Archive for the ‘HON’ Category

Jim Cramer: Could Glencore Be the Next Long Term Capital?

Tuesday, September 29th, 2015

Jim Cramer answered viewers’ Twitter (TWTR) questions from the floor of the Stock Exchange and said he’s not assuaged by Glencore’s (GLCNF) comments that it is ‘operationally and financially robust.’

Caterpillar Drags on Honeywell, Deere; Stocks Recover From Lows

Thursday, September 24th, 2015

Industrials were among the worst performers on markets Thursday, led by Caterpillar (CAT) which tumbled after announcing job cuts and slashing full-year sales forecasts.

Jim Cramer’s ‘Mad Money’ Recap: Here’s Where to Find Stock Bargains Now

Wednesday, September 23rd, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) — Don’t let the misery of the market distract you from making money, Jim Cramer told his Mad Money viewers Tuesday. There are still a lot of good ideas out there, you just need to work a lot harder to find them. There are bargains to be found among the defense stocks, Cramer noted, as will as in the food stocks starting with General Mills barely moving on a great quarter that included falling commodity prices and the promise of bigger dividends. Campbell Soup also made Cramer’s list. Over in the restaurant space, Buffalo Wild Wings hit an all-time high today, as both commodities and gas prices for its guests continue to decline. Cramer also called out Darden Restaurants as a buy. Must Read: 12 ‘A+’ Rated Stocks With Great Growth Potential and High Return on Invested Capital Finally, Cramer gave the nod to a few retailers including Lowe’s and rival Home Depot , as well as Ulta Salon . Cramer’s Fantasy Pick — Running Back For the next installment of his "Fantasy Stock Portfolio," Cramer outlined who he’d choose in the position of running back, those consistent, all-weather players that put points on the board season after season. When it comes to execution, Cramer said you can’t beat Honeywell , a stock he owns for his charitable trust, Action Alerts PLUS. Honeywell is a steady operator with eight quarters in a row of outperforming the estimates, yet shares are down 10% from their highs and trade at less than 15 times earnings. If you’re looking for a player with a little more finesse, Cramer offered up General Mills, a stock that’s up 12% for the year, but trades at just 18 times earnings. Cramer said General Mills gives investors two ways to win, a good stock and a juicy 3.1% dividend. s for runners up, Cramer said he likes PayPal , another Action Alerts PLUS name, and Buffalo Wild Wings, which is making new all-time highs. 3 Worries The markets tend to fret over all sorts of things, but Cramer said there are three real worries investors should be minding. First, Cramer said the emissions scandal at Volkswagen could have major consequences for the company and for it’s home country of Germany. The investigations and pending litigation could take years. Second, investors should keep an eye on Glencore, a Swiss natural resources company that may, or may not, be in serious trouble. The problem is, no one really knows what’s going on, which is making the markets shoot first and ask questions later. Finally, Cramer called out Petrobras , the Brazilian energy company with an astounding $170 billion in debts outstanding. Must Read: Federal Reserve’s Move Weakening the U.S. Dollar Could Boost These 3 Big Retailers Cramer said while none of these foreign woes has the power to bring down the entire U.S. market, they are headwinds that the markets must fight against. Depending on the news cycle, we could be fighting negative headlines on all three on the same day. Off the Charts In the "Off the Charts" segment, Cramer went head to head with colleague Bruce Kamich over the chart of Tyler Technologies , a company that provides information management technology to the public sector. Looking at a weekly chart, Kamich noted that since 2011 Tyler has been steadily climbing, taking a break only in the spring of 2014, before resuming higher, presumably with more room to run. The daily chart of Tyler confirms the bullish trend, with a stair-step pattern and an on-balance volume indicator that’s signaling strong momentum to the upside. Katich felt that $200 a share could be possible and would be a buyer under $140. Looking at the fundamentals, Cramer said that while there are a ton of software companies out there, Tyler has a solid niche in the local government space, providing software for finance, HR, document management and more. With over 13,000 customers in all 50 states, Tyler is a solid performer, even with shares trading at 48 times earnings. Lightning Round In the Lightning Round, Cramer was bullish on Occidental Petroleum , Sirius XM Radio , Healthcare Trust of America , Kraft Heinz and Dow Chemical . Cramer was bearish on Corning , Statoil , Gilead Sciences and Mead Johnson Nutrition . Must Read: Clinton Drug Plan Cuts Market Exclusivity, Sets Mandatory R&D Spending Executive Decision: John Stumpf For his "Executive Decision" segment, Cramer shared more of last week’s interview with John Stumpf, chairman, president and CEO of Wells Fargo , a stock Cramer owns for his charitable trust, Action Alerts PLUS. Stumpf said many of his enduring core values, including personal responsibility and working together, came from his parents. He said that’s why Wells views its people as team members and assets to be invested in. Stumpf also commented on Well Fargo’s long history. The company celebrates its 163rd birthday this year. He said this long history helps the bank plan for the long term and not obsess over quarterly results. Finally, when asked what when wrong during the financial crisis, Stumpf said that any time to decouple risk and reward, you’re going to have problems, and that’s what happened as banks made risky loans but immediately sold them to others. 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 on Why He Added Lockheed Martin to His Portfolio

Saturday, September 5th, 2015

Jim Cramer, portfolio manager of the Action Alerts PLUS charitable trust portfolio, and research director Jack Mohr discuss why they recently initiated Lockheed Martin (LMT).

Jim Cramer Stops Selling Twitter, Says Disney Is a Go-To Name

Thursday, September 3rd, 2015

Jim Cramer answers viewers’ Twitter questions Thursday, offering his opinions on Twitter (TWTR), Disney (DIS), Netflix (NFLX), Kohl’s (KSS) and Boeing (BA).

Quant Picks: Three Aerospace & Defense Stocks to Invest in

Tuesday, August 11th, 2015

Here are some of the best aerospace and defense stocks our algorithm says you should consider looking at.

Honeywell International Inks $5.1B Deal With Elster Group

Tuesday, July 28th, 2015

Industrial investor Melrose Industries plc, made its largest disposal to date through a $5.1 billion deal with Honeywell International Inc. (HON) for its Elster Group SE utilities metering business.

Baidu Slumps on Soft Guidance; Stocks Rebound as Energy Climbs

Tuesday, July 28th, 2015

Chinese search engine Baidu (BIDU) plummeted in midday trading Tuesday after reporting disappointing revenue guidance in its third quarter.

Honeywell Shares Rise on Earnings Beat, Raised Full-Year Guidance

Friday, July 17th, 2015

Shares of Honeywell (HON) rose on Friday after the conglomerate reported a 9% increase in earnings, topping analysts’ expectations.

U.S. Stocks Open Mixed; German Parliament Approves Talks with Greece

Friday, July 17th, 2015

Germany’s Parliament approved discussions with Greece on a bailout package.

What to Watch Friday: General Electric Earnings, Consumer Data

Friday, July 17th, 2015

For Friday July 16, TheStreet highlights earnings reports from General Electric Company (GE), Honeywell International (HON), and Progressive Corp (PGR).

‘Honeywell Is the Buy’ as GE Deals With Acquisition Issues

Thursday, July 16th, 2015

Jim Cramer says that Friday is ‘one of the most exciting days’ of earnings season ‘because Dave Cote of Honeywell (HON) is going to report.’

What to Watch in the Week Ahead: Google Earnings, Retail Sales

Sunday, July 12th, 2015

For the week of July 13, TheStreet outlines the key earnings reports and economic data to keep an eye on.

Earnings Season Opens Up With Google; Janet Yellen Reports to Banking Committee

Friday, July 10th, 2015

Over the weekend, there is an emergency EU summit to discuss Greece while thousands of Chinese stocks remain halted.

Yellen Still Expects Rate Hike But Worries About Wage Growth

Friday, July 10th, 2015

NEW YORK (TheStreet) — Federal Reserve Chair Janet Yellen made it as clear as an economist can on Friday that interest rates will begin rising this year. But she also suggested corporations should begin investing more if the U.S. wants wage growth that lasts.
"I expect that it will be appropriate at some point later this year to take the first step to raise the federal funds rate and thus begin normalizing monetary policy," Yellen said in a speech in Cleveland. "But I want to emphasize that the course of the economy and inflation remains highly uncertain, and unanticipated developments could delay or accelerate this first step."
Must Read: 10 Stocks Greenlight Capital’s David Einhorn Loves Right Now
Overall, the speech was a dovish look at the U.S. economy that also emphasized keeping interest rates near zero and maintaining a $4 trillion balance sheet is not normal central-bank behavior. Yellen repeated that rates will move up only gradually and that monetary policy will still be loose after the Fed begins to move.
For investors, that means bond yields won’t rise that much, and principal losses will be small, while the continued low rates will still keep supporting stocks, especially cyclical companies like automakers Ford 
and Toyota 
, industrials like General Electric 
and Dow Chemical 
, and names that rely on confident consumers spending money like Netflix 
Yellen spent a lot of time dwelling on labor-market indicators she says still show the economy has more slack than the 5.3% unemployment rate suggests. The pace at which confident workers quit their jobs for new ones is still well below its mid-2000s peak, and she said the 6.5 million people working part-time for economic reasons is "notably larger than has been historically typical in a growing economy," a point Republican Presidential candidate Jeb Bush has been emphasizing all week.
But with Yellen scheduled to testify before Congress next week, her speech Friday also laid some groundwork for talking about other ways to keep the recovery moving.
The bookish 68-year-old economist segued from a straightforward statistical analysis about how wage growth is showing tentative signs of acceleration to an argument that you can’t have sustained wage growth without much better increases in productivity than the nation has seen since the mid-2000s. Indeed, Yellen said the amount of value the average worker produces each hour has risen less than half as fast since 2007 as in the decade before, when the then-new Internet was driving a productivity boom.
Progressive Policy Institute economist Mike Mandel likes to say that productivity is where raises come from, and Yellen placed herself firmly in that camp today.
"The important factor determining continued advances in living standards is productivity growth," she said. "Over time, sustained increases in productivity are necessary to support rising household incomes. I mentioned earlier the sluggish pace of wage gains in recent years, and while I do think that this is evidence of some persisting labor market slack, it also may reflect, at least in part, fairly weak productivity growth."
The trouble for Yellen, and all central bankers, is that monetary policy has only a very tenuous connection to productivity growth. The most important way to boost productivity is with new buildings, machines and equipment — and capital investment has been the most disappointing part of the recovery, as companies plow record profits into historically huge stock buybacks instead.
The ideas to fix that will have to come from Congress, where Yellen will be next week. And neither the ideas on offer, nor the behavior of the companies pitching them, are very encouraging.
Lobbies like the Business Roundtable have focused on reducing the federal deficit and cutting the corporate income tax, including a restructuring to let American companies bring back profits earned abroad, without paying U.S. taxes on them. Yet neither the logic nor the history of companies pitching this change suggest it will solve the problem.
An analysis I did last year found that only about a quarter of companies on the board of the Roundtable had increased investment in 2012 and 2013. That was true even though Congress raised taxes, cut spending and narrowed the deficit — the very moves Roundtable leaders like Boeing 
CEO Jim McNerney and Honeywell’s
Dave Cote had argued were needed to restore business confidence.
One modest proposal: Any move to let companies repatriate earnings should have strings attached to keep the money from being spent on buybacks. One line of argument about corporate tax restructuring is that it will let companies invest more in the U.S. And that’s fine — if it happens. But the history of the deficit-reduction battles strongly suggest it won’t, unless Congress makes it so.
Strings on buybacks may sound bad for stocks, but they won’t be if they push the repatriated money into domestic investment, more jobs, and more profits back home. The only path to lasting growth isn’t financial engineering. It’s just plain engineering.
Must Read: 10 Stocks Carl Icahn Is Buying

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Jim Cramer on Oil Stocks and Opportunities for Consolidation

Saturday, July 4th, 2015

TheStreet’s Jim Cramer and Jack Mohr focus on energy stocks to own in the second half of 2015 and the possibility for consolidation in the sector.

Jim Cramer’s ‘Mad Money’ Recap: Let the Good Stocks Shine

Tuesday, June 23rd, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) — It’s amazing what happens when the markets stop fretting about Greece and start letting the good stocks shine, Jim Cramer told his Mad Money viewers Monday. Investors can choose from a whole menu of great stocks with long-term growth potential. Cramer was bullish on the classic growth names, stocks like Walt Disney , Nike and Stabucks , a stock which he owns for his charitable trust, Action Alerts PLUS, all of which are doing quite well. Then there are the banks, which profit from rising interest rates. Wells Fargo , another Action Alerts PLUS name, and JPMorgan Chase remained Cramer’s favs among that group. He was also bullish on tech names with long-term growth stories like Skyworks Solutions . Cramer saw strength in biotech and regular tech, with names like Celgene and Apple , also an Action Alerts PLUS holding, getting the nod. Still other stocks included international names like Honeywell , as well as consumer packaged goods and even housing-related names like Home Depot . Finally, Cramer told viewers to also be on the lookout for more mergers and acquisitions, as the deals keep on coming on almost a daily basis. Stick with UnitedHealth With the Federal Reserve set to begin raising interest rates any time now, investors need to stick with secular growth stocks, like the health care cost containment companies. The best of breed player in that group is UnitedHealth Group . In addition to being our nation’s largest health care provider, UnitedHealth has Optus, its "secret sauce" that includes a pharmacy benefit manager and services company that is expected to contribute up to 40% of UnitedHealth’s total earnings in the coming years. Must Read: The 6 Best Stocks to Buy in the Dow Jones Industrial AverageUnitedHealth already puts up huge numbers, but the company is still expected to grow between 9% and 12% a year. Shares of UnitedHealth trade for 17 times earnings, a slight premium to its peers, but Cramer said it deserves that premium and more given its best of breed status and the fact its shares are up 86% over just the past two years.  Should You Buy Ambarella? There’s no doubt that shares of semiconductor maker Ambarella have been on fire of late, with the stock up as much as 150% so far this year. But with the massive selloff of nearly $30 a share in just the past two days, is it time to finally throw in the towel? The bear case for Ambarella is the company will fall victim to commoditization, is too levered to its largest customer, GoPro , and that its valuation is absolutely absurd. Meanwhile, the bulls say that the company makes the best products for the most lucrative end markets and thus deserves its valuation. Who’s right? Cramer sided with the bulls, saying this video-capture chipmaker is one of only a handful of companies with accelerating revenue growth, or ARG. With shares now trading at just 30 times 2016 earnings, money managers will likely keep paying up for that growth. Ambarella isn’t likely to succumb to commoditization as the company makes only high-end chips and continues to innovate. It’s also diversifying itself away from GoPro into very lucrative-end markets like drones, surveillance systems, automotive video and body cameras. With 55% revenue growth expected in 2016, Cramer said this is one semiconductor stock that deserves its premium valuation, especially when shares have fallen so far in the past few days. Must Read: 3 Oil and Gas Exploration and Production Stocks to Buy Executive Decision: Bob Ward For his "Executive Decision" segment, Cramer sat down with Bob Ward, president and CEO of Radius Health , a biotech working on a new treatment for osteoporosis. Shares of Radius were up 386% in 2014. Ward said its new drug, Abaloparatide, is shaping up to be a far superior replacement for Forteo, the current drug offered by Eli Lilly , which currently has sales to the tune of $1.2 billion a year. During Radius’ 18-month active trial, Ward noted that patients saw zero spinal fractures, a significant feat. He said the key to treating osteoporosis is not waiting until patients reach 70 or 80 years old and facture a big bone, like a hip, but to diagnose them earlier in their 50s. Abaloparatide is expected to be submitted to the FDA for approval by the end of 2015, with approval expected later in 2016. Lightning Round In the Lightning Round, Cramer was bullish on Opko Health , MarkWest Energy Partners and GameStop . Cramer was bearish on American Capital Agency , Agios Pharmaceuticals and Macerich . Must Read: 5 Rocket Stocks to Beat the Summer Doldrums No Huddle Offense In his "No Huddle Offense" segment, Cramer was talking takeovers. He said there are two kinds of takeovers, ones based on growth and ones spurred on by activist investors. In the former category there are deals like Anthem’s bid for Cigna . Anthem wants growth and Cigna can provide it, assuming the two can agree on a fair price. Given that both companies are in the same business, the synergies are tremendous, making the deal a no-brainer. But then there are the activist-inspired deals, such as ConAgra , the lagging food company that could soon see itself up for sale as activists prod for change. ConAgra would be a terrific target for Kraft Foods , Cramer noted. Then there’s Twitter , the Action Alerts PLUS name that Cramer argued wouldn’t catch activist eyes because the company has no leader and could start losing money if it can’t regain its growth. Without the safety net of an acquirer, Cramer said activist involvement in Twitter is unlikely. 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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GDP, Housing and Manufacturing Data, Retail in the Trading Week Ahead

Friday, May 22nd, 2015

Markets are closed on May 25, in observance of Memorial Day and the earnings season is winding down, but traders have a massive amount of economic data to examine.

