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Jim Cramer’s ‘Mad Money’ Recap: Why the Oil and China News Isn’t All Bad

Monday, August 3rd, 2015

  Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) — There are two sides to every coin, and investors looked at the negative side, drawing conclusions about the U.S. economy based on events happening in commodities and in global markets, Jim Cramer told his Mad Money viewers Monday.Cramer noted that oil tumbled another 3.5% on the day and is threatening to take out the recent low of $43. The decline feels “pretty darn nasty,” Cramer said. Investors are selling, fearing Iran may add production to an already oversupplied market. That hit shares of Exxon Mobil , Chevron  and Royal Dutch Shell . But while oil prices may be headed lower, is that such a bad thing? Cramer looked at the other side of the coin, arguing that a decline in oil prices is good for airlines, restaurants and, most important, consumers. Then there’s China, which recently issued “horrendous” manufacturing data, Cramer said. China’s stock market gives investors the impression the Chinese consumer is under pressure, even if that’s not really the case. This hurts companies including Action Alerts PLUS holdings Apple  and General Motors as well as Diageo . But on the plus side, the weakness in China could hold the Federal Reserve back from hiking interest rates come September. Make no mistake about it, we don’t want the Chinese economy to “fall off a cliff,” but it’s a big benefit to the market if the Fed postpones the inevitable, Cramer said. Finally, he looked at Europe after the Greek stock market opened for trading after being closed for more than a month. The major index fell about 20%, but the recent manufacturing data for the eurozone were “surprisingly quite strong,” he said.  Must Read: 5 Rocket Stocks to Buy for August Gains It wasn’t just Germany leading the way higher either — Spain, Italy and the Netherlands all contributed to the gains. If the European economy can improve, it will help spur more global economic growth. European growth will also help slow the decline in the euro, which will weaken the U.S. dollar, which has been weighing on U.S. multinational companies. Executive Decision: Richard Gelfond For his “Executive Decision” segment, Cramer sat down with Richard Gelfond, the CEO of Imax  . The ultra-big movie screen company has over 950 theaters, with a 400-theater backlog. Imax reported in-line earnings and beat sales estimates, but the stock has been tied to the price action in China, Cramer said, with shares down 15% from the highs. Gelfond explained his company does do business in China, but referred to the country as more of an opportunity than a risk. Because of its business there, the company plans to a do an IPO in China for its China-based locations. Gelfond explained that the company plans to go public on the Hong Kong stock exchange, a far less volatile index than the Shanghai Composite. Less than one-third of the company’s business is done in China. He said that over the long term China has proved to be very good for both the company’s business and shares.  Gelfond added that every year the company aims to open anywhere from 110 to 125 new theaters, driving earnings and revenue gains along with it. Ultimately, Imax shows blockbuster movies in the best out-of-house fashion, he concluded. Blue Buffalo vs. Freshpet Cramer has long been a big advocate of organic and natural food companies because Americans are eating better and becoming more health conscious. Most people love their pets so it’s no surprise that the natural and organic food play is transcending to the world of cats and dogs. So what about two companies that recently went public: Blue Buffalo and Freshpet ? Despite the industry growing 62% since 2004, Cramer said there are problems with each of these companies. Blue Buffalo, while enjoying earnings growth of 30%, has sales that are stalling quite dramatically. In the first quarter of 2014, sales growth was 38%, slowed to 22% by the fourth quarter of 2014 and climbed just 10% in the first quarter of 2015. On the other hand, Freshpet has wildly accelerating sales growth — 35% in the first quarter of 2014 and a whopping 40% in the first quarter of 2015. But it is not yet profitable. Also, after the stock’s big rally from its $15 IPO to $25, it’s back down to $16.43 after a lousy earnings report, weak guidance and a secondary offering. Freshpet reports earnings later this week. If it fails to make up ground on profits, investors will likely sell the stock. “This one’s got to start showing some profit,” Cramer said. So which stock should investors buy, the profitable company with slowing sales, or the unprofitable company with impressive sales? According to Cramer, neither. He said both stocks fall short when it comes to his risk parameters and there is just too much uncertainty under current circumstances. However, if the much larger Blue Buffalo acquired Freshpet, then it would be a different ballgame completely. Must Read: Why the Fed Is Losing Control of Interest Rates This article is being updated. Please refresh for the latest 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.

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Apple Reportedly Readying New Apple TV Set-Top Box For This Fall

Friday, July 31st, 2015

Apple (AAPL) is reportedly readying the next generation of its Apple TV set-top box for debut this September.

Apple’s New ‘BUY’, GoPro Can Fly, Urban Outfitters Out-of-Fashion

Friday, July 31st, 2015

In Friday’s Analysts’ Actions, Wall Street firms take a closer look at Apple (AAPL), GoPro (GPRO), and Urban Outfitters (URBN).

U.S. Stocks Open Mixed as Indexes try to Close out July With Gains

Friday, July 31st, 2015

U.S. stocks opened mixed Friday as they cling to gains for the month of July.

Apple TV Could Be Coming in September and Siri Will Play a Role: Report

Friday, July 31st, 2015

Today is the final trading day of July and so far, the major indexes are slightly higher for the month.

Jim Cramer’s ‘Mad Money’ Recap: Snap Out of It and Look at the Cold, Hard Facts

Friday, July 31st, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) — You need to remove all emotion from the investing equation, Jim Cramer announced to his Mad Money viewers Thursday. Investing is about doing your homework, using key metrics and cold, hard facts to make informed decisions. Case in point: Procter & Gamble , which shed 4% today after the company announced that it’s just not delivering on the metrics that matter. Cramer said in the consumer packaged good space the metric that matters is organic growth, sales that stem from genuine home-brewed innovation. On that metric, Procter delivered only 1% this quarter while rival Mondelez delivered 4% growth, which is why Mondelez shares popped a quick 5%. Then there’s Facebook , a stock Cramer owns for his charitable trust, Action Alerts PLUS, and one that was clobbered for a quick 1.8% today. Cramer called the sellers of Facebook "uninformed." Facebook could earn $3.75 a share in 2017 and is growing at 30% a year. That means that Cramer, along with most money managers, would be willing to pay twice the growth rate, or 60 times those 2017 earnings, which puts a price on Facebook at $225 a share for what today the "morons" were selling for $95 a share. That’s emotion, Cramer said, not investing. Even at half that growth rate, Facebook is easily worth $112 a share. Must Read: Airlines Not Scared Off by China’s Steep Stock Market Declines Speaking of emotion, let’s talk about Whole Foods Market , which fell by 11.6% today as same-store sales decelerated to just 1%. Rival Kroger has accelerating same-store sales of 5%. Yet, Whole Foods still trades at 19 times earnings, compared to Kroger at just 18 times earnings. "That makes no sense," Cramer concluded. Whole Foods deserved to fall, and should fall even more. Executive Decision: David DeWalt For his "Executive Decision" segment, Cramer spoke with David DeWalt, chairman and CEO of FireEye , the cybersecurity company with shares that have rallied 10% since Cramer last checked in back in May. DeWalt said FireEye had another strong quarter with top line growth of 57% and was able to diversify its offerings both in different industries and geographies this quarter. The best is yet to come, he said. When asked about competition from rivals like Palo Alto Networks , DeWalt explained the two companies have different offerings and really don’t compete head to head. He said there’s plenty of room for both companies to do well. DeWalt also offered some clarity on FireEye’s recent certification from the Department of Homeland Security. He said the certification, which FireEye was the first company to receive, offers it legal protection from breaches caused by acts of terror. DeWalt said this is important because as the cybersecurity industry grows, it needs things like cyber-insurance and strong partnerships with companies and government agencies. Finally, DeWalt commented on FireEye’s recent CFO departure by saying the outgoing CFO had more startup and growth experience, and now that FireEye is maturing it is bringing in new board members and leadership with the experience needed for this stage of the company’s growth. Hung Up on Cell Phones The hot money was betting big on cell phones going into 2015, Cramer told viewers, but now that China is slowing, that money wants out in a big way. Cramer said there are a lot of moving parts to the Chinese slowdown and subsequent stock market crash. Everything from iron to steel to autos and liquor and even cell phones is now being called into question and no one really knows the truth. When it comes to cellphones, it appears that sales are indeed slowing down in China for everyone except Apple , another Action Alerts PLUS holding. But even for Apple the question may be when, not if, sales begin to slow. That’s why sales of Qualcomm have slid 13% in 2015 and why Qorvo , another semiconductor maker, fell by 14% today alone, as investors try and figure out the truth. But Cramer said he’s sticking by his former recommendation to just own Apple for the long term and not trade it, even if the road in the short term may get a little bumpy going into 2016. Must Read: 3 Systems Software Stocks to Buy Executive Decision: David Weinberg In his second "Executive Decision" segment, Cramer welcomed David Weinberg, COO and CFO of Skechers USA , the sneaker and apparel maker that blew away the estimates with a 54-cents-a-share earnings beat on a 36% rise in revenue and a 12.9% increase in same-store sales. Shares of Skechers popped 16% on the news and are now up over 443% over the past two years. Weinberg said that Skechers’ strategy is going exceptionally well, with new products, distribution and advertising firing on all cylinders. He said Skechers’ celebrity endorsements are also helping to drive demand as every one they’ve signed genuinely uses and loves their products and the celebrities are recognized worldwide. Speaking of worldwide, Weinberg said Skechers continues to build its geographic footprint and is gaining new territories around the globe. When asked about China, he said that Skechers is still a small player in China, but it’s starting to grow and has seen no problems in that country so far. Cramer continues to be a big fan of a stock he says is still not expensive, even after today’s monster move to the upside. Lightning Round In the Lightning Round, Cramer was bullish on Fitbit , Texas Roadhouse , Denny’s and Kinder Morgan . Cramer was bearish on Garmin , Linn Energy and TAL International . Must Read: Broadcast Television Is Doing Better Than You Think Executive Decision: Chuck Bunch In a third "Executive Decision" segment, Cramer sat down with Chuck Bunch, CEO of PPG Industries , the chemicals and coatings maker that posted a 3-cents-a-share earnings beat. PPG also announced that Bunch will be retiring later this year. Bunch explained that while he will be stepping down from day-to-day operations, he will continue to be actively involved in PPG’s organic growth and acquisition strategies. When asked about its acquisition of Comex in Mexico, Bunch said PPG had no exposure in architectural coatings in Mexico and Comex provided them a huge growth opportunity that is only building in momentum. Turning to growth in China, Bunch said that while auto sales in China were excellent in the first quarter, they did slow in the second quarter, and the company now expects 3% to 4% growth in autos versus previous estimates between 6% and 7% growth. Bunch said that even without him, PPG will remain committed to its dividend, which was increased by 7% last quarter. 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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Sony Sees Profits Jump as Selfie Trend Drives Image Sensor Demand

Thursday, July 30th, 2015

Sony (SNE) reported its highest first quarter profits in 8 years, as the growing selfie trend drove demand for smartphone camera image sensors.

3 Takeaways From Facebook’s Mobile Focused Second Quarter

Thursday, July 30th, 2015

‘It’s clear that Facebook is a mobile monetization machine,’ said IHS Technology’s Daniel Knapp, ‘Next quarter, we think mobile will account for 82 percent of its total ad revenue.’

Ford Sees ‘Road Bump’ in China; F-150 Sales Strength Continues

Tuesday, July 28th, 2015

Ford Motor (F) posted second quarter results that topped Wall Street forecasts on continued strength in North America and strong sales of the Ford Edge and the F-150 truck.

U.S. Stocks Open Lower as Chinese Stocks See Worst Day in 8 Years

Monday, July 27th, 2015

U.S. stocks opened Monday trading lower following China’s worst one day sell-off in 8 years.

Amazon Soars on Surprise Profit; Stocks Are Modestly Lower

Friday, July 24th, 2015

Amazon (AMZN) blew past earnings estimates, posting a surprise profit, thanks to strong growth in Prime memberships.

Jim Cramer’s ‘Mad Money’ Recap: Road to China Is Lined With Bears and Bulls

Thursday, July 23rd, 2015

    Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) — All roads lead to China, Jim Cramer told his Mad Money viewers Wednesday. If a company has business in China, the markets have declared it in bear market mode, Cramer continued, but if not, then its stock is a buy, buy, buy. This mindset was clearly on display with Apple , a stock which Cramer owns for his charitable trust, Action Alerts PLUS. Apple reiterated that China will be a great driver of growth for years to come, but when it also mentioned there will be some "speed bumps" in that growth, the markets took shares of Apple down 4%. A similar story rang true with United Technology , which cited softness in its Otis Elevator division in China, and with BEA Aerospace , which mentioned slowing private jet sales in China, news that sent shares tumbling 12%. Cramer said he’s not worried about Apple, as the markets always overreact to the downside. He told viewers to sit back and wait until the panic subsides. Must Read: 5 Stocks Warren Buffett Is Selling In the meantime, Cramer was bullish on domestic restaurants, supermarkets and retailers, including Domino’s Pizza , as well as homebuilders and biotechs. He also reiterated his buy on Google , another Action Alerts PLUS name that just so happens to not do any business in China. Executive Decision: Michael Rapino, CEO Live Nation For his "Executive Decision" segment, Cramer sat down with Michael Rapino, president and CEO of Live Nation Entertainment , the live music production company with 158 venues in six countries as well as four of the top five music festivals in the U.S. Rapino said that Live Nation is all about the live concert side of the business. He said his company now has a complete ecosystem that provides everything from ticket sales to food and beverages and even live streaming of shows to drive digital advertising dollars. In a world where artists make 90% of their income from playing live, Live Nation is becoming increasingly important. Rapino continued by noting that Live Nation will produce over 25,000 shows this year, including 66 music festivals around the globe. Thanks to technology, artists are becoming known worldwide, he said, leaving Live Nation with lots of room still to grow. Live Nation is both a business-to-business company, attracting artists and venues, but also a business-to-consumer company, thanks to its acquisition of TicketMaster. Rapino said they now have the ability to know their customers even better and offer more personalized services. Look Closer at These Techs Stocks like Ambarella , Fitbit and GoPro might seem ridiculously expensive at first glance, but when you take a closer look at the numbers, Cramer said these companies actually make a lot of sense. The GoPro bears argue that this commodity hardware maker will soon lose its edge to knock-off competition, while the bulls continue to have faith in the company’s ability to innovate with new products. Who’s right? Cramer said GoPro is about more than just hardware, it’s also an ecosystem that includes software, sharing and a passionate fan base that’s not likely to go away overnight. Given that GoPro is growing revenue by 71% year over year, Cramer said this stock is a buy going into the holiday season, even at 31 times earnings. Then there’s Ambarella, the brains behind GoPro and a whole lot more. Shares trade at 35 times earnings, but given the company’s 200% revenue growth this year, this is also a stock worth owning on any weakness. Finally, there’s Fitbit, the leading wearable fitness tracking company. There’s no doubt Fitbit is expensive at 61 times earnings, but the earnings estimates are likely too conservative, Cramer said, and here again, 200% revenue growth is hard to argue with. He’d be a buyer on any 5% to 10% pullback in the company’s shares.Must Read: George Soros’ Top 5 Dividend Stock Picks for 2015 Executive Decision: Jeff Marrazzo, CEO Spark Therapeutics In his second "Executive Decision" segment, Cramer also sat down with Jeff Marrazzo, co-founder and CEO of Spark Therapeutics , a development-stage biotech company working on gene therapies to cure some rare genetic diseases. Marrazzo explained that gene therapy aims to correct the underlying causes of certain diseases by delivering the necessary genes to patients that need then. Spark’s first drug, which targets the RPE65 gene that causes blindness in some children, is thus far showing miraculous results. Marrazzo said that RPE65 is one of over 200 genes that can cause blindness, which makes his company hopeful that their therapy can be applied to other genes as well. When asked about the explosion in gene therapy treatments, Marrazzo said the growth is two-fold. First, there is better genetic testing available to discover and understand which genes are in play and second, there are new technologies available to attack the problem genes. Spark is also exploring treatments for hemophilia and other diseases. Cramer said this company is capable of amazing things. Lightning Round In the Lightning Round, Cramer was bullish on Kroger and TherapeuticsMD . Cramer was bearish on Twenty-First Century Fox , Exact Sciences , Kandi Technologies , Murphy Oil and General Electric . Must Read: George Soros’ 4 Favorite High-Yield Dividend Stocks No Huddle Offense In his "No Huddle Offense" segment, Cramer reminded viewers to stop jumping the gun when it comes to earnings releases. Case in point, Chipotle Mexican Grill , a stock that Cramer warned viewers about earlier this week as shares had run up ahead of its earnings yesterday. Just as Cramer predicted, Chipotle’s results were immediately reported as a miss, sending shares down $50 within minutes of its release. But then midway through the company’s conference call, after management indicated that July sales were very strong and the pork shortage that has been saddling growth would be ending at many locations. This, plus other positive news, caused shares to swing back into the black, ultimate ending up over $52 a share by the close today. That’s a $100 swing from bottom to top, Cramer concluded, a move that was easily predicted and could have been had by all. 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: China’s Impact on Apple, Alcoa, United Technologies

Wednesday, July 22nd, 2015

TheStreet’s Jim Cramer says China is the subtext behind a lot of what is going wrong in U.S. markets.

