Archive for the ‘APC’ Category

Jim Cramer’s ‘Mad Money’ Recap: 5 Groups You Once Loved but Now Hate

Tuesday, September 29th, 2015

Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) — What was once loved is now hated, Jim Cramer told his Mad Money viewers Monday. Unfortunately, it’s likely to stay that way for a while. Cramer identified five distinct groups of stocks he said investors need to now approach with caution. The first group is any company involved with commodities. With China slowing dramatically, the action in stocks such as Vale , down 86% over the past five years, and Glencore , down 77% this year alone, are simply horrendous. Whether it’s iron, steel, or copper, steer clear. The second hated group are oil and gas stocks. Everything from Anadarko Petroleum  to Chevron  to Schlumberger to Ensco and beyond are all getting crushed. The third group is an unlikely one — biotech. This group is typically immune to market declines because they have secular growth and pricing power. But with political candidates taking aim at drug prices, that may not be the case this time. The fourth despised group of stocks is any company that needs cheap debt to grow. Think rollups like SunEdison . These companies did too many deals and now may be shrinking in a rising interest rate environment. Must Read: 4 Short-Sell Opportunities to Watch The last sector to be frowned upon are the growth stocks with no earnings. The markets simply have no tolerance for the likes of Workday or FireEye , even though these are fabulous companies, according to Cramer. Executive Decision: Klaus Klenfeld For his "Executive Decision" segment, Cramer once again spoke with Klaus Kleinfeld, chairman and CEO of Alcoa , a stock that soared 5.7% on an otherwise down day after the company announced it is splitting itself into two entities. Kleinfeld explained that as a 126-year-old company, it’s important to both reinvent yourself from time to time, but also to carefully consider your decisions thoroughly. For the past few years, Alcoa has been building up its value-added and its upstream commodity businesses, and now the company feels both have the size, scale and strength to be competitive on their own. Kleinfeld said that while the capital structure for the two entities has not yet been finalized, the value-added business will have investment-grade debt, while the upstream company is targeting just below that mark. Both entities, however, will be a win for Alcoa’s shareholders, bondholders, employees and customers. Cramer said Alcoa clearly knows how to bring out value. Roll Out of Rollups Why are the stocks of so-called rollup companies on the decline? It doesn’t have anything to do with stocks at all, Cramer explained, but with the high-yield bond market. High-yield bonds are in the blast zone right now and even activist hedge fund manager Carl Icahn is warning investors to beware. The problem? Many of these rollup companies need cheap money to keep growing, and the days of cheap money may be coming to a close. That’s why a stock like XPO Logistics , whose CEO appeared on Mad Money just last week, has seen its stock slide 46% for the year, despite making several smart acquisitions such as its recent purchase of Con-way . Must Read: China Expands Abroad to Spur Economic Growth at Home That’s also why other rollups, like Valiant Pharmaceuticals and Platform Specialty Products have seen their stocks crushed, with Platform also falling 44% for the year. This market wants as little risk as possible, Cramer concluded, and high-yield bonds are no longer on the menu. Executive Decision: Paul Raines In his second "Executive Decision" segment, Cramer spoke with Paul Raines, CEO of GameStop , the video game retailer that’s seen its stock struggle since reporting earnings on Aug 27. Raines said that he’s still a believer in the GameStop story, especially given the strong 8% rise in same-store sales, earnings per share up 41% and expanding gross margins. Raines said GameStop has diversified away from the boom-or-bust video game cycle and is now a family of tech brands that includes collectibles such as many items from the upcoming Star Wars movie. GameStop acquired the Web site as a foray into this category. That’s why GameStop has been able to rack up over 40 million customers on their loyalty programs, Raines noted, as customers love the products and trust the brands. Lightning Round In the Lightning Round, Cramer was bullish on Bristol-Myers Squibb , Eli Lilly , PPG Industries and WhiteWave Foods . Cramer was bearish on Johnson Controls , Jacobs Engineering , La Jolla Pharmaceutical , Sherwin-Williams , Superior Energy Services and Spark Therapeutics . Must Read: How to Trade ETFs Under ‘Death Cross’ Technical Patterns Executive Decision: Jason Gorevic In his third "Executive Decision" segment, Cramer also sat down with Jason Gorevic, CEO of Teladoc , a stock that came public on July 1 and rose to a high of $35 a share before declining with the rest of the markets to just above $20 a share today. Gorevic said Teladoc continues to see strong growth and now has over 6,000 clients and 20 health plans signed up for its services. There is still plenty of growth ahead, however, and the market is barely penetrated. Teladoc has also partnered with CVS Health and is providing online services in certain areas, while in others is referring online patients to CVS Minute-Clinic locations when needed. When asked about profitability, Gorevic said the company has a plan towards profits in 2017 but continues to invest in growth in the meantime. 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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U.S. Stocks Open Higher; BOJ Continues Its Economic Stimulus

