Archive for the ‘AAPL’ Category

Beat the Market by Following Billionaire Investors

Thursday, April 10th, 2014
Amassing a billion dollars in the market may be close to impossible, but investors can beat the S&P by tracking the portfolios of billionaire investors, says Raul Moreno, CEO of iBillionaire.

Jim Cramer on Costco Sales, Apple Upgrade and Jamie Dimon’s Letter

Thursday, April 10th, 2014
TheStreet's Jim Cramer says Costco's comparable store sales are the 'best in the game' and the stock should be at $116-$117, and Deutsche Bank's buy rating for Apple is well-reasoned.

TD Ameritrade: Home Gamers Continue to Dial Up Equity Exposure

Monday, April 7th, 2014
TD Ameritrade's Chief Strategist JJ Kinahan explains technology and healthcare sectors were a popular buy, while consumer stocks were net sold, with Apple leading the way.

HBO to Premiere its Comedic Look at the Culture of Silicon Valley

Saturday, April 5th, 2014
The creators of 'Silicon Valley' aim to bring a realistic element to the show, while taking some creative liberties.

Jim Cramer’s ‘Mad Money’ Recap: Hope Springs Eternal

Thursday, April 3rd, 2014

Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) -- In the lull until earnings season, the markets are returning to stocks that do well when the economy does well, Jim Cramer told his Mad Money viewers Wednesday. That's despite the battle that rages over high-frequency trading. Cramer said that investors are once again hopeful the economy is really improving, and that's why Caterpillar was able to surge over $100 a share. Strong auto sales also helped General Motors , a stock Cramer owns for his charitable trust, Action Alerts PLUS, end the day in the green. Cramer said if Friday's employment numbers a good, look for these gains to continue. The markets are also still embroiled in the high-frequency trading debate, Cramer continued. He said these trades continue to meddle in the markets, preventing traders like you and me from getting the best prices possible. Cramer called high-frequency trading a tax on the markets, one investors cannot avoid, sadly. It's unclear whether the SEC feels high-frequency traders fulfill a function or if the agency thinks the issue doesn't matter since it has been around so long. Cramer posited that perhaps the SEC feels that it's OK the markets aren't entirely fair. No matter what the reason, however, Cramer said the only way to remove the high-frequency "tax" would be to create a new, alternative market where they simply aren't allowed. That notion has already been proposed, and is one Cramer supports. Apple in Limbo Shares of Apple , another Action Alerts PLUS holding, are in limbo, Cramer told viewers. Apple is no longer considered a growth stock by many but it also isn't quite considered a value name either. Cramer said Apple certainly qualifies as a value stock, trading at just 12 times earnings while the market overall trades at 17.3 times earning. But even with this paltry multiple, Apple is down 3% so far in 2014 while old-line tech names like Hewlett-Packard and Oracle are up 18% and 8%, respectively.How can this be? Cramer explained that both HP and Oracle offer investors the promise of a big upside surprise as the economy improves. Apple offers no such promise. So while Apple may be superior in just about every metric that matters, from revenue to earrings to its dividend yield, until the company can jump-start growth or introduce a product that moves the needle, shares are likely to remain in limbo. Cramer's 'Final Four' In honor of March Madness, Cramer kicked off his own "Final Four" championship, pitting the best stocks in the S&P 500 versus the best the Nasdaq has to offer to see which company has the best chance of rallying for the rest of the year. In the S&P bracket, Cramer chose oil driller Nabors Industries versus the number four seed, Tyson Foods . Nabors has been a relatively poor performer in a neighborhood that's rapidly improving, Cramer explained. The company has transformed itself from a domestic onshore driller to a global player with exposure to both on- and offshore projects. After many delays and production problems, however, Nabors is finally getting its act together and is poised to pounce on an uptick in global growth. Tyson, on the other hand, is a terrific company in a tough neighborhood. The company is a terrific operator but is hostage to commodity pricing for animal feeds, such as corn, and meat prices. For Tyson, much of the upside comes from how well it manages gross margins. With a real optimism emerging for increased oil and gas production and a headwind for commodity prices, Cramer crowned Nabors as the winner for the S&P bracket. Nabors will face off against his Nasdaq winner on Friday. Lightning Round In the Lightning Round, Cramer was bullish on Costco , Six Flags , Randgold Resources and International Business Machines .Cramer was bearish on Barrick Gold , NetSuite , Celldex Therapeutics and Autodesk . What's on the Menu? In a special interview, Cramer sat down on location with restauranteur Danny Meyer at his Gramercy Tavern in New York City to see if Meyer's "hospitality index" is still making the grade since it was first introduced on "Mad Money" in February 2009. Meyer said he doesn't believe in success. The minute you think you're doing a good job, someone else will force you to do it better. That's why, for him, hospitality and success means you as a customer leaving one of his many restaurants feeling better than when you entered. When asked if technology is helping his restaurants succeed, Meyer admitted technology does help him be multiple places at once, but it's still no substitute for taking care of your employees, your customers, your suppliers and, finally, your community. Meyer continued that employees should always be a business' first priority. Human capital is important and who's on your team matters. Cramer then updated viewers on Meyer's hospitality index, which included stocks Chipotle Mexican Grill , Whole Foods Markets and Amazon.com . This index rose 375% since February 2009, beating the S&P 500 and its gain of 129% over the same period. 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 Coca-Cola , Charles River Labs , American Tower , Walt Disney and Phillip Morris . Cramer suggested selling Phillip Morris in favor of an industrial like Honeywell The second portfolio's top holdings included Kinder Morgan Energy Partners , Whiting Petroleum , United Rentals , Susquehanna Bancshares and Intel . Cramer identified two of a kind with Kinder and Whiting, suggesting this caller sell Whiting and add a biotech like Celgene . The third portfolio had Isis Pharmaceuticals , Himax Technologies , Tibco , KeyCorp and Facebook as its top five stocks. Cramer suggested dumping Himax and adding a defense name like Lockheed Martin . 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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Very Angry California Faults May Rock the Foundations of 3 Companies