Microsoft Cut Down By Currency; Home Sales Hit 8-Year High

Wednesday, July 22nd, 2015

Microsoft (MSFT) shares fell after revenue projections came in weaker than expected.

Cramer: Let Others Sell Apple While You Hold It, Wait on Facebook

Wednesday, July 22nd, 2015

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

iPhone Business Still Shows Fundamental Strength, According to IHS

Wednesday, July 22nd, 2015

While Apple’s (AAPL) revenue projections and iPhone sales disappointed Wall Street, one technology analyst points to fundamental strength in the iPhone business.

Apple, GoPro Under Analysts’ Watch After Earnings; Amazon Boosted

Wednesday, July 22nd, 2015

In Wednesday’s Analysts’ Actions, Wall Street firms give their take on Apple (AAPL) and GoPro (GPRO) following their earnings, and Amazon (AMZN) receives an upgrade.

Jim Cramer’s ‘Mad Money’ Recap: Seeing a Double Standard in Market Valuations

Tuesday, July 21st, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) — The markets have a double standard, Jim Cramer told his Mad Money viewers Tuesday. If your company has super growth, it will receive a super valuation, he said, but if it has no growth, then it will be deemed valueless. That was Cramer’s takeaway from today’s rash of earnings releases. He said both United Technologies and IBM , two formerly ultra-reliable Dow components, have now lost their growth engines, and the markets punished them badly for it. Then there’s Apple , a stock which Cramer owns for his charitable trust, Action Alerts PLUS. Apple is in a tug of war between the bulls and the bears, and the bears seem to be winning, despite the stock’s continued super-low multiple. Like Apple, traders also flip-flopped on Chipotle Mexican Grill , which initially fell, then rallied, on its earnings, as did shares of Yahoo! and GoPro which also saw sharp moves in both directions. Must Read: 11 Safe High-Yield Dividend Stocks for Times of Volatility and Uncertainty Cramer called United Tech a falling knife that traders should avoid, but reiterated his buy-and-hold stance on Apple. As for GoPro, Cramer said he’d rather buy Ambarella , which makes the chips that are not only in GoPro’s cameras, but also in many other smart devices. Immunize Your Portfolio Investors need to immunize their portfolios against a pending interest rate hike from the Federal Reserve, Cramer told viewers, and that means picking up a bank stock. Now that all of the big banks have reported their earnings, Cramer offered up his analysis. JPMorgan Chase saw a decline in its mortgage business, but also saw an uptick in investment banking. The company continues to have a diverse portfolio of businesses and a stable balance sheet, but shares are not cheap. Goldman Sachs saw robust growth this quarter with record investment banking and management, but with shares up 23% over the past 12 months, Cramer said investors should stay on the sidelines. Bank of America posted a nine-cent-a-share earnings beat with declining litigation costs. The stock is still cheap and Cramer felt $20 a share is well within reach. Then there’s Wells Fargo , another Action Alerts Plus holding. Wells Fargo is both the highest quality bank, and the most expensive, but it also has the most growth potential and a 2.6% yield. Morgan Stanley  another Action Alerts Plus holding, is less attractive than it was after shares have run up ahead of earnings, Cramer said, but it did have among the best quarters of all the banks. Finally, Citigroup was the most compelling, according to Cramer, as it trades at less than 12 times earnings, making it the cheapest of the entire sector. Netflix Is Your Teacher What can investors learn from Netflix , a stock that has become one of the greatest growth stories of our era? According to Cramer, plenty. Looking back on Netflix’ 1,300% rise from its lows just a few years ago, the opportunity seems obvious. The company told us years ago that they expected 50 million subscribers by 2015, and ultimately delivered 65 million. Yet so many really smart investors gave up on Netflix, some even betting against it. Cramer said the first lesson of Netflix is that sometimes, traditional metrics for valuation don’t work. Netflix plows huge amounts of money into growing its business, which makes earnings the wrong metric to focus on. At 390 times earnings, Netflix is expensive, but it’s always been expensive and likely always will be. Must Read: 10 Stocks Carl Icahn Is Buying The second lesson Netflix teaches us is to not worry quarter by quarter. Netflix has always been a long-term story. The company told you in 2010 exactly what their plans were and they executed on them flawlessly. Yet so many investors sell Netflix every quarter, missing out on this incredible story. Off the Charts In the "Off The Charts" segment, Cramer went head to head with colleague Bob Lang over the retail sector charts. Lang looked at a daily chart of the Market Vectors Retail ETF and noted that its ceiling of $77 is now the new floor of support after the ETF gapped up higher earlier this month. He noted the MACD momentum indicator and the Chaikin money flow indicator both confirm his thesis. Among the group, Lang liked Nordstrom , a stock making higher highs and lows since June and managing a strong rally since the charts flashed the dreaded "death cross" in early July. Lang was also bullish on Cramer fav Restoration Hardware , a stock making new all-time highs with a positive MACD indication. Lang felt $115 to $120 a share is possible on this stock. Finally, Lang gave the nod to Tiffany , which saw a huge gap higher in June, followed by a consolidation period that now appears to be ready to end. Cramer said Restoration Hardware remains his favorite among the group, but investors can never go wrong investing in Nordstrom. Lightning Round In the Lightning Round, Cramer was bullish on United Parcel Service , BlackRock , Mobileye and INSYS Therapeutics . Cramer was bearish on Chevron , YRC Worldwide and Alcoa . Must Read: George Soros’ Top 5 Dividend Stock Picks for 2015 No Huddle Offense In his "No Huddle Offense" segment, Cramer issued a mea culpa for his earlier recommendation of Whiting Petroleum , and took a hard look at where his logic went awry. Cramer explained that when Whiting made an ill-timed purchase of Kodiak Oil & Gas for $1.8 billion, it was forced to issue 35 million shares of stock at $30 a share in a desperate attempt to boost its liquidity. At that time, oil traded at $47 a barrel and the deal was very well received, causing many, including Cramer, to conclude a bottom in oil must be at hand. That proved to be true, as a month later, oil was at $59 and Whiting shares rose to $37. But then, just three weeks later, oil dropped to $50 a barrel and Whiting, well, Whiting plummeted to $25 a share. So how is it that with oil is still up $3 from the deal, Whiting is down $5? Are traders expecting oil to plummet even further, or are hedge funds liquidating their positions? Must Read: 10 New Stocks Billionaire David Einhorn Loves Whatever the reason, Cramer said there now appears to be little correlation between the price of oil and the price of oil stocks, which makes his, and many traders’ opinions on the group dead wrong. "If you’re long, you’re wrong," Cramer concluded, which is why it’s time to own it and move on. 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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Cramer Says Investors Who Missed Google, Facebook, Netflix Runs Now Have to Wait

Tuesday, July 21st, 2015

NEW YORK (TheStreet) — Investors who don’t have Google  , Facebook  , Netflix  , and Apple  in their portfolios will have to wait, now that the popular stocks have all have had huge runs, TheStreet’s Jim Cramer said. "That’s the penalty you have to pay" for missing them, Cramer said as he answered viewers’ Twitter  questions on the floor of the New York Stock Exchange. "You had to buy them when nobody wanted them." Cramer recommended waiting for a pullback, but if there isn’t one, then "you missed it," he said. "That’s the way life is."AT&T’s   balance sheet is improving, Cramer said, but Verizon’s   earnings will show "that T-Mobile  is beginning to really impact pricing" in the industry.Cramer said the gold exchange-traded fund (ETF) was an "interesting idea," but that he does not like the gold stocks, with the exception of Randgold  . "If you want to fool around with one of these ETF’s, be my guest," he said. "I’ve never recommended them, and I don’t even think they should have been invented." Asked about Abiomed  , Cramer said the stock has a lot of future potential, adding that he likes Edwards Lifesciences and St Jude Medical  in the same group. Cramer said that while he doesn’t care for either Fannie Mae   or Freddie Mac  common stock, "the preferred certainly has a much better court case than the common." The discrepancy between the common and preferred shares "is a battle of standing, and the common has the lowest standing," he said.Tweet stock questions to @jimcramer using #CramerQ. Must Read: Top 10 Warren Buffett Stock Buys for 2015: IBM, Visa, Deere and More

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Cramer Sees T-Mobile Pricing Impacts; Doesn’t Recommends Gold ETFs

Tuesday, July 21st, 2015

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

Facebook Receives High Honors; Tesla, PayPal May See Trouble Ahead

Tuesday, July 21st, 2015

In Tuesday’s Analysts’ Actions, TheStreet highlights Facebook (FB) as it receives high honors, along with some warning signs for Tesla Motors (TSLA) and PayPal Holdings (PYPL).

Apple Ships 4.2M Watches in Q2 According to One Wall St. Firm

Tuesday, July 21st, 2015

Apple (AAPL) shipped 4.2 million Watches in the second quarter, becoming the top vendor of wearable bands in the world, according to estimates by Canalys.

Toshiba CEO Steps Down, Apple Set to Report Results

Tuesday, July 21st, 2015

Toshiba’s Chief Executive resigned Tuesday, a day after an outside investigation said he and other current and former executives were responsible for an accounting scandal.

Jim Cramer’s ‘Mad Money’ Recap: Earnings Tsunami Heads Our Way

Tuesday, July 21st, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) — This week’s stock market is a minefield, Jim Cramer cautioned his Mad Money viewers Monday. The markets will be overloaded with earnings, he continued, and that means lots of snap judgements, most of which will be dead wrong. For tomorrow, Cramer said investors should listen to the commentary from Apple , a stock which he owns for his charitable trust, Action Alerts PLUS. Investors have been fretting over China but that weakness, if it exists, won’t be reflected in this quarter. Also on Tuesday, Microsoft and Chipotle Mexican Grill  report. Cramer said Microsoft will be tough to call with declining PC sales and Nokia write-offs, and Chipotle will be risky since shares are up 12% in the past two weeks. Next on Wednesday, Boeing , Coca-Cola , American Express and Qualcomm will be reporting. Cramer said Boeing remains a buy, but the rest may be under pressure. Must Read: Warren Buffett’s Top 10 Dividend Stocks Then on Thursday, more earnings from Caterpillar , McDonald’s , Amazon.com , Starbucks and Eli Lilly , just to name a few. Cramer endorsed owning McDonald’s, which pays investors to wait for its turnaround, along with Amazon.com, which continues to impress. Starbucks is another wait-and-see quarter, as the company has exposure to the strong U.S. dollar. Finally on Friday, Cramer said to use earnings from American Airlines to buy Delta Airlines . Celgene Stock Rise No Surprise Sometimes, great stories get even better, Cramer told viewers. That was certainly the case with Cramer fav Celgene buying another long-time Cramer fav, Receptos for $7.2 billion, a 540% premium from where Receptos traded just a year ago. Typically, the stock of an acquiring company declines on a takeover, but not in this case. The reason? Cramer said Celgene’s stock had been lagging as of late, as investors feared the company was too levered to its blockbuster drug Revlimid. But now with Receptos, Celgene has taken its biggest step so far to diversify its product portfolio and put its growth worries to rest. The combined company could earn as much as $13 a share in earnings by 2020, and if true, that means charges of Celgene are trading at a scant 10 times those 2020 targets. That makes the Receptos deal a steal for shareholders and makes Celgene once again a company fund managers are willing to pay up for given its clear growth path and long-term visibility. Johnson & Johnson Should Split Cramer once again reiterated that Johnson & Johnson needs to split itself up, a case he first made in 2013, and since then, the stock has only continued to disappoint. Cramer explained that Johnson & Johnson is actually three companies bundled into one. It includes a pharmaceuticals company, a medical devices company and the consumer products company we all know and love with brands like Band-Aid, Listerine, Tylenol and Splenda. The problem? All of these companies are totally different, with different marketing, customers and supply chains, making it hard to manage and hard for analysts to model. Abbott Labs found learned this lesson when it spun off Abbvie , a move that has sent the combined shares up 80% since the split. Cramer said as separate entities, he’d value J&J’s consumer products at $10 a share, medical devices at $63 a share and its pharmaceuticals at $78 a share, for a combined total of $151. Must Read: 5 Stocks Warren Buffett Is Selling PC and Coal Go Down the Chute Always avoid industries that are in secular decline, Cramer warned viewers, as he highlighted two such industries, the unlikely pairing of coal and personal computers. Coal production has been falling steadily at a rate of about 2.5% a year since 2008, Cramer noted, but this year, things took a big turn for the worse, with the second quarter alone falling 8.4%. Coal is not coming back, he said, as the rise of natural gas, along with new environmental regulations will mean the eventual closure of our remaining coal-based power plants. This is bad news for everything related to coal, from coal producers to the railroads that carry it to the mining equipment makers like Joy Global . Then there are the personal computers, those devices we now buy a lot fewer of in the age of tablets and smart phones. PC sales are even worse than coal, declining 9.5% in the second quarter. That spells long-term pain for anything with ties to PCs, from the PC makers to all of their components. Lightning Round In the Lightning Round, Cramer was bullish on Yahoo! , Vector Group , Horizon Pharmaceuticals and Cisco Systems . Cramer was bearish on Alibaba , Under Armour , World Wrestling Entertainment and Annaly Capital . Must Read: Warren Buffett’s 7 Secrets to Dividend Investing Revealed Remember FANG Investors looking for turbo-charged growth stocks to buy during the next market pullback need to remember "FANG," Cramer’s acronym for Facebook , an Action Alerts PLUS holding, Amazon.com , Netflix and Google , also in the Action Alerts portfolio. With the slowdown in all things PC-related and the strong dollar continuing to hamper international companies, Cramer said these growth tech names will continue to be en vogue for the foreseeable future. He was also a fan of names like Ambarella , which is making all the right chips in all the right devices, and the newly-minted Paypal . 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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What to Watch Tuesday: Apple, GoPro, Microsoft Earnings, Redbook

Tuesday, July 21st, 2015

For Tuesday July 21, TheStreet awaits key earnings reports from Apple (AAPL), GoPro (GPRO) Microsoft (MSFT), Verizon (VZ), Yahoo! (YHOO), Chipotle (CMG), United Technologies (UTX), and Baker Hughes (BHI).

