, since November, PPG Industries had languished in the $180-$190 range. Three weeks ago, it broke out and is still running higher. EOG Resources and Union Pacific have both gone from tiptoeing higher to galloping higher. The graybeards in the market tend to be repelled by these kind of stocks, deeming them too expensive, Cramer said. They’re cynical about breakouts they missed. Once a stock has consolidated multi-year gains and then blasted off to record levels, they tend not to come back down, Cramer said. Cramer doesn’t care where a stock is coming from but where it’s going to, and he’s willing to swallow his pride when he misses one, as in the companies mentioned. These differ from Walgreen and Monsanto breakouts, where he shrugs and admits that he whiffed on them. Ideally, Cramer said, you spot a stock or sector before sticker shock has a chance to set in. That’s how he feels about the aerospace and bank segments of the markets. High on GW Pharmaceuticals Cramer’s been gazing at a serious opportunity in UK-based marijuana stock GW Pharmaceuticals . This isn’t merely a speculative play on more U.S. states legalizing medical marijuana for cancer patients, Cramer said. The company concentrates on creating new drug treatments from the compounds found in the plant. Doctors dont want to write a prescription to smoke a joint, Cramer said, but theyre much more comfortable prescribing a pill.GW Pharmaceuticals has an impressive pipeline of drugs made from cannabis. A mouth spray for multiple sclerosis spasms, Sativex, has been approved in some 25 countries, Cramer said. The company is also studying its use as a cancer drug. If the drug gets approved by the U.S. Food and Drug Administration, “it could be huge,” since GW Pharmaceuticals has licensed overseas rights to the treatment to Bayer and Novartis but retains exclusive rights in America. A second drug, Epidiolex, derived to treat severe epilepsy, is in phase II trials and demonstrating “fabulous results,” Cramer said. While it will be years before this second drug is approved, peak sales forecasts are up to $3.4 billion by 2024, Cramer said. That’s why there’s significant opportunity in this stock. And the Winner Is… All week Cramer has been looking at winning international stocks in conjunction with the World Cup, and now he’s ready to declare a winner. His choices were Dutch companies Unilever and Royal Dutch Shell , Constellation Brands with its huge Mexican beer business, and Anheuser-Busch InBev , the U.S./Brazilian/Belgian beer juggernaut. He even named GW Pharmaceuticals his “sympathy candidate” from England. Cramer’s winner is Constellation Brands — in part because a major deal in the beer space could be imminent. Morgan Stanley just updated Molson Coors to hold from sell, and Cramer thinks it’s because the analyst must smell a deal coming. Molson would be perfect for Constellation, Cramer said, and that makes it a winner. Food Fight As part of CNBC’s “Disruptor 50″ series, Cramer welcomed Josh Tetrick, CEO of Hampton Creek, a private company backed by some big-time venture capital names and poised to disrupt the food industry. Tetrick’s company is using plants to replace eggs in a variety of food products, Cramer said, making their products a replacement option for people with high cholesterol and those who choose or must avoid animal proteins in their diet. Cramer has always been intrigued by the investment opporuntiis in the healthy food space, but only if the products actually taste good. Cramer sampled Hampton Creek’s new “egg-equivalent” eats, and deemed them “absolutely delicious.” Tetrick said that what separates Hampton Creek and makes it a potential industry disruptor is that it’s not just sold in high-end supermarkets like Whole Foods . You can also find their products in Safeway , Costco and, soon, Dollar Tree , Tetrick said. Cramer said the company could transform the food industry. Lightning Round In the Lightning Round, Cramer was bullish on Prudential Financial , Globalstar , Federal Realty , Rangold and Ultragenyx Pharmaceutical . Cramer was bearish on Kite Realty Group and Yamana Gold . 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 Chris Sahl in Boston.

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Jim Cramer’s ‘Mad Money’ Recap: Next Week’s Game Plan