Monday, March 31st, 2014
Recent earthquake activity in California may foreshadow a more worrisome quake to strike soon.

It’s Opening Day! Here is How MLB will Now be Stalking You

Monday, March 31st, 2014
The 2014 MLB season will usher in the official rollout of Apple's iBeacon technology to 20 of 30 MLB ballparks.

Blackberry Wins First Round of Keyboard Contest With Typo

Monday, March 31st, 2014
Ryan Seacrest's Typo keyboard loses first battle with Blackberry.

Red Hook Readies for Bike Race, ’45 Minutes of War’

Saturday, March 29th, 2014
Cyclists from around the world will gather Saturday in Red Hook, Brooklyn, to mark a unique race that has become as much a celebration of a renegade sport as a block party for a neighborhood's comeback.

Here’s My ETF Strategy to Minimize Market Turmoil

Thursday, March 27th, 2014

NEW YORK (TheStreet) -- The last few trading weeks have surprisingly choppy, with the market unable to make up its mind on a convincing direction. The mornings are typically filled with bullish opens that fade in the middle of the day as momentum wanes. The key push for the bulls is to regain the prior highs and extend this most recent rally. The bears, on the other hand, are gunning to push the major indices below their short-term trend lines to re-establish dominance. Right now I gauge either scenario as being likely, with the bears perhaps having a slight edge given the propensity for greater volatility this year. The biggest concern that we are seeing is fewer buyers in high-growth sectors such as biotech, solar and small-cap stocks, which have faded significantly from their highs. Both the iShares Nasdaq Biotechnology ETF and Guggenheim Solar ETF have now given back more than 13% on a closing basis from their high-water marks. Granted, these sectors have both seen triple-digit gains over the last 52 weeks, so it only makes sense they would be more susceptible to a pullback. The recipients of these asset flows have been in safer areas of the market such as the long-duration Treasuries and large-cap stocks. The iShares 20+ Treasury Bond ETF has been acting as a shelter from the storm during pressured selling days and the SPDR Dow Jones Industrial Average ETF has also been outperforming other indices on a relative basis of late. This is being labeled as a warning sign by many professional investors because a rotation from small caps to large companies may be seen as a precursor to a bigger market pullback. One area in particular that has been holding up well lately is larger dividend-paying technology companies. The First Trust Nasdaq Technology Dividend ETF is a core holding for my clients and is chock-full of technology and telecommunication stocks with large cash positions, mature business models and established dividend histories. The top three holdings include International Business Machines , Microsoft and Apple . The current yield on this exchange-traded fund is 2.8% and dividends are paid quarterly to shareholders. Another equity-income theme that has been very resilient this year has been the iShares U.S. Preferred Stock ETF . I own this fund for both its income and growth characteristics. It was beaten up in 2013, but has returned with a vengeance this year and sports a 30-day SEC yield of 5.84% with dividends paid monthly. The biggest boost to preferred stocks in 2014 has been stabilization in long-term interest rates, which have acted as a tail wind for capital appreciation. Right now the fund is more richly valued than when we entered the year, but still offers a compelling yield and has been insulated from the volatility in equities. Other defensive areas of the market such as utilities and consumer staples have also been performing well lately as this shift continues to materialize. My personal belief is that many investors are overweight high-risk areas and we will see additional rebalancing as the year wears on. So far the damage has been minimal and the larger uptrend is still intact. However, it can be advantageous to pay attention to these trends in order to frame your asset allocation and risk management plan moving forward. At the time of publication the author had positions in TDIV and PFF. Follow @fabiancapital // 0;if(!d.getElementById(id)){js=d.createElements);js.id=id;js.src="//platform.twitter.com/widgets.js";fjs.parentNode.insertBefore(js,fjs);}}(document,"script","twitter-wjs"); // ]]> This article represents the opinion of a contributor and not necessarily that of TheStreet or its editorial staff.

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