What to Watch in the Week Ahead: Apple Earnings, Housing Data

Sunday, July 19th, 2015

For the week of July 20, TheStreet outlines the key earnings reports and economic data to watch on Wall Street.

Jim Cramer’s ‘Mad Money’ Recap: How to Become an Even Better Investor

Friday, July 17th, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. This program last aired April 20, 2015. NEW YORK (TheStreet) — What makes a good investor? Knowing to expect the unexpected, Jim Cramer said on  Mad Money as he opened his investing tool box to help viewers become better investors.  Diversification is still the only way to invest, said Cramer, admitting he occasionally gets it wrong. Sometimes his stock picks just simply don’t work out. That’s investing. Any investor putting together an investing portfolio needs to be prepared, said Cramer, because sooner or later something won’t work out. But how should investors prepare for the next market catastrophe or stock pick gone bad? Not by being bearish but by being smart, Cramer said. Being a bear means shorting stocks, hoping they go down. That’s a valid investing strategy but it limits one’s profit potential since the lowest a stock can go is zero.  However, Cramer said, compare that to bullish investing, betting that stocks go higher. Their potential profits are limitless, he said. Investors who invested in Action Alerts PLUS holding Apple in 2009, for example, realized a 580% gain over the next three years. Beyond having a positive outlook, Cramer said the most important rule to managing your money is diversification. That means not having all your eggs in one sector basket. A portfolio with five stocks must have only one technology company, one health care name, one energy company, one industrial, etc. Two or three of a kind is a quick way to get caught off guard, so no more than 20% of a portfolio can be in a single sector. Must Read: 10 Stocks Carl Icahn Is Buying Being diversified is more than just investing in different sectors, however. Cramer said the new rules of diversification also require owning some gold in your portfolio along with a high-yielding dividend stock, a growth stock, a speculative stock and one that’s firmly rooted in a healthy geography. Check the Dividends Cramer said the most important category of stocks that must be in a diversified portfolio is a high-yielding dividend stock. He said that every portfolio needs at least one, possibly more, dividend payers. While dividend stocks might not seem sexy, dividends make money. In fact, nearly 40% of the total gains from the S&P 500 since 1926 have come in the form of dividends. Over the past decade, that percentage is even higher, he said. Dividends aren’t merely safety plays for retirees and cautious investors, said Cramer. They are a smart strategy for making money. He explained that as a stock price falls, its dividend yield increases, which, in turn, makes it more attractive to investors. Stocks that hit a 4% yield represent terrific long-term bargains, he noted, which is why stocks typically stop going down once they hit 4%. Must Read: Warren Buffett’s 7 Secrets to Dividend Investing Revealed But beyond making money, Cramer said dividends – and especially dividend raises — are management’s way of telling investors that things are going well at a company. A solid, steady dividend that gets raised regularly is a hallmark of a company that’s stable and doing well. Not all dividends are created equal, however, cautioned Cramer. He said dividend yields that are not sustainable are red flags. Just look at what happened to Radio Shack  and supermarket SuperValu in early 2012 for a lesson in dividends gone awry. Cramer said a company’s earnings per share should be at least twice that of its dividend payout to be considered safe. For companies with high capital needs, like telcos, he said investors can look at the cash flow as another metric to see whether the dividend may be in jeopardy. Secular Growth Stocks Next up in Cramer’s toolbox of investing tips: secular growth stocks. Stocks like AAP holdings Apple, Google and Facebook all fit this category, said Cramer. So do many biotech names including Regeneron and Celgene . Growth stocks will hit new high after new high as long as their growth continues. That’s because stock prices represent what investors are willing to pay for future earnings, he said. So as a company’s earnings grow, so, too, does its share price. Cramer said as a rule, he’s willing to pay up to two times a company’s growth rate. So for a company growing 20% a year, he’s willing to pay up to 40 times their earnings. Growth stocks typically won’t trade below one time their growth rate unless something is going wrong. Cramer told investors to pay close attention to the direction of the earnings estimates anytime they’re investing in growth names. "When you’re playing with momentum, you’re playing with fire," Cramer continued. When earnings have momentum, companies can see their stock double in just a year, but if the earnings begin to slow, they will fall sharply — as Chipotle Mexican Grill saw in July 2012 when shares tumbled 100 points on the mere suggestion that the company may be vulnerable to a weakening U.S. economy. Staying Speculative Every portfolio also needs something to keep you interested, said Cramer, and that means at least one speculative stock. While speculation has become a dirty word on Wall Street, something most financial advisers will tell you to avoid, Cramer said it’s important to stay engaged with your stocks and to continue to do your homework. Otherwise, investing will become no more profitable than gambling. To speculate wisely, Cramer said investors need to use the right rules and maintain their discipline. Speculation can provide investors with enormous gains, he said, but if done incorrectly can yield gut-wrenching losses. Must Read: George Soros’ Top 5 Dividend Stock Picks for 2015 When it comes to speculating, most investors look towards stocks under $10 a share. Cramer said there are two kinds of stocks in this category — those with broken companies and those with merely broken stocks that have been left for dead by money mangers that aren’t allowed to invest in things under $5 a shares. Investors can take great advantage of the latter, said Cramer. Two great examples of "left for dead" stocks include Sprint , when it traded at just $2 a share, or Rite Aid which traded as low as $3 a share. During the height of the great recession both companies were hated by Wall Street. But beneath all of the skepticism they were solid companies, said Cramer, which is why both companies saw their shares rebound nicely. These deals don’t come around often, however. More often than not, stocks under $10 a share are tiny names that you’ve probably never heard of, Cramer said. These may be fads or companies that are mere shells of their former selves. But that doesn’t mean that there aren’t diamonds in the rough out there if you know where to look. U.S.A. All the Way Back in the old days, part of diversification used to mean owning a foreign stock, Cramer told viewers, one with exposure to the red-hot emerging markets. But with fiasco in Europe and a slowdown in China crushing all things international, the tables have turned, making stocks firmly rooted here in the U.S. pretty good by comparison. That’s why part of the new diversification requires one stock that offers domestic security, anything that is U.S.A. all the way. Cramer said that could be a phone company such as AT&T or Verizon or a utility such as Consolidated Edison or Duke Energy , all of which are also high-yielders. But investors could also choose a regional to national restaurant chain such as Popeye’s Louisiana Kitchen or a real estate investment trust such as Federal Realty Trust or Tanger Factory Outlets . Cramer said his bottom line is that investors need to be thinking about all-American companies for the foreseeable future. Remember the Gold Cramer’s last tip for investors was to always include some gold in their portfolios. Gold, he said, has a special property that makes it precious. Gold goes up when everything else is going down. It’s insurance against economic uncertainty, geopolitical chaos and inflation. Cramer said to think of gold as stock insurance, just as valuable as homeowner’s or auto insurance. Gold has been the best-performing asset class year after year for the past decade, racking up gains consistently at a time when just about everything else has been disappointing. Owning gold is not just about the upside, however — it’s also about minimizing the downside. Must Read: 5 Stocks Warren Buffett Is Selling Cramer once again heralded the SPDR Gold Shares exchange-traded fund as his favorite way to invest in gold. For investors who can afford to buy larger quantities of gold, owning gold bullion or gold coins is also a wise choice, he added. But beware of the gold mining stocks, Cramer cautioned. While these companies benefit from the increasing scarcity of the precious metal, they also encompass countless ways to screw things up, costing investors dearly. "If you want exposure to gold," Cramer concluded, "do the easy thing and buy the GLD." 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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Earnings Season Heats Up Next Week; Apple Reports Tuesday

Friday, July 17th, 2015

Traders can finally shift focus from macro headlines in Greece and China as earnings go into full swing next week with hundreds of companies expected to report quarterly results.

eBay to Sell Enterprise Services Business for $925 Million

Thursday, July 16th, 2015

eBay (EBAY) has confirmed reports that it will sell its enterprise services business to a group led by private equity firm Permira for $925 million.

3 ETFs That Are Riding the Coattails of Amazon and Facebook

Wednesday, July 15th, 2015

NEW YORK (TheStreet) — Sometimes piggy-backing on hot stocks can be almost as good as owning the stocks themselves. Exchange-traded funds that have large holdings in Amazon and Facebook have been rallying over the past month as Amazon has surged 10% and Facebook 11%. Must Read: 5 Tech Stocks George Soros Loves for 2015 Not surprisingly, more investors are putting money in these ETFs. First Trust DJ Internet Index Fund , the largest dedicated Internet ETF, is up 3.5% over the past month and touched a record high on Tuesday. The $3 billion fund, which has almost 20% of its weight-adjusted holdings in Facebook and Amazon, has seen $119.4 million of inflows since June 15. The two stocks are the ETFs biggest holdings, according to issuer data. Of course, the gains investors will get from the ETFs won’t match those of the stocks themselves. But there are advantages to investing this way. For one thing, you diversify your risk. The upside may be limited, but so is the potential loss if the individual stocks suddenly reverse course. ETFs also make it easier to invest in high-priced stocks. Amazon, for instance, is trading at over $460 a share. First Trust’s top 10 holdings feature six stocks with triple- or quadruple-digit price tags. PowerShares QQQ Trust , an ETF that tracks the top 100 stocks in the Nasdaq Composite Index, is another fund that has big holdings in Amazon and Facebook. The rallies by both stocks have helped QQQ rise 1% over the past month despite the recent slide by Apple , which is the fund’s biggest holding with 14.1% of the weighted index. Amazon and Facebook have a combined weight of about 8.1%, and they are the fund’s third and fourth-biggest holdings. Investors have poured about $388 million into QQQ since June 15. Some hyper-focused ETFs are also getting an Amazon/Facebook lift. For instance, First Trust Exchange-Traded Fund II has risen 5.1% year to date. The fund focuses on stocks of companies in the cloud-computing business. Must Read: Three ETFs Billionaire Ray Dalio Loves and Why You Should, Too Cloud computing may not be the first thing on investors’ minds when it comes to Amazon and Facebook, but the First Trust index fund can include companies that support the cloud industry or are indirectly related to it, according to First Trust. Facebook and Amazon are SKYY’s largest and third-largest holdings, combining for 7.7% of the ETF’s weighting. SKYY is also one of a small number of ETFs that has Netflix as one of its top five holdings. Netflix is almost 3.9% of the fund’s weight, making the stock the ETF’s second-largest holding. Investors have allocated $6.2 million to the lone cloud computing ETF over the past month. The $471.7 million fund holds 37 stocks and has an annual expense ratio of 0.6%. Must Read: 10 Stocks Carl Icahn Is Buying

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Apple Pay Launches in UK, Company Moves Forward on Broadcast Streaming

Tuesday, July 14th, 2015

Apple (AAPL) has been making headlines for both what it is doing abroad and domestically.

Cramer Answers Twitter Questions on the Iran Deal, Netflix, and Others

Tuesday, July 14th, 2015

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

Apple May See Growth Ahead; PepsiCo, Corning Ratings Cut

Monday, July 13th, 2015

In Monday’s Analysts’ Actions, TheStreet highlights upgrades, upbeat comments on Apple (AAPL), and a couple of downgrades on PepsiCo (PEP) and Corning (GLW).

Apple Snaps Losing Streak; Greece Pushes Stocks to Weekly Gain

Friday, July 10th, 2015

Apple (AAPL) was the best performer on the Dow Friday, snapping a five-session losing streak.

Greece Bailout Could Spark Contagion, Pushing U.S. Corporate Earnings Lower

Friday, July 10th, 2015

Greece’s problems could soon be felt in the United States.

Cramer Picks Google on Low Expectations, GrubHub Is too Crowded

Friday, July 10th, 2015

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

Apple Stock Continues its Steep Fall, Violating Ominous Levels

Friday, July 10th, 2015

Apple (AAPL) stock saw its 5th straight losing day and closed at a 5 month low.

Jim Cramer’s ‘Mad Money’ Recap: What Halt? Use the Weakness to Buy, Buy, Buy

Thursday, July 9th, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) — There are two types of trading halts, Jim Cramer told his Mad Money viewers Wednesday. The first kind is caused by computer malfunctions. The other kind is caused by mass panic. Fortunately, today we only saw the former. Cramer said the real marvel from today is not that the New York Stock Exchange went down for several hours, it’s that it went down and nothing happened. Thanks to healthy competition, trades simply routed to other exchanges and markets remained orderly. On the other side of the globe, however, there was the other kind of trading halt, one where the Chinese government was forced to shut down the Shanghai exchange to stem heavy losses. The collapse of the Chinese market hasn’t made the mainstream news, but that doesn’t make it insignificant, Cramer cautioned, as the Chinese markets are following the Nasdaq crash of 1999 to a tee, rising from 2,500 to a high of 5,174 in just months, only to plummet down 32% in a matter of weeks. Must Read: Oppenheimer Says Sell These 9 Laggard S&P 500 Stocks But Cramer said while he doesn’t trust the Chinese markets at the moment, here in the U.S. it’s a different story. Here our stocks are strong and getting stronger while their prices are low and going lower. That means investors need to use any weakness to pull the trigger and start buying. China Is Our Problem Make no mistake, China is now an issue for U.S. stocks, Cramer told viewers. The Chinese stock market crash over the past month has done real damage to their economy, and that has far-reaching impacts. Case in point: Commodities like iron ore and copper have been declining, and that’s bad news for the likes of Caterpillar and Joy Global . It’s also bad news for the automakers, especially General Motors , a stock Cramer owns for his charitable trust, Action Alerts PLUS. But weakness in China is also bad for McDonald’s and Nike  and even for Apple , another Action Alerts PLUS holding. Apple saw sales in China up 70% year over year. While Apple shares still trade for just 13 times earnings, Cramer said investors need to understand why this stock is now coming under fire. China is a big issue, he concluded, and that means more days like today are ahead for all of the stocks he mentioned. Silver Lining Was there a silver lining hidden amongst the trading halts and market declines of today? Cramer said there was, and it’s that the Federal Reserve is far less likely to raise interest rates in an environment where Europe and China and in decline, taking many of our commodities, and some of our stocks, along with them. With the Fed out of the picture, Cramer said investors will once again look for yield and the safety of domestic companies, and that’s great news for the retail and restaurant stocks, along with the REITs and dividend names. Must Read: 9 Investments Wilbur Ross Is Making That Aren’t Greece Investing is all about looking for opportunities to buy high quality companies at a great price, Cramer reminded viewers. What could be better than Walt Disney down 1.6% or picking up some Kroger as it heads lower? Don’t Ride the Railroads It’s time to start looking at the railroads as an industry in decline, Cramer told viewers. Most of the cargo the railroads carry is also in decline. Some investors may look at stocks like Union Pacific down 20% for the year, CSX down 12% and Kansas City Southern down 24% and see value, but Cramer is not among them. Cramer said railroads are only as strong as the cargo they carry, and that means coal, oil, chemicals and agriculture, all of which are sliding lower. For years, coal has been in a slow 2% decline, but this year, shipments of coal have plummeted down 8.8%, as 84 of our nation’s 681 remaining coal-fired power plants are set to close. The fact is, coal shipments are not coming back. Then there’s oil. With more and more pipelines being built, it’s just not economical to ship oil via rail, especially with oil under $50 a barrel. Other cargo, like chemicals, agriculture are also bad. Only intermodal shipments have any chance of a rebound, Cramer concluded, and that’s simply not enough to make these stocks investable. Lightning Round In the Lightning Round, Cramer was bullish on Lannett Company , Foot Locker and Verizon . Cramer was bearish on Broadcom , First Republic Bank , IXYS Corp , American Airlines and Caterpillar . Must Read: 6 ‘Greece-Proof’ Dividend Stocks for These Uncertain Times Executive Decision: Klaus Kleinfeld For his "Executive Decision" segment, Cramer kicked off earnings season by welcoming Klaus Kleinfeld, chairman and CEO of Alcoa , which today reported a 3-cents-a-share earnings miss but on respectable revenue growth. Kleinfeld painted a bullish picture for Alcoa, noting his company’s outperformance in their value added products and solutions business and also a resilience in their commodity operations as well, with both productivity and cash flows moving in the right direction. Kleinfeld remained excited about Alcoa’s aerospace and auto businesses, and noted that U.S. construction is improving as are items like gas turbines. Kleinfeld said China is less of a driver than it was in years past as Alcoa repositions itself away from the noise of the commodity market and more into value-added and specialized products. Cramer said aluminum remains an uncertain market, but Alcoa is navigating it much better than it ever has before. 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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Markets Rally as Time Runs Out for Greece; Oil Prices Down

Tuesday, July 7th, 2015

U.S. stocks finished up across the board Tuesday after the close of trading as time runs out for Greece to stay in the Euro.