Saturday, June 21st, 2014

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. NEW YORK (TheStreet) — Feeling a little new-high fatigue after the Dow and S&P 500 reached new highs yet again? Jim Cramer asked his Mad Money viewers Friday. Well, here are some ideas to watch next week to get you excited about the market again. U.S. industrial stocks that do business in China have been on a tear, Cramer said. China’s manufacturing PMI number, due Monday, is a critical read for them. In addition, the semiconductor sector has been a real standout, especially Micron , which reports Monday after the close. Cramer expects a lights-out quarter. Oracle disappointed today, down nearly 4% after reporting fourth-quarter 2014 numbers that fell short of expectations. Cramer still expects it to go down a little bit more Monday before coming back. Tuesday brings earnings from pharmacy giant Walgreen . Cramer thinks the company will announce a restructuring that could send the stock even higher than its already stand-out performance this year, especially if it is able to complete a deal that allows it to move to tax-friendly Britain. Wednesday brings earnigns from Monsanto , which Cramer said is becoming more of a biotech company than an agriculture play, Cramer said. Monstanto is always heavily shorted because its controversial and overvalued, but he’d be a buyer on any dip. Meanwhile, Cramer said General Mills will deliver a decent number that will get a subdued reaction and then bounce back because it does offer a pretty good yield. Hes more of a fan of beer stocks, including Molson Coors Brewing , which also reports Wednesday. Hes expecting to learn of a big restructuring or merger plans. Accenture and Nike report Thursday. Accenture has come on strong lately, Cramer said, with a rebound in enterprise-technology spending. Nike, part of Cramer’s charitable trust Action Alerts PLUS, refuses to budge on even the best of days. That’s usually not a good sign, and Cramer said he’s nervous. Still, long-term growth has been so good that he’s holding on. Friday we get results from KB Homes , a company that can’t put a decent streak together. Cramer thinks it’s just too hard for people to get a mortgage these days, and young people have so much college debt that they cant even contemplate buying a house, Cramer said. He’s bracing for bad news. The bottom line, Cramer said, is we are in the home stretch of the quarter. Barring a takeover of the oil fields in southern Iraq, which would send the price of oil skyrocketing, we should glide nicely into the end of the quarter with some good buys to be had, Cramer said. What the Market Is Saying Is is time to ring the register with Chevron trading at $131? That question gave Cramer sticker shock and he wondered, what can Chevron’s unusual success tell us about today’s markets? If you bought Chevron every time it dipped below $120 and sold in the high $120s, you made a killing over the past year, Cramer said. Meanwhile, since November, PPG Industries had languished in the $180-$190 range. Three weeks ago, it broke out and is still running higher. EOG Resources and Union Pacific have both gone from tiptoeing higher to galloping higher. The graybeards in the market tend to be repelled by these kind of stocks, deeming them too expensive, Cramer said. They’re cynical about breakouts they missed. Once a stock has consolidated multi-year gains and then blasted off to record levels, they tend not to come back down, Cramer said. Cramer doesn’t care where a stock is coming from but where it’s going to, and he’s willing to swallow his pride when he misses one, as in the companies mentioned. These differ from Walgreen and Monsanto breakouts, where he shrugs and admits that he whiffed on them. Ideally, Cramer said, you spot a stock or sector before sticker shock has a chance to set in. That’s how he feels about the aerospace and bank segments of the markets. High on GW Pharmaceuticals Cramer’s been gazing at a serious opportunity in UK-based marijuana stock GW Pharmaceuticals . This isn’t merely a speculative play on more U.S. states legalizing medical marijuana for cancer patients, Cramer said. The company concentrates on creating new drug treatments from the compounds found in the plant. Doctors dont want to write a prescription to smoke a joint, Cramer said, but theyre much more comfortable prescribing a pill.GW Pharmaceuticals has an impressive pipeline of drugs made from cannabis. A mouth spray for multiple sclerosis spasms, Sativex, has been approved in some 25 countries, Cramer said. The company is also studying its use as a cancer drug. If the drug gets approved by the U.S. Food and Drug Administration, “it could be huge,” since GW Pharmaceuticals has licensed overseas rights to the treatment to Bayer and Novartis but retains exclusive rights in America. A second drug, Epidiolex, derived to treat severe epilepsy, is in phase II trials and demonstrating “fabulous results,” Cramer said. While it will be years before this second drug is approved, peak sales forecasts are up to $3.4 billion by 2024, Cramer said. That’s why there’s significant opportunity in this stock. And the Winner Is… All week Cramer has been looking at winning international stocks in conjunction with the World Cup, and now he’s ready to declare a winner. His choices were Dutch companies Unilever and Royal Dutch Shell , Constellation Brands with its huge Mexican beer business, and Anheuser-Busch InBev , the U.S./Brazilian/Belgian beer juggernaut. He even named GW Pharmaceuticals his “sympathy candidate” from England. Cramer’s winner is Constellation Brands — in part because a major deal in the beer space could be imminent. Morgan Stanley just updated Molson Coors to hold from sell, and Cramer thinks it’s because the analyst must smell a deal coming. Molson would be perfect for Constellation, Cramer said, and that makes it a winner. Food Fight As part of CNBC’s “Disruptor 50″ series, Cramer welcomed Josh Tetrick, CEO of Hampton Creek, a private company backed by some big-time venture capital names and poised to disrupt the food industry. Tetrick’s company is using plants to replace eggs in a