Tuesday, September 15th, 2015

U.S. stocks opened higher Tuesday. The Bank of Japan is staying put on interest rates but will continue to stimulate its economy as it worries about exports and output.

Oil and Gas Stocks Resilient Enough to Weather Stormy Markets

Friday, August 28th, 2015

The most recent oil price slide, and subsequent gyrations, have led industry watchers to identify companies most likely to make it through to the other side.

Anadarko, Noble and Concho Among Top Oil and Gas Stocks

Friday, July 10th, 2015

Oil and gas prices are sliding again, leading to a selloff of oil and gas stocks that has created a buying opportunity.

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

Saturday, January 31st, 2015

TheStreet is providing FREE access to Jim Cramer’s charitable trust (Action Alerts PLUS) and his premium articles on Real Money this weekend. Please register here. Search Jim Cramer’s "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) — Our markets can’t save the rest of world, Jim Cramer told his Mad Money viewers Friday. That’s why investors headed for the exits – they locked in profits and fled for the safety of bonds. What will allow the bulls to return? Cramer said a bottom in oil prices wouldn’t hurt, which is why he’ll be focused on the earnings from Exxon Mobil and Anadarko Petroleum Monday, to see just how far back these companies will cut production. Must Read: 10 Stocks Carl Icahn Loves for 2015: Apple, eBay, Hertz and More Tuesday continues that trend, with earnings from National Oilwell Varco and BP . Cramer said these two companies should further clarify just how fast oil prices might rebound. Also on Tuesday, earnings from two Cramer faves, Walt Disney and Chipotle Mexican Grill . Cramer said a decline in tourism may bring down shares of Disney, which would be a buying opportunity. On Wednesday it’s Clorox and General Motors , a stock Cramer owns for his charitable trust, Action Alerts PLUS, reporting. Cramer said he’s still a fan of both companies and thinks GM could bottom right here if the company raises its dividend. Then, on Thursday, it’s Buffalo Wild Wings , always a favorite during football season, and Twitter , a second Action Alerts PLUS name. Cramer said Wild Wings should have a good quarter and he still sees value in Twitter. Finally, on Friday, it’s the latest employment report that will be driving the markets. Cramer said by then the markets should have answers on the state of the oil market and just how well the rest of the U.S. economy is faring. Betting on Boot Barn Investors looking for a terrific little regional-to-national retail growth story should try on Boot Barn , Cramer told viewers. He said this speculative stock came public last October at $16 a share and has already risen to over $20. But that could be just the beginning. Cramer emphasized that Boot Barn is a small, speculative company, with just 166 stores in 26 states that sell western and work boots, apparel and accessories. Boot Barn does have a $20 billion addressable market, however, and the company projects it could support up to 400 locations because nearly 45% of its ecommerce sales stem from areas where the company has no physical stores. Boot Barn has grown same-store sales for the past 20 consecutive quarters and boasts that 89% of its merchandise is currently sold at full price. Coupons need not apply. Why is Boot Barn speculative? Cramer said it’s because the company sports an operating margin of just 8%, which could rise to 10% eventually as it benefits from an improved supply chain and economies of scale. Shares of Boot Barn trade at 23 times 2016 earnings, but Cramer said