a Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) --aThe markets may be feeling some pain next week, Jim Cramer said onaMad MoneyaFriday as he laid out his game plan. Cramer said that with the Federal Reserve meeting on Wednesday and the Alibabaainitial public offeringaon Friday, there could be a lot of money moving out of stocks. Cramer said on Monday he'll be watching both Apple , a stock he owns for his charitable trust, Action Alerts PLUS, to hear the latest iPhone 6 preorder sales. He'll also be keeping an be on Yahoo! , as that company will be the biggest benefactor of the Alibaba IPO on Friday. Tuesday brings earnings from Adobe Systems , and Cramer said the stock's reaction will provide a gauge on the health of the tech sector. Read More: Warren Buffett's Top 10 Dividend Stocks On Wednesday, all eyes will be on the Fed, Cramer said. The U.S. and world economies aren't strong enough to handle rapidly rising interest rates, he said, but that won't stop the bond market from overreacting to any news that comes out of the Fed's statement. Investors need to respect the bond market because it can have a big impact on stocks. Also on Wednesday is FedEx , which will provide an excellent read on the health of the global economy. Then on Thursday it's Rite-Aid and ConAgra , two stocks Cramer said he'll be listening to for more information. Finally, on Friday it's the big Alibaba IPO, the largest in history. Cramer said fund managers need to do a lot of selling in order to make room for this huge IPO, so expect weakness all week. If investors can get in on the deal Cramer suggested doing so, although its already been reported that the deal is oversubscribed. Visteon Is a Winner There's a business that you've probably never heard of that's worth a lot more than the sum of its parts, Cramer told viewers, and that company is the auto parts conglomerate Visteon . Cramer said earlier this week that shares of Visteon ran to all-time highs on the news that its management may be considering a plan to split the company into two. But even with shares at these inflated levels, Cramer said Visteon deserves to see its shares trade even higher as the breakup plan would unlock a ton of value. Visteon's management already has a long history of aggressively rewarding shareholders with big acquisitions and divestitures, Cramer said, so splitting itself is a real possibility. Currently, the company encompasses an electronics company and a climate control company, both of which are very exciting. Cramer said Visteon's electronics business is benefiting from the boom in infotainment and driver information systems being added to vehicles. All cars are getting more electronics and Visteon has the scale to grow. Read More: What Today's Retail Sales Report Tells You About the Economy Then there's climate control, also in demand as hybrid and electric cars need battery cooling systems and hybrids also need new technology to manage climate when the engines are turned off to conserve fuel. Just how much are these parts worth separately? Cramer said Visteon's climate control unit could fetch $95 a share while its electronics division is worth another $45 a share. Add the company's acquisition of Johnson Controls for another $17 a share and back out its debt of $25 a share and you get $132 a share, or 23% higher than where the stock trades today. Time to Buy Whole Foods? It might be time to start kicking the tires again with Whole Foods Market , Cramer told viewers, as a turnaround may be coming at long last. Cramer said it's clear that earlier this year the momentum shifted from Whole Foods to rivals like Kroger . While shares of Whole Foods have fallen 34% in 2014, shares of Kroger are up 31% to 52-week highs. Yet, even with these diverging share prices, Kroger still trades at just 14 times earnings while Whole Foods trades at 22 times. Can Whole Foods get its mojo back? Cramer thinks itacan, especially with the company's new Affinity loyalty program and itsaaffiliation with ApplePay coming soon. Given that Whole Foods trades on its same-store sales, Cramer said he expects the company to see at least some gains in this metric from these programs and increased advertising spending. Cramer said shares of Whole Foods could still fall more from current levels, but he'd start nibbling on any weakness. No Huddle Offense In his "No Huddle Offense" segment, Cramer said Ulta Salon is back after the company reported a near-perfect quarter that sent shares soaring 18% in today's session. Cramer said Ulta had it all this quarter, from a 9.6% rise in same-store sales to an omni-channel approach that seems impervious to Amazon.com to an upcoming analyst day in October. Read More: Apple Pay Is the Latest Reason It Stinks to Be a Traditional Bank After peaking at $130 a share in late 2013, Ulta shares were pummeled to below $80 after its now-infamous December conference call where analyst expectations were seriously reset to the downside. But since then the company has been under-promising and over-delivering and Cramer said analysts will be clamoring to upgrade the stock come October. Lightning Round In the Lightning Round, Cramer was bullish on CSX , Union Pacific , PPL Corp , T-Mobile US andaApple. Cramer was bearish on Carnival , Las Vegas Sands and Sony . Cramer's Homework In the "Homework" segment, Cramer followed up on a few stocks that stumped him during earlier episodes. He said that Ring Central was too speculative and not worth the risk. He was more upbeat on AutoHome , an auto web site in China, saying he's willing to bless it for speculation after the Alibaba IPO brings the markets lower. Read More: Here's How a Stronger Dollar Should Be Changing Your Investment Strategy In the "Mad Tweets" segment, Cramer responded to questions sent via Twitter to @JimCramer. He said that 3M , an Action Alerts PLUS holding, should be bought on any weakness. Cramer was also bullish on National Oilwell Varco but said we need to see oil hit $90 a barrel first. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDCClick to view a price quote on AAPL. Click to research the Consumer Durables industry.