variety of food products, Cramer said, making their products a replacement option for people with high cholesterol and those who choose or must avoid animal proteins in their diet. Cramer has always been intrigued by the investment opporuntiis in the healthy food space, but only if the products actually taste good. Cramer sampled Hampton Creek’s new “egg-equivalent” eats, and deemed them “absolutely delicious.” Tetrick said that what separates Hampton Creek and makes it a potential industry disruptor is that it’s not just sold in high-end supermarkets like Whole Foods . You can also find their products in Safeway , Costco and, soon, Dollar Tree , Tetrick said. Cramer said the company could transform the food industry. Lightning Round In the Lightning Round, Cramer was bullish on Prudential Financial , Globalstar , Federal Realty , Rangold and Ultragenyx Pharmaceutical . Cramer was bearish on Kite Realty Group and Yamana Gold . 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 Chris Sahl in Boston.

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Jim Cramer’s ‘Mad Money’ Recap: Next Week’s Game Plan

Friday, April 25th, 2014

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. NEW YORK (TheStreet) — There were many reasons why the market got pummeled today, Jim Cramer told his Mad Money viewers Friday. Cramer said some investors were simply taking profits while others attempted to avoid the “sell in May” crowd. Still others fretted over Amazon.com’s earnings. But when it comes to next week’s game plan, Cramer said all eyes will continue to be on Ukraine. On Monday, Cramer said he’ll be watching Corning , a value name in the tech sector that’s up 16% so far this year, and Herbalife , the embattled nutritional supplement company that’s in a war with activist investor Bill Ackman. For Tuesday, Cramer’s eyes will turn to 3D Systems , down 46% in 2014, and Twitter , down 35% Cramer said if these names get hammered then it’s “look out below” for all the high-multiple stocks. Next, on Wednesday, it’s Time Warner and Actavis reporting. Cramer said he’d be a buyer of Time Warner, but is only watching Actavis to see how other high-value health care stocks may do. Thursday brings earnings from MasterCard , a stock that’s already down a lot but could be down even more if there’s backlash from Russia, and T-Mobile , which may be a buy if it gets hit after it reports. Finally, on Friday, Cramer said he’ll be focused on Chevron , a stock he continues to recommend. The Selling Isn’t Done Until we see some mergers and acquisitions or some strong insider buying, the software-as-a-service and early-stage biotech cohort will be in for a lot more pain, Cramer told viewers. Cramer said with venerable names like Facebook , an Action Alerts PLUS holding, and Gilead Sciences delivering flawless quarters only to see their shares get hammered, there’s little hope for many of the recent initial public offerings that shouldn’t have come public in the first place. “The selling isn’t finished,” Cramer continued. Many insiders with locked-up shares are now in these names are now shorting other similar stocks as a hedge against their own. This weird yet common practice happens all the time and only puts more pressure on already struggling stocks. Cramer said the the software-as-a-service, or SaaS, stocks should be renamed software-as-a-disservice to your portfolio, which would give them the appropriate acronym SaaD. Follow the Money Money is not leaving this market, it’s just finding a better home, Cramer told viewers as he commented on the rotation out of the momentum names and into more traditional blue-chip stocks. Cramer likened today’s markets to those in March 2000, when money flooded out of the profitless dot-com names and into value names that reward shareholders with buybacks, dividends and acquisitions. Today that same pattern is happening, Cramer continued, as investors leave any stock that’s valued by sales instead of earnings. Stocks like Alcoa and PPG have held up well in this selloff, Cramer noted, as the markets reward any company with real profits that’s willing to return those profits to shareholders. That’s why Apple , an Action Alerts PLUS name, soared, while Amazon.com tanked. Make no mistake, there’s more pain to come in these momentum stocks, Cramer concluded, but those that care about their shareholders will reap the rewards. Cramer’s Playbook For the next installment of “Cramer’s Playbook,” Cramer shared his many years of investing wisdom to answer the question of whether a traditional or Roth IRA is the way to go for someone in the 28% tax bracket. Cramer explained that with a traditional IRA you contribute pre-tax income, then pay taxes when you withdraw the funds in retirement. Roth IRAs work the opposite: You contribute with after-tax income, then never have to worry about taxes again. As a general rule, Cramer said he likes the Roth IRA for those in the 25% tax bracket or lower because investors can take advantage of that low tax rate and pay their taxes now and won’t have to worry in the future. The lower your income, the lower your tax rate and the more a Roth IRA makes sense, he concluded. Lightning Round In the Lightning Round, Cramer was bullish on Baidu , Brunswick and SandRidge Energy . Cramer was bearish on Genomic Health , Molycorp and Epizyme . Off the Tape In his “Off The Tape” segment, Cramer sat down with John Stein, co-founder and CEO of the privately held Betterment, an online financial adviser and asset manager. Stein said that he found most financial Web sites too complicated for average investors to use, which is why he created Betterment to provide a “delightful” experience with great returns. Investors can start with any amount and get end-to-end service from great advice to active management and even tax accounting all included. Stein said that Betterment has a simple and fair fee structure ranging between just 0.15% to 0.35% and has real people investors can phone or email when they have questions. Cramer said that Betterment is a Web site that all investors should check out. 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, ScottRuttDC