he feels 29 times earnings would be more appropriate given the company’s growth and potential. That would value shares 25% higher than where they trade today. Must Read: Fed Already Knows It Won’t Raise Rates Until September: Economist Listening to Google Contrary to the headlines, Google delivered a solid quarter, Cramer told viewers. More important, the company told shareholders exactly what they needed to hear. Cramer explained that Google, an Action Alerts PLUS holding, initially plummeted $17 a share when it reported, only to rebound $24 a share the following day. That’s why Cramer always cautions to "never trade on headlines," and instead to what the company has to say on its conference call. In the case of Google, Cramer said it wasn’t the earnings that mattered as much as it was the commentary. Google is not known for explaining itself to investors, he said. This quarter management did just that, detailing currency headwinds and one-time charges, telling investors they actually care about the stock price and about returning cash to shareholders. Cramer said this was a 180-degree change from previous quarters, one that makes Google’s 15.5 multiple seem cheaper than ever. The company had a solid quarter, he concluded, and investors finally know how that happened. Off the Tape In his "Off The Tape" segment, Cramer sat down with Adam Aronson, CEO of the privately held Arrowsight, a company that uses remote video monitoring to help its clients improve safety and efficiency in the workplace. Aronson explained that sports teams review their work after every game, so why shouldn’t companies do the same? He said Arrowsight is focused primarily on the health care and food manufacturing industries at the moment, both of which have many risk factors and a strong desire to increase efficiencies. For example, Aronson said Arrowsight provides real-time feedback to doctors and nurses in operating rooms, helping them reduce the spread of infection. In the meat-packing industry, the company has been able to reduce the risk of contamination. In a world where "your call may be monitored for training and quality purposes," why wouldn’t you want video monitoring where it matters most? Must Read: Pandora vs. Spotify: Which Is the Better Investment Option for You? Lightning Round In the Lightning Round, Cramer was bullish on FireEye , Hain Celestial Group , Whole Foods Markets , Vector Group , Skyworks Solutions and GW Pharmaceuticals . Cramer was bearish on Rockwell Medical , SunOpta , Aon and Silicon Motion Inc. . No Huddle Offense In his "No Huddle Offense" segment, Cramer said that while he’s still a big fan of Shake Shack and its founder, Danny Meyer, the stock, which priced its initial public offering at $21 a share and opened at a lofty $47, is now risky. Cramer explained that when it comes to IPOs, there are two types of shareholders — traders and owners. With shares of Shake Shack now fully valued, Cramer said the traders, or flippers, will be out in force, pushing shares lower until the company can grow into its new market valuation. If investors can endure that pain and wait it out, Shake Shack is still a great story, Cramer concluded. Just realize that shares will likely go lower before they go higher. Must Read: Petrobras Shares Could ‘More Than Double’ by 2018: Barclays Analyst To watch replays of Cramer’s video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer’s free Booyah! newsletter with all of his latest articles and videos please click here. — Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC

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Jim Cramer’s ‘Mad Money’ Recap: A Dazzling Market