Jim Cramer’s ‘Mad Money’ Recap: Keeping Your Head When the Market Tanks

Monday, July 6th, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) — The markets don’t always make sense, especially on a daily basis, Jim Cramer told his Mad Money viewers Monday as he dedicated the entire show to helping investors deal with market selloffs like the one today. The stock market isn’t always rational, Cramer told viewers. In fact, a stock, a sector and even the entire market can move for the most stupid reasons. The media try to do their best at finding logic and reasons for these moves but often even they are just connecting dots that aren’t really there. There are many reasons why the markets can sell off. Often hedge funds need to sell stocks to raise cash while other times mutual funds may need to sell some holdings in order to make room for the next hot initial public offering coming to market. But despite these rather benign reasons to sell, regular investors often see these moves and panic. It’s not just stocks that get caught up in irrational thinking. Remember oil at $147 a barrel in 2008? That was caused by hedge funds caught on the wrong side of the trade, which is why oil fell in almost a straight line to just $33 a barrel a year later. Our complex system of futures and exchange-traded funds don’t make things any better because they cause stocks to trade even more in lockstep when they otherwise wouldn’t. Just because a stock or commodity trades at a certain price, it doesn’t mean it deserves to, Cramer stressed. Know the Broken Companies So what should investors do when the markets sell off big? First, remember that not everything that does go down deserves to go down. There are broken stocks and there are broken companies, Cramer said. There’s a big difference between the two. Look for the companies that caused the sell off and you’ll often find the broken companies. In 2007, that was decidedly anything having to do with a mortgage. But investors also need to steer clear of anything related to the primary blast zone. In 2007, that was anything related to housing, from home builders to everything that goes into a home. But beyond those broken companies, the rest of the markets weren’t all that bad. For instance, the oil stocks fell alongside everything else in 2007, but the oil boom was only just getting started. Fast forward to today, when the markets are worried over Europe. Stocks such as the domestic restaurants remain attractive, as do health care and biotech, all of which have nothing to do with Europe. What to Own Now Continuing with his lessons for handling a market selloff, Cramer offered viewers two tips for picking which stocks to have on their shopping list when the next big decline hits. First, look at the 52-week high list. Stocks don’t end up there for no good reason, he quipped, and these stocks are terrific buys when their share prices fall by 5% to 7% along with the rest of the markets. Must Read: Stocks Are Likely Heading Into Correction Territory The second group of stocks are the big dividend payers. Yes, dividend stocks aren’t sexy or overly exciting but as their share prices fall their yields rise, making them even more attractive as income vehicles. These "accidental high yielders," as Cramer often calls them, are among the first to rebound after a decline. There is one caveat to investing in dividend stocks, however, and that’s the dividend must be safe. A company must have earnings that are at least twice the dividend payout, Cramer said, and have a solid track record of paying it out. Scrutinize the Buybacks Cramer’s next lesson for investors: Not all stock buyback programs are created equal, so not all companies that have them are a good place to run to during a market correction. Buybacks, he explained, are meant as a way to reward shareholders. However, unlike dividends, buybacks don’t receive favorable tax treatment and often don’t provide the protection investors think they do. Leading up to the Great Recession in 2008, countless companies spent billions of dollars buying back their stocks at inflated prices, but none was immune to the selloff that ensued. Whether it’s health care or technology or the oil stocks, big stock buybacks seem to do nothing to protect shareholders from declines. Why do companies offer buybacks in the first place? Cramer said they’re a quick way to boost earnings per share, especially for companies that are having problems boosting the earnings half of that equation. No matter how big the buyback, the short sellers can still ovewhelm a stock, as they did with the banks going into 2008. The banks had notoriously large buybacks in place, yet saw their stocks obliterated nonetheless. The exceptions to this rule include Apple , a stock Cramer owns for his charitable trust, Action Alerts PLUS. Apple buys tremendous amounts of its own shares, and does so opportunistically on weakness. Walt Disney also buys back shares when it makes sense, such as during the 2014 Ebola scare. Fueled by Cash Now that investors have an idea to how to handle a selloff, how will they know when its over? Cramer said stocks need fuel to head higher and that fuel is cash. Whether it’s retail investors pouring money into mutual funds or hedge funds putting their money back to work, as long as there’s money coming into the markets, buying the dips will always be a smart investment. Without new money, the markets will only see a rotation, where money from one sector flows into another, ultimately leading to a zero-sum game. That’s why investors need to be cautious when they see defensive stocks, like beverage or drug names, heading markedly higher without new money inflows to help keep the markets afloat. Must Read: 3 Insurance Company Stocks to Buy Right 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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Homegamers Added More Equity Exposure to Stocks Like Twitter

Monday, July 6th, 2015

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

Stick With Airlines, Healthcare and Apple Says Frost Fund Manager

Thursday, July 2nd, 2015

Obamacare has boosted the prices of healthcare stocks in the past five years and investors should expect additional healthy returns.

Stocks Rise as Investors Hope Fed’s Rate Hike Is Delayed on Greece Worries

Tuesday, June 30th, 2015

Stocks closed higher Tuesday as investors bet the Federal Reserve could delay its looming rate hike as Greece flirts with default.

Apple Launches Streaming Music Service; Stocks Recover From Monday’s Selloff

Tuesday, June 30th, 2015

Stocks edged up slightly in midday trading Tuesday over hopes that an 11th hour debt deal may save Greece from default.

4 Reasons Carl Icahn’s Junk-Debt Warning Shouldn’t Terrify You

Tuesday, June 30th, 2015

NEW YORK (TheStreet) — Billionaire investor Carl Icahn’s warning about the risks of junk-rated debt might scare you, but that doesn’t mean you should write off the entire category.He sounded the alarm about high-yield – or non-investment grade – securities last week, saying the market is "extremely overheated." It’s not the first time that observation has been made. Still, there is a case for you to keep at least a portion of your portfolio in this type of debt even though it’s riskier. Specifically, you might want to consider the SPDR Barclays High Yield Bond   or the iShares iBoxx $ High Yield Corporate Bond   exchange-traded funds. Here’s why: 1. – If You Like Stocks, You Should Love Junk. I hear plenty of people who should know better say that junk-rated debt is just too risky. But these same people go out and invest in stocks, which are risky but have high returns over time. That attitude just doesn’t make sense. If you like stocks, you should love high-yield securities. They’re like stocks in drag. The returns for these lower-rated securities are highly correlated with those of the stock market. As the stock market rallies, you can expect the high-yield returns to rise too. The returns are also less volatile than those of stocks. I’ve talked to lots of strategists about this, and I’ve seen a variety of analyses. A general rule is that junk debt should give you two-thirds of the returns of the stock market, but with half the volatility. That’s over the long term. 2. — The Spreads Are Higher Than They Were In 2004. The extra yield investors receive over those provided by risk-free government bonds (the so-called spread) is not low in comparison with historical levels. In fact, spreads are now a little higher than they were before the heady days of the housing boom. In January 2004, the junk-debt spread was 4.05 percentage points. Now, it’s 4.66 percentage points. Both figures are from the St. Louis Federal Reserve’s FRED database. 3. — Shaky Companies Benefit More From a Stronger Economy. As the economy grows better, less robust companies benefit disproportionately. Of course, highly rated companies, like ExxonMobil   and Apple  , do better when the economy does well, but shakier companies tend to get an even bigger boost.  Think about how many more cell phone subscribers Sprint  might add as the employment situation picks up. It’s the largest holding in the SPDR ETF. Must Read: 10 Fortune 500 Showdowns With Activists You Never Heard About 4. — The ETF Expenses Are Low And The Market For Them is Liquid. The SPDR has annual expenses of 0.4%, and the iShares has costs of 0.5% a year. The average expenses for specialty high-yield mutual funds are 1.08%, according to Morningstar. Average daily volume for both ETFs is in the millions of shares. So there’s the case for high yield, but there are potential problems, too. First, the sub-prime lending crisis showed the vulnerability of credit markets. If we have learned anything in finance in the past decade, it’s that the credit markets can crumble. Indeed, that was the central issue in the sub-prime crisis and the ensuing Great Recession. If the credit markets freeze again, even partially, it will be the high-yield sector that will feel it first and most. It won’t be pretty. For that reason, you should consider a small allocation to junk securities, not a large one. Most investors wouldn’t want to hold more than a third of their fixed-income allocation in junk and probably less. Second, the ETFs follow indexes. Both the SPDR and the iShares invest primarily in securities listed in high-yield indexes. That tends to mean that the prices of the bonds in those indexes are bid up a little. Higher prices mean lower returns. That’s bad, but in addition, because of the indexing, debt that is deteriorating will stay in the fund.  Active mutual fund managers can and do invest where they see opportunities inside and outside the indexed group of securities (including ditching the basket cases). A couple of funds worth considering are the Columbia High Yield Bond   and the Ivy High Income   . Both have five-star ratings from Morningstar and below-average expenses for specialty high-yield mutual funds. Must Read: Wells Fargo Goes Even Bigger on Mobile Homes With GE Real Estate Deal  

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Apple Music Is Set to Debut Tuesday, Shaking up Industry

Monday, June 29th, 2015

Apple (AAPL) Music is set to launch Tuesday.

U.S. Stocks Open Higher, Greek Government Rejects the Ultimatum

Friday, June 26th, 2015

U.S stocks opened higher Friday while Greece’s creditors are planning to extend the debt-laden country’s bailout program by five months and release rescue funds of 15.5 billion euros ($17.38 billion).

Jim Cramer’s ‘Mad Money’ Recap: Take the Market Drop in Stride

Thursday, June 25th, 2015

  Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) — Today was a down day for the markets, but investors should take it all in stride, Jim Cramer told his Mad Money viewers Wednesday. Selloffs like today are when the weak hands get flushed out, he continued, and ultimately that’s a good thing. So what had the markets in retreat today? Well, first there were negative comments from activist investor Carl Icahn, who likened present-day stock prices to that of 2007. Ouch. But Cramer noted that Icahn is still fully invested in stocks like Apple , a stock Cramer also owns for his charitable trust, Action Alerts PLUS, so perhaps Icahn’s assessment wasn’t complete genuine. Then of course, the markets didn’t like Greece, which was showing less confidence of a deal than it was yesterday. There were also downgrades of Goldman Sachs and Citigroup weighing down the banking sector, and downgrades of the cyber security stocks as well. Add all that to continued weakness in the transports and Cramer said the markets really didn’t have anything positive to rally around during today’s session. Must Read: Will Netflix Stock Split Mirror Apple’s Success? What should investors do? Nothing, Cramer said, as they can simply wait for the negative stuff to pass… as it always does. Get Ready for a New Baxter It’s been a tough year for medical supply giant Baxter International , a stock that’s down 2.4% so far in 2015. But the turn may finally be at hand because the company is now set to spin off its bioscience division. As it’s currently configured, Baxter is a difficult company to figure value. It derives 60% of its sales from medical products like pre-filled syringes, vaccines and infusion pumps, while 40% of its revenue stem from its bioscience products. In 2014, Baxter’s earnings fell below its guidance, prompting the company in 2015 to stop issuing guidance altogether. The questions were raised about the safety of its 3% dividend yield, sending shares to 18 months lows. But then Baxter announced it will spin off its bioscience division as a company called Baxalta, news that has been sending shares higher ever since. As two separate entities, Baxter will be a cleaner, simpler story, Cramer noted, something that money managers will be able to easily value and will gravitate to thanks to easy comparisons and a peaking of the U.S. dollar. Sweet on Mondelez The time may finally be right for Mondelez International , the international half of Kraft Foods that was spun off in 2012, to start heading higher, Cramer told viewers. Mondelez got off to a sluggish start, but is now turning itself around as currency pressures begin finally abating. Mondelez is home of such beloved brands as Oreo, Triscuit, and Cadbury, among many others. The company is truly a global powerhouse, with 40% of sales from Europe, 20% from North America and 15% from Latin America, with the rest of the globe filling in the gaps. The company is number one in global market share for biscuits and chocolate and number two for coffee. Shares of Mondelez are up 13% so far in 2015, making new highs, because the company is streamlining production, cutting costs and focusing its efforts on its power snack brands. The company plans to reduce overhead by $1.5 billion by 2018 while at the same time investing for growth with five new production lines that will begin producing its products nearly twice as fast. Add to all of these positives the fact that the U.S. dollar may have finally peaked and activist investor Nelson Peltz taking an interest in Mondelez and Cramer said you’ve got a winning stock. Must Read: 4 Best Tobacco Stocks to Buy Now Fighting Infant Mortality In a special interview, Cramer sat down with Jane Chen, CEO of the privately held Embrace Innovations, a company combating infant mortality around the globe. Chen explained that 15 million pre-term and underweight babies are born every year and nearly three million will die in the first third days. Embrace has developed an inexpensive, portable baby warmer for developing countries that costs just 1% of traditional incubators. Embrace now has a for-profit spinoff that is selling the "Little Lotus," a swaddle blanket that uses some of the same technology. For every product sold, some of the proceeds will help fund their efforts to help one million babies around the globe. Cramer also spoke with Drue Kataoka, an artist helping to raise awareness of infant mortality through a project called "Touch Our Future," which can be found at touchourfuture.org Lightning Round In the Lightning Round, Cramer was bullish on Dow Chemical , Schlumberger , Salesforce.com , Hanesbrands , Dollar General and Dollar Tree . Cramer was bearish on Hortonworks and Family Dollar Stores . No Huddle Offense In his "No Huddle Offense" segment, Cramer pondered which made more sense, Netflix up $25 a share on the news of its 7-for-1 stock split, or Netflix down $2 a share in the wake of Carl Icahn liquidating his position and taking a victory lap. Must Read: 4 Big-Volume Stocks Triggering Breakout Trades Cramer reminded viewers that stock splits don’t create any new value, but they do increase liquidity. That means a volatile and emotional stock like Netflix will most surely begin to settle down and start trading like a normal stock instead of a plaything for hedge fund managers like Icahn. 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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Marissa Mayer Announces Deal With Oracle to Promote Yahoo Search

Wednesday, June 24th, 2015

Yahoo (YHOO) CEO Marissa Mayer painted a picture of company progress and innovation at Yahoo’s annual shareholders meeting on Wednesday.