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With Rising Oil Prices, Three Energy Funds to Consider

Monday, April 14th, 2014

NEW YORK (TheStreet) — Energy stocks have been rallying lately on rising oil prices. So far his year, energy mutual funds have returned 3.9%, while the S&P 500 has lost 1.2%, according to Morningstar. A barrel of West Texas Intermediate crude sells for $103, up from $88 a year ago. Can the energy stocks stay afloat? Some fund managers think so. “Oil prices will stay high because there is resurgence in demand from Europe and other areas,” says Brian Hicks, portfolio manager of U.S. Global Investors Global Resources Fund. Despite their recent upturn, energy stocks remain cheap, portfolio managers say. While the price-earnings ratio of the S&P 500 climbed in recent years, energy multiples trailed. During the three years ended in 2013, energy funds returned 5.7% annually, compared with 16.2% for the S&P 500. Leading blue chips, such as Chevron and Exxon Mobil command price-to-earnings ratios of 13 or less, compared with 18 for the S&P 500. Fund portfolio managers say that the energy stocks lagged in recent years because investors worried about softening oil prices. According to energy bears, markets seemed poised to face oversupplies as U.S. shale production rose. At the same time, demand was likely to remain stagnant as global economies struggled. But the excess supplies never materialized because of production slowdowns in foreign fields, including the North Sea and Iran. As a result, oil prices stayed firm. To bet that demand will remain healthy, consider an energy fund. Top choices include Fidelity Select Energy Portfolio and Ivy Energy Fund. For a broader portfolio, consider U.S. Global Investors Global Resources, a natural-resources fund that holds mining and precious metals along with energy. Fidelity portfolio manager John Dowd holds a mix that includes fast-growing smaller companies as well as some lumbering giants that may be undervalued. During the past five years, the fund returned 16% annually, outperforming 87% of its peers. Dowd holds some companies that are growing rapidly by exploiting shale fields. He is particularly keen on developers that have reduced costs through trial and error. “The companies that have figured out how to improve productivity are reporting better earnings growth than the industry overall,” he says. One holding is EOG Resources, which produces oil and gas in the Marcellus Shale of Pennsylvania and the Permian Basin in Texas. EOG’s return on equity has improved as the well costs declined. Another holding is Anadarko Petroleum. Besides working in U.S. shale fields, the company has proved to be an efficient operator in deepwater. Ivy Energy aims to overweight companies that seem poised to record strong growth. During the past five years, the fund returned 15.3% annually, outperforming 73% of its peers. Portfolio manager David Ginther favors companies that own pipelines and storage systems that service the gas shale fields. He says demand will grow as more manufacturers shift to low-cost gas. “We will need more pipelines and more ways to process gas,” he says. One holding is MarkWest Energy Partners, a master limited partnership that operates storage and processing facilities in the Marcellus Shale. Its dividend yield is 5.4%. U.S. Global Investors Global Resources has about half its assets in energy stocks. Hicks, the portfolio manager, favors exploration and production companies that can grow rapidly. He looks for businesses that have the most promising acreage and lowest costs. One holding is Continental Resources, a leading producer in the Bakken formation of North Dakota. “They should increase production at a rapid clip over the next three years,” Hicks says. Another holding is oil services giant Halliburton. The company assists drillers that are using hydraulic fracturing to develop shale fields. At the time of publication, the author held no positions in any of the stocks mentioned. Follow @StanLuxenberg // 0;if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=”//platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”); // ]]> This article represents the opinion of a contributor and not necessarily that of TheStreet or its editorial staff.

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Oil Inventories Reach Highest Level Since November

Wednesday, March 26th, 2014

The Energy Information Agency reports crude oil inventories build by 6.6 million barrels in the latest week — a much larger-than-expected build.

Oil and Natural Gas Markets Won’t Freeze Up If Crimea Splits

Friday, March 14th, 2014

MLV managing director Michael Peterson says exporting liquefied natural gas to Europe from the U.S. requires huge company capital investment.

Investor Movement Index: Home Gamers Added to Technology Stocks

Monday, March 10th, 2014

TD Ameritrade’s Investor Movement Index (IMX) indicates clients added to technology names such as Google, Facebook and Twitter, while Apple shares were sold.

Energy Sector Exposed to China’s Social Tender Box

Thursday, March 6th, 2014

American Enterprise Institute’s Nicholas Eberstadt says rural to urban migration and the unpredictability of social forces will deeply influence the energy industry in China.