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

Friday, April 10th, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. A version of this program last aired Jan. 2, 2015. NEW YORK (TheStreet) –  Finally, a week where earnings, instead of macro economic news, will determine which way the markets are headed. Those were Jim Cramer’s thoughts as he laid out his game plan for next week’s trading with his Mad Money viewers Friday. Cramer’s week begins on Monday with the Wells Fargo Energy Conference, where he expects to get a multitude of fresh perspectives on the future of crude oil prices as well as insights into the health of America’s oil renaissance. Must Read: 11 Safe High-Yield Dividend Stocks for Times of Volatility and Uncertainty Tuesday starts with earnings from Johnson & Johnson , along with JPMorgan Chase and Wells Fargo , the latter owned by Cramer for his charitable trust, Action Alerts PLUS. When it comes to Johnson & Johnson, Cramer told investors to pay attention to the company’s outlook, as that’s the only metric that matters. He would buy both JPMorgan and Wells Fargo on any weakness. Next, on Wednesday, it’s Delta Airlines offering an update on transportation; Bank of America , a stock Cramer called a "big disappointment;" and Netflix , which has already seen its shares rise but will likely rise even further. Then, on Thursday, more financial updates from American Express , Citigroup and Goldman Sachs . Citigroup may be worth buying on weakness, but Cramer is worried about American Express. He remains upbeat on Goldman. Finally, on Friday, General Electric and Honeywell will be reporting. Cramer reiterated his buy on Honeywell. The Big Picture "Tonight I want to talk about the big picture," Jim Cramer said, dedicating the rest of his show to building wealth, the kind of wealth that can augment your paycheck and bolster your retirement. Cramer said before you even consider investing in your future, you need to accomplish three very important tasks. First, he said you must pay off all your credit card debt. Even if you’re a one-in-a-million investor, it won’t matter if your gains are getting wiped out by credit card debt that carries near loan shark-caliber interest rates. Next, Cramer said you must have health insurance. "Don’t be a moron about this stuff," Cramer said. Medical emergencies are still the single biggest cause of bankruptcy in America. Finally, Cramer said everyone must have disability insurance. Without it, he said, you could find your savings wiped out in an instant. You must be able to support yourself in you become injured and unemployed. Fortunately, having a good job goes a long way to achieving all of these goals, as many employers offer insurance and a paycheck to help get out of debt. Must Read: Buy These 3 High-Quality Dividend Stocks at Huge Discount Right Now Get Your Hands Dirty Once you have your bases covered and are debt-free and fully insured, then it’s time to start thinking about investing, Cramer continued. But what is investing? Cramer said it’s a lot more than just having a percentage of your paycheck dumped into a 401(k) plan that you never look at. Just having an IRA or 401(k) is no longer enough, he said. Investors need to get their hands dirty, get involved and pay attention. The goal of investing is to use the money you have to make even more money, and that doesn’t come from passive investing. Cramer has often said that diversification is the only free lunch, and investors need to remain vigilant to assure their money is never concentrated in any one stock or sector. One mistake many investors make is investing too much into the company in which they work. Cramer said no one should ever put more than 20% of their savings into a single stock. That was a mistake that many Enron and Eastman Kodak employees made and one you shouldn’t repeat. Diversify before anything else. Take a Risk Cramer’s next lesson for investors is all about risk. Conventional wisdom says that retirement savings are sacrosanct and should never be subjected to undue risk, but Cramer argued that being too prudent can become reckless. Cramer said that when it comes to retirement, you’re in a race against time. You need to amass the money you need before you retire. Loading up on Treasury bonds with only a 4% yield in your 30s and 40s just isn’t going to get you to your goals. How many bonds should investors have? Cramer said only 10% to 20% in your portfolio while you’re in your 30s, adding 10% more in your 40s and 50s, ending with 40% to 50% by the time you retire. Cramer also sounded off against so-called "stable index funds," a popular option that’s likely in your 401(k) plan. Cramer said these "stable" funds sound appealing but often don’t yield much more than a bank money market fund. Must Read: How to Trade General Electric Stock in Wake of GE Capital News Timing Is Everything Now that investors are ready to invest and know where to invest, Cramer offered some tips on when to invest. He noted that typically people invest evenly throughout the year, setting aside a portion of their paychecks every two weeks. But Cramer said a smarter plan would be to invest twice as much as you usually would anytime the market falls by 10% or more. If the market stays down the following month, invest twice as much again, he advised. Will these subtle changes won’t make much difference over four or five years? Probably not, Cramer admitted. But over 40 or 50 years they could add up to tens or even hundreds of thousands of dollars added to your portfolio. Paying attention and actively managing your money makes all the difference, Cramer concluded. Your 401(k)’s Down Side Cramer’s final words of advice for investors involves the down side of your 401(k) plan. He said that while 401(k)s are great ways to invest thanks to their automatic and tax-free nature, they also incur lots of fees and typically only offer a handful of investment options. Cramer said the best way to invest in your future remains a diversified portfolio of individual stocks that you control, assuming you have the time to put in one hour of homework per week. But since 401(k)s also sometimes offer employer matches, investors should always take advantage of that free money, investing up to the match limit. Once that limit is reached, Cramer advised putting the rest of your savings into an individual IRA you control until you’ve reached the yearly contribution limits set by the Internal Revenue Service. Must Read: Apple Watch Is Finally Available to Order — Here’s a Look at Every Version 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: Here’s Next Week’s Game Plan

Saturday, March 7th, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) — Next week’s game plan will be more about listening than trading, Jim Cramer told his Mad Money viewers Friday. Next week will likely be too dangerous to trade on the latest earnings news, Cramer continued, which is why he’ll be mostly listening and learning all he can. On Monday, Cramer said investors will be focused on Apple , a stock Cramer owns for his charitable trust, Action Alerts PLUS. Cramer said regardless of what new goodies Apple unveils Monday, the stock should just be owned for the long term. Also on Monday, earnings from Urban Outfitters and United Natural Foods . Cramer said he’s expecting good earnings from Urban, but still wants to use United Foods for a read on how Hain Celestial and WhiteWave Foods  are likely doing. Next on Tuesday, VeriFone will be reporting, but Cramer said he doesn’t expect a blowout. He is expecting good things from Habit Restaurants , which reports after the close. Wednesday brings Shake Shack’s earnings. While Cramer is a big fan of the restaurant and its founder, Danny Meyer, he said the stock is simply too expensive to own at current levels. Then, on Thursday, it’s El Pollo Loco reporting. Cramer said he prefers Fiesta Restaurant Group over Pollo Loco, along with Chipotle Mexican Grill and Jack In The Box . Also on Thursday, Dollar General and Ulta Salon . Cramer said he’s been selling some Dollar General for Action Alerts PLUS, but the stock can still head higher. He is also bullish on Ulta, saying this stock can be bought ahead of its earnings. Finally, on Friday, Cramer will be listening to Ann for a read on women’s apparel, and Hibbett Sports to see how Nike and Under Armour are faring. What Makes Winners What makes for a winning stock? When should investors say, "Whoops, I missed the move?" These are both important questions, Cramer told viewers, especially after the market has had such a stellar big higher.Cramer said that if a company’s product cycle has run out, or a competitor has built a better mousetrap, then obviously it’s time to move on. But if the company continues to innovate and outpace the competition, maybe the stock’s big move is just the beginning. Must Read: Credit Suisse: 7 Best Industrials Stocks for Your Portfolio That’s certainly the case with Honeywell , Cramer continued. He said after interviewing Honeywell’s CEO, Dave Cote on Wednesday, it’s clear that this is one company that’s not standing still. Honeywell has tons of divisions, from aerospace to climate control, health and safety to turbochargers, but unlike many conglomerates that are better off splitting up into pieces, Honeywell is a diversified industrial that works, as every division borrows technology from the others and is better off for it. Innovation is so strong at Honeywell that most of the products the company introduces weren’t even invented just a few years ago. That’s why Cramer said Cote, who also happens to be Cramer’s next door neighbor, remains a winner in his book. Protect Yourself Nobody likes to play by the rules, but with investing rules can protect you from your own bad judgment. Cramer said people are always asking him whether he worries about the stocks he owns. The answer is, of course, absolutely. He said that everyone worries about their investments, especially when your investments are heading lower in an up market. But that’s why Cramer said he believes in active money management, saying nimble and flexible to always keep your money working for you and not against you. The first step in that process is finding out why your stocks aren’t performing as you expected. Cramer said you need to do your homework because you can’t be informed if you don’t inform yourself. Once you know what’s gone awry with your favorite stock, what do you do next? Cramer said investors typically make two mistakes at this point. First, they end up owning too much stock so they don’t have any cash left to buy into the decline. Or they like all of their stocks equally so have no inclination to sell. Cramer said investors should always have cash on hand to buy more if that’s what they deem necessary and they should always rank their stocks from best to worst. That way if your best stock is going down you automatically know to buy more, but if the worst one is dropping you can cut your losses early. Discipline trumps conviction, Cramer concluded. This is the manta all investors should follow. Accept the fact that something may happen that you didn’t foresee and have a plan to deal with it when it does. Must Read: Warren Buffett Just Bought 5% of This Farm Equipment Company — Should You Buy in, too? Trades vs. Investments Never turn a trade into an investment. That was Cramer’s next rule for investors. What does it mean? Cramer explained. Cramer said when you invest for a trade, you’re expecting an event, a catalyst, to take that stock higher over the short term. An investment, on the other hand, is not news driven, it’s something you want to own over the long haul. How are these two different? Cramer said with a trade he wants to buy all up front, taking maximum advantage of the event when it occurs, so he can then take his winnings and run. Investors, however, are different. With an investment, Cramer said he buys only a portion up front, buying more on weakness and market pullbacks. Why? Because the ultimate goal is to build a position at the best possible price, and unlike a trade, there’s no hurry. Cramer said investors should never turn a trade into an investment because if the catalyst they were waiting for doesn’t happen, there’s a good chance that stock is heading lower. The reason is simple: You’re probably not the only one who is waiting on the catalyst. Too often investors make the mistake of doubling down at this point, but Cramer said the odds are against you. Market Corrections Cramer’s last lessons for investors dealt with market corrections. He said that all too often investors are lulled into the markets during the good times and then panic during the bad times. Corrections are to be expected and are a normal part of a healthy market. Corrections are actually great opportunities, but only if investors are prepared. Investors that are always fully invested, that is, they don’t have any cash on hand, will never be able to buy more of their winners when the markets put them on sale. Cramer said that cash is the most under-rated of investments, but when the market is tanking there’s nothing better. That’s why he invests by "trading around a position," that is, selling a percentage into strength only to buy it back into weakness. By selling into strength, Cramer said investors will always have cash on hand to take advantage of the corrections. Trading around a position does come with one caveat, however: Don’t subsidize your losers with the gains from your winners. Cramer said all too often investors will take gains from their winners to shore up their positions in their losing stocks. But that’s a bad idea, he said. The losers are likely falling for a reason while your winners were likely gaining for a reason. Better to stick with the winners. Must Read: 3 Hot Restaurant Stocks You Should Consider Buying Now 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: This Market Is Happy and So Am I

Tuesday, March 3rd, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) — The market isn’t crazy and it’s not irrationally exuberant, it’s just happy, Jim Cramer told his Mad Money viewers Monday after another strong day on Wall Street. Cramer said the market likes just about everything it sees, which is great news since there’s a lot to like. The markets are naturally bullish due to an improving economy, Cramer noted, which is why big-name international stocks Walt Disney , Boeing and Honeywell remain strong buys. All of these stocks were higher on the day thanks to pure optimism about the future. But beyond the macro, Cramer mentioned a number of individual stocks worth noting, including NXP Semiconductor buying Freescale Semiconductor , a gigantic win for both companies. Then there’s Cardinal Health buying some of Johnson & Johnson’s assets, another win for both stocks. And let’s not forget Pharmacyclics , up 81% so far this year. Other notables on the day included Costco  pairing up with Visa , news that sent rival MasterCard , a stock Cramer owns for his charitable trust, Action Alerts PLUS, higher, along with Costco’s former partner American Express . With all of these positives, investors might be thinking that a crash must be imminent, but Cramer said things that should go down, like Lumber Liquidators , are going down. The company’s shares slid over 25% on an investigation that its floors might be toxic. Likewise, shares of IBM continue to skid, even with Warren Buffett’s endorsement, as investors want more than just a stock buyback program. "So maybe happy isn’t a bad thing after all," Cramer concluded. Retailers to Buy With cheap gasoline and strong execution, Cramer said it’s not surprising that many retailers delivered strong earnings this quarter. But there were four retailers that did exceptionally well and are worth your attention. Ross Stores delivered an 8-cents-a-share earnings beat with a 6% rise in same-store sales, its highest since 2012, along with an increased stock buyback program and a dividend boost. The company continues to improve its shopping experience, and with 1,300 locations management says it could still double the footprint. Shares of Ross trade at less than 20 times earnings. Nordstrom posted a 3-cents-a-share earnings miss when it reported on Feb. 19, Cramer noted, but shares shot up after its conference call where management indicated that 2015 will be its peak investment year for its omni-channel strategy. With a 4.7% increase in same-store sales and trading at only 19 times earnings, Cramer said Nordstrom remains a steal. Dillard’s also surprised investors with a 5% increase in revenue, its fastest growth since 2012. The company continues to shut down underperforming locations while selling more higher margin merchandise. Dillard’s has also bought back near 40% of its shares in recent years but still trades at just 13.5 times earnings. Shares of Kohl’s are flirting with eight-year highs. This retailer posted a 3-cents-a-share earnings beat on a 3.7% rise in same-store sales. With a 15% dividend boost, Cramer said Kohl’s is another retailer that clearly has its groove back. Must Read: Your Next Smartphone Could Look Like One of These New Models Cramer on Buffett With Warren Buffett’s annual letter to shareholders upon us, Cramer took a few moments to reflect on what he called the most insightful of annual letters in recent memory. Cramer said what struck him most about Buffett’s insights this year wasn’t his successes or his failures but his ability to speech freely about anything he wants. Letters like this simply wouldn’t be possible at any other company, Cramer noted, but Buffett is Berkshire Hathaway and Berkshire is Buffett, which gives him a level of autonomy that is not seen anywhere else in corporate America. Cramer said he finds it odd that while so many investors and companies try to emulate Buffett, they have yet to emulate his style or his business model. Perhaps, Cramer suggested, corporate restrictions need to be loosened on what CEOs can say and do so that Buffett is not the exception but the rule for the next generation. Buffett has done an amazing job creating wealth for tens of thousands of investors, Cramer concluded. Maybe that’s at least partially because we’ve left him alone to do his job. Everyone Wins Semiconductor mergers have been a big win for shareholders, Cramer told viewers, but today’s announcement of NXP Semiconductor buying Freescale Semiconductor tops them all. Cramer said he’s been a big backer of NXP, a stock that’s already run 56% since it first recommended it in August, but he’s not backing away now. He said this stock can still run "a heck of a lot higher" with the Freescale acquisition. Why is Cramer so bullish? It’s because the connected car will be the next big thing, and the combined company will be the number one player in that market as well as being the fourth-largest semiconductor company overall. NXP expects over $500 million in annual cost savings from the Freescale deal and says it will be additive to earnings during its first year. Add to that the fact that NXP was already growing three times faster than the semiconductor industry overall and its easy to see why Cramer was so excited. The combined company will sell chips into 27 of the world’s 28 largest automakers while have exposure to NFC wireless, wearable computing, RFID technology and more. Cramer said even at these high levels, shares of NXP are worth buying, along with another fave, Harman International , which rallied 3% today. Must Read: Who Is Whitney Tilson? Buffett Disciple Shorts Lumber Lightning Round In the Lightning Round, Cramer was bullish on Verizon , Wells Fargo , Leggett & Platt , Home Depot , Lowes and Merrimack Pharmaceuticals . Cramer was bearish on America Movil , Bank of America , Micron Technology and Mattress Firm . Executive Decision: Mark Bristow For his "Executive Decision" segment, Cramer spoke with Mark Bristow, CEO of Randgold Resources , a company Cramer said is the only gold producer still able to make the numbers. Bristow explained that Randgold has been "getting its house in order" over the past few years, and is operating on a 10-year plan to remain profitable with gold at just $1,000 a ounce. He said once that phase is complete and the company has demonstrated it can operate efficiently, it will begin harvesting more capital for shareholders. Bristow continued that Randgold has no debt and is growing its cash position but has no plans for acquisitions. He said his company needs to become "bullet proof" and not fall into the traps that so many other gold producers have fallen into through a lack of discipline. Cramer said Randgold is playing to win and is the best gold producer in the business. Must Read: 13 Volatile Stocks to Buy Right Now if You Are a Risk Taker 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: Cheap Stocks Aren’t Bad Stocks

