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, ScottRuttDCClick to view a price quote on MSFT. Click to research the Computer Software & Services industry.
Archive for the ‘HON’ Category
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, ScottRuttDCClick to view a price quote on HAL. Click to research the Energy industry.
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, ScottRuttDCClick to view a price quote on KMB. Click to research the Consumer Non-Durables industry.
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, ScottRuttDCClick to view a price quote on PETM. Click to research the Specialty Retail industry.
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 Porch.com, 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 KenwellClick to view a price quote on HON. Click to research the Industrial industry.
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, ScottRuttDCClick to view a price quote on NFLX. Click to research the Specialty Retail industry.
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, ScottRuttDCClick to view a price quote on JPM. Click to research the Banking industry.
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 Priceline.com 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, ScottRuttDCClick to view a price quote on TSLA. Click to research the Automotive industry.
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, ScottRuttDCClick to view a price quote on AGN. Click to research the Drugs industry.