Dissecting This Year’s Struggling Dow

Thursday, March 6th, 2014

NEW YORK (FMD Capital Management) — The Dow Jones Industrial Average is one of the oldest blue-chip indexes in existence. This bellwether has survived for over 100 years as a time-tested indicator of mega-cap stock performance. Nearly every investor can easily relate to the name recognition that the DJIA inspires, but few can probably name more than a handful of the 30 stocks that it tracks. The index constituents have changed dramatically over the years as new companies are admitted to replace aging monoliths. The underlying stocks are no longer solely focused in the industrial arena, but instead represent nearly every sector of the economy. These shakeups can be attributed to technology advancement, social trends, stock value changes and a host of other characteristics. However, the one constant is that the index is weighted according to the price of the underlying stocks as opposed to market capitalization or other fundamental qualities. That means Visa , with a share price of $223, has a larger weighting than Exxon Mobil , which is currently trading around $94. The fact that Exxon has a market capitalization that is nearly three times larger than Visa is completely ignored when the index is calculated. Because of these anomalies, many contemporary investors have dismissed the Dow as an aging relic in the age of cutting-edge index formulation methodology. In addition, the relatively small subset of just 30 stocks makes it hard to justify as a true sample of the market machinations on a daily basis. While those arguments may be valid, I believe the Dow does still have some merit in modern investing practice and can be a valuable tool to extrapolate data. The largest exchange-traded fund that tracks this index is the SPDR Dow Jones Industrial Average ETF , which currently controls $11.6 billion. DIA charges an expense ratio of 0.17% and curiously pays a monthly dividend yield, which is rare for an equity-oriented ETF. As you can see on the chart above, DIA has significantly underperformed high-beta sectors such as the iShares Russell 2000 ETF and PowerShares QQQ , which have both broken out to new highs this week. The hot money is all chasing growth stocks that offer the potential for superior price appreciation. This is indicative of a fully engaged bull market that is seeing money shift away from larger established companies. Over the last 52 weeks, QQQ has nearly double the performance of DIA. When you dive deeper into the underlying components of DIA, you can get a feel for exactly which areas are dragging it down. Energy has been weak with Chevron and Exxon failing to build any kind of momentum. In addition, consumer staples stocks such as Procter & Gamble and Wal-Mart have been moving mostly sideways for the last year, while the broader market has rallied. Even a stock that is as beloved as McDonald’s has been slowly bleeding lower since it peaked in at the beginning of 2013. The flip side is that the stocks that are seeing the most strength are industrials, consumer discretionary names and technology companies. I think that this picture of sector strength and weakness confirms a rotation away from defensive names and into higher risk areas of the market. If we started to see a pickup in volatility similar to the correction we experienced in 2011, then DIA would likely outperform as money migrates back to a more defensive posture. The total return of DIA in 2011 was 8.05%, while IWM and QQQ posted returns of -4.43% and 3.47% respectively. Larger companies are often times seen as safer stocks during periods of prolonged price decline. The bottom line is that I don’t think you can entirely write off the Dow as a piece of history. Instead, it can be used as an important gauge of the strength of large companies during periods of exuberance and pessimism. In addition, it provides a long-term historical frame of reference from which we can look back at decades of market price data that tells a colorful story. At the time of publication the author had no position in any of the stocks mentioned. Follow @fabiancapital // 0;if(!d.getElementById(id)){js=d.createElements);js.id=id;js.src=”//platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”); // ]]> This article represents the opinion of a contributor and not necessarily that of TheStreet or its editorial staff.

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Senate’s Murkowski Says Russia Using Energy Assets as Political Lever

Wednesday, March 5th, 2014

Sen. Lisa Murkowski says Russia’s movement into Ukraine demonstrates how Russia has used its energy assets as a political lever.

Senate’s Murkowski Says Lifting Oil Export Ban Won’t Cause Volatility

Tuesday, March 4th, 2014

Sen. Lisa Murkowski (R., Alaska) tells TheStreet’s Joe Deaux in Houston she doesn’t believe lifting the ban on U.S. oil exports will trigger spikes in energy prices.

Crude Inventories Move Sideways, Nat Gas March Contract Expires

Wednesday, February 26th, 2014

Crude inventories built by 100,000 barrels in the latest week, according to the EIA Petroleum Status Report.

Why Nat Gas Prices Are Sustainable at Current Levels

Wednesday, February 19th, 2014

Natural gas prices hit fresh highs as traders focus on a chilly forecast but there may be more to the story.

Distillate Inventories Post Huge Draws on Harsh Winter Weather

Wednesday, February 5th, 2014

Paramount Options President Ray Carbone says WTI crude oil prices could be stuck in a $92 to $100 a barrel trading range for the next few weeks.

Oil Prices Slip as Crude Inventories Jump, Distillates Dip

Wednesday, January 29th, 2014

Independent Energy Trader Cindy Wexler says Wednesday’s dip in oil prices could be worse, but a massive draw in distillates offset a further drop.

Jim Cramer’s ‘Mad Money’ Recap: Market Reset

Tuesday, January 28th, 2014

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. NEW YORK (TheStreet) — The markets are in reset mode, Jim Cramer said on “Mad Money”  Monday after another down day on Wall Street. That means investors need to sit tight and wait before starting to pick through the rubble. Cramer said the markets are working like clockwork, digesting bad news exactly as they’re supposed to do. Things were set into motion after the last non-farm payroll numbers signaled the beginning of a possible reversal. That news was followed by news that auto inventories are building, commercial construction may be stalling and retail sales are falling off a cliff. These sectors were driving the markets in 2013 but have all but vaporized this year, Cramer explained. All of this bad news caused professional money managers to shift gears, rotating into technology, the financials and industrials. But with China seemingly on shaky ground and tech companies also showing signs of weakness, fund managers are once again shifting positions, sending stocks into a tailspin. Cramer said he doesn’t feel that our economy is headed back into recession, but that doesn’t mean investors should be jumping back into the markets quite yet. He said major moves like this one take a few days to play out, and only then will it be safe to get back in. As for what to buy into, Cramer said that stocks creating their own destinies through mergers and acquisitions and those with activist-investor attention are two areas that will quickly able to reverse the market’s slide over the past week. Thriving Biotech As the markets continue to sell off, there’s one sector that’s only getting more attractive, Cramer told viewers — biotech. He said the biotech stocks thrive in slowing economic times. Investors just need to wait for the short-sellers to get flushed out before jumping back on the biotech bandwagon. Cramer once again recommended his “four horsemen” of biotech, namely Celgene , Gilead Sciences , Biogen Idec and Regeneron . He advised buying any of these names on continued weakness. But the market selloff has also created opportunities in two, smaller biotech names, Isis Pharmaceuticals and Jazz Pharmaceuticals , which are worth $5 billion and $8 billion, respectively. Cramer said both of these stocks were up by triple digits in 2013 and continued to soar over 25% in 2014 before getting crushed in recent days. With Isis down 9.5% and Jazz down 11%, both stocks now offer an attractive entry point. Isis has long been a Cramer fave — the orphan drug maker has no fewer than 28 drugs in its pipeline and tons of potential. Meanwhile, Jazz remains a very viable takeover target, which means the lower the stock goes the more attractive it becomes. An Appetite for Sysco With the markets now on day three of its selloff, Cramer said it’s time to start considering what to buy when the storm passes. One company he likes is food distributor Sysco , which last month announced that it’s acquiring the number two player in the industry, U.S. Foods. When the deal was announced, shares of Sysco immediately shot up 26% as the markets realized that fewer competitors in the food business means more customers and higher margin for Sysco, which would control 27% of the market once the deal closes. Cramer said that Sysco shares belong at a higher level because the U.S. Foods deal is transformational and will likely deliver more than the $600 million a year in synergies the company is expecting. Once the deal is completed Sysco will become the only choice for many restaurant chains, noted Cramer. When it last reported, Sysco delivered a two-cents-a-share earnings beat, proving the company is doing just fine on its own, even if the U.S. Foods deal doesn’t go through. Lightning Round In the Lightning Round, Cramer was bullish on Verifone Systems , Chevron , Nokia , Alcatel-Lucent and American Tower . Cramer was bearish on Mannkind , LGI Homes and Krispy Kreme . Executive Decision: Farooq Kathwari For his “Executive Decision” segment, Cramer sat down on a posh set  containing designer chairs with Farooq Kathwari, chairman, president and CEO of home furnisher Ethan Allen ETH, which recently delivered a penny-a-share earnings beat on a 3.4% rise in sales despite the government shutdown and lousy weather in most of the country. Kathwari outlined Ethan Allen’s newest initiatives to become more relevant with customers. He said in today’s market customers want instant gratification, which is why his company will begin offering on-demand items that are ready for delivery today. Meanwhile, the company will still offer customized versions of those same items, which can be designed with thousands of fabrics and options, for those who prefer to wait for exactly what they want. Ethan Allen is also creating what Kathwari called a “sense of urgency” by stepping up its promotional efforts to increase traffic at its stores. Starting next month, the company will begin delivering direct mailers to more than three million homes. When asked about the health of the American consumer, Kathwari said that while some companies may use the weather as an excuse, at Ethan Allen the company actually saw traffic at its stores increase — but only in locations where it was warm. Cramer said he is a fan of Ethan Allen’s new initiatives and still likes the stock. No Huddle Offense In his “No Huddle Offense” segment, Cramer taught viewers how to deal with the pain of giving up gains — or worse, taking a loss. He reminded them that deciding if and when to sell needs to be an unemotional process that involves homework and discipline. If short, if a stock is likely to keep declining it’s a sell, but if you feel that stock has bottomed it’s time to start buying. Case in point, IBM . IBM shares slid on a miserable quarter, and Cramer said the stock is a sell no matter why you may have bought it. Meanwhile, Starbucks shares are also down, but the company posted a fantastic quarter and there’s absolutely nothing wrong with the company. Starbucks is a buy at these lower levels. Then there’s Twitter . No one really knows how Twitter is doing, and that leads investors to just “hope” things are well. “Hope should never be part of he equation,” Cramer told viewers. 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, ScottRuttDC