Friday, February 6th, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) — Investors looking to get ahead of the curve need to start getting bullish on Europe, Jim Cramer said on Mad Money Thursday. Cramer told viewers that when the markets put stocks on sale due to weakness in Europe, they need to be buy, buy, buying. Only in the stock market are lower prices seen as a bad thing. If you happen upon some new shirts at the mall and they’re on sale, you don’t think "something must be wrong with them" or "I bet they’ll be worth even less tomorrow." No, you buy them. Stocks should be no different. Must Read: 10 Stocks Carl Icahn Loves for 2015: Apple, eBay, Hertz and More Cramer said the European economy has begun to recover, and with Greece putting pressure on Germany for reforms things will only be getting better. That means investors’ shopping lists should include a whole host of names, several of which Cramer already owns for his charitable trust, Action Alerts PLUS. Cramer said Eaton and Dow Chemical , both Action Alerts PLUS holdings, make the list, as they’re well off their highs with cheap multiples and big European exposure. Also on the list, General Motors , also Action Alerts PLUS. Cramer said the narrative last year for GM was all about recalls and big cars that use too much expensive gasoline. But today, the recalls are off the front page and with cheap gas, those high margin SUVs are looking pretty profitable. Cramer was also bullish on Alcoa as well as 3M and Honeywell . And with both Twitter and LinkedIn reporting strong numbers, Cramer said he’s thinking that Cisco , with Twitter also on the Action Alerts PLUS roster, is an excellent choice. Executive Decision: Irwin Simon For his "Executive Decision" segment, Cramer welcomed Irwin Simon, president, chairman and CEO of Hain Celestial , the healthy and organic food maker that saw its stock rise 5% after it reported yesterday, despite a very challenging quarter. It was a challenging quarter, Simon admitted. Hain suffered a product recall and a major fire at one of its factories, as well as currency pressures overseas. But the recall has been fixed, he said, and products are once again shipping and currency pressures won’t last forever. Beyond this quarter’s challenges, however, Simon remains bullish on Hain’s outlook. He said while pioneers like Whole Foods Markets started the organic trend, mass merchandisers like Wal-Mart are now fully embracing it. Whether it’s food, personal care or baby products, customers want healthy, natural and antibiotic-free products, Simon continued. When asked about the latest trend towards more environmentally friendly packaging, Simon responded by saying that packaging is always a balance between using good materials and protecting the protect from contamination. But wherever possible, the company is looking into better packaging options. Cramer said he’s a believer in Hain now more than ever. Must Read: Buffett’s Big Hedge Fund Bet Is Proof Picking Winners Is Easier Said Than Done Believe in Under Armour A warning to investors: Don’t bet against Kevin Plank, the founder and CEO of Under Armour . Cramer said when it comes to investing in a visionary CEO, you either believe or you don’t. In the case of Under Armour, there have always been a huge contingent of of nonbelievers, and they’ve been wrong the entire time. If you think about it, Under Armour shouldn’t even exist, Cramer said. Can a company really build a better T-shirt? Under Armour did. Can a company really make apparel that keeps you warm, keeps you cool and helps you heal? Under Armour did. Can any company compete against the behemoth that is Nike ? Under Armour is… and is doing quite well at it. That’s why Cramer said he’s not surprised that Under Armour has made a series of acquisitions to build a network of 120 million health-conscience people that are using technology to keep tabs on their fitness. He’s also not surprised there are doubters. "Short this stock at your peril," Cramer concluded. Executive Decision: Greg Waters In his second "Executive Decision" segment, Cramer spoke with Greg Waters, president and CEO of Integrated Device Technology , a small semiconductor company that’s up 20% in just the past three months, yet still trades at 18.5 times earnings with a 38% growth rate. Waters explained that IDT is playing a part in the buildout of a number of new, yet critical technologies, including advanced memory interfaces, wireless communications and wireless charging. Waters said IDT is an early leader in the wireless charging space, but admitted it will take several years before it is more widely adopted. As for advanced memory chips, that is where IDT is making the biggest difference — cloud-based data centers are needing more and faster memory every day. Cramer said IDT is a cheap stock with a great balance sheet and is in the "sweet spot" of a number of new technologies. Must Read: 14 IPOs You Wish You Bought in 2014 (and Made a Killing On) Lightning Round In the Lightning Round, Cramer was bullish on TG Therapeutics , EOG Resources , GlaxoSmithKline , Isis Pharmaceuticals , Box , Qorvo , Cypress Semiconductor , Keurig Green Mountain and JetBlue Airways . Cramer was bearish on Whiting Petroleum , America Movil , iRobot and Berry Plastics . Executive Decision: Martin Richenhagen In his third "Executive Decision" segment, Cramer checked in with Martin Richenhagen, chairman, president and CEO of Agco , the agriculture equipment maker that shot the lights out this quarter, delivering a 52-cents-a-share earnings beat and a dividend boost on top of the company’s already announced share repurchase program. Richenhagen said he remains bullish on Agco’s prospects in the long term, even though things are challenging in the short term, including sanctions in Europe, weakness in Greece, Spain and Italy and a strong euro headwind. Yet, despite all the short-term issues, Richenhagen said food production remains vital and the world’s population continues to grow, which means business will be picking up again soon. That’s why Agco remains disciplined in its spending and has a culture of improving productivity. Cramer said Richenhagen has tremendous conviction in his company and its stock. Who knows how good things will be when things get better? Must Read: Oil Earnings Telling the Story of Differing Views on Crude 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: Why Own Whiners When You Can Own Winners?

Wednesday, January 28th, 2015

TheStreet is providing FREE access to Jim Cramer’s charitable trust (Action Alerts PLUS) and his premium articles on Real Money this weekend. Please register here. Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) — Would you rather own a winner or a whiner? Jim Cramer asked on  Mad Money Tuesday. Cramer sounded off against all those companies complaining a strong U.S. dollar ruined their quarterly results. Cramer said it’s time to throw out the whiners and buy the winners at a great price. Who are these whiners? Cramer said Microsoft , a stock he owns for his charitable trust, Action Alerts PLUS, turned out to be one of them. The company complained about weak sales in China and Japan, sending shares down 9%. Other whiners included Procter & Gamble , down 3.4%, FreeportMcMoran , down 6% and the biggest whiner of them all, Caterpillar , down 7%. Must Read: 16 Rock-Solid Dividend Stocks With 50 Years of Increasing Dividends and Market-Beating Performance Cramer said he’s taking a pass on the "whine bar" and sticking with the winners. If Procter is losing sales, those sales must be going to Action Alerts PLUS holding Unilever , based in Europe, or Kimberly-Clark . Cramer is also a fan of domestic winners including Apple , another Action Alerts PLUS holding, and Yahoo!  along with Kroger , Southwest Airlines and just about any of the biotech names including Regeneron . More Winners The markets are driving down the prices of just about every international company as investors attempt to get ahead of real, or perceived, currency problems, Cramer said. But that may create opportunities, if you know where to look. Case in point: Boeing . Cramer said the demand for planes is still strong and military spending around the globe is on the rise. But with 43% of Boeing’s sales stemming from overseas, there’s a good chance the company might report some currency weakness. Fortunately, shares of Boeing have already come down ahead of earnings, making an attractive entry point. Cramer said Pepsico also fits this pattern, a strong company with falling shares. What other companies can be bought? Cramer said he likes those that triumphed over currency issues, companies such as Honeywell and Starbucks , another Action Alerts PLUS holding. Then there are the stocks that have already "reset" to the new expectations, stocks like Kimberly-Clark. Must Read: Yahoo! Surges After Announcing Tax-Free Spinoff of Alibaba Executive Decision: Scott Wine For his "Executive Decision" segment, Cramer spoke with Scott Wine, chairman and CEO of Polaris Industries  , which rallied 5.4% on strong quarterly results. Wine noted that while Polaris delivered strong results for the quarter, he also said, "We can do better." Polaris can execute even better and manage inventory even better, Wine continues. While Polaris did see significant currency pressures in the quarter, more important for the company was continued innovation. Wine said the company plans on continuing its fierce innovation, delivering higher-quality products to customers even faster and with higher gross margins. When asked whether this week’s record snowstorms in the Northeast helped drive sales, Wine confirmed that the more snow there is, the better for Polaris. Cramer said Polaris’ stock has been under pressure for no reason and he wants viewers to "have faith" in the company. Off the Charts, Super Bowl Edition In a Super Bowl edition of his "Off The Charts" segment, Cramer went head to head with colleague Bob Lang to pit four Seattle-based companies, Costco , Nordstrom , Microsoft and Starbucks against four New England-based companies, Boston Beer , CVS Health , Skyworks Solutions and Dunkin Brands . In the first matchup between Costco and Boston Beer, Lang noted Costco has a nice floor of support while Boston Beer is in overbought territory and is likely to take a rest. In this matchup, Costco wins. Next, Lang said Nordstrom is in a solid uptrend and has a nice entry point. CVS is also rallying strong with tremendous performance. In a close matchup, Lang gave the edge to Nordstrom. In the next contest, Lang said today’s breakdown of Microsoft sent it below its 200-day moving average, meaning it will likely trade sideways. Skyworks, however, has been rallying on strong volume. Advantage Skyworks. Finally, Lang called Starbucks the winner among the coffee group, noting a strong MACD momentum indicator and a recent gap higher with no resistance above its all-time high. Meanwhile, Dunkin has seen a strong rally since December but also displays the dreaded head-and-shoulders pattern. With a final score of Seattle three, New England one, Cramer declared his stock market winners. Must Read: Weaker-Than-Expected Winter Storm Will Still Hurt Retailers Lightning Round In the Lightning Round, Cramer was bullish on First Horizon National . Cramer was bearish on State Street , Achillion Pharmaceuticals and Martin Midstream Partners . Executive Decision: Tim Walbert In his second "Executive Decision" segment, Cramer spoke with Tim Walbert, chairman, president and CEO of Horizon Pharmaceuticals , a small biotech company with five drugs on the market, four of which stemmed from smart acquisitions. Walbert said Horizon’s recent acquisitions have been very exciting because his company is able to provide focus to drugs that were lost when part of bigger pharma companies. Walbert also touted Horizon’s "Prescriptions Made Easy" program that aims to do the right thing for patients by making treatments easier to access and more affordable when needed. In addition to helping to widen distribution of its drugs, Horizon is also actively developing them to treat new indications, with some exciting Phase III studies currently underway. Cramer said Horizon is a niche player that has a lot of positive things going for it. Must Read: Facebook Quarterly Earnings Report: Top 4 Things to Watch For 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: Here’s Next Week’s Game Plan

Saturday, January 17th, 2015

  Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) — Once again Europe takes center stage in next week’s game plan, Jim Cramer told his Mad Money viewers Friday, but he hopes the disappointments of Europe will only create opportunities to buy more U.S. stocks. U.S. markets will be closed Monday but key economic data out of Europe and China may color the markets for the rest of the week. Must Read: 10 Stocks Billionaire David Einhorn Loves for 2015 On Tuesday, it’s back to earnings with Halliburton , Netflix and IBM reporting. Cramer said Halliburton is more domestic than rival Schlumberger  so it may announce negative news that could also undo any potential market rallies. Cramer was also cautious on Netflix and IBM. Wednesday brings earnings from Unitedhealth Group and United Rentals , two stocks that could drive their sectors higher on any good news. Cramer was also bullish on General Dynamics , saying investors should own this one ahead of earnings. Then, on Thursday, it’s another dreaded European Central Bank meeting along with earnings from Union Pacific , a stock with a good story to tell as there are currently no trains that run from the U.S. to Europe. Cramer was also bullish on both Starbucks and Verizon . Finally, on Friday, it’s Honeywell , another Cramer fave, and General Electric , a stock that is decidedly not a Cramer favorite. In initial public offering news, Cramer said he’s urging investors to get in on the Box IPO if possible. Next-Gen Biotechs: PTC Therapeutics Wrapping up his week-long focus on "Biotech, the next generation," Cramer sat down with Shane Kovacs, CFO of PTC Therapeutics , another orphan drug maker and one of the hottest stocks of 2014. Kovacs explained that while PTC is developing treatments for muscular dystrophy and cystic fibrosis, the company is only targeting small subsets of patients, those with specific genetic mutations of the disease, which is why they qualify for orphan status. In total, Kovacs said only about 10% of patients have the specific mutation but it’s getting easier, cheaper and faster to get tested to see which variant of these diseases doctors are dealing with. Kovacs said all of these diseases are muscle-wasting disorders, which is why PTC’s treatments focuses on keeping muscles healthy so they deteriorate more slowly. That’s why it’s critical patients get typed and start treatments as early as possible. Cramer said PTC gave an excellent presentation earlier this week and any potential investor needs to read that presentation before investing in this promising company. Must Read: January Effect: What the Market’s Wild Month Means for Rest of 2015 Where Everyone Wins With oil prices stabilizing, the markets can finally catch its breath, Cramer told viewers. In fact, oil prices are currently in the "sweet spot" where everyone wins. Cramer said it’s inevitable that with oil prices cut in half from their highs, some oil companies will default on their bonds or go bankrupt. But with oil at current levels many oil companies will be able to refinance their debts so it won’t become an oil default Armageddon. Additionally, there will be layoffs in the oil patch but, again, with oil at current levels and stabilizing, the labor market could also find an equilibrium that, while not as good as before, certainly isn’t bad. Finally, with gasoline hovering near $2 a gallon, consumers are starting to realize the benefits of lower oil prices as well. Cramer said consumer don’t need $1 gasoline to feel better about the economy; $2 will be just fine. That why Cramer said the markets are in a sweet spot at current levels. Yes, there will be some pain, but it’s nothing the strengthening U.S. economy can’t handle. Everyone wins. Next-Gen Biotech: Relypsa For his second biotech-focused interview, Cramer spoke with John Orwin, president and CEO of Relypsa , which is working on a drug, Patiromer, to treat metabolic disorders that have not seen any new treatments since 1958. Orwin said there is a "significant" unmet need for choices in the metabolic space because there are possibly 14 million to 15 million patients suffering from chronic kidney diseases and many of them may not even know it. It’s important to have options that are well tolerated by the body, Orwin continued, and that’s what Patiromer does. Orwin explained Patiromer is a powder that’s mixed with water and taken on a daily basis to bind with excess potassium in the blood and remove it from the body. When asked about the FDA’s decision not to convene an advisory panel to debate Patiromer’s effectiveness, Orwin said he was encouraged by the decision, especially given that Relypsa submitted a quality submission with rigorous trials that proved the drug was both safe and effective for chronic daily use. Cramer said that while Relypsa is a speculative stock, when Patiromer gets approved it will be a big win for the company. Lightning Round In the Lightning Round, Cramer was bullish on ICICI Bank , Deckers Brands and Denny’s . Cramer was bearish on CVR Refining , Ziopharm Oncology and Avon Products . No Huddle Offense In his "No Huddle Offense" segment, Cramer opined on the terrific news that Bill Johnson, former CEO of Heinz, is joining the board of Cramer fave Pepsico , thereby ending a growing battle between Pepsi CEO Indra Nooyi and activist investor Nelson Peltz. Cramer said the appointment of Johnson was the perfect compromise. Johnson is now an adviser to Peltz after working closely with him at Heinz to help bring out value and ultimate get the company sold to Warren Buffett. Johnson is a terrific consumer goods executive, Cramer said, and should work well with Nooyi, who is already committed to rewarding shareholders. Must Read: More CEOs Fired in 2014 Than Any Year Since 2008 Crash 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: Here Are 10 Stocks to Buy on Strong GDP Data