Archive for the ‘AAPL’ Category
a Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) -- What other company canameet and unmet demand and create a global publicity storm in the process? Only Apple , Jim Cramer said onaMad MoneyaWednesday. Cramer said Apple, a stock he owns for his charitable trust, Action Alerts PLUS, has become the poster child for giving customers what they didn't even know they needed, and yesterday the company did it again with an iPhone-based payment system and a health-tracking "smart" watch. Read More: Warren Buffett's Top 10 Dividend Stocks Only Apple could assemble a critical mass of stores, restaurants, ecommerce companies and credit card processors to make paying with your phone finally a mainstream activity, Cramer said, and only Apple could devise a watch to track your health and display notifications in a way that you'd actually want to wear it. But Apple isn't the only company meeting unmet needs, Cramer continued. Deckers Brands reinvented the dress shoe with Rockport and is now working on running and yoga footwear. GoPro is another company meeting the unmet desire to capture all sorts of action sports, while Twitter , another Action Alerts PLUS name, is meeting our daily, hourly and sometimes constant need for the latest news updates. Others, like Google , also an Action Alerts PLUS holding, meets our needs for information while Keurig Green Mountain fills a need for a quick and easy cup of joe. Cramer said all of these companies are innovators, and all have been rewarded with higher share prices. Mind Your Metrics Always know what makes your stocks go up and down, Cramer told viewers. Every stock has a certain metric to which it is tied, and that metric makes all the difference. In the case of EOG Resources , that metric is simply the price of oil. Other metrics, like production and reserves, are important when gauging the health of the company, Cramer said, but when it comes to the day-to-day price of the stock EOG trades will the price of oil. Banks, on the other hand, trade on interest rates. When rates are rising, banks make more money and see their stocks soar. When rates fall, so do their stocks. Cramer reminded viewers the markets are dominated by exchange-traded funds, and that means that many stocks are lumped together into baskets and trade together. Read More: Apple Watch Will Struggle to Grab Consumers: $349 for Excessive Tech? Now is the time to start investing in the oil patch, Cramer concluded. The price of oil may still fall but when it turns it will turn sharply. He suggested a company like Royal Dutch Shell , another Action Alerts PLUS fave, which is doing well and has a solid dividend that pays you to wait for that turn to happen. Safety in Cyber Security With high-profile data thefts becoming a common occurrence, Cramer said it's once again time to take a look at the cyber security stocks. Once niche players, these security companies are becoming mainstream and are among the fastest growing companies out there. Cramer said his favorite remains Palo Alto Networks , a company that's proven it has the best technology. Shares rallied 10% in today's session on another strong quarter. Next on the list was Fortinet . Cramer said this company's unified threat management system is in high demand, yet the company's stock still trades at a discount. He sees shares topping $30 in the near future. FireEye is often asked about, Cramer said, but is not a favorite. The stock is down 20% for 2014, despite the company's broad portfolio of products and its accelerating growth. Finally there's Symantec , a company that's lagged the industry for years, but might be entering a turnaround situation. Cramer said this stock trades at just 12 times earnings. Executive Decision:aMark McLaughlin For his "Executive Decision" segment, Cramer continued his cyber security theme by speaking with Mark McLaughlin, chairman, president and CEO of Palo Alto Networks, a stock that's up 34% since Cramer last checked in back in June. McLaughlin said Palo Alto's technology helps to both detect and prevent bad things from happening to enterprise-level networks. He said the company'saaward-winning products are disrupting the cyber security business with a new way of detecting attacks. McLaughlin said that just last quarter his company was able to reduce the time attacks went from "unknown" to "known" status from 28 minutes to just 15 minutes. In a world where attackers move fast, the speed at which you identify breaches is critical, he noted. When asked about the business overall, McLaughlin noted that everyone needs to do more to protect their customers and data but the important thing is that more attention is being paid to the subject. With so many high-profile data breaches, people are expecting more from the companies they do business with. Read More: How to Dump the Right Stocks to Buy the Alibaba IPO Cramer said it's easy to see why Palo Alto Networks is his favorite in the group. Lightning Round In the Lightning Round, Cramer was bullish on Baker Hughes , Flextronics , Seattle Genetics , Isis Pharmaceuticals , Xerox and Sysco . Am I Diversified? In the "Am I Diversified?" segment, Cramer spoke with callers and responded to tweets sent via Twitter to @JimCramer to see if investors' portfolios have what it takes for today's markets. The first portfolio included Bristol-Myers Squibb , Duke Energy , Gilead Sciences , General Motors and McDonald's . Cramer suggested selling Bristol Myers and adding an oil stock like Royal Dutch Shell. The second portfolio's top holdings included Google, Amgen , UPS , Exxon Mobil and Bank of America . Cramer said "Wow!" becauseathis portfolio was perfectly diversified. The third portfolio had General Electric , Kinder Morgan , Republic Services , Sysco and Verizon as its top five stocks. Cramer was also a fan of this diversified portfolio which also had great yield. The fourth portfolio's top stocks were Gilead Sciences , Regeneron , Home Depot , Apple and Arista Networks . Read More: Big Bank Stocks Just Aren't Worth the Headache Cramer said one of the biotechs needed to be sold, as did Arista, to make room for oil stock and a chemical company like Dow Chemical . To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDCClick to view a price quote on AAPL. Click to research the Consumer Durables industry.
Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) --aThe market loves gadgets, especially shiny ones, Jim Cramer said onaMad MoneyaTuesday, speaking about -- what else? --aApple , a stock he owns for his charitable trust, Action Alerts PLUS. Cramer said Apple's stock initially popped on Apple's latest round of product announcements, getting pulled down only by the chatter surrounding the Federal Reserve that took all stocks lower by day's end. But regardless of the today's stock price, Cramer said Apple is a stock that shouldn't be traded, it should just be owned for the long term. Read More: 10 Stocks Carl Icahn Loves in 2014 Cramer thinks Apple Pay, Apple's new secure payment system will be a big winner given that MasterCard , Visa and American Express aalong with countless other merchants are already on board. Cramer was also excited about the Apple Watch, which may only appeal to some initially but will likely garner a broader appeal with subsequent generations. The Apple Watch's big draw will be its fitness tracking capabilities, he said, which will draw in the younger generation. Apple is a serial innovatoraand is the most innovative company of our time, and possibly of all time, Cramer concluded. Off the Charts With the upcoming Alibaba initial public offering, the biggest IPO in history, Cramer went "Off The Charts" with colleague Ed Ponsi to figure out which Internet stocks portfolio managers are likely to sell in order to make room for this record-setting newcomer, and when will be a good time to snap them up into that weakness. Ponsi looked at Apple, Facebook and Google , all Action Alerts PLUS holdings and likely to be among those sold by those managers in the coming weeks. Ponsi noted that Facebook has just completed a classic cup-and-handle formation and hasn't looked back. He thinks the stock still has more upside, but as the pressure builds from Alibaba he'd be a buyer at $72 a share. That was the stock's March high and is currently where its 50-day moving average is, making that level an excellent floor of support. Ponsi then looked at Google's Class A shares, noting this stock should be bought as it approaches its uptrend line, currently $570 a share, or $22 less than where the stock is trading today. Read More: Apple iPhone 6 Live Blog Recap Finally, there's Apple. Ponsi said that $97 a share is Apple's key level to watch and he'd be a buyer at that level because it represents both the stock's uptrend line and its 50-day moving average. Chipotle vs. McDonald's American consumers are changing their ways, Cramer told viewers, and nowhere is that more evident than comparing Chipotle Mexican Grill to McDonald's , its former parent. Cramer said the dichotomy between these two fast food restaurant chains couldn't be more stark. Chipotle is seeing same-store sales accelerate with expanding margins while McDonald's is seeing shrinking sales with margins under pressure. Chipotle's shares are a permanent fixture on the "new high" list, up 26% for 2014, while McDonald's is down 6% for the year. While Chipotle continues to amaze, McDonald's just reported abysmal earnings, Cramer continued. If not for the fact that McDonald's sports a 3.5% dividend yield and has a ton of cash, shares would have been down a lot more on these most disappointing results. Consumers are getting wise to their unhealthy ways, Cramer concluded. Whether its a shiny new fitness tracker from Apple or choosing to eat healthier, eventually the younger, more informed generation is changing for the better. Hungry for Food Companies? With the news that General Mills is buying Annie's for a hefty 37% premium, Cramer said it's clear that the traditional food chain is surrendering to the natural and organic players, making him wonder, who's next? Cramer said the Annie's deal is a huge development in the food space because it means other players like Hain Celestial and WhiteWave Foods are worth a whole lot more than anyone thought. But more importantly, given that Annie's is a second-rate, inconsistent company, Cramer said it's also clear that traditional food companies are willing to do anything to get into this red-hot segment of the market. Read More: How Big Will Alibaba Be? That means companies like Boulder Brands is also a likely takeover target. Boulder, Cramer noted, is a major player in gluten-free products, a growing trend that's getting more popular. Given the valuation paid for Annie's, Cramer said Boulder could fetch a 71% premium if investors are able to get in early. Lightning Round In the Lightning Round, Cramer was bullish on Stratasys , LinkedIn , Cedar Fair and Kohlberg Kravis Roberts . Cramer was bearish on 3D Systems , EOG Resources and Energy XXI . Explaining REITs With Lifetime Fitness , operator of 112 fitness centers, recently announcing that it's exploring the possibility of converting into a real estate investment trust, news that sent shares up a quick 60%, Cramer said it's time to explain exactly what a "REIT conversion" is and how investors can profit from them. Cramer explained that REITs must return 90% or more of their profits to shareholders in the form of a dividend, effectively eliminating the company's tax bill and passing most of the tax burden onto shareholders. That's why so many companies, from timber and department stores to hospitals and now fitness centers, find converting to a REIT so appealing. Because REITs return more of their income to shareholders, the markets overall tend to pay more for REITs, adding to their appeal. There are currently more than 200 mutual funds and exchange-traded fundsathat trade exclusively in REITs, Cramer said. In the case of Lifetime, Cramer said the company will likely split itself into two -- a REIT that owns the real estate and the fitness company that leases those facilities. Not all companies are allow to convert, Cramer said, but those that are reward shareholders with both higher stock prices and higher dividends, making it worth the hassle of converting. Read More: Why the Tax 'Inversion' Controversy Doesn't Matter/a> How much would Lifetime be worth as a REIT? Cramer said the REIT is worth $25 a share, while the operating company would add another $35 a share, conservatively, or $60 a share, 21% higher than today. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDCClick to view a price quote on AAPL. Click to research the Consumer Durables industry.
Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) -- Today's weaker-than-expectedajobs report was a head scratcher, Jim Cramer admitted to his Mad Money TV show viewers Friday. With so much of the economy signaling things are getting better and not worse, Cramer said he's willing to overlook today's report and keep looking for bargains. That's why on Monday, Cramer said he'll be paying close attention to the Alibaba roadshow. He said this hotly anticipated IPO will be great news for Yahoo! . Read More: 10 Stocks Carl Icahn Loves in 2014 Tuesday brings the hotly anticipated event from Apple , a stock Cramer owns for his charitable trust, Action Alerts PLUS. He said this event has lost much of its surprise, so he wouldn't be surprised to see shares slide on any announcements. He told viewers to just own Apple and not try to game the event. Also on Tuesday, Palo Alto Networks , a company Cramer expects to have a strong quarter. Next, on Wednesday, it's Restoration Hardware reporting. Cramer said this stock could be tricky but he's bullish over the long term. Then, on Thursday, it's supermarket Kroger and Lululemon Athletica reporting. Cramer was bullish on Kroger but says to avoid Lulu and pick up some Deckers Brands as a way to play the yoga movement. Finally, on Friday, it's Darden Restaurants in the spotlight. Cramer said he likes the company's new team and new focus but this quarter's earnings could include fireworks. Cramer's Fantasy Team: Defense and Kickers For the final installment for his "Fantasy Stock Portfolio," Cramer offered some defensive names to help defend your portfolio from bad news and some kickers to round out your diversification. Cramer said HCA Holdings , our country's largest hospital provider, makes the cut for defense because this company is getting more patients from the Affordable Care Act and does well regardless of the economy. For kickers, Cramer had three faves: WhiteWave Foods , an organic food company with 85% of its sales right here in the U.S.; Hain Celestial , a consistent yet growing organic food maker; and Chipotle Mexican Grill , hands down the best organic restaurant chain. Read More: Many Bank Mortgage Cases Remain as Prosecutor Looks to Get Rich Cramer said adding any of these names with be a solid addition to your fantasy, or real life, portfolio. Speculation Friday Cramer said that the upcoming IPO of Alibaba could be a huge win for investors if they can get in on the deal. Alibaba is a Chinese combination of Amazon.com and eBay and is already larger than both companies combined. It's still growing like a weed with 50% gross margins. The IPO, set to be the largest ever, will also be a boon for Yahoo!, which has a stake in the company. Cramer said he's also a fan of VipShop Holdings , another Chinese Internet stock, which went public in 2012. Like Alibaba, VipShop is also growing like a weed -- its stock is up 145% so far this year. Am I Diversified? In the "Am I Diversified" segment, Cramer spoke with callers and responded to tweets sent via Twitter to @JimCramer to see if investors' portfolios have what it takes for today's markets. The first portfolio included CVS Health , Cemex , Phillip Morris , Gilead Sciences and America Eagle Outfitters . Cramer said he'd bless this portfolio as properly diversified. The second portfolio's top holdings included New York Mortgage Trust , American Capital Agency , ARMOUR Residential REIT , Windstream and Capstead Mortgage . Cramer identified four-of-a-kind, excluding Windstream, and said he doesn't trust the yield with any of these names. He recommended selling everything and starting over with companies you can trust. The third portfolio had Apple, eBay, Southwest Airlines , Facebook and Salesforce.com as its top five stocks. Read More: BP Verdict a Warning That Oil and Profit Are Not the Same Thing Cramer suggesting selling eBay and Salesforce and adding oil names like Royal Dutch Shell and Kinder Morgan . Lightning Round In the Lightning Round, Cramer was bullish on Freeport-McMoRan , Take-Two Interactive , Ensco International , Parsley Energy and BioDelivery Sciences . Cramer was bearish on Tekmira Pharmaceuticals and Activision Blizzard . No Huddle Offense In his "No Huddle Offense" segment, Cramer said there's a real issue looming over the markets and it's growing by the day. It's not Russia or unrest in the Middle East -- it's the litany of upcoming initial public offerings. Cramer said he's worried about where all the money is going to come from to fund the huge Alibaba IPO, and afterwards the IPOs of AirBNB, Dropbox, Uber and countless others. Mutual funds don't have unlimited cash, he said, and that means they must sell existing stocks in order to buy into new ones. We saw this phenomenon in March, Cramer recalled. Supply outpaced demand, sending great stocks sharply lower. Read More: A CyberAttack on Home Depot Masks Exploding Online Sales This problem is not being talked about but it should be on investors' radars, Cramer concluded. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDCClick to view a price quote on YHOO. Click to research the Internet industry.
Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) -- With the markets still sending mixed messages to investors, Jim Cramer told his Mad Money TV show viewers Wednesday he's sticking with stocks he trusts. That's why for the second installment of his "Fantasy Stock Portfolio," Cramer drafted his three running back candidates from his charitable trust, Action Alerts PLUS. Cramer said Apple gets the job done year after year. He said while many investors are trying to game Apple's Sept 9 event, buying and selling on the latest inkling of news, theasmart money just owns it for the long run. Read More: 10 Stocks Carl Icahn Loves in 2014 Cramer's next running back was theasurprise pick of Microsoft . Cramer said Microsoft's new CEO is focused on unlocking value from all of the company's divisions, including software, devices, entertainment and the cloud. Finally, there's Dow Chemical , perhaps the largest beneficiary of America's cheap and plentiful natural gas. Cramer said this company continues to dump its commodity chemical businesses in favor of high margin specialty ones, and that makes it another solid performer. Executive Decision: Manny Chirico For his "Executive Decision" segment, Cramer spoke with Manny Chirico, chairman and CEO of PVH Corp , which just delivered a 9-cents-a-share earnings beat, news that sent shares up 4.8% in today's session. The company is another Action Alerts PLUS holding. Chirico said this quarter was helped by strong sales in Calvin Klein underwear for both men and women as well as many new product introductions. Even jeans, which had been sagging, are showing positive growth, Chirico noted, and show accelerating going into the holiday season. Chirico said sales at J.C. Penney appear to be back on track and sales at Kohl's are also showing positive results. Additionally, spending as PVH is winding down all while inventories remain at low levels. When asked about sales in Europe, Chirico said sales are strong but volatile in the region and he continues to keep a careful eye on geopolitical events. Read More: Read More: How Samsung Is Trying to Take the Press From Apple Cramer said things are finally turning around for PVH and he's a buyer. Foreign vs. Domestic The market continues to divide stocks into two camps -- those with international exposure and those without. That's how a stock like Delta Airlines could see its shares plunge 5% on what was otherwise a solid quarter. The company noted on its conference call that its average revenue per seat was slipping due to worries over the downing of MH17, Ebola in Africa and continued tensions in the Middle East. The same pattern emerged with today's strong auto sales numbers, Cramer continued. Only Tesla Motors , largely a domestic automaker, was able to end the day higher. All others fell on, you guessed it, global worries. Then there's CVS Health , which today, in addition to changing its name from CVS Caremark, announced that it's no longer selling tobacco products in its 7,700 locations. Shares ended up nearly 1%. If it's domestic, the markets love it, Cramer concluded, everything else is shaky at best. Executive Decision: Ben Van Beurden In his second "Executive Decision" segment, Cramer sat down with Ben Van Beurden, CEO of Royal Dutch Shell , an Action Alerts PLUS holding that's up 13% for the year and sports a 4.7% dividend yield. Van Beurden said that as an insider at Royal Dutch he's in a unique position to know how the company operates and where it needs to improve. He said he's been honest and clear about his decisions to make big changes at the company, including a focus on value as well as growth. When asked about operating in tough areas of the world, Van Beurden said Royal Dutch has always been in tough areas like Russia and Nigeria, but the company takes a long-term view, making decade-long investments that pay off for decades that follow. Turning to the U.S., Van Beurden noted that the Marcellus shale region has been a "sweet spot" for the company. He also came out in favor of allowing U.S. oil exports to help bolster the U.S. oil market. Read More: Toll Brothers' Profit Boost Doesn't Signal Stock Buy Cramer said Van Beurden is doing a fantastic job turning things around at Royal Dutch Shell and that's why he's a big buyer for AAP. Lightning Round In the Lightning Round, Cramer was bullish on Yahoo! , Ariad Pharmaceuticals , Targa Resources Partners , Dominion Resources , Southern Company , Taser International , Occidental Petroleum , Starwood Property Trust and Starwood Hotels & Resorts . Cramer was bearish on Exelon . Executive Decision: Tom Farrell For his third "Executive Decision" segment, Cramer spoke with Tom Farrell, chairman, president and CEO of Dominion Resources , which yesterday announced plans to build a $4 billion natural gas pipeline from the Marcellus and Utica shale regions into Virginia and North Carolina, a move Cramer characterized as "brilliant." Farrell said the decision to build the new pipeline stems from the fact that there is a lot more natural gas in the shale regions than originally projected and coal will continue to decline as a power source with new carbon regulations. Add those together and there's a tremendous need for natural gas infrastructure, he noted. Farrell also noted that this project represents the largest infrastructure project in the Mid-Atlantic region in many years and will be a big boon for the growing economies of Virginia and North Carolina. Read More: Dollar General Gets Antitrust Advice From New FTC Recruit Farrell said America has more than enough natural gas for export, which is why Dominion is also building an export terminal in Virginia. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDCClick to view a price quote on AAPL. Click to research the Consumer Durables industry.
Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) -- It's time to dust off your 2012 game plan, Jim Cramer said on Mad Money Tuesday. The markets are once again divided into two groups -- companies that are impacted by European events and those that aren't. Yes, it's 2012 all over again, Cramer told viewers. Investors are dumping the industrial and technology stocks in favor of anything domestic, including health care, transportation, restaurants and entertainment. With the U.S. dollar continuing to strengthen, the banks and the consumer packaged goods stocks continue to slide, but names like Twitter , a stock he owns for his charitable trust, Action Alerts PLUS, GoPro , Tesla Motors and Netflix will likely be go-to names for money managers for the rest of the year. Read More: 7 Stocks Warren Buffett Is Selling in 2014 Cramer said he's also still a fan of Apple , another AAP holding, and Yelp , as well as Home Depot and Macy's . What else is on Cramer's buy list? He said both Kroger and Chipotle Mexican Grill are, along with health care, biotech, railroads, liquor and entertainment stocks like Walt Disney . Focus on domestic strength, Cramer concluded, and protect your gains by avoiding anything with exposure to Europe. Stocking Up on Vitamins There are too many bricks and mortar stores in America, Cramer told viewers, which is why the markets have been rewarding companies making acquisitions, merging to take out their competition and preserve their growth and margins. That's why Cramer said he's a big fan of a recent report suggesting GNC Holdings will acquire its rival, Vitamin Shoppe . He said these two chains are suffering at the hand of intense competition, but a combined company would indeed be a thing of beauty. Cramer said according to his own research, a full 100% of Vitamin Shoppe locations are within five miles of a GNC location. By shutting down half of those locations, a combined company could cut costs in half and still preserve almost all their sales. Even just merging back-end operations would be a huge win for GNC. Read More: Big Three U.S. Airlines and Labor Get First Round Win Over Norwegian Air Vitamin Shoppe shares trade at just 15.4 times earnings, Cramer noted, so even offering a 35% premium would still be a steal for GNC. Projecting $140 million in synergies, Cramer said the combined company would see a huge 40% increase in earnings. Cramer's Fantasy Team: Quarterback Football season is almost upon us, and that means all week Cramer is drafting his "Fantasy Stock Portfolio" for 2014. In his quarterback position this year, Cramer drafted Home Depot and Under Armour , two consistent stocks he said know how to put numbers on the board. Home Depot just delivers and delivers, Cramer said. While its 2200 locations were hurt by weak housing, that's no longer the case. Today's news of a possible credit card breach will not deter this hot stock, he continued, and has created a terrific buying opportunity. Home Depot has strong leadership, a generous stock buyback program and, most important, is almost all domestic and not tied to the crisis in Ukraine. Then there's Under Armour, another Cramer fave and stealth technology play that also continues to deliver quarter after quarter. In fact, the company has posted 17 quarters in a row with growth over 20%. Shares do trade at a lofty 58 times earnings, but Cramer noted that's what investors need to pay to own such a beloved brand. Off the Charts In the "Off The Charts" segment, Cramer went head to head with colleague Dan Fitzpatrick over the charts of Tesla Motors, Facebook and J.C. Penney . Facebook is currently an Action Alerts PLUS holding. Fitzpatrick noted that Tesla displays a classic cup-and-handle chart formation thanks to a six-month consolidation period. He sees the stock possibly hitting between $355 and $389 a share during its next leg higher, calling the stock a raging buy. Facebook also displays a cup-and-handle pattern after its peak in March. Fitzpatrick said here the target could be $100 a share, or 33% higher than where it trades today. Given the stock's floor of support at its 50-day moving average, there is little downside risk, according to Fitzpatrick. Read More: Sonoco's Patient Investors Rewarded With Weidenhammer Deal Finally, there's J.C. Penney. He said the stock is still heading to $15 a share and he remains a strong buyer, as is Cramer. Lightning Round In the Lightning Round, Cramer was bullish on Verizon , Dow Chemical , MGM Resorts and Achillion Pharmaceuticals . Cramer was bearish on AT&T , FMC Corp and Las Vegas Sands . No Huddle Offense In his "No Huddle Offense" segment, Cramer reminded viewers that when it comes to America's energy revolution, it's about a lot more than just the production companies. It's also about those that use energy, like chemical companies; those who are working towards exporting energy, like Cheniere Energy , and, most of all, those that transport energy, like Kinder Morgan , also an Action Alerts PLUS favorite. Cramer said the need to transport energy from where it is to where it's needed is a huge business, as evidenced by Kinder Morgan bringing all its assets under one roof as well as the recent announcement of Plains All American building a new pipeline from the Bakken shale into Tennessee. There's also today's announcement Dominion Resources is spending up to $5 billion to bring natural gas from the Marcellus shale into Virginia. Read More: 5 U.S. Cities Where Uber Is Unwelcome but Wants Your Taxi Business The time to own an oil pipeline stock is now, Cramer concluded. These deals will continue to be be wins for investors. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDCClick to view a price quote on TWTR.
Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) -- Investors who think Google has had a fabulous run over the past 10 years since its initial public offering need to think again, Jim Cramer said on Mad Money Thursday. Cramer highlighted a dozen stocks that have outperformed even Google. Make no mistake, Google is a fabulous stock, Cramer told viewers, which is why he owns it for his charitable trust, Action Alerts PLUS. But investors looking for real growth should've invested in Keurig Green Mountain or Monster Beverage , which were up 7,900% and 6,500% respectively over the past 10 years. Read More: 7 Stocks Warren Buffett Is Selling in 2014 Then there's Priceline , the Google of all things travel, up 6,200%, and Apple , another Action Alerts PLUS core holding, up 4,400%. Cramer said investors should just own names like these and forget about the circus that surrounds their earnings every 90 days. Next on the list was a cohort of biotech names, all of which have been Cramer faves for years. They include Alexion Pharmaceuticals , Regeneron , Celgene and Gilead Sciences . Cramer said he still recommends all of these companies. Rounding out the list is Netflix ,up 2,800%, along with Intuitive Surgical , Western Digital and Salesforce.com . Cramer said he'd buy these names as well with the exception of Intuitive Surgical, which is past its prime. Executive Decision: Marc Benioff For his "Executive Decision" segment, Cramer spoke with Marc Benioff, chairman and CEO of Salesforce.com, which just delivered an earnings beat of 1 cent a share. Benioff said that like Google, Salesforce just celebrated its 10th year as a public company. He said growth is accelerating, up 38% year over year, which led to $1.3 billion in revenue for the quarter. Benioff touted many successes during the quarter, including the company's marketing cloud powered by Exact Target, a partnership with Microsoft and strong sales in Europe. Read More: Housing Is Heating Up: Does This Change Fed's Thinking? When asked why Salesforce's stock is flat on the year, Benioff said he's not focused on the quarterly ups and down but rather on the running his company for the next 10 years. Cramer Cries 'Foul' When an analyst at Goldman Sachs downgraded the stock of semiconductor maker NXP Semiconductor , Cramer threw the red flag, calling the logic behind it ridiculous. Cramer said the same analyst first downgraded the company from buy to hold in January, missing a 50% move higher in the stock. But now it appears he's digging in his heels, doubling down on his earlier mistake, According to the analyst, NXP is in a low-margin, commodity business and the markets shouldn't value the company with a premium multiple. That would be true, Cramer argued, if NXP only sold commodity chips. In fact, that is only a small and declining portion of NXP's business. The analyst also didn't like NXP's exposure to the fickle mobile device market or the company's stock-based compensation plan. Here again Cramer argued that mobile devices is only a small portion of NXP's business and its stock compensation is more than made up for by its huge stock buyback program. With 50% gross margins and growing proprietary markets, Cramer said NXP is actually inexpensive, and the weakness created by these uninformed downgrades is certainly a buying opportunity. Emerge Energy In today's installment of his "Behind the Boom" series featuring America's oil and gas renaissance, Cramer spoke with Rick Shearer, CEO of Emerge Energy , the fracking sand provider that has seen its stock soar 600% since its IPO in May 2013. Shearer explained that the type of natural sand that Energe provides is the perfect material for 90% of the hydraulic fracture wells out there today. He said while ceramic materials are better in some cases, they cost $700 to $800 a ton as compared to just $60 to $65 a ton for sand. Shearer continued that Emerge is already doubling its capacity, bringing another five million tons online this year, making it the leading provider in the industry. The company is not stopping there, however, and already has another mine and plant in development. Emerge's biggest problem, though, is a lack of rail cars to ship the product, Shearer explained. He said while the company uses 4,600 rail cars today, nearly 8,000 will be needed to support the new mines being built. Read More: What to Expect From Jackson Hole: ‘Party On’ Cramer said Emerge has seen remarkable growth and he continues to like the company. Lightning Round In the Lightning Round, Cramer was bullish on Toll Brothers , Yelp , Royal Dutch Shell , Amazon.com , Canadian Pacific Railway and Union Pacific . Cramer was bearish on Chevron and Staples . No Huddle Offense In his "No Huddle Offense" segment, Cramer asked how a company can write a $17 billion check to the government and see its shares up 4% on the news. It's all about "normalized earnings power," Cramer explained, and that's how Bank of America , another AAP holding, will be valued now that its litigation is behind it. Read More: Trian Management Key in Dollar General’s War With Family Dollar Cramer said before the settlement with the U.S. government there was simply no way to know what Bank of America could earn, given the unknown legal fees and penalties. But now, he thinks the bank can earn $2 a share in 2016, possibly earlier, and that gives the stock the cheapest price/earnings ratio in the S&P 500. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDCClick to view a price quote on GOOGL.
Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. This program last aired on Oct. 4, 2013. NEW YORK (TheStreet) -- If you're willing to put in the time and effort, anyone can make money in the stock market, Jim Cramer told his "Mad Money" TV show viewers as he dedicated the entire show to his principles of long-term investing. Cramer said that much of the conventional wisdom about long-term investing is totally bogus, but that doesn't mean investors can't make money -- it just means they must do it the right way. Read More: 4 Stocks Warren Buffett Is Selling in 2014 For many investors, the notion of "long-term investing" is an excuse for not paying attention and poor performance. Everyone must endure short-term pain in order to achieve long-term gain, right? Well, Cramer said short-term losses don't magically turn into long-term gains just by waiting a little longer, which is why long-term investing has nothing to do with excuses and everything to do with making boatloads of money for years and decades and even lifetimes. Long-term investing is not about owning stocks for a long time, Cramer continued, which is why he once again sounded off against the conventional notion of "buy and hold." Sometimes companies fall into secular decline and sometimes they screw up, he said, and in those cases, investors can't sit around and wait for a turnaround. Just ask the shareholders of BlackBerry and RadioShack how the "buy and hold" strategy is working. Saying that you're a long-term investor is not a license to be lazy. There are disciplines and rules that must be followed. Investors can't escape doing the homework and following the rules if they have any hopes of being successful. Get the Right Price Cramer's first lesson to investors: If you want to make money from stocks it's absolutely crucial that you buy them at the right price. Cramer said this notion is true whether you're a long-term or a short-term investor. If you pay too much for a stock, it's vastly more difficult to make money. Even the greatest of investment ideas will turn bad if you pay too much for the stock. Read More: 7 Stocks Jim Cramer Sees Ripe for Takeover So how will investors know when it's the right time to "pull the trigger" and buy? Cramer said there's never a perfect price for stocks, and those who claim to know when a stock has hit bottom are fooling themselve -- which is why he's always been an advocate of buying a stock in increments. Investors with a long-term horizon can afford to be patient, said Cramer. So for an investment of 400 shares of a $90 stock, he'd start by buying just 100 shares. If the stock fell to $85, he'd buy 100 more, and again at $81 and below $80. By using wide scales, investors can take advantage of the many selloffs the market has to offer and build a position at a price well below their initial entry points. What if the stock doesn't dip below $90? Cramer said that's a high-quality problem to have. Investors may not be able to get as many shares as they had hoped, but they're still making money on the ones they were able to buy at the good price. Cramer said he's not a fan of using smaller, strict scales, which dictate buying more as a stock falls every $1 to $2 a share. In today's market, stocks tend to be more volatile, and it would be a shame to miss out on that $8 decline because you bought all your shares just $3 lower. To use a baseball analogy, Cramer said that when it comes to buying stocks, investors need to keep the bat on their shoulder and wait for the right pitch. Knowing When to Sell Cramer's next lesson for long-term investing: Every stock comes with an expiration date. He said that knowing when to sell a stock is every bit as important as knowing when to buy it. Contrary to what the Hollywood movies may tell us, greed, is not good -- it's downright dangerous. Cramer said when you've got a big winner in your portfolio, you must take some profits -- period. Lock in the gains while you have them because winners can become losers in the blink of an eye. Read More: Bill Ackman Attacks 'Brazen' U.S. Conduct Over Fannie and Freddie Selling one's big winners may seem counter-intuitive but you have to at least trim your gains, said Cramer, if for no other reason than diversification. If a stock was 15% of your portfolio and then it doubled, guess what, it's now 30% of your holdings, and that's far too much for any one stock. Cramer reiterated his rule that no stock should ever account for more than 20% of a portfolio. Cramer also advocated his strategy of "playing with the house's money." He said by taking out your initial investment and leaving only the gains, investors can take more risks with what's left. That's the Holy Grail of investing, he concluded, because at that point you simply can't lose. How to Invest for Retirement A huge part of long-term investing is investing for retirement, said Cramer. But like all things, there's a right way and a wrong way to approach one's golden years. Cramer said that conventional wisdom says to simply park all your money into a 401(k) or IRA. While these types of accounts do have many tax advantages, unfortunately most 401(k)s offer options that, well, stink. That's why Cramer suggested investing in 401(k)s only to max out the company match, if there is one, and then into an IRA until those limits are reached. What should investors have in those IRAs? Cramer said he recommends five to 10 diversified stocks, including high-yielding names that are not master limited partnerships (MLPs) or real estate investment trusts (REITs). He said both MLPs and REITs are already tax-advantaged investments, thus putting them into IRAs invokes additional tax implications that can wipe out any gains. Instead, Cramer said he's looking for regular companies with great yields and long track records of raising their payouts year after year. Stocks for Every Portfolio Some winners are more lasting than others. That was Cramer's next lesson for investors. He said while no stock lasts forever, there are a select few secular growth names that should be in every portfolio. Cramer explained that most companies need a healthy economy in order to thrive, and that's called cyclical growth. But secular growers can deliver fantastic earnings even in a lousy economy and keep powering higher year after year. How can investors find these elusive winners? Cramer said by sticking with long-term trends, like the move towards healthy eating. That trend has worked well for names such as Hain Celestial , said Cramer, just as the smartphone revolution gave Apple years and years of unparalleled growth. Cramer said that investors can hold onto secular growers for as long as the story remains intact. That can be a very long time, he added. But investors need to realize that even the hottest of trends, like Apple, will eventually come to an end and investors need to be prepared for it when it comes. What's in a Name? Cramer's final thought for investors: Don't get hung up on nomenclature. He said there's nothing virtuous about being a "long-term" investor. In recent years, the notion of trading has become loaded with negativity, but in the end we're all here to make money. If that money happens to come in a hurry rather than taking the years you were expecting, take it! When you go to the bank, they don't ask whether you made your money short term or long term, they take it either way. If you need to take action with your investments on a more frequent basis, do so. Read More: 10 Stocks Carl Icahn Loves in 2014 Just always remember to stick with your discipline, do your homework and stay on top of your portfolio, he concluded. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDCClick to view a price quote on BBRY. Click to research the Telecommunications industry.