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Crude Oil Inventories Book Huge Drawdown, Cold Hits Distillates

Wednesday, January 15th, 2014

Crude oil inventories drew 7.7 million barrels for the week ended Jan. 10 which was far more than analysts’ expectations of a 673,000 barrel drawdown.

Iran and Libya Could Trigger Global Imbalance in Oil Supply

Wednesday, January 15th, 2014

Energy analysts warn that the return of Libyan and Iranian oil could disrupt the global oil market.

Crude Inventories Fall While Distillates Build During Cold Snap

Wednesday, January 8th, 2014

Crude inventories fell more than analysts expected while distillate inventories grew, despite the record cold temperatures sweeping the United States.

Jim Cramer’s ‘Mad Money’ Recap: Ignore the Naysayers

Friday, January 3rd, 2014

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. NEW YORK (TheStreet) — Don’t be scared away by the naysayers, Jim Cramer told his “Mad Money” TV show viewers Thursday as he kicked off the new year. Cramer said there were a lot of “obvious” things wrong in 2013, too, but in the end we ended up just fine. Cramer reminded viewers that in 2013 the market’s critics had a lot of things to crow about as well, including a debt ceiling debate, a government shutdown, “Obamacare,” a slowdown in China and economic woes everywhere from Cyprus to Brazil. But how did the markets do despite these “obvious” shortcomings? Well, the Dow Jones Industrial Average ended up gaining 29.6%, including dividends, for 2013. Not too shabby. How can that be? Cramer said it’s because the naysayers forgot their basic economics, the laws of supply and demand. In 2013, we ran into a shortage of everything from commercial real estate to autos and even PCs. More importantly, there just weren’t enough shares of high-quality companies out there. That, he said, leads to higher stock prices. The cynics will never admit they’re wrong, Cramer concluded, but with 2013 as our guide, 2014 is looking pretty good despite rising interest rates, a new Federal Reserve chair and a multitude of other woes. Time to Pick Some Stocks It looks like 2014 is going to be a great year for stock picking, Cramer told viewers, which is why he’s running down the list of all 30 stocks in the Dow to see which ones should be on your shopping list this year. American Express : Cramer said this stock, which he owns for his charitable trust, Action Alerts PLUS, is overvalued in the short term but will gravitate towards 17 times earnings after a pullback. AT&T : Cramer said he’s not a fan because the momentum lies with AT&T’s rivals. Boeing : The new aerospace cycle is upon us and that means seven years of profits for Boeing, which Cramer sees at $170 by the close of 2014. Caterpillar : With the U.S. and China picking up steam, this hated stock might actually show some growth as well. Chevron : This stock will stay stuck in neutral without a breakup or other catalyst. Cisco : Competition is eating Cisco’s lunch, but with easy compares it just may be able to stage a comeback. Coca-Cola : Public opinion is shifting away from carbonated soda and this stock’s 2.7% yield isn’t enough to save it. Walt Disney : With an excellent CEO, great earnings and the Star Wars franchise, Disney could see $86 a share. DuPont : This stock is headed to $80, said Cramer, thanks to a successful spinoff of its titanium dioxide business. Exxon Mobil : Production growth is back and that mean $115 a share for this lumbering oil giant. Stocks Picks, Part 2 Continuing with his in-depth look at all 30 Dow stocks, Cramer noted: General Electric : This stock is ready to roar as it sheds its financial arm in favor of returning as a great American industrial giant. Goldman Sachs : Here’s one stock that actually benefits from the new Volcker rule. Cramer said $200 a share is entirely feasible. Home Depot : With a boom in spending on homes, this stock trades well below its average and has a buyback to boot. IBM : No one trusts the earnings estimates for IBM, but with easy compares $200 a share is possible for this Warren Buffett-endorsed company. Cramer said he’s still not a fan. Intel : This company has new chips and a strong balance sheet thanks to shedding weaker divisions. Cramer said he is a fan of this stock. Johnson & Johnson : This Action Alerts PLUS name needs to shed its diagnostics business, said Cramer, do that and it sees $108 a share. JPMorgan Chase : Investors will pay more for the leaner, simplerJP Morgan. Cramer expects an excellent quarter. McDonald’s : This company is being eaten alive by the healthy eating trend, but still could see $105 a share with just two consecutive positive monthly sales numbers. Merck : This stock also needs a breakup to reignite growth, said Cramer. Microsoft : Yet another breakup story. Cramer said $45 a share is possible as investors ponder the possibilities. Lightning Round In the Lightning Round, Cramer was bullish on Hasbro , Dominion Resources , Duke Energy , Organovo Holdings and GT Advanced Technologies . Cramer was bearish on LeapFrog . Stock Picks, Part 3 For his final installment of his Dow 30 assessment, Cramer made the following observations: Nike : Cramer said this Action Alerts PLUS name is really a stealth technology company worth $90 a share. Pfizer : This stock will be hard pressed to eek over $34 a share, said Cramer. Procter & Gamble : It would be wrong to sell P&G at these levels with big changes afoot at the company. Cramer sees $95 a share in 2014. Travelers : Lots of upside ahead for insurers because interest rates are on the rise. UnitedHealth Group : This stock is a win-win no matter what happens with “Obamacare.” United Technologies : With the sequester behind it, only the strength in the company’s aerospace and HVAC businesses lie ahead. Cramer sees $135 a share. Verizon : Competition may be picking up but $54 a share is still feasible for Verizon. Visa : What’s not to like at Visa? Cramer said it’s one of his faves for 2014 with a $280 a share price target. Wal-Mart : This stock is problematic, said Cramer, with competition and a new CEO creating a lot of questions for investors. 3M : Growth and innovation will propel 3M to $160 a share, said Cramer. No Huddle Offense In his “No Huddle Offense” segment, Cramer told viewers that when it comes to all the reports and data points they’re bombarded with every day, only the Labor Department’s weekly payroll numbers matter to the markets. That’s how so many economically sensitive names including 3M, FedEx and Cummins , an Action Alerts PLUS holding, were able to rally in recent days. The economy is recovering, Cramer concluded, and these stocks just cannot be kept down. 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, ScottRuttDC