Wednesday, December 24th, 2014

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) — Most government statistics don’t mean a thing to the stock market, Jim Cramer told his Mad Money viewers Tuesday. But when you get a gross domestic product number as robust as we received today, well, that’s hard to ignore. Cramer said money managers will see today’s GDP number as a sign to buy, buy, buy, which makes the perfect stock for this moment Kimberly-Clark . Why Kimberly? Because when you buy diapers, you’re buying an oil-based product that just got a lot cheaper to source, make and ship to consumers. You also get a company with big profits and dividend protection. Must Read: Cramer: What Stocks You Can Still Buy in This Rally A robust economy is also a big win for retailers like Costco , Cramer noted, along with winners like Restoration Hardware and Walgreens , a stock Cramer owns for his charitable trust, Action Alerts PLUS and which just reported its first good quarter in ages. Cramer was also bullish on restaurants such as AAP holding Starbucks and Popeyes Louisiana Kitchen , along with non-residential construction plays such as Honeywell and Eaton , another AAP stock. With a strong GDP, Cramer is also bullish on Marriott International and Boeing . Cramer’s only words of caution were for the energy sector, as oil continues to find a bottom, and biotechs, which are falling victim to increased price competition. Off the Charts In the "Off The Charts" segment, Cramer went head to head with colleague Dan Fitzpatrick to determine how much lower the biotech sector can fall on the heels of Gilead Sciences’ near 11% decline in recent days due to increased price competition. Using a daily chart of the iShares Nasdaq Biotech ETF , Fitzpatrick noted the group’s astounding leadership so far this year, up 29% and a full 42% from its April lows. But Fitzpatrick cautioned the biotech stocks are at a crucial level, having fallen back to their 50-day moving average. If this level fails to hold, then $294 will be the next key level to watch, with only $261, the exchange-traded fund’s 200-day moving average offering any floor of support below that. Looking at a weekly chart, Fitzpatrick noted just three pullbacks since 2012 that approached the 40-week, or 200-day, moving average. The 200-day has been a terrific buying opportunity; unfortunately, that level is still 11% lower from where we are today. Cramer agreed with Fitzpatrick, saying that if the 50-day average holds then it would be time to buy back into this group. But if the 40-day average fails, there’s a long, long way to go before the next level of support comes into play. Must Read: Dow 18,000: Why This Market Rally May Never Happen Again Navigating Through the Rubble It’s still too early to begin picking among the rubble in the energy sector, Cramer told viewers, but that doesn’t mean there aren’t bargains to be had in stocks that have been wrongfully accused of being energy stocks. That’s certainly the case with Navigator Holdings , Cramer pointed out. This purveyor of liquified natural gas ships doesn’t have anything to do with the price of oil or gas. Shares of Navigator are down a stunning 40% from their highs, Cramer noted. Investors have mistakenly viewed the company as another casualty of falling energy prices. But what matters to Navigator is not the price of what it carries in its 26 vessels, but the imbalance of where gas is found versus where it needs to go. Navigator benefits from classic supply and demand: surplus versus shortage. The U.S. currently has a ton of excess natural gas while the rest of the world is in dire need of more. The U.S. has no less than five export terminals currently under construction. Just one of those terminals, the one being developed by Enterprise Product Partners , is set to open in late 2015 and is already 85% subscribed. That terminal alone will need 25 new ships to transport its gas. And what of famed investor Wilbur Ross selling his stake in the company? Cramer said Ross’ move was likely just profit taking after a near 300% gain. Cramer said Navigator is a terrific bargain, even after its shares shot up 2.5% in today’s session. Executive Decision: Mark Dankberg For his "Executive Decision" segment, Cramer checked in with Mark Dankberg, chairman and CEO of ViaSat , the satellite-based broadband provider for airlines and consumers. Dankberg said ViaSat has been providing in-flight communication services for government and business aircraft for many years now, but thanks to its latest satellite offerings is now expanding into in-flight wifi for airlines and commercial flights. He said given the frustration travelers have with in-flight Wi-Fi, that service tends to get most of the attention. But Dankberg also noted that with the compelling need for surveillance and intelligence worldwide, ViaSat’s government offerings are still playing an important role. He also called out ViaSat’s cyber security offerings, which will be rolling out to utility companies in 2015, as another exciting area for growth. Cramer said that when you have the best technology in a given industry you have a compelling story. That’s what ViaSat offers investors. Must Read: Glenview Capital’s Larry Robbins Just Pulled 3 New Stocks Out of His Sleeve Lightning Round In the Lightning Round, Cramer was bullish on GW Pharmaceuticals , SunTrust Banks , Cabot Oil & Gas and Bristol-Myers Squibb . Cramer was bearish on Arlington Asset Investment , Prospect Capital , Range Resources and Second Sight Medical Products . No Huddle Offense In his "No Huddle Offense" segment, Cramer pondered how the defense stocks can be doing so well given all the downsizing and sequestration of recent years. The reason? The world is re-arming, he said, and the U.S. is the only arsenal large enough to meet the demand. Cramer said the world is slowly coming to terms with the notion that the U.S. may no longer be the world’s policeman, leaving the conflicts of Ukraine and the Middle East, among others, in the hands of those countries. That means the world needs multi-billions of dollars of equipment from the likes of Raytheon , Northrop Grumman and Lockheed Martin . That’s also why these companies have been reporting multi-billion-dollar deals with countries around the globe. Must Read: Here’s Why U.S. Economy Growing at 5% Is Good for Stocks 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: Where You Can Be Making Money Today

Tuesday, December 16th, 2014

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) — If things are really so bad, then why are so many good things still happening? That was the question Jim Cramer posited to his Mad Money TV show viewers Monday as he cited just a few examples of stocks that aren’t tied to the Russia and are still making investors money. Petsmart was first positive on Cramer’s list. The company announced an $8.3 billion tender offer, making it the largest leveraged buyout of the year. Then there’s Riverbed Technology , which announced its taking itself private at $21 a share. Cramer said neither of these companies is anything spectacular, yet their shareholders were rewarded handsomely. Must Read: Jim Cramer’s 4 Best Stock Picks for the Health Care Sector Cramer also noted positive news on iPhone sales, which led to gains in Cirrus Logic , Skyworks Solutions and, of course, Apple , a stock Cramer owns for his charitable trust, Action Alerts PLUS. Also in the positive column today was Bob Evans Farms , which announced the resignation of its CEO thanks to activist investor pressure; Honeywell , which reaffirmed its guidance; and Alcoa , which announced the purchase of a German company. Maybe things really aren’t as bad as the headlines tell us, Cramer concluded. Yes, some stocks are tied to Russia and the global economy, but clearly these names aren’t. Executive Decision: Klaus Kleinfeld For his "Executive Decision" segment, Cramer spoke with Klaus Kleinfeld, chairman and CEO at Alcoa , on the heels of the company’s acquisition of Tital in Germany. Kleinfeld said that while the Tital acquisition was a fairly small one for Alcoa, it does play into two important themes for the company: aerospace and Europe. He noted this is the second acquisition Alcoa has made this year. Kleinfeld also noted that Alcoa is not giving up on organic growth and is actively expanding its capabilities in many areas to become more competitive. Alcoa continues to bring new, lower-cost facilities online and continues to close older, higher-cost ones. When asked about new technologies, Kleinfeld said that in addition to constantly striving to make stronger, lighter materials more affordable for a variety of applications, Alcoa also uses technology such as 3-D printing to help speed up the process of prototyping. He noted that 3-D printing is only beginning to realize its full potential. Cramer said he continues to be a fan of Alcoa. Must Read: Buffett and Billionaire Investors Look to Oil, Health Care and Spinoffs in 2015 Illogical Linkage How can cheaper oil prices be so bullish for the U.S. economy yet so bearish for U.S. stocks? Cramer said investors would have to be out of their minds to not see that paying less at the pump and less for heating oil is a good thing. They’d also have to be blind to not see that lower oil prices are great for industrial companies, chemical companies and anyone that has to ship things over great distances. Yet, as oil prices continue their slide lower, so, too, does the stock market, despite the fact that this newfound oil stimulus is far more broad and effective than the one President Obama signed into law back in 2009 at the onset of the recession. Cramer said this illogical linkage between oil and stocks won’t be broken anytime soon, which means investors can only wait for prices to fall far enough where oil simply won’t matter anymore. Only then will the madness end and sanity return, he concluded. Executive Decision: David Cote In his second "Executive Decision" segment, Cramer sat down with David Cote, chairman and CEO of Honeywell, another company with a great read on the state of the global economy going into 2015. Cote said that Honeywell is doing "pretty good" relative to everyone else with its 4% rise in organic sales growth. He said that while places like Russia and Brazil make him nervous, Honeywell was able to forecast and prepare for the weakness currently seen in the Europe. Turning to the U.S., Cote agreed with Cramer that lower oil prices are a good thing. He said GDP growth matters and oil over $100 a barrel was a drag on GDP growth in our country. With oil at $50 a barrel, there may be a crimp in some of Honeywell’s energy businesses, Cote continued, but for other areas, like aerospace, it will only accelerate growth. When asked about the company’s use of its cash, Cote said he’s always been a fan of mergers and acquisitions when applied in a systematic fashion. That’s why Honeywell has done 80 deals over the past 10 years, deals that have added over $12 billion in sales. For all these reasons, Cramer said Honeywell remains one of his "absolute favorite" companies. Must Read: How Mexico, Not Saudi Arabia, Could Drive Oil Prices Higher Lightning Round In the Lightning Round, Cramer was bullish on American International Group , WhiteWave Foods , Taser International and Magellan Midstream Partners . Cramer was bearish on Ambarella , Marathon Petroleum , Sturm Ruger and Weatherford International . Executive Decision: Burton Goldfield In a third "Executive Decision" segment, Cramer sat down with Burton Goldfield, president and CEO of TriNet , the employee benefit manager that’s seen its shares pop 37% since Cramer last checked in on May 13. Shares of TriNet currently trade at 21.6 times earnings. Goldfield said investors should ignore the headlines because small business is alive and well here in the U.S. He said TriNet is seeing growth across all its industries, from hospitality to hedge funds and law firms. Goldfield said TriNet is now the HR department for over 10,000 companies across the U.S. and is helping all of them deal with the increasing complexities of managing payroll and benefits. HR is finally becoming cool, Goldfield quipped, noting that as companies get more overwhelmed, they increasingly want to talk to TriNet. Cramer said that while TriNet didn’t have the hottest IPO of the year, the stock has been a real winner ever since. Must Read: Why the Federal Reserve Needs to Start Raising Interest Rates Now 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: Here’s Next Week’s Game Plan

Saturday, December 13th, 2014

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) — Dropping oil prices continue to take a toll on equities, Jim Cramer told his Mad Money viewers. Investors need to keep an eye on oil futures to get a sense of where the market will move. With that in mind, here’s what Cramer will be watching next week. On Monday Honeywell provides its 2015 outlook. If the outlook is good, but the stock goes lower due to gas prices, it’s a buying opportunity, Cramer said. VeriFone also reports after the close. Must Read: Jim Cramer’s Eight Best Stock Picks in the Housing Sector If shares of Darden Restaurants get pushed lower on Monday, investors should use it as a buying opportunity ahead of its earnings report on Tuesday morning. 3M  also provides is 2015 outlook, but since the stock is up so much investors should do “more listening than buying,” Cramer advised. FedEx reports earnings on Wednesday and the conference call is a “must listen to” for investors who want a pulse on the global market, he explained. Joy Global’s conference all is also a good tell on how the Chinese economy is doing. Oracle also reports earnings. On Thursday Nike and Red Hat report earnings, although Cramer is not a buyer until the stocks pull back. He likes Nike near $90. On Friday, Finish Line and CarMax  report earnings, both of which should be bought on a pullback. He likes KMX near $54. Paychex reports, too, and and its conference call will shed some light on the hiring situation in the U.S. BlackBerry also reports earnings, but he is not a buyer. The bottom line: Most of these companies are a buy ahead of earnings or analyst meetings. However, they need to have deeper pullbacks first, which can occur due broad-based selling related to declining oil prices, Cramer said. Off the Charts In his "Off the Charts" segment, Cramer drilled down on crude oil using Carolyn Boroden’s technical analysis. Cramer said Boroden thinks there isn’t significant support until $50 to $52 per barrel. Since the rallies have been so short-lived, it means there are likely more declines in store. However, with oil prices near $57 per barrel, investors may be relieved to hear that another potential support level is at $55.67, Cramer said. Based on Boroden’s work with timing, this bounce could come between next Tuesday and next Thursday. Unfortunately, however, any bounce is likely to be short-lived, as were the others. If oil prices can rally more than $6.13 per barrel, a sustainable bounce could be in store for the commodity, as it may signal that an intermediate bottom has been put in, Cramer said. The bottom line: Oil prices are locked in a steady downtrend, but support may just be around the corner. Investors should view any bounce as temporary unless it can make a series of higher highs and higher lows. Anything short of a $6.13 rally in crude prices and the commodity is likely headed even lower. Must Read: What Really Caused Oil Prices to Plunge So Far — So Quickly Which Oil Companies Will Fail? Jim Cramer remained focused on crude, pointing to the unfortunate correlation between the S&P 500 and oil prices. Even worse, oil prices likely will keep falling because weak economies in Europe and China are buying less crude while U.S. producers flood the market with supply. It seem every country but the U.S. and Saudi Arabia needs to continue producing high amounts of oil to pay their bills, Cramer said. That means highly levered oil producers will ultimately go “belly up” because prices are simply too low for these companies and their highly stressed balance sheets. So where’s the bottom? Cramer doesn’t know but he thinks that next year Venezuela, Russia, Iran, Nigeria and Libya, among other nations, will likely be forced to cut production to lower the supply. As global demand grows, oil prices should rebound. While that process will seem painstakingly slow to most investors, they need to be careful when trying buy energy stocks, which will go lower with oil. Off the Tape In the show’s “Off the Tape” segment, Cramer met with Matt Ehrlichman, co-founder and CEO of, who was named USA Today’s Entrepreneur of the Year. Porch is a free platform for users, who can use the service to match up homeowners with the ideal contractor for their desired job, based on the latter’s cost and project history. The company verifies homeowners’ reviews, shows the contractor’s work and also displays what work has been done in nearby areas. It even goes through the trouble to verify that each contractor is licensed, he explained. Porch is partnered with Lowe’s , too, Ehrlichman said. Lowe’s is an “amazing company” that cares deeply about its customers. Business is “humming along,” but Ehrlichman didn’t reveal whether an IPO would be in the company’s future. Cramer urged his viewers to check out the Porch platform and see how this “exciting company” operates. Must Read: 3 Oil Companies That Are Likely Takeover Targets as Prices Plunge Lightning Round In the Lightning Round, Cramer was bullish on TrueCar , Acadia Pharmaceuticals , Southwest Gas , Twitter  and Procter & Gamble . Cramer was bearish on Agrium and Memorial Production Partners . ‘Mad Tweets’ In the show’s “Mad Tweets” segment, Jim Cramer answered questions sent to him via Twitter at @JimCramer. Cramer started by looking at a few stocks that required him to do some homework. He called Interexon a leader in synthetic biology and is expected to have a compound annual growth rate of 78% through 2018. The company has a proven management team and the stock is a buy on weakness. Then there was Rockwell Medical , which is a now a “battleground” stock between longs and shorts, he said. The company recently received an investment from the reputable Baxter International . If forced to choose, Cramer would be a buyer rather than a seller, but acknowledged that this a speculative holding only. Instead of buying Liberty Broadband , Cramer said investors should just buy Charter Communications . The typical Cramer advice would be to avoid stocks when they’re trading above the investors’ cost basis. Cramer said Agios Pharmaceuticals , Regeneron  and Isis Pharmaceuticals would typically be exceptions, the stocks have traded lower with oil. For that reason, wait for a larger pullback, he advised. The last tweeter wanted to know why Polaris Industries is selling off since its customers benefit from lower oil prices. Cramer reasoned that almost all stocks are selling off as a result of falling oil and investors can buy this stock despite the oil-induced pullback. Must Read: Why Markets Shouldn’t Worry So Much About Higher Interest Rates 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 Bret Kenwell

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Jim Cramer’s ‘Mad Money’ Recap: The Bulls Are Back in Charge

Wednesday, October 22nd, 2014

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. NEW YORK (TheStreet) — The bulls are back in charge for another day on Wall Street and may be here to stay, Jim Cramer told his Mad Moneyaviewers Tuesday. Cramer exulted that his bull market, Top 10 checklist from last week has been completed. It’s hard to believe that it’s only been eight days since Cramer introduced his “No Bottom Until” list of 10 itemsathat had to happen before the markets could have a sustainable rally. But all 10 items have largely come true, he said. Must Read: 10 Stocks Billionaire John Paulson Loves in 2014 First, Ebola fears have subsided now that the U.S. government is taking decisive action to contain the disease. Second, every sector of the market has suffered at the handsaof the bears, making their stocks more attractive. Third, the speculative stocks — think Netflix a– have also retreated from their lofty heights. Fourth, Cramer said oil prices have found their footing over the past eight days, welcome news for the oil stocks. Fifth, the tech stocks have stabilized, thanks to strong earnings from Apple and others. Sixth, Germany has admitted that maybe, just maybe, it needs to do more to bolster its ailing economy, along with the rest of Europe. Seventh, the markets have seen numerous companies report strong earnings beats with forecast raises. Eighth, the market’s technical indicators have largely stabilized. Finally, the Baltic Freight index has found its footing, meaning that China may be stabilizing. Over in the Middle East, ISIS has suffered its first major defeat. With all of these items largely in the past, Cramer said he’d be a buyer, not a seller, on any future pullbacks in the market. The Industrials Are Back After being beaten down for months, are the industrial stocks finally showing signs of a bottom? Cramer said he thinks they are because there has been a string of positive news influencing the group. First, Cramer said that there has been a lot of good corporate news in the industrial sector of late, with stocksaIllinois Tool Works , United Technologies , Honeywell and PPG all having good things to say recently. Then there’s Germany, which could be reversing direction on its economic policies to make Europe, and its currencies, stronger. This would make a weaker U.S. dollar, which would be terrific for industrial stock earnings going forward. China is weak, yes, Cramer admitted, but that’s precisely the time to bet on China. Things can only improve from here. Other positives for the industrials include pent-up infrastructure demand and an aerospace sector that’s on the mend now that Ebola fears are largely behind us. Put all of these positives together and Cramer said you get an industrial sector that’s poised to head a lot higher. Must Read: 3 Biggest Takeaways From Apple’s Strong Earnings Report Off the Charts In the “Off The Charts” segment, Cramer went head to head with colleague Bob Lang over the charts of media content providers Walt Disney , Viacom , CBS , Twenty-First Century Fox , Time Warner and Netflix . Starting with Disney, Lang noted that after hitting bottom last Wednesday, shares of Disney have been snapping back on rising volume, with a bullish crossover in the MACD momentum indicator imminent. Shares of Viacom have been crushed since July, Lang noted, but are also starting to rebound, with the MACD showing positive signs. CBS displays a similar pattern, with a strong sell off since July, but strong institutional buying over the past few days. Shares of Twenty-First Century Fox were obliterated after making a double top earlier in 2014, Lang said, and appear to now be rangebound between $30 and $35 a share. He suggested buying around $30 and selling near $35. Lang said Time Warner had the best chart of the bunch, rallying recently on heavy volume and having a MACD that has already seen a bullish crossover. Time Warner’s weekly trend also confirmed these bullish moves. Finally, Lang has good things to say about Netflix, but only for investors willing to be patient because the stock needs to consolidate at its new lower levels before being able to rally again. Cramer said he agreed with Lang’s research and would be a buyer of Disney, Viacom, CBS and Time Warner. Executive Decision:aJim Reid-Anderson For his “Executive Decision” segment, Cramer spoke with Jim Reid-Anderson, chairman, president and CEO of Six Flags , which today delivered a 6-cents-a-share earnings beat and a 10% boost in its dividend. Shares of Six Flag responded by rallying 9%. Reid-Anderson said Six Flags’ success stems from innovation at every one of its theme parks. He said there is something new in every park and the new attractions have been record-breakers, helping his company deliver 16 record quarters over the past four years. Reid-Anderson said while there are always doubters of Six Flags, he has kept his promises, returning over $1.4 billion to shareholders over the past four years. He said the theme park business offers stable recurring revenues which has led to their strong earnings per share growth. Cramer said that he’s still a big fan of Six Flags. Must Read: The Federal Reserve Is Causing Global Markets to Drop Again Lightning Round In the Lightning Round, Cramer was bullish on Vectren , Dominion Resources , Texas Instruments , Chubb , Travelers Companies , Home Depot and Berkshire Hathaway . Cramer was bearish on Blackberry . Executive Decision: Jeffrey Spaeder In his second “Executive Decision” segment, Cramer spoke with with Dr. Jeffrey Spaeder, chief medical and scientific officer of Quintiles , about the recent Ebola outbreak and how drug makers are responding. Spaeder said that there are a couple of Ebola vaccines under development and it’s expected that Phase I studies will be completed by the end of 2014. Phase II studies could begin as early as 2015. Spaeder also noted that given the severity of Ebola, the regulating bodies around the globe are working closely with drug makers and won’t require drugs go through all three phases of testing if they can gather enough data to show they are effective and safe. He said companies are working as fast as they can to gather the right information on the dosing requirements that will offer protection but also safety. Must Read: Ebola Stocks May Be Overpriced as Fundamentals Outweigh Fear 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: Here’s Next Week’s Game Plan