Wednesday, July 16th, 2014

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. NEW YORK (TheStreet) — Sometimes there’s so much good happening that you can’t even comprehend it, Jim Cramer said on Mad Money Wednesday. You’re just dazzled by all the ways this market gives you to make you money. The gains in this market have been extraordinary, Cramer said. Why? It’s simple. Managements will not let up about their stocks being too cheap. They hate it and keep doing something about it. Look at Time Warner , which turned down an $80 billion takeover offer from 21st Century Fox . Time Warner stock jumped 17.1% on the news. Everyone knows the cable companies have been consolidating, Cramer said, creating turmoil among content providers who need heft for their products to compete among a smaller amount of cable operators that are increasingly powerful. This deal makes so much sense, Cramer said he’s kicking himself for only recommending Time Warner for its excellent fundamentals and buyback and not because it’s also a takeout candidate. With the market where it is, what plays are left in this sphere that can benefit from the need to consolidate to compete? Cramer says you want to look for aggressive buybacks, the value of entertainment and the importance of a simplified pure play. Look at CBS , Cramer said. Cheap still, good product, making itself easier to understand. Disney went down today because analysts thought it might bid for Time Warner. Cramer doesn’t think that’s going to happen. But buy Disney; it can’t be taken over and traded softly Wednesday, he said. Then there’s “Old Tech.” Cramer has been pushing low-price, high-reward tech names like Intel for quite some time. Intel was up 9.2% at Wednesday’s close. Cramer would also recommend Cisco and Hewlett-Packard . Finally, there’s the oil sector beginning with Whiting Petroleum , which bought Kodiak Oil & Gas . Cramer thinks we’re about to see a consolidation trend in the oil and gas group and said the best plays are EOG , Occidental Petroleum , Anadarko , Marathon and Pioneer Natural Resources . Seeking New Ideas Cramer said he’s always searching for new ideas. That’s why when he got the opportunity to host a panel with fund managers Lee Cooperman, Larry Robbins and Mike Novogratz at CNBC’s Delivering Alpha conference, he kept his ears open. First on the list was a pick by Mike Novogratz, a contrarian investor who is running towards Brazil on the hopes that the country’s failed government will be replaced soon by a pro-business administration. Novogratz said he liked Petrobras on the strength in oil drilling around the world. Also on the list, Thermo Fisher Scientific , a company that’s always bringing value to shareholders, and National Oilwell Varco , another company that’s benefiting from more oil drilling and is aggressively retiring stock. The three managers also gave the nod to Citigroup , which still trades below book value even as the company puts its troubles behind it. Finally, there was Flextronics , the contract assembler of electronic goods that trades at just nine times earnings and has pledged to retire 20% of its stock annually. Speculation Wednesday In a special “Speculation Wednesday,” Cramer looked at Fiesta Restaurant Group , a stock that stumped him during an earlier show. Cramer said that it turns out Fiesta Group is a regional to national growth story that fits perfectly as a speculative play in your portfolio. Fiesta Group currently has two concepts, the Miami-based Pollo Tropical and the Texas-based Taco Cabana. Pollo Tropical is the company’s shining star, with 6.3% same-store sales growth and plans to grow the chain by 17% a year. Taco Cabana is struggling at just 0.5% same-store comps, but the company has plans to turn that chain around with store remodeling and online ordering initiatives. Shares of Fiesta Group are up 25% over the past one year but are also down 15% so far in 2014. Trading at 29 times earnings with a 20% growth rate, Cramer said Fiesta Group isn’t cheap, but with a good balance sheet and solid management, this little-known company is worth the speculating. Executive Decision: Michael Mears For his “Executive Decision” segment, Cramer spoke with Michael Mears, chairman, president and CEO of Magellan Midstream Partners , the master limited partnership with over 9,500 miles of pipelines that transports mainly refined products across the U.S. Shares of Magellan are up 33% so far this year. Mears said Magellan continues to grow in the Permian Basin as production there ramps higher. He said his company is in the sweet spot, with lots of capacity running from the Permian into the Gulf of Mexico. Magellan is also doing well in Eagle Ford shale because its new pipeline splitter in Corpus Christi, Texas, can take multiple products and separate them quickly to get them where they need to go. That pipeline, he noted, is 100% fee-based and is not tied to the price of oil. When asked about our country’s biggest oil challenges, Mears said it’s access to bigger markets. He said the current ban on crude exports limits how much can be produced as there’s only so much refining capacity available. Cramer said Magellan is the great growth stock for this point in time. If the U.S. does allow crude exports, Magellan is the best-positioned player to make that happen quickly and with huge profits. Lightning Round In the Lightning Round, Cramer was bullish on Caterpillar and Kroger . Cramer was bearish on AOL , CYS Investments and Sprouts Farmers Market . Stock Photography In his inaugural edition of “Stock Photography,” Cramer opined on photos sent in by viewers with the hashtag #stockpics, turning photos into sage advice. Cramer said he’s still a fan of Sirius XM Radio and thinks the stock runs to $4 a share. He’s also a fan of Pepsico and Halliburton , a company he thinks of as technology rather than oil service. Cramer is no fan of battery maker Polypore International , Arcos Dorados or McDonald’s . 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. Chris Sahl in Boston contributed to this report. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC

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Jim Cramer’s ‘Mad Money’ Recap: Hunting for Bargains