Former Apple CEO Says Microsoft One of the Most Interesting Companies Today

Wednesday, June 24th, 2015

Starbucks (SBUX) and Amazon (AMZN) are two examples of innovative companies that understand customer focus, says John Sculley author of ‘Moonshot!’.

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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Apple Makes Swift Change to Pay Musicians During Free Music Trial

Monday, June 22nd, 2015

Following criticism from singer Taylor Swift, Apple (AAPL) has reversed course and will now pay artists for streaming through Apple Music during customers’ free three-month trial period.

Three Private Companies Former Apple CEO John Sculley Is Investing in Now

Saturday, June 20th, 2015

John Sculley, the former CEO of Apple (AAPL) and Pepsi (PEP), is now investing in several potential game-changing private companies that he expects could go public.

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

Saturday, June 20th, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) — The drama in Greece is far from over, so investors must remain cautious, Jim Cramer told his Mad Money viewers on Friday. At some point this "financial hostage crisis" will end, he said, but that doesn’t mean it will have a positive impact on stocks, he said. That’s why his game plan begins Monday, when he’ll be watching European stocks to see how the current drama will impact U.S. stocks. Cramer is also watching Sonic , which reports earnings after the close. “I expect Sonic to report a solid quarter,” he said, praising the company’s buyback program. Durable goods data will be released on Tuesday. If there’s a Greek deal and the data are good, there could be a selloff in stocks as investors speculate on a potential rate hike. Carnival and Darden Restaurants also report earnings. Cramer said Darden appears to be turning the corner in its turnaround efforts.Must Read: McDonald’s Is Shrinking in the U.S. but These 5 Rivals Just Keep Growing On Wednesday Lennar reports earnings, and Cramer expects the homebuilder to follow in the footsteps of KB Home , which reported bullish results on Friday. Accenture reports earnings on Thursday and has been very consistent. Look for more of the same, Cramer said. Nike also reports earnings. After hitting a new all-time high, investors who are not long the stock should wait for a pullback before getting long, despite the impressive growth. Micron reports as well, and the stock may be near a bottom, Cramer said. Finally, on Friday, Finish Line reports earnings. Last quarter’s results were weak, but don’t expect that this time, Cramer said. However, he’s more bullish on Nike, Under Armour and Foot Locker . Cramer on Fitbit Cramer turned his attention to Fitbit , which he called, “one of the hottest IPOs of the year.” After surging 50% in its first day of trading, the stock tacked on another 9.5% on Friday. Despite the big rally, Cramer says the stock is still worth buying Why? Because Fitbit has unbelievable growth and is already profitable, which is a big deal for a newly public company. Last year, revenue surged 175%, as the company sold 10.9 million devices. While this is impressive, the first quarter of 2015 was even stronger, with revenue growth in excess of 200%, while earnings grew nearly 450%. Margins also expanded, Cramer said. While competition from companies like Apple , a holding in Cramer’s charitable trust, Action Alerts PLUS, could negatively impact Fitbit, it doesn’t seem likely since the target market is so different, he explained. The valuation is attractive, too. GoPro and Under Armour both have slower growth rates, yet have higher valuations that Fitbit. If Fitbit traded with the same valuation as Under Armour, it would be $72. While Cramer doesn’t think it will go that high, he called Fitbit “one of the cheapest growth stocks I’ve ever seen.” “This a real company with real earnings,” Cramer said, and despite the big rally the stock is still a bargain. China Conundrum China is starting to become worrisome and the issues aren’t easy to understand, Cramer said. First, the bad news. Hershey  issued a disappointing earnings report, citing weak consumption in China. Wells Fargo released a report on Macau gambling, which looks to be hitting a four year low. This will weigh on casino stocks like MGM Resorts International , Wynn Resorts and Las Vegas Sands , he explained. Then there’s Diageo , which has also shown a slowdown in sales of its top liquor brands in China. Watches and jewelry are also hurting, and the Chinese stock market has dropped significantly, Cramer pointed out. So what is going on? Cramer explained the recent crackdown on government corruption and conspicuous consumption is hurting the economy and is weighing on sales for these companies.  While these results may outline the bearish case on China, companies like Apple, Starbucks , another AAP holding, and Yum! Brands continue to do well. Alibaba also had strong results in its latest report, he said. Even Nordic American Tankers , a company highly dependent on Chinese growth, has been doing phenomenal. China has become an enormous conundrum and it’s nearly impossible to figure out amid all the conflicting data. For now, investors should fight the temptation to be too bullish on this nation until there is more clarity, Cramer said. Executive Decision: Alex Molinaroli In the “Executive Decision” segment, Cramer sat down with Alex Molinaroli, the CEO of Johnson Controls . The company makes components for automobiles, has a strong battery business and is also exposed to the residential and non-residential construction market. Too many investors only look at the company as an auto parts juggernaut, Molinaroli said. Instead, they should consider how many other businesses the company has. For instance, one-third of all car batteries in the world are made by Johnson Controls, yet most investors don’t think twice about the company as an energy storage play. The non-residential construction market has also been paying off very nicely, as the economy continues to improve. Much of the recent focus has been on the company’s decision to spin off its automotive seating business, which is ranked number one when it comes to global market share. Molinaroli said the spinoff is an operational move in an effort to create value. He explained that the move shouldn’t be viewed as a market timer, that is to say, that Johnson Controls doesn’t feel the auto market is topping out. Instead, management simply feels this is the right time to make its move. He’s also very bullish on the Chinese auto market, where Johnson Controls is also the number one auto seat manufacturer. It’s a coveted position, Molinaroli said. Cramer said the company’s decision to spin off the seating business is very important and is still being undervalued by investors. He advised buying the stock, even as soon as Monday. Lightning Round In Friday’s Lightning Round, Cramer was bullish on Fiesta Restaurant Group and Kratos Defense & Security Solutions . Sports Town In a special interview, Cramer sat down with George Bodenheimer, the former president of ESPN and author of Every Town Is a Sports Town. Bodenheimer started off at ESPN – which is now owned by Disney  – working in the mail room. As he approached mom and pop cable operators around the U.S. in an attempt to sell the company’s 24-hour sports coverage channel, he realized every town really is a sports town. People love sports and ESPN continues to be an influential force in the arena, said Bodenheimer, who left the company in May. ESPN has also helped to fuel the fantasy sports world, which continues to grow each year, he added. Fantasy sports are great, because it drives further sports engagement with the fans. Finally, despite the growing number of ESPN channels, Bodenheimer said the market hasn’t become oversaturated yet. The reasoning is simple: Every town is a sports town. Bodenheimer plans to donate all of the royalties from his new book to the cancer research group, the V Foundation. 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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Nike, Blackberry, Monsanto On Deck for Earnings, Housing Data in Focus

Friday, June 19th, 2015

Traders turn their attention to key housing data, including New and Existing Home Sales and the FHA House Price Index in the Trading Week Ahead.

Facebook’s WhatsApp Doesn’t Protect Users From Government Requests

Friday, June 19th, 2015

The Electronic Frontier Foundation is taking aim at Facebook’s (FB) mobile messaging app WhatsApp for not doing enough to safeguard its users’ data from government requests.

What Makes Tim Cook, Dick Costolo and Richard Branson Good Leaders

Friday, June 19th, 2015

The chief executive officers at Apple (AAPL), Twitter (TWTR), and Virgin (VA) all showed unique leadership skills in recent weeks.

Sales of Apple Watch Estimated at Nearly 2.8 Million in Two Months

Thursday, June 18th, 2015

Apple (AAPL) Watch sales have reached nearly 2.8 million units since its launch in April, according to Reuters, which cites data from Slice Intelligence.

Fitbit’s CFO Sees Big Opportunity for Growth Even With Apple Watch

Thursday, June 18th, 2015

Shares of Fitbit soared in its IPO and the company’s CFO said Fitbit (FIT) can continue its strong growth even with competition from new players like the Apple (AAPL) Watch.

Jim Cramer’s ‘Mad Money’ Recap: Here Are My Dream Mergers

Wednesday, June 17th, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) — The positive side of the Greek default crisis is it will keep the Federal Reserve from raising interest rates, Jim Cramer asserted to his Mad Money viewers Tuesday. So with that in mind, Cramer said now is a good time to dream about takeovers. This market is making companies ripe for the picking, Cramer said, starting with cosmetics maker Coty , which was up more than 19% on news it is in talks to acquire a number of Procter & Gamble’s "tired hair-care" brands. Must Read: George Soros’ 4 Favorite High-Yield Dividend Stocks How about Twitter , Cramer’s "ultimate mea culpa" stock of the year and a holding in his charitable trust portfolio Action Alerts PLUS? The stock is down and could go lower unless there’s a takeover. Cramer’s candidate? Google , another AAP holding. Google’s stock can’t seem to get out of its own way, Cramer said. It’s been flat since December 2013 and missed out on double-digit market gains. But Cramer said the tech giant could go up huge if it bought Twitter at a 20%-25% premium. Google could fire everyone and integrate Twitter’s technology and user base into its amazing engineering and sales operations. It’s a move he said could push Google to $700 a share.  How about Yahoo!? . Absent its investments in Yahoo! Japan and Alibaba , the company is valued at less than zero. So if you’re Verizon , why stop at buying AOL ? Just buy Yahoo! at $50 a share. Verizon would get its money back almost instantly while becoming a real player on the Web, Cramer said. Cramer wants to see Qualcomm buy Skyworks Solutions , the best cellphone component maker on Earth. Why can’t Coca-Cola buy Monster Beverage , which now uses Coke’s distribution system? Both stocks would go higher. Under Armour CEO Kevin Plank just solidified control with a new class of stock. Why not pay a 24% premium for Lululemon and get it for exactly where it was trading two years ago? Kellogg needs to buy both major organic food players WhiteWave Foods and Hain Celestial — yes, both. Do that and Kellogg becomes the fastest-growing packaged-food company out there, he said. And for just $12 billion, Apple , another AAP holding, could buy Harman for a 50% premium and it could own the connected car, which is almost as good as owning the connected home. Finally, why can’t Johnson & Johnson buy Bristol-Myers ? Cramer said JNJ has so many good franchises and could just fire everyone other than the scientists working on BMY’s fantastic cancer franchise, Cramer said. Are these far-fetched? All these deals would produce instant spikes prices for the acquirers right now, just as we’ve seen with every takeover announcement so far in 2015. Executive Decision: Timothy Walbert For his "Executive Decision" segment, Cramer spoke with Chairman and CEO Timothy Walbert of Horizon Pharma . Shares are up more than 146% year to date. The company has seven products in three market segments: primary care, orphan diseases and specialty treatments. Horizon makes acquisitions, buying individual drugs or entire companies and uses their commercial know-how to grow sales much faster than anyone could expect. Horizon still has plenty of cash to do more deals, Walbert said. One critical growth drug has been Actimmune, which is in Phase III trials to combat severe malignant osteopetrosis and Chronic Granulomatous Disease, and is estimated to generate up to $500 million in annual peak sales. As for the high cost of prescription drugs, Horizon Pharma has a program called "Prescriptions Made Easy" intended to do the right thing for the patient, Walbert said. He also wants to reduce the burden for physicians who have their prescriptions blocked or not paid for. If a patient is not covered, Walbert said, "we cover that cost." Physicians are able to write more prescriptions and do what they think is right for their patients, and Horizon gets more prescriptions and more revenue. Must Read: Buy These 6 Risky Pharmaceutical Stocks for Big Upside Potential What’s Next for Greece? Who will fund Greece if it does go under? Will the Europeans kick Greece out of the euro zone at the insistence of Germany? Will China or Russia swoop in to fund Greece? The people running Greece seem to think this whole thing will play out in fairy tale fashion, Cramer said. They don’t seem to understand what happens when your country is a financial pariah. No one buys your bonds, at least not in this generation of lenders. The consequences of default are murky at best. The European Central Bank will have to step up again to keep the Greek populace from starving or overrunning other countries when those fixed incomes either stop getting paid or default trying to stay in the Euro. Right now, there’s no plan, Cramer said. The people running Greece assume the rest of Europe will blink, and would rather send their economy into a death spiral than hurt anybody’s pension. They’re either insane or the best gamesmen in history. Cramer’s bottom line: Until there’s a concrete plan in place for Greece, there will be a better opportunity to buy international stocks. Off the Charts In the "Off the Charts’ segment, Cramer went head to head with colleague Robert Moreno comparing two of his favorite tech stocks, Apple and Salesforce.com . Moreno pointed out that Salesforce began trading in a long triangle in February 2014 and this February broke above the resistance level. Salesforce has been holding up and Moreno thinks its uptrend remains intact. The money flow index is very positive and trending higher, which combined with its optimistic relative strength index (RSI) leaves Cramer’s chartist bullish on the company. Cramer said that if Salesforce can break out of the top of its triangle, which it tested today, $80 a share is likely. What can Moreno tell us about Apple? Cramer has said for a long time that this is a stock you want to own, not trade. Given that the stock’s multiyear rally is off its 2013 lows, the stock is a textbook example of a technical advance. Cramer likes the stock’s stepladder increases. While Apple’s been in a consolidation phase, Cramer said, technical analysis shows that the long-term uptrend is intact. Apple shows a strong floor of support around $123.50, about $4 below where it’s currently trading. The stock may trade a little lower in the short-term, but over time there’s a reinforced level of support backed by two years of a similar foundation. If Apple pulls back to $123.50, technical analysis and charts show that it could be a strong buy. Must Read: 10 Tech Start-Ups That Could Make It Big Lightning Round In the Lightning Round, Cramer was bullish on BioMarin Pharmaceuticals , On Semiconductor , NXP Semiconductors and Corning . Cramer was bearish on Frontier Communications . Executive Decision: Bob Carrigan In his second "Executive Decision" segment, Cramer welcomed Dun & Bradstreet  President and CEO Bob Carrigan. Cramer said not to underestimate the ability of an old-school company to bring itself into the modern era. The stock is up 22% over the past year. The company’s database now includes information on more than 240 million companies in more than 220 countries and is updated five million times a day. Some 90% of Fortune 500 companies use its data insights and analytics daily. Carrigan said the Mad Men era is over and keeping data is becoming more important to chief marketing officers. Nobody can touch our proprietary data and analytics, Carrigan said. It’s available through best-in-class applications, including Salesforce, NetSuite and Adobe . The company is very engaged with small-to-medium customers, helping them grow and in touch with them all the time, he added. Cramer said Dun & Bradstreet is a very exciting company and that excitement is generating profits. Must Read: 5 Small-Cap Stocks to Trade for Big Gains 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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Apple’s Hiring Journalists for News Team to Work With Publishers

Tuesday, June 16th, 2015

Apple (AAPL) is hiring journalists for the Apple News team, according to a posting from June 12 on the company’s jobs page.