Friday, October 10th, 2014

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. NEW YORK (TheStreet) –aThis has truly become a treacherous market, Jim Cramer toldahis Mad Moneyaviewers Friday. Fortunately, the week is over and Monday is a holiday for many. That’s why Cramer’s game plan for next week’s trading starts on Tuesday with earnings from JPMorgan Chase , Wells Fargo and Citigroup . Cramer said that each of these banks is different and investors will be looking for different things. Citigroup will provide a look into global growth, while Wells Fargo is measure of domestic growth. JPMorgan tends to thrive on volatility, so these past few weeks may be a good thing. Must Read: 10 Stocks George Soros Is Buying Also on Tuesday areaIntel and CSX . Cramer said CSX will offer a another read on the U.S. economy, while Intel needs to post good numbers for the tech sector to avoid more selling. Wednesday brings earnings from Netflix , a cult stock that must blow away the numbers in order to take the high-multiple stocks higher. Then, on Thursday, it’s PPG offering up a read on the industrials including how things are faring in Europe. Finally, on Friday, it’s Honeywell and General Electric in the spotlight. Cramer said both companies may have a tough road ahead with Europe and energy slowing. How Bad Are Europe and China? Maybe, just maybe, politicians around the world are beginning to see the damage they’ve been causing. Those were Cramer’s thoughts after hearing the news that leaders in China and Germany may be open to stimulating their economies to help get the world moving again. This, after semiconductor maker Microchip Technologies surprised investors by reporting that demand in China was weakening. Cramer said China is a huge buyer of semiconductors, so if things are bad for Microchip then things are pretty bad. Things should have never gotten this bad, Cramer concluded. He said the world’s leaders should have known that fears over Russia, ISIS, North Korea and Ebola were more than enough to warrant lower interest rates and more stimulus long ago. Must Read: Here’s a Strategy to Survive This Week’s Volatile Market Too Much Oil Are the oil stocks sowing the seeds of their own demise? Cramer said the markets think so, and if things don’t change the markets might be right. Cramer said the production growth in the Permian Basin in Texas has been staggering, and the region now produces 1.7 million barrels of oil a day. But that number is expected to double in just two to three years’ time and only adds to the production growth in the Bakken, Eagle Ford, Marcellus and other shale fields around our nation. But the problem remains there simply isn’t enough storage or refining capacity to use all our new-found oil and the U.S. still has no energy policy, no leadership and exporting oil remains illegal. That’s why oil prices are plummeting, said Cramer, and why the oil stocks are following suit. America could indeed be energy self-sufficient in just three years, but that just won’t happen if oil prices fall into the $70s. More important, if oil prices continue to decline, America will begin to lose jobs in the only states that have thus far been unaffected by the global slowdown. Increasing unemployment in these oil-rich states could be a major factor for the U.S. economy. Executive Decision: Stanley Crooke For his “Executive Decision” segment, Cramer spoke with Dr. Stanley Crooke, chairman and CEO of Isis Pharmaceuticals , a stock that’s nearly quadrupled since Cramer first recommended it two years ago, but also one that’s 22 points off its highs for the year. Crooke commented on today’s news that its orphan drug to treat infant spinal muscular atrophy, currently in Phase II testing, has seen remarkable results. He said theadrug, IsisSMN, has proven to not only prolong life for infants that typically die in their first two years, but has also improved muscular development. Crooke continued there are currently no other treatment options available for the 30,000 to 40,000 infants a year afflicted with this rare condition, and both Isis and the FDA are working to complete Phase III testing as quickly as possible. Cramer said Isis remains a terrific story. Once the global morass subsides, this will be among the stocks heading significantly higher. Must Read: Here Are the 15 Worst S&P 500 Performers in the Third Quarter Lightning Round In the Lightning Round, Cramer was bullish on Procter & Gamble , Kimberly-Clark and Mallinckrodt . Cramer was bearish on Organovo Holdings , FMC Corp and Expedia . Off The Tape In his “Off The Tape” segment, Cramer sat down with John Ballay, co-founder and president of the privately held Knot Standard, a startup hoping to take the process of buying tailored men’s clothing out of the store and into the online era. Ballay explained that Knot Standard sells its men’s wear online and through corporations but also through seven showrooms around the globe. The showrooms, he noted, were created out of necessity because buyers aren’t quite comfortable with an online-only platform just yet. Knot Standard features over 1,000 fabric options as well as a “match your suit” program where customers can simply provide the company with an existing suit and they’ll replicate it perfectly. Suits from Knot Standard sell for up to a third off retail thanks to itsadirect-to-consumer model. Must Read: Sell These 5 Toxic Stocks Before the Next Drop 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: Stocks That Stand the Test of Time

Wednesday, August 13th, 2014

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. NEW YORK (TheStreet) — Today’s stock market is all about brands, Jim Cramer said on Mad Money Tuesday. Great brands stand the test of time and are almost immune to competition, making them worthy of their higher multiples, Cramer said. Tesla Motors is one such iconic brand, having risen almost overnight from a cult favorite to one of America’s most admired brands. That explains the 75% rise in Tesla’s stock over the past year, Cramer said. Read More: How to Trade the Bounce With Limited Downside Risk Other brands like Netflix , Costco , Starbucks and Walt Disney also fall into “icon” status because these brands can raise prices and no one seems to notice, Cramer continued. Then there are other brands that seem to hold a monopoly in their category. OpenTable comes to mind, as does and even Zillow . Cramer said the markets are willing to pay up for these high-quality brands, but they’re also quick to sell brands that have lost their luster. When it comes to luxury handbags, Coach used to be the iconic name to beat. But that torch was passed to Michael Kors , and more recently to Kate Spade . But today, even Kate Spade faltered on margins, sends shares plummeting 25% on the day. What’s the Deal With Banks? A deal-less sector in a deal-filled world isn’t going to get much love, Cramer told viewers as he explained why the banks and the industrial stocks are losing value by the day. Cramer explained that consolidation is an integral part of any healthy industry because consolidation takes out competition, lowers costs and allows the remaining companies to boost estimates. But there just aren’t any takeovers happening in the regulation-filled world of the banks that are simply reeling from continuing low interest rates. SunTrust Banks , Wells Fargo and KeyCorp all posted great earnings, Cramer noted, but their stocks continue to slowly lose value almost daily. Read More: Why Shorting Tesla Is Not a Smart Plan for Now The industrials have also stagnated, as stocks like Eaton , B/E Aerospace and Honeywell have proven recently. With their exposure to Europe, Cramer said the industrials have also become a terrible place to be. Down the Grocery Aisles Continuing on his consolidation theme, Cramer took a stroll down the supermarket aisles to discuss the consumer packaged-food stocks. He said the packaged food companies used to be the poster children for consistent and stable growth with terrific dividend yields, but no more. Now there are simply too many companies fighting for too little aisle space and none of them seem to be keeping pace with America’s changing diets. Cramer noted that in conference call after conference call, the food companies blamed “promotional ineffectiveness” and “increased competition” for missing their estimates. Even B&G Foods , posted a 6-cents-a-share miss due to the increased promotions needed to meet its revenue targets. ConAgra is another food stock seemingly in a perpetual turnaround. The company continues to struggle to gain any momentum, Cramer said, and Americans just aren’t finding ConAgra’s processed and frozen foods all that tasty anymore. Kellogg sees weakness in its cereal and snack business, while Kraft Foods is seeing its shares only kept afloat by its 3.5% dividend yield. Cramer said this industry desperately needs more consolidation before it becomes investable again. Executive Decision: Burton Goldfield For his “Executive Decision” segment, Cramer sat down with Burton Goldfield, president and CEO of TriNet Group , the employee benefit manager that’s seen its shares surge 30% since Cramer last checked in on May 13. Goldfield explained that TriNet helps companies navigate the increasing complexity of hiring and having employees. He said each state has its own requirements for taxes, payroll and health care and there are plenty of places a company could go wrong trying to go it alone. When asked about the key metric to watch for TriNet, Goldfield said it’s worksite employees, which is the total number of employees on the payroll at TriNet’s 9,000 member companies. He said that number is currently over 250,000. Read More: Warren Buffett’s Portfolio Proves He’s a Dividend Growth Investor Cramer said that in today’s increasingly complex world, companies need services like TriNet, which is why he continues to recommend the stock. Lightning Round In the Lightning Round, Cramer was bullish on Toll Brothers , Ensco International , Vale and Walt Disney . Cramer was bearish on SandRidge Energy , SeaDrill Limited , Turquoise Hill Resources , Walter Industries and Clean Energy Fuels . Executive Decision: James Foster In his second “Executive Decision” segment, Cramer sat down with James Foster, chairman, president and CEO of Charles River Labs , a stock that’s returned 50% since Cramer first recommended it 20 months ago. Foster said that Charles River is still seeing great demand for its services and the over-capacity issues it has been experiencing over the past few years are slowly fading as its lab space once again begins to fill up. When asked how a company like Charles River could help in a situation like the recent Ebola outbreak, Foster explained that his company helps determine the correct formulations and dosages of a certain drug that will be needed to both fight the disease but also not harm the patient in the process. He said in the case of Ebola, there are a lot of options for killing the infection, but finding that perfect one that doesn’t also kill the patient has remained illusive. Charles River also has a thriving lab animal business, and Foster noted that one out of every two lab animals in the world comes from his company. Read More: Stock Market Has a Very Constructive Down Day for the Bulls Cramer said with demand once again picking up and capacity issues behind it, the stock of Charles River should be ready to resume higher. 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: Don’t Panic, Just Wait

Tuesday, July 22nd, 2014

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. NEW YORK (TheStreet) — There’s no reason to panic and sell, Jim Cramer said on Mad Money Monday as the markets continued to process global worries. But there’s also no reason to run out and buy either, Cramer continued, as he urged investors to wait for a better time to buy. So why haven’t the markets been crushed by the threat of tougher sanctions on Russia? Cramer rattled off a laundry list of reasons including the fact that Europe, which is far more dependent on energy from Russia, isn’t likely to let sanctions get out of hand. That means that some U.S. companies may get hit by a few cents a share in earnings, but nothing that’ll really hurt their bottom lines. But the markets are also holding strong on the continued flight to quality in bonds, Cramer added, which is keeping interest rates low. Then there’s what Cramer called “company self help,” where companies like Allergan are cutting costs to fight off a hostile takeover. Other companies are turning themselves around thanks to activist investors, while still others, like Chipotle Mexican Grill are just delivering stellar earnings that sent their shares up a quick 9%. Don’t forget the initial public offering market has been quiet, Cramer added, which also helps the supply and demand equation and helps keep things in balance. Add all these reasons together and its easy to see why the markets just aren’t that concerned over Russia, at least not yet. Executive Decision: David Cote For his “Executive Decision” segment, Cramer sat down with David Cote, chairman and CEO of Honeywell , a stock that hit new all-time highs today and is up more than 8% since Cramer last checked in back in January. Cote once again talked about Honeywell’s three-legged stool of success. He said it starts with the company’s great portfolio of businesses, then is helped along by solid business processes to get the job done and a corporate culture that sustains and innovates. That’s how the company can continue firing on all cylinders, Cote said. When asked about the Honeywell’s portfolio of energy products, Cote explained his company offers a multitude of products that helps get more from every barrel of oil produced and does so in as eco-friendly a way as possible. But oil isn’t even the most exciting part of Honeywell’s energy offerings. Cote said his company can extract a drop-in replacement for diesel fuel from oil made with algae and seaweed. He said the cost is equivalent to processing a barrel of transitional oil, but the challenge is investing in the infrastructure to make it happen on a larger scale. Cramer continued his support for Cote and for Honeywell’s shares, which he said still have a lot more room to run. That Other MMM It’s time to rock and roll with Martin Marietta Materials , makers of the rocks, sand, gravel and aggregates that power our construction industry, Cramer told viewers. Cramer said Martin Marietta’s $2 billion acquisition of Texas Industries closed just three weeks ago but it was a transformational deal for the company. Why? Because it gives the company exposure to the red-hot Texas market. In fact, Martin Marietta will now derive 34% of sales from Texas, which is booming thanks to the oil and gas revolution. Don’t forget that consolidation is always good for gross margins, Cramer continued. Martin Marietta is no exception. The company expects to see healthier margins with the decrease in competition. Then there’s the 2012 highway bill, where the funding is only now flowing into projects. Roads and bridges use a lot of aggregate, Cramer said, and he expects Congress to fully fund the highway bill before the August recess. Shares of Martin Marietta trade at a 30% discount to its rival Vulcan Materials , Cramer noted, but with the Texas Industries deal complete that should no longer be the case. No Huddle Offense In his “No Huddle Offense” segment, Cramer said while he’s a big fan of GoPro’s cameras and accessories, he’s not exactly sure what the company’s stock is ultimately worth. Cramer said GoPro remains on the cutting edge of content-enabling devices and has proven its market is a lot bigger than just surfers and other action sports enthusiasts. The company is also profitable. But how big can GoPro ultimately get? It’s hard to say. That said, Cramer said he’d be a buyer of GoPro going into its earnings release, which should be stellar. Longer term, however, buyer beware. Lightning Round In the Lightning Round, Cramer was bullish on Sunoco Logistics Partners , Ambarella , Sanchez Energy , Reynolds American , GW Pharmaceuticals , American Airlines and America Movil . Cramer was bearish on Tumi Holdings . Executive Decision: Daniel Starks In his second “Executive Decision” segment, Cramer with Daniel Starks, chairman, president and CEO of St. Jude Medical , a stock that’s up just 8% in 2014 after a stellar run in 2013. St. Jude reported a 2-cents-a-share earnings beat on a 3% rise in revenue while raising full-year guidance. Starks said that starting in 2015 St. Jude will begin benefiting from a stream of new products stemming from its recent acquisitions. He said some of those products aim to reduce hospital re-admissions for cardiac patients, something Medicare is rewarding providers for doing. When asked about rival Medtronic’s decision to re-incorporate outside of the U.S., Starks said that he’s both sympathetic and concerned by Medtronic’s decision. He said there’s no doubt the U.S. tax code is burdensome and puts U.S. companies at a disadvantage. That said, St. Jude have no plans to follow suit and is instead looking to reduce its taxes as much as possible while remaining in the U.S. Cramer said he thinks St. Jude looks terrific for 2015 and beyond. 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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Investors Look to Shrug Off Geopolitical Unrest to End Week Neutral

Friday, July 18th, 2014

U.S. markets are trying to put geopolitical unrest behind them and move higher. At midday, stocks look on track to finish the week roughly where they started.