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Cramer’s ‘Mad Money’ Recap: Getting Rich Carefully

Friday, December 27th, 2013

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. NEW YORK (TheStreet) — These are confusing times for the stock market, Jim Cramer told his “Mad Money” audience. There’s always somebody telling you to do exactly the opposite of what you should really be doing. But Cramer said it’s not about sounding smart, it’s about getting it right — what to buy, what to sell, what direction the market’s headed. “You get those things right, and it’s a heck of a lot easier to make money in this or any market,” Cramer said. By doing your homework, “you just might learn something that will make you a better investor,” he said, and a better investor is one who makes more money, “because that’s the goal here.” Cramer said he and Stephanie Link, the research director of Cramer’s charitable portfolio, Action Alerts PLUS, recently went back over every trade AAP made over the last five years. Here’s what Cramer has learned. Caterpillar had been going down for weeks on end as analysts raced to cut their estimates ahead of what looked to be a particularly bad quarter, Cramer said. The analysts had turned bearish after CAT’s business globally took huge hits because customers were struggling to get credit for new machines. This was at the depth of the Great Recession. When Caterpillar finally reported, the quarter turned out to be even uglier than the analysts had predicted. But CAT’s stock barely reacted to the bad news. “That’s a classic sign that you’re looking at a bottom,” Cramer said. “The worst is over!” CAT roared and then rose. It may seem counter-intuitive to buy a stock right after the estimates have been slashed, but when you think about it, it actually makes a lot of sense. JPMorgan Chase is another example of this, Cramer said. It seemed done for after its “London Whale” trading fiasco of 2012. However, just like Caterpillar in March of 2009, JPMorgan’s stock didn’t get hit after analysts cut estimates. Instead, it flat-lined and then actually inched up slightly. Once we learned JPMorgan’s losses were contained at $6 billion, that was the moment we had to buy, Cramer said. If you did, you rode a huge rally.Coming Back for Secondaries Everybody makes a mistake sometimes, Cramer said. But if you want to become a great investor you don’t just need to learn from your mistakes, you need to learn how to recognize what your mistakes actually are and notice what works. “We’re full of all sorts of unconscious biases, and that can make it incredibly difficult to learn from experience,” Cramer said. Think empirically, he said. After analyzing the last five years’ worth of trades as part of his research for Get Rich Carefully, his latest book, Cramer came to another counterintuitive realization: Stop worrying and learn to love secondary stock offerings. Cramer said we’re all conditioned to believe that when a company issues new stock it’s bad news for shareholders. When a company does a secondary, it tends to weigh on the stock for a time. But these days that totally reasonable fear of secondaries is also a mistake, Cramer said, because interest rates are still low by historical standards. For example, real estate investment trusts have done a huge number of these kinds of secondaries, and those deals have worked fabulously for investors. You can find these deals in all sorts of companies that were hit hard by the housing crash, said Cramer. They’re now snapping back, like mortgage insurance companies, a group that had pretty much been left for dead. Cramer mentioned how investors could have made a killing on Radian if they had listened to his buy call in February. Cramer also likes the secondary offerings from master limited partnerships, the oil and gas pipeline players that are always issuing stock to finance their expansion plans to crisscross the country with pipelines. Enterprise Products Partners , Kinder Morgan Energy Partners and MarkWest are the best-of-breed players here, and they’ve become serial issuers of equity to expand their pipeline networks. These companies can be risky if interest rates are rising, Cramer warned, but if rates are stable you should jump all over their secondaries.The bottom line, Cramer said: Forget the conventional wisdom that says a secondary stock offering always means a company is in trouble. Know When to Fold ‘Em Like “The Gambler” of song, Cramer has some suggestions for when you should fold your positions or even run. “When it comes to picking stocks, cash is not always king,” he said. In fact, if you buy a stock just because it’s sitting on a mountain of cash, you could get crushed. Think about it, Cramer said: What do Cisco , Microsoft , Oracle and Intel all have in common? People were lulled into buying their stocks at very high levels simply because they had so much cash on their books, as if cash per se is always good news. What really matters is how companies put that cash to work. Cash can been wasted on undisciplined buybacks — when you see a company doing that, you should pass on its stock and walk away, Cramer said. Contrast this with one of the best performing stocks in the S&P 500 since the generational bottom in 2009, Wyndham Worldwide , run by Steve Holmes, one of the most shareholder-friendly CEOs out there today. Holmes buys back stock aggressively and when it makes a difference, particularly during those ravaging downturns when most other CEOs seem frozen. Holmes thinks it is his duty to return his company’s excess cash to the shareholders via dividends, Cramer said. He’s the model of what Intel, Microsoft and Cisco need at the helm. Here’s another sign that you should fold. If you own shares in a company that starts blaming its customers for its own poor performance, it’s time to walk away. “I learned this the hard way when my charitable trust decided to buy Juniper Networks , the maker of networking and communication equipment, back in 2011,” said Cramer. Juniper encountered shortfalls and blamed a lack of Japanese orders in the wake of the tsunami and Fukushimi Daiichi nuclear disaster. But the stock continued to drop. He stuck with Juniper because the company had a ton of cash. Oops. Juniper’s blame-the-customer act was a lame alibi, Cramer said. It turns out Cisco was taking market share the whole time and simply kicking Juniper’s butt with a better mousetrap. There’s a pretty simple moral here: When a company blames the customer, check to see whether the customer isn’t actually still buying from a different vendor. Beyond EPS A huge part of this business is figuring out where a given stock is headed, said Cramer. That isn’t always easy. Most stocks, most of the time, trade on their earnings-per-share numbers. When the earnings are headed lower, so is the stock; when the earnings go higher, the stock rallies, too. But for some industries, earnings are not the most important metric, said Cramer. If the only thing you’re watching is the earnings per share, you could end up getting clobbered or missing some fabulous opportunities. Watch the key metrics for everything you own. For example, Cramer said, when it comes to oil companies, production growth is key. For many tech stocks, it’s the average selling price of their products. In these two sectors, those metrics are more important that anything related to beating the earnings estimates. Devon Energy sagged due to production shortfalls, not earnings per share; Chevron rallied with lower earnings and higher production growth. Another mea culpa: Cramer admitted he totally missed the bottom for Micron , the semiconductor company that makes memory chips, back at the end of 2012. Micron’s stock had been a dog for more than a decade. But then the stock jumped higher. “What did I miss?” Cramer asked. DRAMs, or dynamic random access memory chips, had a nice bump up in their average selling prices during the quarter. DRAM business had been so horrible for so long that many companies in the industry had simply given up, Cramer said. So supply had become constrained. Micron’s been off to the races ever since, more than tripling from December 2012 to December 2013. One last metric to note, said Cramer: when a company is based in the United States but does a lot of business in emerging markets, particularly China. One of the best buys his charitable trust ever made was picking up Yum! Brands , the parent of KFC, Taco Bell and Pizza Hut, off a sudden decline in Chinese sales because of a KFC tainted-chicken scandal, Cramer said. While Yum! is a worldwide outfit, the growth is in China. So when the Chinese KFC division had a shortfall, the stock got clocked, Cramer said. Soon after, Yum! let it be known that its earnings would be slashed as it boosted its Chinese advertising. You had to buy the stock on that shortfall, said Cramer. Not long after, YUM’s Chinese business began to turn and the stock headed right back up to its 52-week high. KFC’s sales growth in China is more important to Yum!’s stock than the actual reported earnings of the entire chain. As much as we’d like to keep things simple and just focus on the earnings per share, sometimes the truly important metrics can elude us if we don’t keep our eyes on the ball, Cramer said. Anybody who waited for revenue growth to kick in missed the whole move since 2009. Some so-called experts tell you to wait for revenue to roar, but they’ve kept you out of some of the best stocks out there, he warned. Earnings are not always all-important. Let It Ride Finally, Cramer said, if you have a core holding in your portfolio, a high-quality stock with terrific prospects that you want to own for the long haul, don’t sell it at the first little gain or the first sign of turbulence. If you really have conviction in a stock, you need to let it ride, Cramer said, because it is a core holding and want to own it through thick and thin. If you don’t follow through with that, he said, it’s almost always a big mistake. The temptation to take a gain is palpable. It’s a difficult task to keep a fabulous stock riding in your portfolio, because you never want to let a gain turn into a loss. If you own a stock and you think it could go up over the next few years, then by all means keep it, Cramer said. But all bets are off if the business starts to deteriorate. What makes him so sure of this rule? Cramer said his trust rates stocks on a scale of 1 to 4 every week. Those rated 1 are, by and large, meant to be core positions, and he wants as many shares as he can get. However, looking back over the last five years he found it unnerving to see how many of these 1 stocks the trust sold because of short-term market turbulence, only for the stocks to continue roaring ahead.A core position is what it says it is: something that’s integral to your portfolio. It should not be so easily dislodged, he said. Resist the urge to sell your franchise players, no matter how tempting it may be. 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.