Apple Then and Now: Former CEO John Sculley Reflects on Steve Jobs

Saturday, June 13th, 2015

Former Apple CEO John Sculley says the company is able to look to the future thanks to the foundations set by Steve Jobs.

Spotify Nabs $115M Investment From TeliaSonera in a Funding Round

Wednesday, June 10th, 2015

Music streaming service Spotify has reportedly closed a $526 million round of funding, valuing the company at about $8.5 billion, according to the Wall Street Journal.

Apple Showcases New Music Streaming Service & Software Updates

Monday, June 8th, 2015

Apple (APPL) showcased a host of new features and software updates at the 2015 worldwide developers conference on Monday.

Pandora Slides as Apple Launches Streaming; Stocks Extend Losses

Monday, June 8th, 2015

Apple (AAPL) dominated headlines Monday afternoon as the tech giant kicked off its five-day developer conference in San Francisco.

Homegamers Were Net Buyers of Apple, Social Media Stocks

Monday, June 8th, 2015

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

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

Friday, June 5th, 2015

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

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What Should Investors Expect From Apple’s Developer Conference for 2015?

Friday, June 5th, 2015

Apple’s (AAPL) worldwide developer conference kicks off on Monday in San Francisco, but analyst aren’t expecting many surprises from the tech giant.

T-Mobile, Dish Deal More Likely to Happen Now Amid Market Momentum

Thursday, June 4th, 2015

Deutsche Telekom’s T-Mobile (TMUS) is reportedly in talks to merge with Dish Network (DISH).

Jim Cramer’s ‘Mad Money’ Recap: Individual Stocks Beat Baskets Any Day

Thursday, June 4th, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) — Some say owning individual stocks is just far too dangerous, but Jim Cramer told his Mad Money viewers Wednesday that if they buy what they know and pay attention while they own them, the rewards will be far greater than just owning a basket of stocks that include the good, the bad and the ugly. You may have heard the latest catch phrase going around Wall Street, the notion of "single stock risk," as in, it’s better to own an index fund or a sector-based exchange-traded fund rather than risk owning individual stocks, Cramer said. But while index funds do have a place in the investment world, mainly for those with less than $10,000 to invest, or those without the time or inclination to do their own stock homework, the vast majority of investors are indeed smart enough to make decisions that beat the averages. Must Read: Warren Buffett’s Top 10 Dividend Stocks Don’t be scared out of owning a piece of American industry, he said, stocks like Colgate-Palmolive which is up 591% over the past two decades or R.R. Donnelley , which pays a hefty 5.3% dividend and is up 15.4% so far this year. Even in troubled sectors, like the homebuilders, there are winners like Lennar , which used the recession to buy up land on the cheap, enough to fuel it for decades to come. Shares of Lennar are up 173% over the past five years since the crash. Then there are companies like Apple , a stock Cramer owns for his charitable trust, Action Alerts PLUS, and Regeneron , two growth stocks investors should just own for the long term. Sure, there’s risk in owning individual stocks, but with a little time and effort, the rewards far outweigh the risks. CVS Is a Buy It may seem like the economy is in a lose-lose situation, with the Federal Reserve poised to raise interest rates and dampen the markets at the slightest hint of positive momentum — but don’t forget that there are plenty of stocks that do great in a low-growth environment. The health care containment stocks are one pocket of low-growth success, as the aging baby boomers and the Affordable Care Act both demand reigning in costs. Among the group, Cramer highlighted CVS Health , a drugstore chain that also comes with a built-in pharmacy benefit manager. Shares of CVS are up 74% over the past two years, but that may only be just the beginning. CVS currently has over 71 million members in its pharmacy benefit program, a business that generated $7.5 billion in new business. The company also has a specialty pharmacy business that is taking market share. Then there are CVS’ 7,800 locations throughout the U.S. which command a respectable 21% market share. These stores may only have posted 1.2% same-store sales growth when they last reported. Considering the company’s bold move to stop selling tobacco, sales are still strong. Yet, despite all these positives, and the recent announcement that CVS is acquiring Omnicare for $12.7 billion, CVS still trades for just 17.3 times earnings, the cheapest of its peers. Must Read: Don’t Buy a New Car Today for One Very Important Reason Game On The stock of GameStop may have been left for dead last year but it’s been on fire in 2015, up more than 29%, causing Cramer to issue a mea-culpa for being too negative on this successful turnaround story. Many investors, Cramer included, had written off GameStop as becoming increasingly irrelevant in a world where games can simply be downloaded directly to game consoles. But 2014 proved to be just a transition year. Now that many gamers have their new Xboxes and PlayStations, they’re returning to GameStop stores. But GameStop is about a lot more than just games. The company acquired SimplyMac, a chain of Apple-authorized resellers, two and a half years ago, and has already increased the chain from 20 to 70 locations, with another 50 planned this year — helping to bring Apple Store experience to smaller markets. GameStop is also building out Spring Mobile, a chain of AT&T -authorized resellers with 150 locations. across the U.S. Add to that the company’s 40 million member loyalty program and the fact that GameStop still sells at just 10 times earnings with a 3.3% dividend yield and it’s easy to see why Cramer was forced to take a second look at this stock where 42% of the float is current sold short. Executive Decision: Tom Farrell For his "Executive Decision" segment, Cramer spoke with Tom Farrell, chairman, president and CEO of Dominion Resources , the utility that has seen its shares decline since the company posted a 3-cents-a-share earnings beat and an 8% boost in its dividend, which now yields 3.8%. Farrell attributed the weakness in Dominion’s stock to the classic cyclical rotation out of utilities that typically precedes a rise in interest rates. He said once the Federal Reserve actually raises rates, the utilities tend to rise once again. But despite the weakness in his stock, Farrell is still hard at work planning for the future. Dominion recently announced a $20 billion capital investment plan for the next six years that continue bolstering their presence in the Mid-Atlantic region. Farrell noted the growth of data centers in the company’s service area continues to rise as companies are taking full advantage of the cheap, reliable power Dominion offers. Turning to the issue of coal-fired plants, which are increasingly going out of favor, Farrell said Dominion has already shuttered some coal plants and he doesn’t expect that all of their remaining plants will survive tougher environmental regulations. However, he did note the company is working closely with the Environmental Protection Agency and some plants will continue for quite some time. Must Read: 5 Retail REITs to Buy with the Highest Dividend Yields Lightning Round In the Lightning Round, Cramer was bullish on Consolidated Edison , Duke Energy , Salesforce.com , Juno Therapeutics , Karyopharm Therapeutics , The Blackstone Group , Activision Blizzard , Electronic Arts and Take-Two Interactive . Cramer was bearish on OPOWER . No Huddle Offense In his "No Huddle Offense" segment, Cramer challenged the conventional wisdom that the tiny country of Greece, with its 11 million people, has the power to bring down the European banking system. While Greece may continue to make headlines, Cramer noted that Europe is a lot stronger now than it was three years ago when this crisis began. In fact, the European Union is prepared for a Greek exit from the EU. There will be dislocations if Greece does indeed exit, he said, but there will be more losses from hedge funds on the wrong side of the trade than actual economic losses. What the markets need most is a resolution, any resolution, Cramer concluded. This failure of leadership on both sides of the issue has gone on long enough. Must Read: Why Yahoo!’s Streaming of an NFL Game for Free Is a Big Win for Marissa Mayer 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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Cramer: Stay Away From Kors, Pressure’s on Whole Foods, Own Gilead

Wednesday, June 3rd, 2015

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

Stocks Open Higher, Job Growth Remains Slow and Steady

Wednesday, June 3rd, 2015

Stocks opened higher Wednesday as ADP said the United States created 201,000 jobs in May.

Health Insurance Premiums Could Skyrocket Next Year

Tuesday, June 2nd, 2015

If you buy your own health insurance, either through Obamacare or through a broker, get ready for some big hikes next year.

Jim Cramer’s ‘Mad Money’ Recap: Is the Market Too Expensive, and Should We Worry?

Tuesday, June 2nd, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) — Is the market too expensive? Should investors be worried? Those were some of he questions Jim Cramer pondered with his Mad Money viewers Monday. The average stock in the S&P 500 is now trading at 18.5 times earnings, which is higher than historical norms. But what, exactly, is "normal" anyway? The stock market was trading at an average 29 times earnings just before the crash in 1987. Back in the dot com bubble of 2000, the highest of high fliers were trading at 80 and 90 times earnings. Conversely, during times of strong inflation, the market has traded around 12 or 13 times earnings. Must Read: Warren Buffett’s 7 Secrets to Dividend Investing Revealed When it comes to valuations, it’s all relative. Given that stocks have no competition from bonds at the moment, its slightly inflated prices make perfect sense. And rather than looking at "the market," Cramer suggested looking at individual stocks. Is Apple expensive at 14 times earnings with the biggest stock buyback on Earth and a dividend that rivals the five-year treasury? Apple trades at just 12 times earnings when you back out its cash, and that’s why Cramer owns Apple for his charitable trust, Action Alerts PLUS. Gilead Sciences has a cure for hepatitis-C, along with a strong balance sheet, a terrific pipeline and plenty of growth, yet it trades at a ridiculous 10 times earnings. Then there are banks. Wells Fargo , another Action Alerts PLUS name, 13 times earnings, while both JPMorgan Chase and Goldman Sachs are valued at just 10 times earnings. Yesterday, Altera seemed expensive at 25 times earnings, then Intel offered up $54 a share for the company, valuing it at 40 times earnings. Overall, Cramer thinks the markets are fairly valued, with undervalued areas, some areas in flux, and yes, a few that are indeed, worrisome. Executive Decision: Manny Chirico For his "Executive Decision" segment, Cramer checked in with Manny Chirico, chairman and CEO of apparel giant PVH , which today released strong earnings with raised guidance and a stock buyback program. Chirico was more upbeat than he’s been in recent months, saying his company’s investments in Calvin Klein are just now starting to pay off. He was bullish on PVH’s prospects in Europe, which is starting to see both sales increases and a boost in gross margins. Other bright spots for Chirico include denim, a category that is also starting to see sales improvements, with Calvin Klein denim particularly strong. Chirico was also upbeat about sales at both Macy’s and Kohl’s here in the U.S. Finally, Chirico noted that as an international company, currency pressures are masking his company’s true potential, which he noted would be seeing double-digit earnings growth if not for currency issues. Must Read: 5 Big Dividend Stocks That Want to Pay You More in 2015 Executive Decision: Brian Cornell In his second "Executive Decision" segment, Cramer sat down with Brian Cornell, chairman and CEO of Target , a stock that’s up 36% since Cornell took the helm just 10 months ago. Today Target posted a 7-cents-a-share earnings beat on a 2.3% increase in same-store sales. Cornell said that Target’s focus is once again back on style, strengthening its core areas of apparel, home, beauty, baby and kids. Target is bringing excitement and innovation back to these categories with more collaborations with award-winning designers. Target is also hard at work understanding core customers and meeting today’s key trends. Today’s consumer is digital savvy, Cornell noted, which is why Target continues to invest in online sales, which account for 38% of the company’s business, as well as omni-channel operations. Target is following the natural and organic food trend, adding more healthily items with cleaner labels, while still carrying the old favorites. Target hasn’t forgotten college students either, and is opening Target Express locations next to colleges to help cater to that segment. Finally, when asked about accepting Apple Pay, Cornell said Apple’s new payment system is a priority, and Target does accept Apple Pay online. But the stores will not see Apple Pay until after "chip and pin" terminals are available at all Target locations. Buy Walgreens The health care cost containment companies are about to come into vogue in the Wall Street fashion show, Cramer told viewers, and that means Walgreens Boots Alliance , an Action Alerts PLUS holding, is a stock that should be in your portfolio. With the world’s economy slowing, investors need to be picking stocks that work in a slowing environment. Many investors may think of Walgreens as just a drugstore chain, but after its acquisition of Boots Alliance last year, the company is now a titan of prescription drug buying, one that can easily negotiate lower prices from drugmakers. Cramer expects Walgreens to have many more strong quarters to come, as the company is accelerating its same-store sales and has lots of room to improve its profitability. And don’t forget about the possibility of another merger, Cramer noted, as Walgreens already has a 5% stake in AmerisourceBergen . For all these reasons, Cramer said this $86 stock is heading to $105. Must Read: 3 Water Utilities Companies to Buy Amid California Drought Lightning Round In the Lightning Round, Cramer was bullish on General Dynamics and Waste Management . Cramer was bearish on JC Penney , Sprouts Farmers Market and United Continental Holdings . No Huddle Offense In his "No Huddle Offense" segment, Cramer answered the question of what to do when a stock you own posts a perfect quarter, but the stock falls anyway? If that stock is Ulta Salon Cosmetics and Fragrances  , you buy, buy, buy more. Ulta delivered spectacular results, Cramer told viewers, with an 11.4% rise in same-store sales and $1.04 per share in earnings when the analysts were only expecting 93 cents. Better still, Ulta achieved these strong results by increasing the number of customers at its stores and getting them to spend more through their very popular loyalty program. So what was it that sent shares plummeting? Best Cramer could tell it was the company’s conservative same-store sales guidance of 7% to 9%. Given that Ulta is only in the early innings of its growth and could easily double in size, Cramer said this is a classic case of a broken stock and not a broken company. He urged viewers to view the decline to buy, buy, buy. Must Read: China’s Renminbi and Lagging U.S. Economy Put Federal Reserve in Tough Spot 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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A Muni Opportunity; Hoping for a Greek Stay (in Eurozone); Google Goes Apple-Picking: Best of Kass