Jim Cramer’s ‘Mad Money’ Recap: Clear the Slate for Earnings Season

Friday, July 11th, 2014

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. NEW YORK (TheStreet) — It’s time to wipe the slate clean, earnings season is upon us, Jim Cramer told his Mad Money TV show viewers Friday, as he laid out his game plan for next week’s trading. Cramer said starting next week, stocks will only move higher if companies can beat on the top and bottom lines and raise guidance for the rest of the year. On Monday, Cramer said he’ll be watching for news from the Farnborough Airshow, one of the few times a year when Boeing and Airbus give investors an update on their order book. Expect to hear good things from Boeing. Tuesday, it’s earnings from JPMorgan Chase , a stock which Cramer owns for his charitable trust, Action Alerts PLUS, along with Intel and Yahoo! . Cramer said JPMorgan will likely have good things to say, as he expects from Intel. As for Yahoo!, investors will be looking to hear updates on the upcoming Alibaba IPO. Wednesday brings earnings from Bank of America , another Action Alerts PLUS name, and Kinder Morgan Energy Partners . Cramer said he wants Bank of America to just deliver a good, clean quarter with no mistakes, no restatements and no new lawsuits. If they can do that, this stock will have a chance to head higher. As for Kinder, Cramer said he wants to hear if oil is headed below $100 a barrel. If so, that’s good news for the transports and retail. For Thursday, it’s Snap-on Tools and PPG reporting, two stocks Cramer said are buys, along with Google , an Action Alerts PLUS holding that Cramer likes for the long haul, and IBM , a stock Cramer said could go either way. Finally, on Friday, it’s General Electric , yet another Action Alerts PLUS position, and Honeywell in the spotlight. Cramer said he’s hoping both these companies offer plans to reignite growth and boost dividends to spur their stocks.Sometimes unhealthy products can create healthy profits, Cramer told viewers, as he took a closer look at a tobacco industry  in the middle of a consolidation wave. Cramer said the just today we learned that Reynolds America , the number-two cigarette maker, is looking to merge with Lorillard , the number-three maker. That would give the combined company 42% market share in the U.S., just behind Altria , with just over 50%. Love them or hate them, Cramer said cigarettes are good business, and as we’ve seen with the airlines, semiconductors, beer and countless other industries, when there are fewer players, profits soar. In this case, just two companies will control over 90% of the market, Cramer noted, and that can only lead to higher prices and higher margins. Cramer said profits in Lorillard may be capped for the moment, but he’s recommending both Reynolds, Altria and Phillip Morris Int’l .Continuing with his “Vice Night” theme, Cramer also took a look at the gambling stocks, offering viewers a fresh ranking of his favorites. Cramer said when it comes to gambling, it’s all about China’s Macau region, which has been struggling as of late as the sluggish Chinese economy and a crackdown on over-indulgent wealthy Chinese gamblers have weighed on the region. But Cramer said he thinks the downside has been overdone, which makes the casino stocks a buy. Cramer’s new favorite was MGM Resorts , which has the least Macau exposure of the group, but a fabulous position in good ol’ Las Vegas. Second on the list was Las Vegas Sands , which has more Macau exposure, but less exposure to the big VIP spenders that are getting squeezed. With a 2.7% dividend, Cramer said this stock is a buy at 17 times earnings with its 20% growth rate. Finally there’s Wynn Resorts , Cramer’s former favorite that he now says he’d avoid, as it has the most exposure to both Macau and the VIPs. “There are better casinos to own,” he said bluntly.Off the Tape: Tom Maas, RumChata CEOIn his “Off The Tape” segment, Cramer sat down with Tom Maas, CEO, founder and master blender of RumChata, a blend of rum, cream, cinnamon and vanilla that has become the signature product of the privately held Agava Loco, LLC. Maas invented RumChata in his kitchen five years ago and his company has exploded to $75 million a year in revenues. Agava Loco currently has 20 contractors, but no full-time employees, working for it. When asked how he achieved his success, Maas explained that they only recently started advertising, instead focusing on YouTube and social media to reach out and talk directly to their customers. He said the feedback has been phenomenal, with fans of the brand creating all sorts of concoctions with RumChata. One such drink, which Cramer sampled, was an iced coffee RumChata consisting of three parts coffee, one part RumChata, served over ice. Cramer said that Maas proves that the American dream is still alive and well.Lightning RoundHere’s what Jim Cramer had to say about some of the stocks that callers offered up during the “Mad Money Lightning Round” Friday evening: Southern Company : “If you want a utility, that’s a good one. I like it.” Core Labs : “This was a disappointing quarter, but its come down enough to own it. I think they’ll do better next quarter.” Starbucks : “I think you buy half now and if it comes in, you buy the rest.” GenCorp : “Aerospace is terrific. I think all these stocks will be taken up next week.” Cheniere Energy : “I’m no longer a big fan of the LNG stock, I prefer the partnership, Cheniere Energy Partners .” No Huddle Offense In his “No Huddle Offense” segment, Cramer offered viewers some tough love when it comes to investing in speculative stocks. He said that when you invest in a speculative stock there will be losses, sometimes hideous losses, but if you invest in these names, you need to take responsibility for those losses. Cramer noted that he got criticized for recommending Banco Santander from $6 a share to almost $10, after the stock got crushed earlier this week. He said obviously if you have almost a double in a speculative stock, you shouldn’t need him to tell you to take profits and run. Likewise with GW Pharmaceuticals , the British-based medical marijuana drug maker that’s been all the rage lately. Cramer said if you can’t handle the volatility, you shouldn’t invest in a stock like this. Speculate stocks can go to zero, Cramer reminded viewers, that’s why they’re not for the faint of heart and should never be more than 10% of your portfolio. If the story changes, you need to take the gains, or the losses, and run, he concluded, and you certainly shouldn’t wait for him, or anyone else, to tell you to do so. 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: Caution, Not Fear

Tuesday, June 17th, 2014

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. NEW YORK (TheStreet) — The stock market has countless risks for investors right now, Jim Cramer told his Mad Money viewers Monday, and he can’t believe what he’s seeing. Yes, markets are still within in sniffing distance of all-time highs, Cramer said. But the pundits aren’t properly discussing how dramatic any upcoming correction might be. That’s why it’s not time to go to cash. But investors need to keep that option available given the potential destructiveness of systemic risk in the markets, Cramer said. Just look at the 1930s and the recent financial crisis for example of what happens when investors lose faith in financial system. Cramer pointed to other systemic risk factors that underlie the markets. The impact of high-frequency trading is still unknown. Remember the flash crash? These kinds of risks and countless others are endemic in the market, something all investors must recognize and live with. The best protection against this risk, Cramer said, is investing in quality. Finding solid management and financials combined with a long-term vision for growth is the best thing stock pickers can do to protect against systemic risk. The ongoing situation in Iraq is troubling, Cramer said, and it’s possible that the impact on oil prices could jar the markets. But that’s why caution is reasonable and panic about an oil-driven correction is excessive right now. More Tax-Haven Acquisitions Forget tax evasion. Cramer thinks it’s time to learn about tax inversion after Medtronic announced a $42.9 billion buy of Covidien Sunday. Tax inversion is when companies based in the United States moves headquarters to an overseas tax haven to avoid high taxes. Covidien is a great example of this practice, headquartered in Massaschusetts but domiciled in Ireland to take advantage of a relatively low tax rate. So what other companies might provide a way to capitalize on tax inversion? Cramer thinks Eaton , an industrial manufacturing company, is an American company domiciled in Dublin. Cramer thinks Emerson Electric or Honeywell could save themselves a huge chunk of their tax bill by acquiring Eaton, which Cramer said is “a terrific company.” Other possibilities are TE Connectivity , Pentair , Chicago Bridge and Iron and Ensco , a holding in Cramer’s charitable trust, Action Alerts PLUS. Yes, it’s ridiculous, Cramer admitted. But companies have figured out a way to make a bunch of extra money through virtual globetrotting without ever having to leave home except to check the mail. Unilever Is a Winner Feeling some World Cup fever, Cramer kicked off a week-long look at good companies located in countries favored in the quadrennial soccer championship. Cramer says there’s a lot to like in the Netherlands, which beat Spain recently. There’s even more to like about Unilever , which trails only Procter & Gamble and Nestle for market share control of the consumer goods industry. Cramer likes Unilever’s “iconic” brands, reliable dividend and emerging markets exposure. The company counts Lipton, Breyer’s, Knorr, Dove and Vaseline among its roster. Unilever is looking to pull back from its food business, selling low-growth assets and weaker performing brands. Not only does the Netherlands have a decent chance at winning this year’s World Cup, Cramer said, but it’s also home to some pretty fantastic companies. Unilever, with its “amazing emerging markets exposure,” is a true standout. Lightning Round In the Lightning Round, Cramer was bullish on Moody’s and Magnum Hunter . Cramer was bearish on Molycorp , Pandora and . No Huddle Offense During his “No Huddle Offense” segment, Cramer discussed Starbucks’ announcement Monday that it would provide discounted online college education for its employees through an agreement with Arizona State University. Cramer called it “revolutionary.” Many of his Wall Street colleagues thought it was a public relations ploy, Cramer said. It’s good publicity, no doubt. It’s a great idea. People do better with college degrees. He thinks it’s one of those occasions where doing good is good for everybody involved: customers, employees and stockholders. A company with a conscience does better at creating value, Cramer said. Given the performance of Starbucks’ stock vs. its peers, that’s empirically true. Educational benefits for employees can help a company hang on to its best and brightest. That comes back to its shareholders in the long run. 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: A ‘Who’s Who’ of Tax-Domicile Targets

Monday, June 16th, 2014

NEW YORK (Real Money) — That’s it, I have had enough. With today’s Medtronic -Covidien tie-up, it pays to just explore the lunacy of what’s known as tax inversion and come up with a “who’s next” list of takeover targets. Even though Covidien is ostensibly located in Mansfield, Mass., its principal executive office is listed as 20 Lower Hatch Street, in the fine city of Dublin, Ireland. While I have been recommending Covidien ever since the breakup of Tyco , in part because of a series of terrific patient-monitoring and blood-flow devices, it appears that Lower Hatch Street address in Dublin was the main reason it got a bid from Medtronics. Why not? As long as 20% of the new shares go to the acquired company, a huge amount of taxes are saved, and overseas cash can be deployed in a much more tax-efficient manner, given the high U.S. corporate tax rate. So let’s figure out, using that pattern, what’s going to happen next. Located not too far down the road from Covidien is Eaton , a terrific electronics company that’s known for fantastic products in everything from lighting and the electric grid to aerospace and trucking. Yep, you may have thought that Eaton was the corporate pride of Cleveland, Ohio, not unlike the Cleveland Browns, Cavaliers or the tribe itself. Wrong! Eaton is located at Fitzwilliam Hall, Fitzwilliam Place, Dublin 2, Ireland. I stayed at the Four Seasons in Dublin once. Had I timed it better, I could have gone to Eaton’s annual meeting, which gets held there. I think Emerson or Honeywell could save themselves a heap of taxes by buying Eaton. It has the added advantage, like Covidien, of being a terrific company, too. Covidien is a function of a spin-off from Tyco, not unlike TE Connectivity , the old AMP. You know AMP, don’t you? It’s the proud Pennsylvania connector company that was purchased by Tyco for $11 billion back in 2003, during the heyday of convicted felon Dennis Kozlowski. Did you know that TE Connectivity is actually located on Rheinstreasse 20, CH 8200 in Schafhausen, Switzerland? I can’t think of a better place for Washington, D.C.-based Danaher to relocate to, can you? The fit is pretty darned perfect, too, given all of that instrumentation that Danaher has. Or would it be better if it bought Pentair ? That’s another Schafhausen, Switzerland company that also has a U.S. presence in Minneapolis, Minn. That fluids-control business of Pentair’s is a difference-maker, although it doesn’t make as big a difference as the tax domicile does. The old joke about Chicago Bridge & Iron is that it doesn’t make bridges or iron and isn’t located in Chicago. You might have thought it was located in Houston, Texas, at One CB&I Plaza. Looks like the punchline of that old joke is wrong, too, because CBI is located in The Hague, Netherlands. How convenient is that for a company such as Fluor ? That firm is ostensibly located right down the road, in Irvine, Texas, and could certainly pick up this competitor. This game can and will go on and on. Tyco, now a fire-and-prevention company, would fit well into the stable of Honeywell or DuPont fire-and-safety divisions, and Tyco is headquartered in Neuhausen, Switzerland. How about Alkermes ? This is the terrific drug company that is working on a ton of amazing treatments for mental illnesses, and it happens to be located on Burlington Road in Dublin, unless you are counting the Waltham, Mass., facility. There are lots of U.S. companies that could save a boatload giving 20% of a combined entity to that $6 billion company. Furthermore, please don’t forget those fabulous Geneva- and London-based oil-services companies, Weatherford and Ensco . Do you think it matters that Weatherford is named after Weatherford, Texas, where the company was founded, or that its operational office is currently located in Houston? Do you think it matters that Ensco is a Dallas company that has said it will put “a large number” of people in London? Yep, we could go on and on. All I can say is that every one of these “real” American companies is now a candidate to be bought because of the tax-code ridiculousness and the seriousness of avoiding taxes. If Pfizer had wanted AstraZeneca , and if Medtronics has gotten Covidien, you can bet that any one of these companies could be next. I know it is silly, but there is some truly nonsilly money to be made going virtual globe-trotting while never having to leave home, except to pick up the mail. At the time of publication, Action Alerts PLUS, which Cramer co-manages as a charitable trust, was long ESV. Editor’s Note: This article was originally published at 7:32 a.m. EDT on Real Money on June 16 Fusion-io Soars Following SanDisk Buyout 3 Big Stocks on Traders’ Radar

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Aerospace, Defense Funds Are Quietly Beating the Market in 2014

Tuesday, May 27th, 2014

NEW YORK ( TheStreet ) — Aerospace and defense funds have been soaring lately although you’d think no one was noticing. During the past year, iShares Dow Jones U.S. Aerospace & Defense ETF returned 37.4%, compared with 17.6% for the S&P 500 Index. Another exchange-traded fund that gained more than 30% was PowerShares Aerospace & Defense (ETF). The big gains came as many companies in the sector reported surprisingly strong earnings. Defense stocks had been under a cloud because of the spending reductions caused by the sequester that went into effect in March 2013. But the Washington cutbacks did less damage than many Wall Street analysts expected. Worried about declining sales, defense contractors prepared for the sequester by laying off employees and cutting costs sharply. In addition, foreign sales remained strong. As a result, profit margins proved resilient. Can the sector continue climbing? Yes. Even if defense spending shrinks in coming years, some businesses seem likely to grow. Sales abroad should climb as countries such as Japan and Korea increase their defense budgets. The industry should also enjoy growing demand from civilian airlines. As the global economy expands, more people are flying. According to the International Air Transport Association, global airline traffic increased 5.2% in 2013. That growth should continue at a 5% rate in coming years. The gains should be even stronger in the emerging markets of Asia and Latin America. The positive outlook is causing many airlines to increase their orders for new planes. “Orders are at historic highs as many airlines are expanding or replacing aging fleets,” says David Mazza, head of ETF investment strategy for SPDR ETFs. The strong demand is boosting Boeing, which is a big holding in all the defense and aerospace ETFs. The company’s revenue increased 8% in the first quarter, while earnings gained 14%. Boeing’s performance should remain robust for years. The company has a backlog of $440 billion worth of orders. The fuel-efficient 737 plane is proving especially popular and has recorded 2,000 orders. Strong sales from Boeing will help a host of parts suppliers, says Tobias Welo, a portfolio manager at Fidelity Investments. Fidelity Select Defense & Aerospace Portfolio, an actively managed mutual fund, holds stakes in a number of suppliers, including United Technologies and Honeywell International. “The revenue outlook is improving because of new orders and demand for spare parts,” Welo says. Make no mistake, defense cuts will hurt some contractors. After peaking at $700 billion in 2010, the defense budget is likely to hit around $500 billion in coming years. The number of soldiers in the Army will drop from a recent high of 570,000 to 440,000. But some contractors can continue to thrive because the budget will still fund many weapons systems. Among the healthiest performers has been Lockheed Martin, the nation’s biggest defense contractor. In the first quarter this year, sales rose 4%, while earnings climbed 23%. The company derives a big percentage of its revenue from the F-35 Joint Strike Fighter, a program that the Air Force is planning to continue. Besides weapons, Lockheed Martin is also a major supplier of information technology to many parts of the government. Demand for technology systems should continue to grow even if the number of military personnel drops in the future. Another stock that recorded big gains in the past year is General Dynamics. While the company is known for producing submarines and tanks, much of the growth has come from Gulfstream private jets. Some corporate customers are waiting four years to get their hands on models that sell for more than $60 million. Private jets should soon account for half the company’s earnings. >>Read More: Bank of America Tries to Bounce Back From $4B Capital Blunder >>Read More: Best Buy: Dead and Dangerous Money >>Read More: Microsoft, Alliance Data Among Picks for a Rising Rate Cycle At the time of publication, the author had no position in any of the funds mentioned. Follow @StanLuxenberg // 0;if(!d.getElementById(id)){js=d.createElement(s);;js.src=”//”;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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Smith & Wesson, PetSmart Report Earnings, Jim Cramer Takes Profit

Wednesday, March 5th, 2014

PetSmart will report earnings today, and while the share price has stalled recently it has been an outperformer during the global financial crisis.