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Oil Gains as Crude Inventories Deplete

Wednesday, December 18th, 2013

Paramount Options President Ray Carbone tells TheStreet’s Joe Deaux Wednesday’s Fed statement could give crude a jolt in either direction.

Pemex Government Overhaul Means Opportunity for U.S. Oil Firms

Wednesday, December 11th, 2013

Pemex, the Mexican state-controlled petroleum company, may soon see an end to the government monopoly and allow private intervention into the Mexican oil industry. TheStreet’s Dan Dicker tells Joe Deaux that despite corruption, there may be opportunities for U.S. oil firms in Mexico.

Jim Cramer’s ‘Mad Money’ Recap: Bad Leaders Make Bad Markets

Wednesday, December 11th, 2013

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. NEW YORK (TheStreet) — In stocks, as in life, having bad leaders can be a problem, Jim Cramer told “Mad Money” TV show viewers Tuesday as he commented on the day’s market action. Cramer said today’s strong rally in, of all things, the social media stocks was seen as a bad omen by seasoned investors. While Twitter’s rally above its initial public offering price may seem like a good thing on the surface, in reality the snap-back move is nothing more than short sellers who got too greedy and were caught on the wrong side of the trade. Stocks should head higher on their fundamentals, not on the backs of those who made a losing bet, Cramer said. He’s not a fan of Twitter but would instead consider Facebook , which has had time to find its footing after last year’s disastrous IPO, or LinkedIn , which is spending like mad to become the dominant player in its space. The short-sellers in stocks like Twitter reminded Cramer of those eternally against Amazon.com , a trade that has been wrong for years. Other worrisome leaders in today’s market included Ulta Salon , Green Mountain Coffee Roasters and PVH Corp . Cramer said Ulta is also a heavily shorted name while Green Mountain is the ultimate battleground stock. PVH, however, is a story where analysts lost their faith in the company but will be proven wrong as CEO Manny Chiraco rights the ship in 2014. Also disturbing in today’s trading was the fact that two long-term leaders, Starbucks and Gilead Sciences , both got crushed. Cramer said he’s suspicious of this negative action and would be a buyer of both names on continued weakness. Executive Decision: Morris Goldfarb In his “Executive Decision” segment, Cramer sat down with Morris Goldfarb, chairman and CEO of G-III Apparel Group , a stock that’s up a full 100% for the year and 500% since Cramer first spoke with Goldfarb in March 2006. G-III just delivered a strong quarter with a 24-cents-a-share earnings beat. Goldfarb said G-III started out in the 1950s as a family-run business and still operates that way today. Many things have changed since then, however, because the company is now predominantly a women’s apparel maker and also has a billion-dollar direct-to-consumer business. Goldfarb is also benefittng from Calvin Klein because GIII licenses the name from another Cramer fave, PVH Corp. Goldfarb said PVH has been an excellent partner over the years and G-III brings a lot of value to the Calvin Klein name, as it does to one of its newer partners, Ivanka Trump. When asked about brands overall, Goldfarb said Americans still love brand-name apparel, if done right. He said a good brand is a lot more than just a name, it’s a design and a price and the entire package. Finally, Goldfarb confirmed that after strong sales in October and November, apparel sales in the first few days of December have been sluggish. He remains hopeful things will recover later in the month. Cramer said he’s still a fan of G-III Apparel. Off the Charts In the “Off The Charts” segment, Cramer went head to head with no fewer than three technical analysts over the chart of Apple , a stock which Cramer owns for his charitable trust, Action Alerts PLUS, to see if this stock, which is up 41% from its lows but only 6% for the year, can still power higher. Carolyn Boroden was one of the first technicians to predict Apple was heading higher back in August. She remains bullish on the stock, predicting a $792 price target if the stock can surge past a resistance area between $575 and $582 a share. Bob Lang saw a beautiful daily chart in Apple, one that showed the stock resting after a 10% rise in just 10 days. He noted the MACD momentum indicator showed a bullish crossover, causing him to feel the stock could play catch up and rise above $600 a share soon. Lang also liked the weekly chart of Apple, noting a “W” formation, as well as the RSI and Williams’ oscillators confirming the bullish patterns. Tim Collins took a longer-term look, using a monthly chart to note a bullish channel for Apple that extends back to 2006. The support line of that channel has never been breached, and that could see Apple at $900 a share by 2015. Cramer said he’s not fighting the technicals on this one. Apple is poised to have a strong holiday season and a strong 2014, he said, and that’s good enough for him. Lightning Round In the Lightning Round, Cramer was bullish on Chevron , Exxon Mobil , Zoetis , Schlumberger , Alcatel Lucent , First Solar and American Realty Capital Properties . Cramer was bearish on Halliburton , Accenture , Sunpower and Monmouth Real Estate . Off the Tape In his “Off The Tape” segment, Cramer looked into electronic cigarettes by speaking with Craig Weiss, president and CEO of the privately held NJOY. Weiss explained that NJOY’s mission is to make regular tobacco cigarettes obsolete by replacing them with electronic cigarettes that offer the same nicotine without the harmful and annoying side effects. He said e-cigarettes are an emerging category and one where public perception hasn’t caught up with the science. When asked about that perception, Weiss said NJOY and others want to be part of the solution, not the problem. But with so many people fighting tobacco for so long, anything with the word cigarette in its name is met with intense skepticism. That said, NJOY is encouraging smokers to make the switch to a healthier alternative. Finally, when asked whether the company would consider coming public, Weiss said NJOY is considering all of its options but at the moment it enjoys the freedom of being independent and focusing on its mission of making tobacco products obsolete. No Huddle Offense In his “No Huddle Offense” segment, Cramer opined on what effect the Volcker rule will have on the earnings of JPMorgan Chase , Goldman Sachs and the other major financials that have been rallying against such a measure for years. His conclusion? Almost nothing. Cramer said the Volcker rule might cause a penny-a-share fluctuation in the earnings for these big financials, but what it will impact upon in a big way are the P/E ratios of these financials. Cramer said that ever since JPMorgan’s rogue trader incident, investors have been stashing money into other, perceived safer, financials like MasterCard . However, with the Volcker rule in place, these rogue individuals will be aggressively hunted, meaning investors can once again rest easy — which in turn makes these stocks a lot more valuable. Cramer said this is the first time in a long time that the government has done something that is actually good for the financials. 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, ScottRuttDC

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December Trading Tips From Cramer and Dicker

Friday, December 6th, 2013

Dan Dicker talks with Jim Cramer about some oil stocks likely to benefit from fund year-end markups.

Oil Prices Gain as Crude Inventories Fall

Wednesday, December 4th, 2013

Oil prices climb Wednesday as a report shows inventories fell in the final week of November. Spartan Commodity Partners’ Alan Harry explains what to anticipate in oil prices during the coming weeks.

Investable Energy Trends for 2014

Wednesday, December 4th, 2013

Dan Dicker tells Jim Cramer the strongest macro energy trend he sees and where you’re likely to find 2014′s biggest oil stock winners.

Huge Drawdown in Distillates as Cold Snap Takes Hold

Wednesday, November 20th, 2013

Distillate inventories fall by 4.8 million barrels as a cold weather moves in, says SCS Commodities’ Tom Reilly. Platinum makes a move on a power emergency in South Africa, ETF Securities’ Mike McGlone says.

Record Saudi Oil Exports Fueled By Air Conditioners

Monday, November 18th, 2013

Air conditioners contribute to record Saudi oil exports. Gold is stuck in a tight technical trading range, Kitco.com’s Jim Wyckoff tells TheStreet’s Joe Deaux.

Oil Lower as Iran Deal Waits

Tuesday, November 12th, 2013

Dan Dicker talks with Joe Deaux about the scuttled nuclear deal with Iran and what’s in store for oil prices.

Iran, Stockpiles Grip Oil Market

Tuesday, November 12th, 2013

Karsten Advisors’ Tom Karsten and TheStreet’s Dan Dicker address oil concerns, while Aurum Options Strategies’ Paul Sacks talks gold.

Oil Gains, Crude Inventories Rise

Wednesday, November 6th, 2013

Jim Cramer’s ‘Mad Money’ Recap: Next Week’s Game Plan

Saturday, November 2nd, 2013

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener.

NEW YORK (TheStreet) — Get ready for the Twitter deal and get ready to do some buying, Jim Cramer told “Mad Money” viewers Friday as he laid out his game plan for next week’s trading.

Cramer said if history serves, markets that are up 20% or more for the year tend to keep on rallying. So investors need to be ready to pounce when opportunities arise. …

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GM, Ford, Berkshire in Spotlight

Friday, November 1st, 2013

BP Stock Pops – Will Other Majors Follow?

Wednesday, October 30th, 2013

ProShares S&P 500 Aristocrats ETF Should Deliver Steady Returns

Monday, October 28th, 2013

NEW YORK ( /TheStreet ) — Conservative investors have good reason to considerProShares S&P 500 Aristocrats , a new passive exchange-traded fund.

To win a place in the S&P fund, a company must have raised its dividend for 25 consecutive years. Businesses that have passed the test tend to have steadily growing earnings, strong balance sheets and a corporate culture that is committed to raising dividends.

Since it began operating in 2005, the S&P 500 Dividend Aristocrats benchmark has been closely followed by institutional money managers who are searching for reliable stocks. …

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Jim Cramer’s ‘Mad Money’ Recap: Next Week’s Game Plan

Saturday, October 26th, 2013

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener.

NEW YORK (TheStreet) — This market just doesn’t know when to quit, Jim Cramer said on “Mad Money” Friday. That’s why Cramer’s game plan for next week’s trading includes a lot of bulls.

On Monday, Cramer said, all eyes will be on Apple , a stock he owns for his charitable trust, Action Alerts PLUS, and Herbalife . Cramer said things should be looking up at Apple with margins expanding, while Herbalife remains an activist investor battleground. …

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Jobless Claims Offer Gold Support

Thursday, October 24th, 2013

Offshore Hijinks

Thursday, October 24th, 2013

Brent, WTI Oil Grow Further Apart

Tuesday, October 22nd, 2013

Oil Slips Below $100 a Barrel

Monday, October 21st, 2013