Saturday, May 30th, 2015

NEW YORK (RealMoneyPro) — Doug Kass of Seabreeze Partners is known for his accurate stock market calls and keen insights into the economy, which he shares with RealMoney Pro readers in his daily trading diary. This past week, Kass sees money in munis, the Eurozone needing Greece and Google crowding Apple’s cloud. Must Read: Warren Buffett’s Top 10 Dividend Stocks   Feeling Good With Munis Originally published on May 26 at 12:21 p.m. EDT Over the last few weeks, I have posted that I have dramatically raised my exposure to closed-end municipal bond funds, taking advantage of price drops due to fears of an interest rate rise (which is certainly not happening today and I am not expecting in 2015). It is important to note that many high-quality municipal bonds are now yielding 20% to 30% higher than Treasuries (on a pre-tax basis). Over history, this has been a good time to own both munis and closed-end muni funds as the spread between taxable and nontaxable paper narrows. Position: Long BTT, ETX, BKN, NQS, NPM, NAD, NMO, NMA, VPV, VCV,NQU, NPI, VGM and NRK.   Market Doesn’t Inspire Confidence Originally published on May 27 at 2:36 p.m. EDT There is nothing today that changes my general view that we are in the process of making a broad top in equities. The market that has no memory from day to day – it’s for now trendless, rangebound and provides an excellent setting for opportunistic traders willing to short the rips and cover the dips or conversely to buy the dips and sell the rips. (I have a nice P&L this year from my trading ventures.) That said, this is still not a market to be confident about — in either direction. I confronted a confident and vociferous subscriber in the comments section yesterday who was most certain of his view and who said I was downright "doing a disservice to subscribers" by making long the Market Vectors Agribusiness ETF  my "trade of the week." He wrote that he planned to short MOO (I am not sure what he is waiting for!) and already has a Deere  short on — despite the nice technical setup on both and despite the endorsement of Deere by the Oracle, among other reasons. (Today MOO is up slightly more in percentage terms than the S&P index and DE is +1%.) Must Read: 10 ETFs to Buy (or Short) When the Federal Reserve Raises Interest Rates So I watch and react, rather than boldly anticipate (by taking baby steps) – perhaps, in this case, learning from another who seems so certain in a setting of rising uncertainty. While I am now market neutral, I do have a view (though not necessarily a crystal ball or a concession on what the future might bring) — though less self-confident than that particular subscriber and some others. My plan is to tactically re-establish small-sized shorts on any further strength until the downtrend becomes established (if it does at all). I am maintaining my market neutral position — and waiting for "signs" from the price action. Position: None     Against the Grain on Greece Originally published on May 27 at 3:18 p.m. EDT There is a growing consensus that Greece needs the eurozone more than the eurozone needs Greece, and that a Greece exit would not have an adverse impact on the markets. I have a different view. I am of the belief that a Greece exit would be negative for the capital markets for a number of reasons, including (but not only) these: A redenomination of Greece’s currency would have something of a domino effect on the sovereign debt of Italy, Spain and other weak countries in the eurozone. Why would traders and investors want to trade or own Italian or Spanish debt if these countries too might ultimately exit the EU and devalue their currencies? An exit of Greece would raise the specter that more extreme political parties in the weaker peripheral countries might gain momentum. As I have written before, we are in a flat, interconnected and networked world. Position: None   BB&T Is A-OK in My Book Originally published on May 28 at 9:54 a.m. EDT   I wanted to continue to update my regional-bank portfolio. Next up is BB&T . Based in North Carolina, it is a large bank ($190 billion in assets) with a footprint in 13 Southern and Mid-Atlantic states. Unlike some of my other regional-bank holdings, its market capitalization is also large ($29 billion) and its stock trades actively (3 million shares a day). BB&T’s most recent acquisition of BankAtlantic continues to round out the company’s broad network, which currently represents America’s fifth-largest bank-branch system.Must Read: What JPMorgan’s Jamie Dimon Thinks Banks Can Learn From Silicon Valley Recent Results First-quarter results missed expectations, principally due to a sizeable drop in net interest spreads (the bank is asset-sensitive). Non-interest income showed healthy gains. Other positives: BBT shares provides bank exposure to a relatively strong geography that’s growing in excess of the overall U.S. growth rate. Second-quarter profits should rebound from a disappointing first-quarter report, with fee income rising, credit improving, good expense control and an improving loan picture. The bank’s projected 2015 return on assets (1.18%) and return on tangible capital (14.6%) exceed most large regional banks’ figures. BB&T is among the more asset-sensitive banks, profiting from an imbalance of rate-sensitive assets over rate-sensitive liabilities. (The bank’s most recent 10-Q quantifies the benefit of higher interest rates.) BBT shares trade at 13 times compared to its mid-2000s’ 15 to 16 times multiple. The shares have flatlined over the last year. BB&T pays a $1.08-a-share dividend, which I see rising to close to $1.20 next year. Secular EPS growth is estimated at 10%. My 12-month price target is $45 per share or an 11% return. Position: LONG BBT, BAC, WFC, FITB, FMER, BT, RF, C, MSL, SONA, EFSC, STL, MBFI     Google Goes Apple-Picking Originally published on May 28 at 2:40 p.m. EDT Google   announced today a photos app that will offer support for storing unlimited photos (up to 16-megapixel) and videos (up to 1080p) in the cloud. The best thing is that it’s all free to the user. The app is available to all users starting today — on Android, iOS and the web. The keywords here are "unlimited: and "free." Look out Apple  . Position: NONE Must Read: Apple and Google Look to Rewards to Win at Mobile Payments

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Google’s Android Pay Will Compete Against Apple Pay

Friday, May 29th, 2015

Google’s (GOOG) introduction of Android Pay is another sign of the growth in mobile payments, according to an executive at MasterCard (MA).

Cramer: Prepare to Take Profits in Broadcom, I’d Buy Some Chipotle

Thursday, May 28th, 2015

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

Avago Technologies to Acquire Rival Broadcom in $37 Billion Deal

Thursday, May 28th, 2015

Chip-maker Avago Technologies (AVGO) said it agreed to acquire rival Broadcom (BRCM) for $37 billion in cash and stock.

Amazon Buckles to EU Pressure — Will Google, Apple, Others Follow Suit?

Tuesday, May 26th, 2015

NEW YORK (TheStreet) — Amazon’s
 recent decision to start paying local tax rates in individual European countries could have a domino effect on the overseas operations of major American technology companies such as Google

and Apple
, which have been embroiled in court cases against European regulators.
"Amazon is a bellwether in managing its tax position in overseas territories," says Robert Willens, tax consultant and professor at Columbia University. "[Technology] companies are seeing the writing on the wall, and this is a wake-up call to them." The Seattle-based company’s move comes after a preliminary finding in January by EU regulators that it received "unfair state aid" from the Luxembourg government through a special tax deal.  
Previously, Amazon had been using its Luxembourg subsidiary to siphon profits in Europe. The company derived 14% of its total revenue, or approximately $15 billion, from Europe in 2013. During the same year, the company’s 2003 tax deal with the Luxembourg government reduced its overall tax liabilities in Europe by 8 percentage points to 31.8%.  
That said, Willens discounts the effect of Amazon’s admission that it is paying artificially low taxes. "It sounds like they have absolute control over where they actually report their income from," he says, adding that "through the mechanism of paper shuffling, Amazon is conceding that some of their income is earned in high tax regimes in Europe." "It [the move by Amazon] simply highlights the absurdity of this arrangement," he explains.
It is still too early to predict the material impact of Amazon’s change in its tax treatment to the company’s bottom line, however. "The move may cast some doubt on their prior tax positions and revenues," says Willens. In turn, this could affect the company’s net tax rate. The company’s effective tax rate for the fourth quarter of 2014 was 47.8%. 
The effect on future earnings depends on whether the company’s current move represents a shift in its business strategy or its tax strategy, says Willens. If Amazon’s move is a shift in its tax strategy, then the company could be held liable for "misreporting" its prior income and may need to pay back taxes to high-tax jurisdictions. If, however, the move is a change in company’s business strategy, then it will be reflected in higher taxes (relating to sales and intellectual property) and operational costs on future earnings.
Amid antitrust lawsuits and allegations of using illegal advantages over local players, American technology companies have faced increased scrutiny from EU regulators recently. Individual countries have also joined the fight.
Britain introduced a "Google tax" of 25% this year on companies that divert profits from their UK operations to other countries. Similarly, Apple has said that it may need to pay a "material" amount in back taxes, if it’s found guilty of illegal state support by Ireland in an EU commission investigation.
Ruth Mason, international tax expert and law professor at the University of Virginia, attributes the European regulators’ moves to a revenue crunch. "[Individual European] countries need revenue, and this is a push by regulators to reduce profit shifting by [multinational corporations]," she said.
Europe’s situation is further complicated by the lack of a common tax code across Europe. The proposed Common Consolidated Tax Base, which is designed to simplify and apply a common tax code across Europe, is not mandatory for companies. "Companies will sign onto it only if it results in favorable [tax] terms for them," said Mason.
Must Read: How States Get Your Tax Dollars Even When You Don’t Live There


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

Tuesday, May 26th, 2015

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

Amazon, Apple and Chipotle Too Pricey for Your Portfolio? There’s an ETF for That

Tuesday, May 26th, 2015

NEW YORK (TheStreet) — Amazon  ,  Apple  and Chipotle   are just three stocks that almost every investor wants to own. But popularity like that comes with a hefty price tag, which makes it difficult for average investors to buy more than a handful of those shares. Owning just 100 shares of Amazon, for instance, would cost you nearly $43,000, based on Friday’s closing price. That’s almost a bargain compared to the more than $51,000 it takes to buy 100 shares of Regeneron Pharmaceuticals  . Must Read: 10 Stocks Carl Icahn Is Buying The good news is that there are plenty of exchange-traded funds with solid exposure to these pricey stocks. And they aren’t expensive to own. So investors can use them to invest in the Amazons and Regenerons of the world without an excessive outlay of cash. Consider the PowerShares Dynamic Biotechnology & Genome Portfolio , where eight of the top 10 stocks trade for over $100 per share. That group includes names like  Biogen and Cramer favorite Regeneron, PBE’s largest holding at a weight of nearly 5.9%. The PowerShares Dynamic Biotechnology & Genome Portfolio, which is home to nearly $557 million in assets, is up 14.8% this year. The ETF closed just under $58 Friday and its 52-week high is almost $59. Sticking with the theme of accessing high-priced stocks via ETFs, for the health care industry, the Market Vectors Pharmaceutical ETF also merits consideration. The Market Vectors Pharmaceutical ETF holds just 26 stocks, but 10 of those holdings trade over $100. That group, which combines for over a third of the fund’s weight, includes Novartis , Dow component Johnson & Johnson , Valeant Pharmaceuticals and McKesson . McKesson is a stock that Cramer says "never seems to go down." As for PPH, the ETF is up almost 14% year-to-date and closed just over $73 last Friday. In addition to biotechnology and pharmaceuticals, the online sector is another area rife with high-priced stocks, and the First Trust Dow Jones Internet Index Fund is an ideal way to gain exposure those names without shelling out big bucks. Its 10 largest holdings combine for 57% of the fund’s weight, and that group includes Amazon, Netflix and both classes of Google   as well as Priceline , which trades for more than $1,200 a share. Throw in Equinix and LinkedIn , and seven of FDN’s top 12 holdings trade for well over $100, but the ETF itself resides under $68. It’s up 10.7% year-to-date. Must Read: Here’s One Bond ETF to Own When Interest Rates Start Rising

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Apple Promotes Jony Ive to Chief Design Officer Position

Tuesday, May 26th, 2015

Apple (AAPL) design star Jony Ive has been promoted.

Jim Cramer’s ‘Mad Money’ Recap: Stick With the Peerless Winners

Thursday, May 21st, 2015

  Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) — If you’re in a dogfight to attract customers, your customers might win, but your shareholders certainly won’t. That was what Jim Cramer’s told his Mad Money viewers Wednesday after the transportation stocks, led by the airlines, pulled the averages lower. When the CEO of American Airlines appeared on Mad Money last night, he told investors that competition is starting to heat up and American is ready to respond with lower fares if needed. That spells trouble for the entire airline industry, Cramer warned, because the earnings estimates for the airlines will need to be cut. Must Read: 10 New Stocks Billionaire David Einhorn Loves That’s why Cramer suggested sticking with companies that have no competition, companies like the biotechs, which often have proprietary drugs protected by patents or orphan drug status. His favorites among the group were Regeneron and United Therapeutics , whose CEO also appeared on last night’s show. Cramer was also bullish on Target , a stock he owns for his charitable trust, Action Alerts PLUS, as that company has competition but is crushing it. Also on the "no competition" list was natural and organic food makers Hain Celestial  and WhiteWave Foods plus Apple , the latter two also Action Alerts PLUS names. Executive Decision: Strauss Zelnick For his "Executive Decision" segment, Cramer sat down with Strauss Zelnick, chairman and CEO of Take-Two Interactive , the video game maker that just delivered a 22-cents-a-share earnings beat and boosted its stock buyback program after another strong quarter. Zelnick said Take-Two is not just a hit-driven company, it’s a solidly profitable company with a diverse lineup of titles that they’re working hard to build into permanent franchises. That’s why Take-Two doesn’t release new versions of their games annually, outside of sports titles, and instead takes some time to build the next installments with compelling stories and interactivity. When asked about Asian markets, Zelnick said that after entering Asia just a few years ago, the Asian market is now a big contributor to Take-Two’s growth targets. With Take-Two continuing to ride the current edge of interactive entertainment, Cramer said this is one company investors should consider. Must Read: Dan Loeb Sold Out of Alibaba — Here’s Where He’s Investing Instead Brake for Fiat Chrysler There’s a shining star in the auto industry, Cramer told viewers, but chances are investors aren’t even paying attention. That star is Fiat Chrysler , a stock that’s only been trading in the U.S. since October but is already up 36% so far in 2015. Most investors stopped following Chrysler after the company filed for bankruptcy in 2009. But in 2014 the European-based Fiat bought the rest of Chrysler that it didn’t already own and launched a successful IPO late last year at $9 share. The new Fiat Chrysler consists of a stable of U.S. brands, like Chrysler, Jeep, Dodge and Ram, but also a host of higher-end European stalwarts including Alfa Romeo, Ferrari and Maserati. While most U.S. automakers bemoaned the currency pressures of the strong U.S. dollar, Fiat Chrysler, which is based in Europe but still has two-thirds of its sales in the U.S., had the opposite problem — revenue that were skyrocketing. Those windfall profits may wane a bit as the dollar weakens, but the fact remains that Fiat Chrysler is seeing great sales, with Jeep sales up 22%, Europe turning profitable and the company regaining the number one automaker spot in Brazil. Executive Decision: Marc Benioff In his second "Executive Decision" segment, Cramer spoke with Marc Benioff, chairman and CEO of Salesforce.com , which today delivered a 2-cents-a-share earnings beat that sent shares up 6%. Benioff reiterated he’s building a company not just focused on shareholders but on all stakeholders, including employees and the communities it’s based in. He noted that 1% of Salesforce’s profits flow into its charitable foundation, which to date has provided over one million hours of community service. When asked about the myriad of takeover rumors, Benioff said he’s focused on becoming the fastest company to reach $10 billion in sales and spends his time talking to customers and helping to make them successful. Companies want to do business with a company they trust, Benioff concluded, and that’s why he hasn’t been distracted by rumors and is doing right by all their stakeholders instead. Must Read: Why Google’s Buy Button Is No Threat to Amazon Lightning Round In the Lightning Round, Cramer was bullish on Flextronics and LyondellBasell Industries . Cramer was bearish on Halyard Health . No Huddle Offense In his "No Huddle Offense" segment, Cramer said that population growth is the only real way to spur economic growth, and nowhere was that more evident than in Home Depot’s  conference call this quarter. One of the key components to Home Depot’s business is new household formation, a number that was cut in half during the great recession as more and more children opted to live at home with their parents than try to get a mortgage of their own. But now household formation appears to be on the mend, and that’s great news for everything related to housing. Other factors include employment, which is getting better, salaries, which are not, student loan debt, which is getting worse, and the availability of credit, which is slowly on the mend. The only way to really get a non-Federal Reserve inspired economic recovery, however, is by having more families that need more homes, Cramer concluded, and with that finally starting to happen, Home Depot could be on the verge of a big uptrend. Must Read: Smart Money May Be Warming to Big Bank 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.