Jim Cramer’s ‘Mad Money’ Recap: Don’t Panic

Thursday, January 30th, 2014

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. NEW YORK (TheStreet) — “I’m old. In most cases, that’s a bad thing,” Jim Cramer said on “Mad Money” Wednesday. But occasionally there are benefits to being old — and today is one of those days. These are not normal times, even in earnings season, he said. Wednesday’s weakness had nothing to do with earnings, which were predominately good. The weakness, Cramer said, is about emerging markets, and the impact on our own stock markets. Cramer said he’s uniquely qualified to riff on this spillover because he’s been around long enough to remember investing through other emerging markets panics just like we’re having right now. Turkey hiked interest rates on Tuesday night, hoping that people would stop taking money out of the country, Cramer said. He remembers that 22 years ago, Turkey was supposed to be the next Germany. He couldn’t resist investing there. Well, currencies declined and in a month his money was cut in half, and then halved again as international currencies spiraled out of control. The reason you hear so much concern over markets like Turkey, Cramer said, is the concern that its problems could spread. What about Mexico? In 1994, it was all the rage. Cramer learned to stick to his knitting after his Turkey experience and keep his money at home — and gained. Don’t let the discussion about emerging markets scare you off your game, Cramer said. Stay focused on what works. This isn’t like the recent euro mess, which shellacked some of the world’s most developed economies. Cramer said to be patient in the face of what could be a 5% decline. It’s time to evaluate your timeline. If you’re in for the long haul, get your shopping list ready. You might need it. Executive Decision: Dave Cote Even though everyone seems terrified about the global economy, let’s not get too despondent, Cramer said. There are still plenty of high-quality companies that are executing fabulously. Consider Honeywell , a holding in Cramer’s charitable trust, Action Alerts PLUS. Last Friday, it reported great results and strong headline earnings that were lost in the shuffle of a major market selloff. CEO Dave Cote said he is very bullish on aerospace. Honeywell’s aerospace segment makes up about 32% of its total sales. He said he looks at macro trends such as what is likely to happen over decades. Cote doesn’t see a future where planes aren’t a bigger piece of the overall pie as the world becomes more wealthy, especially in GDP per capita. Families are more dispersed, businesses become more global, and cars can’t get you to those places. His company is paying attention to China, Cote said. China became Honeywell’s second-biggest country for sales in 2013. Economic statistics in China aren’t wholly reliable, but Honeywell is bullish on the country, with organic growth of 13% in the fourth quarter of 2013. Cote also touted Honeywell’s turbocharger business, which utilizes the company’s technology in jet engines with fuel efficiency implications for automobiles. Executive Decision: Doug Parker Cramer has avoided recommending airlines until recently. But with just four carriers handling 80% of domestic flights, he thinks airlines are a great buy now, none more so than the new American Airlines Group . CEO Doug Parker said the airline industry is night and day different from a generation ago. Through a number of mergers, the industry can now provide a scale that makes sense and get passengers where they want to go efficiently. It’s now a business that works for investors and customers. We can always fill airplanes, Parker said. The question is, can we fill the seat at a level that covers the cost of flying that seat around? Parker said that’s what the company has done poorly in the past, and that’s what it’s trying to doing better now. Noting the company’s $10.3 billion in cash, Parker said, “We’re going to look ahead and if we feel good, we’ll be paying down debt and eventually returning it to our shareholders.” Lightning Round In the Lightning Round, Cramer was bullish on American International Group , American Airlines. Henry Schein and B&G Foods . Cramer was bearish on Jones Energy , JetBlue Airways and ConAgra . Executive Decision: David Demshur Core Laboratories President and CEO David Demshur spoke with Cramer on the heels of the company posting quarterly highs for EPS, net income and revenue. CLB reported revenue up 9% year over year, with EPS increasing by 22%. Cramer considers this stock to be the scientist of the oil and gas industry. Demshur attributed his company’s strong quarter to some new technology and activities in domestic shale plays and the Golden Triangle in deepwater areas offshore in Brazil, West Africa and the Gulf of Mexico. It provided the company with its fifth consecutive record quarter in EPS, net income and revenue. Core Labs has about 1,200 reservoirs, with plans to add 50 fields per year. Demshur says its technology enables oil companies to determine reservoir quality to better estimate their profits. Every frack stage is an opportunity, Demshur said. “We are high on the Permian Basin assets,” Demshur said, and think there are additional billions of barrels of oil to be recovered there over the next several years. Core Labs expects North American activity levels in the first quarter of 2014 to ramp up from the previous quarter. Cramer said that if you believe in the technology of oil, you believe in Core Labs. No Huddle Offense There used to be a time when the State of the Union was an event on which you could invest, Cramer said. It would be terrific if we could convince countries to take more of our goods while not taking more of our jobs, and polluting less with the jobs they do take. But the opposite is true, Cramer thinks, and the President’s annual speech is not all that investible. The nod to natural gas? Cramer looked at the text of the 2012 text that said the exact same thing and nothing happened. Companies like Clean Energy Fuels and Westport Innovations jumped up temporarily before returning to previous levels. It was a very nice speech. Still, the President can’t get anything through Congress, and Cramer said he certainly wouldn’t invest as if he could. 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: Where Have All the Sellers Gone?

Wednesday, January 29th, 2014

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. NEW YORK (TheStreet) — “I like to buy stocks when they’re on sale and sell them when they’re overpriced,” Jim Cramer told his “Mad Money”  viewers Tuesday as he pondered where all of the sellers have gone. Cramer said there were plenty of sellers sending shares of Google , a stock he owns for his charitable trust, Action Alerts PLUS, lower over the past two days. Shares fell $18 Friday and another $21 Monday — Cramer said that was the time to buy, at the lows. Google shares rebounded nearly 2% in today’s session. Netflix was another great stock that was put on sale, said Cramer, falling nearly $15 at its lows. He said is yet another stock that’s perfect for buying on a pullback. And then there’s Apple , another Action Alerts PLUS holding. Last quarter, Apple gave guidance and on Monday the company said it beat that guidance. Is it the company’s fault it didn’t sell the 56 million iPhones analysts were expecting? They never said they would. Apple also didn’t offer guidance on China, or announce any new products, but is it their fault that analysts were hoping they would? Apple is still a great company, Cramer said, as are all of these names. Yet, all of these stocks were put on sale by the markets, and the time to buy them was yesterday at the bottom. Buying on weakness is how money is made, Cramer concluded. Executive Decision: Scott Wine For his “Executive Decision” segment, Cramer spoke with Scott Wine, chairman and CEO of Polaris Industries , makers of snowmobiles and ATVs. Shares of Polaris are up 51% since Cramer first got behind the company in October 2012, but are now off $18 on disappointing 2014 guidance and overall market weakness. Wine said Polaris had a great fourth quarter with sales up 20%, which translated to a penny-a-share earnings beat. He admitted the consumer is under increasing pressure, but Polaris plans to combat that pressure by continuing to innovate. Wine said Polaris never rests on its existing products and relies on innovation to continue its market leadership position. This year, Polaris will be introducing new products in every category, he noted. When asked about growing inventories at the dealer level, Wine explained that with a growing product line, dealers are carrying more inventory and, in many cases, wish they had more, not fewer, items in stock. That said, Polaris is still working hard to manage inventories better to make sure dealers have what they need when they need it. Cramer urged investors to read the reports Polaris puts out because the company lays out an honest depiction of its business, outlining both the good and the bad, making sure there are never any surprises. Off the Charts In the “Off The Charts” segment, Cramer went head to head with colleagues Carly Garner and Carolyn Boroden over the direction of the overall markets. Garner looked at a long-term monthly chart of the S&P 500 and noted that according to the RSI, or relative strength indicator, the index has been in overbought territory for quite some time, signaling the markets have moved too far, too fast. The last time the markets saw peaks this high were right before the 2007 and 2001 downturns. Ouch. Turing to a daily chart, the S&P has been consistently seeing a floor of support at its 100-day moving average, which is now $1755, or 2% lower from current levels. Garner noted if the S&P doesn’t hold that level, things could get ugly, fast. Boroden offered a different take, noting that with the markets near a floor of resistance, the rally could resume soon. But, she also cautioned that the S&P must clear resistance at $1823 or that rally will vaporize. Boroden also looked at the Dow Jones Industrial Average, noting that the Dow could see a 900-point decline, while the tech-heavy Nasdaq is also signaling overbought conditions also not seen since 2008, 2001 and, yes, 1987. Cramer said these charts should tell investors the market technicians will be ready to sell at a moment’s notice, so they need to be prepared for increased selling on the next down day. Lightning Round In the Lightning Round, Cramer was bullish on Pfizer , Bristol-Myers Squibb , Acadia Healthcare , American States Water , Aqua America , Agilent Technologies and SandRidge Energy . Cramer was bearish on Arena Pharmaceuticals and Windstream . Cramer on the Gridiron With the Super Bowl just days away, Cramer once sat down with Eric Grubman, executive vice president of the National Football League, to talk about the business of football. Grubman said that only the NFL, with its hundred of millions of fans around the world, is able to move the needle for its advertisers and partners. He said sponsors such as Procter & Gamble are seeing a lot of success with their NFL affiliations. Grubman said the rise of fantasy football has also helped to bring the sport to thousands of new families and is bridging generational gaps and appealing to the statisticians in all of us. When asked about charges the NFL doesn’t pay its fair share of taxes, Grubman responded that the NFL does pay taxes, but it does so when the money is distributed to the teams. He also noted that everything the league does is fully audited. Finally, when asked whether there is any chance of a power outage at the game, Grubman said that the stadium is ready and the lights will be on. No Huddle Offense In his “No Huddle Offense” segment, Cramer told viewers that in today’s market “lumpy” equals sell. Apple may have beaten its estimates but iPhone sales were, well, lumpy, and that led to shares selling off hard. Seagate has been doing everything right, buying back stock and boosting its dividend, but sales were also lumpy, plunging shares 11.5%. Cramer said investors have no tolerance for inconsistency, which is why shares of Ethan Allen have floundered because its sales are up one month, down the next. Then there’s all of China — no consistency there either. What has no lumps? How about United Technologies or Honeywell ? Cramer said momentum is building at both those companies. DR Horton is another standout, with its share up 9%, with no lumps to be found. 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: The Market’s Wild Ride

Thursday, January 23rd, 2014

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. NEW YORK (TheStreet) — The markets are moving at lightning speed, Jim Cramer said on “Mad Money” Wednesday. That means in order to be successful, investors need to be able to navigate the crosscurrents in real time. That was the case with Apple , a stock Cramer owns for his charitable trust, Action Alerts PLUS. Apple had been trading for weeks on expectations of sales in China. Today, activist investor Carl Icahn called the company “disgraceful” for not returning more capital to shareholders — instantly, the markets forgot about China and started trading on Icahn. eBay posted in-line earnings today with miserable guidance, but all turned sunny when Icahn made a comment that he may get involved with the company and advocate a breakup. Another company that turned on a dime was Netflix , which saw shares surge 17% on huge earnings and subscriber growth. Meanwhile, IBM shares fells as its lofty goals and five-year plans appear to be faltering badly. In other sectors, from oil and natural gas to telco equipment, the trading has been fast and furious, Cramer concluded. That’s why investors need to hold onto their hats and prepare for what could be a wild ride. Executive Decision: Moshe Gavrielov For his “Executive Decision” segment, Cramer spoke with Moshe Gavrielov, president and CEO of Xilinx , an Action Alerts PLUS holding that’s proven Cramer’s rule of never trading the headline. After shares plummeted on a penny-a-share earnings beat with weaker guidance, they quickly rebounded 2.2% as savvy investors looked at the key metric, Xilinx’ new 28-nanometer chip sales, which were up 79% year over year. Gavrielov said that while Xilinx was only able to deliver at the low end of its revenue range for the quarter, its other metrics came out just fine. He said the company is still on track for 2% to 6% growth for 2014 and the company is still in the early stages of the new 28 nanometer rollout. When asked why 28 nanometers is so important, Gavrielov explained these new, smaller chips are necessary to bring features like video to cellphones. Video is very demanding on both phones and infrastructure, he noted, which is why we’re seeing a surge in spending to keep wireless customers happy around the globe. Turning to the topic of gross margins, Gavrielov said that while margins came in lighter this quarter, he fully expects Xilinx’ other, higher margin businesses to catch up later in 2014, returning margins to traditional levels. Cramer said pointedly that shares of Xilinx are headed higher. Diageo vs. Brown-Forman With the news that Beam is getting taken over at a 25% premium, there’s no denying the spirits business is on fire, Cramer told viewers. But of the two remaining pure plays, Diageo and Brown-Forman , which one is the better investment? Cramer said while he likes both companies and both stocks he’s giving the edge to Brown-Forman. Cramer said Diageo remains a terrific long-term investment, but in the near term the company derives 42% of its sales from the emerging markets, which have been spotty of late. The company does sport a 3% yield, but it also trades at 19 times earnings with an 11% growth rate. Given that shares are at their 52-week highs, Cramer said he needs to see a meaningful pullback before he’ll find Diageo compelling. Brown-Forman, on the other hand, is the smaller of the two companies and has more room to grow. The company is levered to whiskey with its Jack Daniels brand and whiskey is outperforming the industry as a whole. Forman currently gets 45% of sales from the U.S., with far less stemming from emerging markets. The company’s prospects in areas like Russia and Poland are sizable. Cramer said he’d also like to see a pullback in Brown-Forman as well, but even at current levels the stock is attractive. Lightning Round In the Lightning Round, Cramer was bullish on Boston Private , Tesla Motors , LinkedIn and Apollo Group . Cramer was bearish on Comstock Resources and Caterpillar . No Huddle Offense In his “No Huddle Offense” segment, Cramer reminded viewers that when it comes to trading around earnings season, it’s all about expectations. Expectations determine whether a stock trades up or down and by how much.That’s why a stock like Coach saw its shares crushed after it reported. The stock was well off its lows and investors were blindsided by same-store sales that were twice as bad as expected. That’s also how a stock like Norfolk Southern saw its shares spike when it reported. Earlier in the week, the expectations were that Norfolk would follow its rival CSX lower. In the case of Intel , an Action Alerts PLUS name, Cramer said expectations had simply gotten so high, there was no way the company could ever meet them. Those were just three examples of why expectations are everything when it comes to earnings. 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 Royal Bank of Canada , Suncor , Coca-Cola , Altria and McDonald’s . Cramer said this portfolio had too much food and beverage and needed to sell Coke and add a drug stock like Bristol-Myers Squibb . The second portfolio’s top holdings included International Game Technology , Wisdom Tree , U.S. Ecology , Precision Castparts and Estee Lauder . Cramer said this portfolio was properly diversified. The third portfolio had Google , Gilead Sciences , JPMorgan Chase , Honeywell and Walt Disney as its top five stocks. Cramer said he seas a big fan of this portfolio and its diversification. The fourth portfolio’s top stocks were Seadrill , NXP Semiconductor , Biomarin , American Railcar and International Game Technology . Cramer also blessed this portfolio as properly diversified. 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: Next Week’s Game Plan

Saturday, January 18th, 2014

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. NEW YORK (TheStreet) — Four times a year the markets get earnings fever, Jim Cramer told his “Mad Money” TV show viewers Friday. But investors need to read beyond the headlines because it’s the expectations, not the earnings, that really matter. That’s why Cramer will be watching out for Delta Airlines when it reports on Tuesday. He said with such heightened expectations he’d rather buy American Airlines on any Delta weakness. Cramer would be a buyer of Johnson & Johnson , a stock he owns for his charitable trust, Action Alerts PLUS, on any weakness, but not IBM , which, despite its low expectations, needs to tell investors how bad things really are. Wednesday brings earnings from Coach , Norfolk Southern , United Technologies , Netflix and eBay . Cramer said to be careful with Coach, Norfolk, eBay and Netflix but be a buyer of United Tech, which has already tempered the enthusiasm. Then, on Thursday, it’s Lockheed Martin , a stock that’s been amazing, McDonald’s , Microsoft and Starbucks reporting. Cramer said he prefers Wendy’s over McDonald’s but likes Microsoft on the possibility of a new CEO from outside the company, and Starbucks for the long term. Finally, on Friday, it’s Bristol-Myers Squibb , Stanley Black & Decker , Honeywell and Kimberly-Clark reporting. Cramer is a fan of Bristol, Honeywell and Kimberly but suggested using call options as a way to test the waters with Stanley Black & Decker, a company that couldn’t possibly have as bad a quarter as it did last quarter. Executive Decision: Strauss Zelnick For his “Executive Decision” segment, Cramer sat down with Strauss Zelnick, chairman and CEO of Take-Two Interactive , the $1.5 billion video game maker with such titles as Grand Theft Auto, Bioshock and NBA 2K. Zelnick said he’s not overly worried about Take-Two’s share price because the company has already bought $280 million worth of its own shares at what it believes to be a terrific price. “We’re voting with our capital,” he continued. When asked whether sales at retailer GameStop should be an indicator of how Take-Two is selling, Zelnick noted that typically 30% of  sales are digitally delivered, and since GameStop typically deals in a lot of older titles it’s more of a trailing indicator than a leading one. Turning to the record-setting launch of the latest Grand Theft Auto late last year, Zelnick said sales were helped by high average selling prices. But 29 million customers in six weeks proves the popularity of the franchise. Cramer said the Grand Theft Auto franchise alone is worth more than Take-Two’s current stock price, not to mention all of its other terrific titles. Robot Invasion The markets are being invaded by robots, Cramer told viewers, with smart companies such as Google , an Action Alerts PLUS holding, and both snapping up robotics firms for their warehouses and future projects. So where does that leave iRobot , the only publicly traded pure-play robot maker? Cramer noted that iRobot shares soared 85% last year and has sold over 10 million robots in 45 countries around the globe. iRobot currently derives 90% of its sales from consumer robots, like its famous Roomba vacuum, but still maintains 10% of sales of defense and security robot systems. With new Roomba models coming, along with a promising video-conferencing robot in development with Cisco and sales beginning in China, Cramer said there are things to like about iRobot. The company has lots of patents, little competition and the best brand recognition. iRobot last reported a two-cents-a-share earnings beat on lighter than expected revenue and lower guidance, but Cramer said the company does have $5 a share in cash, which puts its multiple at a respectable 27 times earnings for a growth rate in the high-teens. While iRobot is not a revolution, Cramer concluded the company is worth buying as a speculation. Lightning Round In the Lightning Round, Cramer was bullish on Bank of America , Nordic American Tanker , Sherwin-Williams and Diana Shipping . Cramer was bearish on CapitalSource , DryShips , Allscripts Healthcare and Seaspan . Profitable Breakups Why are corporate breakups so wildly profitable? Cramer dove into the history behind Beam , which was just recently acquired by Japan’s Suntory for a 20% premium, to show investors how it works. Cramer noted that while some investors lamented Beam’s poor performance last year, the stock has now delivered a 92% return over the past two years since it was spun off from the old Fortune Brands, far better than the markets overall. And what of the Fortune Brands split that made it all possible? Cramer recalled that Fortune was a conglomerate that comprised cabinets, faucets, gold clubs and liquor before it announced its breakup in December 2010, when its market cap was $13 billion. After spinning off its gold business for a clean $1 billion, the remaining Fortune Brands Home Security and Beam are now worth a combined $24 billion, for a total of $25 billion, more than double that of the original entity. Looking at the stock prices, the new Fortune Brands is up 278% since the split, which, when combined with Beam’s 92%, gives investors triple their money in just two years. Why do breakups work? Because Wall Street hates conglomerates and much prefers pure-play companies that are easy to analyze and sponsor, Cramer said. No Huddle Offense In his “No Huddle Offense” segment, Cramer sounded off on the negativity surrounding Twitter , a stock that still has nine analyst sell ratings but only eight buy ratings. Cramer said the skepticism surrounding Twitter is unheard of, which is why a lone upgrade today was so refreshing. In that report, the analyst noted that Twitter’s opportunity and potential far exceeds traditional metrics, a sentiment Cramer has shared for quite some time. He called Twitter the most disruptive of all the social media plays as well as one that ties in great with television, something advertisers can get behind. The good news is that with so many “sells” on the stock, there’s still plenty of room for upgrades because Twitter will prove the analysts wrong, one by one. 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: The Analysts Are Wrong

Thursday, January 9th, 2014

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. NEW YORK (TheStreet) — The analysts are trying to get you out of stocks at just the moment you should be staying in, Jim Cramer said on “Mad Money” Wednesday. Cramer said after years of being criticized for being too bullish, the analyst community now appears to be permanently skeptical. That was the case with with two Cramer faves, United Technologies and Honeywell , the latter a stock Cramer owns for his charitable trust, Action Alerts PLUS. He said both stocks received downgrades today, panned for, of all things, being too broadly loved on Wall Street. This came at a time when both companies are offering investors growth, dividends and stock buybacks. Wendy’s also received a downgrade today despite only being a fraction of the way into its turnaround efforts, which are bringing new restaurants and a new menu to its stores. Why sell now? asked Cramer. The banks is another sector coming under fire by the analysts, Cramer noted, just as bad loans are winding down and the net interest margins are ramping higher. KeyCorp and U.S. Bancorp , two more Action Alerts PLUS names, also got tagged with unwarranted downgrades. Even Twitter has not been immune to the analysts’ new-found pessimism, Cramer concluded. Executive Decision: Charif Souki For his “Executive Decision” segment, Cramer sat down Charif Souki, chairman, president and CEO of Cheniere Energy , the company building two export terminals to take advantage of America’s growing abundance of natural gas. Souki said Cheniere is now giving investors multiple ways to invest — with the original Cheniere shears, trading under the ticker LNG, along with Cheniere Energy Partners , a master limiter partnership for retail investors, and Cheniere Energy Partners Holdings , which is geared for institutional investors. When asked whether the demand for natural gas is slowing, Souki said there is an unlimited number of potential customers for Cheneire as long as there’s such a large price differential between gas and oil. Our country still burns off more excess oil through flaring than it uses, Souki noted. When will America wake up and embrace its own natural resource? Souki said the markets are moving in that direction and it’s better to let them progress naturally rather than force a change through legislation. Finally, when asked about competition, Souki said that no one but Cheniere has broken ground on an export terminal, giving his company a huge first-mover advantage. Cramer continued his recommendation of Cheniere. Yelp for Joy Not many companies can deliver what the customer wants and what Wall Street wants at the same time, which is why ratings Web site Yelp has been on fire since its initial public offering. Cramer said Yelp is the real thing, one of the few companies that has the trifecta of social, mobile and the cloud and is making money hand over fist in all three areas. Remember the Yellow Pages, that thick book that was delivered to your front door every year by the phone company? If you had any hopes of running a successful local business, you had to advertise in the Yellow Pages. The Yellow Pages of today is Yelp,  plain and simple, said Cramer. Unlike the Yellow Pages, Yelp is not regulated by the government, meaning it can continue to grow like wildfire. Cramer said Yelp’s business is worth “substantially and dramatically” more than it is today, even with shares up 8% in today’s trading. Lightning Round In the Lightning Round, Cramer was bullish on BB&T Bank , Franks International , BioMarin , Genuine Parts , Snap-on , Core Labs and Exact Sciences . Cramer was bearish on Michael Kors , MannKind and Universal Display . Curb Your Skepticism As 2014 gets rolling, Cramer told viewers they need to check their emotions at the door and not become too skeptical, a mistake even pros like Cramer can fall victim to from time to time. Excessive skepticism is not a good thing, said Cramer, and can cost you a lot of money. That was the case when Cramer told investors to sell Walgreen last year, after the company got into a tiff with Express Scripts and started making a slew of acquisitions. After falling from $40 to the high $20s, Cramer advised selling Walgreen, a price that later proved to be the bottom; the stock nearly doubled from those levels. The former Shaw Group was another Cramer pan after the nuclear disaster in Japan. Cramer figured that Shaw, which built nuclear plants, would surely falter. While shares did sink 10% from his sell recommendation, the company was acquired by Chicago Bridge & Iron for a 72% premium. What’s the lesson from these examples? That well-run companies with terrific CEOs deserve the benefit of the doubt and skepticism doesn’t pay, Cramer concluded. 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 Celgene , 3M , , JPMorgan Chase and Valero . Cramer said this portfolio was picture perfect. The second portfolio’s top holdings included Hewlett-Packard , American Capital Agency , Johnson & Johnson , Bank of America and Facebook . Cramer said this portfolio can’t have American Capital and Bank of America and advised selling American Capital in favor of an industrial like Honeywell. The third portfolio had Verizon , AT&T , Exxon-Mobil , PDL BioPharma and Altria as its top five stocks. Cramer said this portfolio can’t have both AT&T and Verizon and needs a stock like Clorox . 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: Forget the Fed

Wednesday, December 18th, 2013

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. NEW YORK (TheStreet) — It’s time to stop fretting over the Federal Reserve, Jim Cramer said on “Mad Money” Tuesday. The CEOs of our great American companies aren’t worried and you shouldn’t be either. We received great news from no less than four great companies today: Boeing , Honeywell , 3M and Whole Foods Markets , but this news was not enough to buoy the overall markets as they chose instead to focus only on the looming Fed announcement. But make no mistake, the CEOs of Boeing, Honeywell, 3M and Whole Foods aren’t glued to their seats waiting on the Fed. They’re too busy making money for their shareholders. Cramer said there’s a cohort of investment wisdom that says the only smart way to make money is to invest in index funds. Why take the risk on individual stocks when you can invest in the overall market and take on less risk to make a little less money, they argue. But this method is lazy, said Cramer, and ignores that fact that some companies have excellent management with terrific long-term themes that will trounce the averages every time. Boeing is benefiting from the need for more fuel-efficient planes while 3M is pursuing relentless innovation. Honeywell is also innovating with new products for autos, planes and refiners while Whole Foods is dominating the healthy and organic food movement. It’s these long-term trends, coupled with flawless execution by management, that has allowed these companies to over-perform the averages this year, said Cramer. None of them were overly hard to spot. Cramer said investors shouldn’t get overwhelmed by the market worries and the Fed-speak and most certainly shouldn’t sell their stocks for other asset classes. Do a little work, ignore the naysayers and use the market weakness to pick up some of these great stocks at a discount. More Stocking Stuffers For the second installment of his “Stocking Stuffers” series, Cramer added a tech stock and a bank to his “nice list” with Google and Bank of America , two stocks he owns for his charitable trust, Action Alerts PLUS. Google is the safer, less expensive way to play the surge towards everything social, mobile and the cloud, said Cramer, and there’s no denying that Google is the king of online and mobile advertising. And with that ad spending on the rise, it’s no wonder Google’s gross profits were up 18% in its most recent quarter. Google also has over $53 billion, or $167 a share, in cash on its books for acquisitions and other exciting growth opportunities. Yet, for all its positives, shares trade for just 20 times earnings despite a 16% growth rate. Cramer compared that to Facebook , which trades at 48 times earnings with only a 30% growth rate. Then there’s Bank of America, the bank that’s slowly emerging from its legal woes and is most certainly a better stock now than it was just a few years ago. Cramer said the banks are one of the few sectors that benefits big from rising interest rates. With exposure to consumer and commercial lending as well as construction spending and wealth management, there’s a lot to like with this stock that trades at just 1.1 times its tangible book value. As a comparison, Wells Fargo trades at 1.9 times its book value. Either of these stocks will look great under the tree this year and will be a gift that keeps giving for years to come, said Cramer,. Executive Decision: John Mackey and Walter Robb For his “Executive Decision” segment, Cramer went on location in Brooklyn, N.Y., and sat down with John Mackey and Walter Robb, co-CEOs of Whole Foods, a stock that’s up a staggering 1,000% over the past five years. Whole Foods currently has 347 locations in the U.S. There are still a lot of exciting opportunities ahead for Whole Foods, the CEOs said, both in existing markets and in new ones. They touted their new Brooklyn location as one such opportunity, transforming an entire community with a store that includes a 20,000-square-foot greenhouse on its roof. When asked about the location — 3rd Street and 3rd Avenue in the Gowanus neighborhood — the CEOs noted that Brooklyn is a dynamic and evolving area and Whole Foods brings a new energy to that particular community. They noted that while the store itself generates over 450 jobs, with nearly two-thirds of those filled by local residents, over the next decade the area surrounding the store will also likely see a significant transformation for the better. Whole Foods is all about working with quality people that produce quality products, said the duo, which is why the company pays well above the minimum wage and has a significantly lower employee turnover. There’s a misconception that if employees win other stakeholders must lose, but that’s simply not the case, they said. By treating employees well, all stakeholders reap the rewards. More on Whole Foods Continuing his interview with John Mackey and Walter Robb, Cramer asked about the connection between healthy eating and a healthy lifestyle. With nearly 69% of all Americans now overweight, there’s a revolution afoot, towards not only eating better but also living better, said the CEOs. A big part of our country’s health care crisis is the fact that most of us are not healthy. Turning to the issue of growth, Whole Foods recently revised its plans, announcing its intention to open 1,200 locations in the U.S., up from previous plans for just 1,000 locations. That’s a sign the market is continuing to grow, the CEOs noted, a trend that bodes well for Whole Foods.Is Whole Foods afraid of increased competition? Not according to Mackey and Robb. They said other stores just don’t have the standards nor the culture that Whole Foods possess and the more places that aim to copy their model, the quicker they will innovate and evolve to stay one step ahead. Their Brooklyn greenhouse atop the store is one such example, they said. Finally, when about the state of capitalism in America, Mackey noted that America seems to be moving away from capitalism and is losing its economic freedoms. He said that big business is often vilified and people just don’t trust businesses. Capitalism has a lot of positive things to say, Mackey said, but that story is rarely told. Lightning Round In the Lightning Round, Cramer was bullish on Valero Energy , Hawaiian Electric , Veeva Systems , Emerson Electric and Lockheed Martin . Cramer was bearish on General Dynamics . No Huddle Offense In his “No Huddle Offense” segment, Cramer opined on whether the selling in stocks such as Kimberly-Clark , General Mills and Clorox is just a phase or the real deal. Cramer said these cyclical stocks have been in a world of pain of late, slowly and steadily declining as the expectations of higher interest rates abound. But while these stocks may be terrible trades at the moment, they’re still terrific investments, Cramer said. These are long-term stocks, he reminded viewers, and not ones that should be traded over the short term. 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: Happy Bull Day

Wednesday, October 23rd, 2013

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NEW YORK (TheStreet) — When Washington is away, the bulls do indeed play, Jim Cramer said on “Mad Money” Tuesday after another up day on Wall Street.

Cramer said with interest rates once again determining stock prices — this time for the better — there are a whole host of stocks moving to the upside. …

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Jim Cramer’s ‘Mad Money’ Recap: Apple Is a Bargain

Tuesday, October 22nd, 2013

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NEW YORK (TheStreet) — Are there bargains still to be had in this red-hot market? Jim Cramer asked his “Mad Money” viewers Monday.

He said there is one stock that’s not up for the year, one that yields 2.3% and trades at just 12 times earnings despite a remarkable growth rate. That’s the stock of Apple , a stock Cramer owns for his charitable trust, Action Alerts PLUS. …

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Jobs Report Comes On Tuesday

Friday, October 18th, 2013

Cramer: I’d Buy GE Here

Friday, October 18th, 2013

China Boosts Foreign Markets

Friday, October 18th, 2013

Week Ahead: Debt Ceiling and Earnings

Friday, October 11th, 2013

Ansell Sales Bouncing With Economy

Wednesday, September 18th, 2013

Increased factory work is stimulating sales of industrial rubber gloves, says Magnus Nicolin, CEO of Ansell.

Cramer’s ‘Mad Money’ Recap: For Now, the Bears Win

Wednesday, September 4th, 2013

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NEW YORK (TheStreet) — There are a ton of things to like about this market, but for now the bears win, Jim Cramer admitted to his “Mad Money” TV show viewers Tuesday.

Cramer said the markets have become a battleground. With Congress heading back into session, investors should be prepared for the worst. …

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Click to research the Aerospace/Defense industry.


It’s a New Johnson Controls

Wednesday, August 21st, 2013

Jim Cramer and Stephanie Link are buying Johnson Controls which is a play on a few of their favorite themes.

Cramer’s ‘Mad Money’ Recap: Maximum Gains From Minimum Competition

Wednesday, July 24th, 2013

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

NEW YORK (TheStreet) — Before you buy a stock, stop and think about the company’s competition, Jim Cramer warned “Mad Money” viewers Tuesday. Cramer said that in today’s market competition matters, and those in cut-throat businesses are getting pummeled.

Cramer’s theory was clearly evident in Tuesday’s trading with companies such as United Technologies leading the charge higher. Not only is the company in the red-hot aerospace market, but it’s also able to raise its prices and enjoy bigger margins thanks to extremely limited competition. …

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Click to research the Industrial industry.


Cramer’s ‘Mad Money’ Recap: Better Days for Europe

Tuesday, July 23rd, 2013

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

NEW YORK (TheStreet) — The turn is Europe is now undeniable, Jim Cramer announced to his “Mad Money” viewers Monday. He said the turn in Europe will have a huge impact on U.S. stocks. However, so far absolutely no one is talking about it.

How did Cramer come to be so confident Europe’s bottom has finally arrived? Because companies told him so in their conference calls. That was certainly the case with General Electric , a stock Cramer owns for his charitable trust, Action Alerts PLUS. After years of being hit with European woes, GE now says its seeing signs of life across the continent. …

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GE, Honeywell Runs Not Done

Friday, July 19th, 2013

Buy GE and Honeywell into strength after their Street-beating 2Q results, says Daniel Holland, equity analyst at Morningstar.

Adding Another Industrial Stock

Friday, July 12th, 2013

Honeywell is the latest addition to AAP, as Co-Portfolio Manager Stephanie Link remains overweight in the industrial sector.