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Apple Acquires GPS Company Coherent Navigation to Bolster Mapping

Monday, May 18th, 2015

Apple (AAPL) may be looking to improve its mapping capabilities, having just acquired Bay Area global positioning company Coherent Navigation.

Endo Buys Par Pharmaceutical; Intel, Altera Relaunch Deal Talks

Monday, May 18th, 2015

Endo Pharmaceutical (ENDP) shares were on the move after the company agreed to buy privately-held Par Pharmaceutical Holdings for just over $8 billion in cash and stock.

Alibaba, Apple Shares Sold by Some of the Biggest Hedge Funds During First-Quarter

Friday, May 15th, 2015

Billionaire Dan Loeb’s $10.9 billion Third Point hedge fund sold its 10 million share ownership in Chinese commerce company Alibaba (BABA) during the first quarter.

Jim Cramer Cautious on Cliffs Natural Resources, Vale Even With Improving China

Monday, May 11th, 2015

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

Apple Plans to Collect iPhone User DNA to Aid Medical Research

Wednesday, May 6th, 2015

Apple (AAPL) is planning to collect user DNA to assist medical research.

Jim Cramer Cautious on Renewable Energy, but Likes First Solar

Tuesday, May 5th, 2015

Jim Cramer shows off his Apple (AAPL) Watch and answers Twitter (TWTR) questions from the floor of the New York Stock Exchange.

Jim Cramer’s ‘Mad Money’ Recap: As Apple Goes, So Go the Markets

Friday, May 1st, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) — If Apple shares are able to find a bottom point tomorrow, everyone else will, too, Jim Cramer told his Mad Money viewers Thursday as he tried to find that one stock that could hold the key to the markets. When investors buy a stock, they expect that company to post great revenue and great earnings every quarter. That, in turn, will fuel the analysts to raise estimates and shares will head higher. The company can then further reward shareholders with big dividends and stock buybacks. Must Read: 5 Stocks Warren Buffett Is Selling At least, that’s the way its supposed to work. But in the case of Apple, a stock Cramer owns for his charitable trust, Action Alerts PLUS, the company did all of those things and shares have fallen in a straight line ever since. "I see things out there I just don’t like," Cramer told viewers. If the markets won’t reward Apple for posting one of the best quarters in corporate history, then the rest of the markets are in trouble. The exact scenario was seen through today’s session, with Yelp  shares slammed 23% on its earnings release, LinkedIn posting a massive 24% decline on its earnings and AmerisourceBergen giving back nearly all of its gains after it reported. What could help stem these declines? Oil could stop going higher, or the sellers could just fizzle out eventually, or perhaps new leadership could emerge. The banks maybe? REITs? Cramer told viewers they should keep an eye on Apple, because when Apple bottoms, the overall markets will likely bottom as well. Executive Decision: Sandy Cutler For his "Executive Decision" segment, Cramer checked in with Sandy Cutler, chairman and CEO of Eaton , another Action Alerts PLUS holding and a stock with a 3.2% yield. Cutler highlighted a number of bright spot in Eaton’s most recent quarter, including the recent acquisition of Cooper Industries. Not only is Eaton seeing some $150 million in cost synergies but Cooper has now made Eaton a leader in the fast-growing LED lighting segment. Cutler said LED lighting is now 50% of the company’s lighting category. Eaton also saw strength in trucking, with both heavy-duty and light trucks strong both inside the U.S. and abroad. Trucks are still pining for more fuel economy and better emissions, Cutler explained. That’s what Eaton offers. With so many things going right, Cramer said this is one stock investors shouldn’t be selling. Must Read: 3 Mid-Cap Oil Companies You Should Sell Right Now Oil Stocks? Too Late Is it finally time to start buying the oil stocks? Cramer gave a resounding "No," but not because it’s too early for investors to bet on a recovery in oil but because they’re already too late. Yes, Exxon Mobil was able to post slight production gains, while over at ConocoPhillips , it looks like the worst is definitely behind them. But you don’t buy oil stocks based on either of these two stocks, you buy based on Richard Kinder over at Kinder Morgan . Back in February and March, when oil was at $43 a barrel, Kinder made the bold move of both calling a bottom and putting his money where his mouth is, buying Hiland Partners from Harold Hamm for $3 billion. That proved to be the true bottom for oil, which has since risen to $60 a barrel. Other smart companies like Carrizo Oil & Gas , Concho Resources and Whiting Petroleum also called the bottom when they all issued up secondary offerings of stock to bolster their balance sheets. "That’s what a bottom looks like," Cramer concluded. Executive Decision: Dinesh Paliwal In his second "Executive Decision" segment, Cramer sat down with Dinesh Paliwal, chairman, president and CEO of Harman Int’l , the connected-car infotainment company that disappointed Wall Street by cutting forecasts, sending shares plunging 7% on the day. Paliwal said the Harman thesis remains intact and auto sales remain strong with 19% growth with quarter and $3.2 billion worth of new orders coming in for the next generation of connected cars. Where Harman fell short this quarter was in the professional audio business, which is largely dollar denominated and had a tough time in Russia, China and elsewhere given strong currency headwinds. Harman is making adjustments however, Paliwal said. Paliwal also explained Harman’s two recent acquisitions, which will give his company a dominant position in cloud-based applications for autos and the over-the-air updates that will be required to make them a reality. Harman has no plans to sell any assets from either of these acquisitions but will keep them and grow them to diversify the company’s portfolio of products and services. Must Read: Why Warren Buffett Hates Paying Dividends but Loves Dividend-Paying Stocks Lightning Round In the Lightning Round, Cramer was bullish on Opko Health and Sonic . Cramer was bearish on Ensco International , Groupon and Splunk . Off the Tape In his "Off the Tape" segment, Cramer sat down with Sam Shank, co-founder and CEO of the privately held HotelTonight, the mobile app that plays matchmaker for consumers looking to book a last-minute hotel room. Shank explained HotelTonight allows its customers to book a room up to seven days in advance, allowing them to get a great last-minute deal while hotels receive incremental revenue for rooms that would otherwise be vacant. HotelTonight even has an app for the Apple Watch which will show a user the five closest hotels to them and allow them to book with just a tap. Shank said the model allows customers to shop across multiple options while hotels can update their inventory in real time. Some hotels can update their pricing as often as 15 times a day, he noted. Must Read: 3 Mid-Cap Oil Companies You Should Sell Right 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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Apple Leads Dow Lower; Wall Street Slumps on Biotech Selloff

Thursday, April 30th, 2015

Stocks slumped on Thursday, leaving the Dow with only small gains for the month.

Nidec, Mitsubishi Are Japanese Gems Says Hennessy Fund Manager

Thursday, April 30th, 2015

Nidec will maintain its momentum in the wake of its big wins in the automotive industry, as well as the Apple watch.

Cramer: Tesla’s Overvalued, There’s Opportunity With Under Armour

Thursday, April 30th, 2015

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

Salesforce Extends Rally; Nokia, Alcatel Fall on Deal Doubts

Thursday, April 30th, 2015

Stocks were slightly lower in midday trading Thursday as a series of weaker earnings from the likes of Exxon Mobil (XOM) and Time Warner Cable (TWC) pressured markets.

Walmart, Yahoo, Google Leading Charge on Going Green

Wednesday, April 29th, 2015

Leading the charge for sustainable growth are powerful names like Walmart (WMT), Yahoo! (YHOO), Google (GOOG) and Microsoft (MSFT).

Apple Dividend Is Growing, So Use These ETFs to Grab That Growth

Wednesday, April 29th, 2015

NEW YORK (TheStreet) — Apple , the world’s largest company by market value, raised its quarterly dividend Monday to 52 cents a share from 47 cents a share. Since Apple reinstated its dividend in 2012 — after a 17-year absence — its payout has climbed 37.5%. Apple now has $194 billion in gross cash and marketable securities, and there is ample room for future dividend growth. Several exchange-traded funds can help investors tap into Apple’s positive dividend trajectory, including dedicated dividend funds. Must Read: Warren Buffett’s Top 10 Stock Buys A good place to start is the First Trust Nasdaq Technology Dividend Index Fund . It is the first dividend ETF that is devoted exclusively to technology stocks; that includes an almost 8.2% weight to Apple. Apple is the ETF’s third-largest holding behind Microsoft and IBM . The technology sector has delivered impressive dividend growth in recent years. Apple’s dividend rise confirms as much. California-based Apple’s $1.16 billion dividend increase is the 20th-largest dividend increase by a member of the S&P 500 , according to S&P Dow Jones Indices. First Trust’s Nasdaq Tech ETF offers something for conservative investors as well. The ETF can allocate up to 20% of its weight to telecommunications stocks. Its roster currently includes AT&T and Verizon . The TDIV ETF has a trailing 12-month yield of 2.24% and is up 12.3% over the past year. Another credible ETF option to build on Apple dividend growth is the WisdomTree LargeCap Dividend Fund . The fund has a 3.7% weight to Apple, making the iPhone-maker its largest holding. Technology is DLN’s largest sector weight, at 15.3%. The WisdomTree LargeCap Dividend ETF weights its holdings based on projected payouts for the coming year. ExxonMobil , Microsoft and General Electric are among DLN’s top 10 holdings. The ETF yields 2.4% and is up 9% over the past year. Investors looking for a steady income stream should know the ETF pays a monthly dividend, whereas most dividend ETFs pay out on a quarterly basis. The FlexShares Quality Dividend Defensive Index Fund has a 3.6% weight to Apple — it is the fund’s third-largest holding. The FlexShares fund’s 220 holdings are screened for financial health, including factors such as profitability, cash-flow generation and the ability to pay and raise dividends. At 17.1%, technology is the FlexShares ETF’s second-largest sector holding, behind an 18.1% allocation to financial services stocks. The ETF has a trailing 12-month dividend yield of 2.4% and the fund has climbed 11.5% over the past year. Must Read: 10 Surprising Things That Are Worth Less Than Apple

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Jim Cramer’s ‘Mad Money’ Recap: Apple Stock Falling? It’s Time to Buy

Wednesday, April 29th, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) — Judgments made on stocks today may be reversed tomorrow, Jim Cramer told his Mad Money viewers Tuesday, as he questioned whether the markets really know what they’re doing. Case in point, Apple , a stock Cramer owns for his charitable trust, Action Alerts PLUS. With all that’s going right at Apple, including its blowout quarterly results, the Apple Watch, Apple Pay and a possible relaunch of Apple TV, how is it even possible that the Apple’s stock closed lower? Has the story changed? Absolutely. Apple has become even cheaper than we originally thought, which makes it a continued long-term buy in Cramer’s book. Must Read: Warren Buffett’s Top 10 Stock Buys Then there’s Merck , which delivered better-than-expected results that no one saw coming. That news sent shares up a quick 5%. And what should investors make of Twitter , another Action Alerts PLUS name that plummeted after its abysmal earnings and forecast leaked out ahead of plan. Cramer predicted more pain ahead for Twitter. Finally, Cramer called out a number of market positives, including Microsoft , IBM and Freeport McMoRan , all of which saw nice gains as investors had apparently gotten too gloomy. Executive Decision: Marc Benioff In his "Executive Decision" segment, Cramer sat down with Marc Benioff, chairman and CEO of Salesforce.com , to talk about some of Benioff’s more altruistic initiatives. Benioff said that when he was in business school, Milton Friedman’s motto that "the business of business was business" ruled the day. But in today’s world, the business of business has become making the world a better place. The means adopting stakeholder theory over shareholder theory. Stakeholders include employees, customers, partners, your community and the environment. Many people wondered why Benioff, based in San Francisco, became one of the most outspoken CEOs in Indiana’s debate over gay rights. Benioff explained that when Salesforce acquired Exact Target, it became one of the largest tech employers in Indiana, which made those employees and that community one of the stakeholders on which he’s willing to speak out. Benioff has also been in the news recently for working to eliminate the gender pay gap at Salesforce, setting the stage for other tech companies to follow suit. Must Read: Buy These 3 Dividend Stocks to Hedge Against Rising Interest Rates Executive Decision: John Legere In his second "Executive Decision" segment, Cramer sat down with the outspoken John Legere, president and CEO of T-Mobile US , our nation’s fourth-largest, and faster-growing, wireless carrier. Legere attributed T-Mobile’s growth to one simple philosophy: Listen to your customers and do what they tell you to do. He said that’s why T-Mobile has been growing and why their "un-carrier" message resonates with customers. Legere said he’s only been with the company for a little over two years and he’s not a "wireless guy," but just a guy who listens and does what needs to be done. When asked about his tendency to "tell it like it is," Legere said that his customers and employees both appreciate that he’s not just a "suit" and is willing to get excited and motivate and lead. His off-the-cuff style and his magenta attire makes him a walking brand, he quipped, and his style is contagious. Executive Decision: Mark McLaughlin In his third "Executive Decision" segment, Cramer sat down with Mark McLaughlin, chairman, president and CEO of Palo Alto Networks , a stock that’s up 70% since Cramer last checked in last September. McLaughlin said that in the digital age, we don’t have a choice about getting security done right, we have to get it right because the fabric of our society now runs on a digital platform. That’s why more companies are getting serious about security, McLaughlin noted. Palo Alto rejects the notion that the bad guys will get into your network eventually. He said if companies continue to invest, eventually the cost curve will make it uneconomical for the bad guys to even try. Palo Alto Networks is also a proponent of sharing threat data among companies. He said by sharing data, if an attack is successful at one company it will only work once because other companies can immediately reconfigure their security to prevent it. Must Read: Stock Buybacks Are Looting the Future but Not Because of Activist Investors Lightning Round In the Lightning Round, Cramer was bullish on Berkshire Hathaway . Cramer was bearish on Philip Morris International and Chicago Bridge & Iron . Executive Decision: Aneel Bhusri For his final "Executive Decision" segment, Cramer sat down with Aneel Bhusri, chairman and CEO of Workday , the human resource cloud provider. As Workday celebrates its tenth anniversary, Bhusri looked at the evolution of cloud computing, noting that the cloud came about from the consumer level, with those lessons now being applied to the enterprise. Workday provides a platform that runs customers’ HR and finance operations, allowing them to work faster and save money in the process. Workday is also the solution for companies merging or divesting divisions, Bhusri noted, because the company’s platform makes it easy to bring multiple data sources together, which in turn helps bring different corporate cultures together. Bhusri said that over a five-year time frame, using Workday typically saves a company 50% from its previous solutions. That’s why Cramer said Workday is one of the fastest-growing companies he follows. Must Read: 3 Mid-Cap Pharmaceutical Companies to Add to Your Portfolio 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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Twitter Bombs on Early Earnings Release; Merck Leads Dow, S&P 500

Tuesday, April 28th, 2015

Stocks endured a choppy day of trading Tuesday following a mixed bag of corporate earnings and as the Federal Reserve began their two-day meeting to discuss monetary policy.

HBO Likely to Drive Traction for Time Warner’s Quarterly Results

Tuesday, April 28th, 2015

S&P Capital IQ senior equity analyst Tuna Amobi sheds light on whether Time Warner’s (TWX) earnings report will do anything to revitalize the stock.

Benefit From Apple’s Success by Investing in These Names Instead

Tuesday, April 28th, 2015

Investors can profit from Apple’s (AAPL) success by using the ‘buy the bullets, not the gun’ strategy and buying names of companies that make components of Apple products.