Wednesday, July 9th, 2014

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. NEW YORK (TheStreet) — What’s the secret to successful bargain hunting? Jim Cramer told his Mad Money viewers Wednesday that all they need to do is look at last quarter’s winners. Cramer said Williams Companies was the top performer last quarter, and this oil and natural gas pipeline powerhouse is still a buy. Cramer was also bullish on the number two performer, Newfield Exploration , which is growing production at 28% a year. Other standouts from last quarter include Micron Technology and Sandisk . Cramer said both these stocks are buys on weakness. He was also bullish on Anadarko Petroleum , a stock he owns for his charitable trust, Action Alerts PLUS. Cramer told viewers to sell Iron Mountain because that story has played out, but he still likes Vertex Pharmaceuticals and Molson Coors as beer sales continue to rebound. Reinventing Alcoa Companies really can reinvent themselves, Cramer told viewers, sometimes even without a push from activist investors. That has certainly been the case with Alcoa , a stock that popped 5.7% today on another strong quarter, offering investors a 40% gain for the year. Cramer said Alcoa continues to reinvent itself: First by lowering costs, thanks to closing high cost plants and boosting earnings per share, but also by innovating, creating new metals and new uses for aluminum in everything from cars and aircraft to contraction and consumer products. Alcoa’s transformation is only just beginning, Cramer concluded, which is why he continues to be a fan of the company and its CEO. Off the Charts In the “Off The Charts” segment, Cramer went head to head with colleague Bob Lang over the direction of the biotechs, namely Biogen Idec , Regeneron , Celgene and Gilead Sciences . Looking at Biogen Idec, Lang noted a series of higher highs and higher lows since the group bottomed in April. Lang felt this made the ideal place to buy given the stock’s recent weakness. Shares have a ceiling of resistance at $334 a share but should see smooth sailing thereafter. Lang’s research showed that Regeneron has heavy resistance at $315 a share but is showing strong positive trends. He felt there’s plenty of upside in this stock up to $352 a share. As for Gilead, which just hit new highs, Lang noted an inverse head-and-shoulders pattern, one that has been historically very reliable. He felt the stock could see a 14% move higher to $102 as the MACD momentum indicator showed a bullish crossover in June. Lang did note the Williams oscillator showed an overbought condition, which made him recommend waiting for a pullback before buying. Finally, Lang felt Celgene was also a strong performer, with the Williams oscillator showing an overbought condition for the last six weeks in a row. Here, too, Lang felt waiting for a pullback would be prudent. Cramer said he agreed with Lang’s research, although he felt the pullbacks may be very short-lived in these hot commodities. Executive Decision: David Pyott For his “Executive Decision” segment, Cramer sat down with David Pyott, chairman and CEO of Allergan , to discuss the takeover bid from Valeant Pharmaceuticals as well as the rest of Allergan’s business. Pyott said Allergan has just begun a significant restructuring effort. He said investors wanted the company to do more to increase value and that’s what it plans to do. He also noted Allergan’s strong balance sheet, which the company plans on putting to use on a strategic acquisition to further bring value to shareholders. When asked what the criteria would be for such an acquisition, Pyott said the company must be specialized with differentiated technology and a growth profile that matches Allergan’s. He said the company’s tax benefits would not be a major factor, only the value the combined companies would create. As for the numerous efforts by Valeant to acquire Allergan, Pyott said Allergan seriously questions Valeant’s long-term sustainability. He said the company has a pattern of heavy cost cutting that results in value destruction over the long term. In the case of Allergan, Valeant has proposed a 90% reduction in the company’s research and development budget, something Pyott said is causing concerns among the physicians with whom the company works. Lightning Round In the Lightning Round, Cramer was bullish on SolarCity , Pfizer , AT&T and WhiteWave Foods . Cramer was bearish on Gogo . Executive Decision: Thomas Watjen In his second “Executive Decision” segment, Cramer sat down with Thomas Watjen, president and CEO of Unum Group , the insurer that Cramer called a slow and steady company growing at 8.5% a year but trades at just nine times earnings with a 1.6% dividend and a stock buyback to boot. Watjen said Unum provides shareholders with great franchises and has a history of returning its solid earnings to shareholders. Watjen said that while many fear the Affordable Care Act, in fact the new laws only deferred revenue. He said companies are back to doing business and there’s still plenty of money to be made by offering accident and disability insurance to workers. Watjen noted Unum’s business in the UK, as well as its legacy business, both continue to contribute to his company’s success. Cramer said Unum offers investors lots of ways to win and he likes this slow but consistent company. To watch replays of Cramer’s video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer’s free Booyah! newsletter with all of his latest articles and videos please click here. — Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC

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Jim Cramer’s ‘Mad Money’ Recap: How Stupid Can This Market Be?

Wednesday, May 21st, 2014

Search Jim Cramer’s “Mad Money” trading recommendations using our exclusive “Mad Money” Stock Screener. NEW YORK (TheStreet) — Can the market honestly be this stupid? That was the question Jim Cramer asked on Mad Money Wednesday after the markets once again rallied on an uptick in bond interest rates. Cramer called this new relationship between bonds and stocks “moronic,” saying higher interest rates are bad for consumers and bad for the markets, not the other way around. Yet, those who fear recession continue to think low interest rates will take us there and thus were celebrating on today’s rise in rates. Just as the markets took its cues Tuesday from the weak sales of Staples and Dick’s Sporting Goods , today, as if with amnesia, the markets celebrated strong earnings from Tiffany and Target . Cramer said there’s simply no data suggesting that a recession, or even a slowdown, is imminent. Lowe’s confirmed what Home Depot said earlier this week — sales have been robust in May, and that’s a good sign for all. Cramer said the bears will eventually be trampled by the bulls. Until then, more upside-down days like today are likely. Spectacular Shale In what has become one of the most amazing moves he’s ever seen, Cramer said the North American energy revolution continues to deliver. Fueled by rising oil prices and perpetually rising production, the oil shale renaissance has been nothing less than spectacular. Oil shale drilling has become more profitable than even the industry could have imagined just two years ago, Cramer continued. While it may only cost $2.5 million to drill a conventional oil well, the $7.5 million price tag of a horizontal well is averaging $8.4 million in cash flows in just its first year alone. Cramer said EOG Resources and Anadarko Petroleum , a stock he owns for his charitable trust, Action Alerts PLUS, remain his two favorites among the group. Anadarko in particular, he noted, is worth at least $120 a share on its production growth alone. The company is also a ripe takeover target for larger drillers. Executive Decision: Matt Maloney For his “Executive Decision” segment, Cramer sat down with Matt Maloney, CEO of GrubHub , the online takeout service that came public six weeks ago. For its first quarter as a publicly traded company, GrubHub posted a five-cents-a-share earnings beat on a 50% jump in year-over-year revenue.Maloney explained that GrubHub has a two-sided model. The company has over 30,000 restaurants in 700 cities on its platform and makes a commission on every order placed. He said that for restaurant owners and diners alike GrubHub is replacing the paper takeout menu. While the company’s corporate business is picking up steam, Maloney said the consumer market is far and away the biggest opportunity, which is why the company continues to focus on the dining and is constantly optimizing its app to meet customers needs. Cramer said the GrubHub story remains compelling. Now that the stock has fallen from 28% off its first-day highs, it’s worth doing some homework. Executive Decision: Steve Hazy In his second “Executive Decision” segment, Cramer sat down with Steve Hazy, chairman and CEO of Air Lease Corporation , the aircraft leasing company that posted a seven-cents-a-share earnings beat on a 28% rise in revenue when it last reported on May 8. Shares of Air Lease currently trade at 14 times earnings. Hazy said it’s an exciting time for the airline business, a business that doubles in capacity every 15 years. He said with many planes lasting 25 to 30 years, there’s a huge replacement cycle afoot and Air Lease is right in the sweet spot. Hazy explained that decades ago only about 10% of airlines’ planes were leased, but today that number is closer to 50%. With new aircraft costing upwards of $150 million, many airlines are finding leasing to be an affordable and predictable model. Air Lease buys planes in bulk from the manufacturers at deep discounts, Hazy explained, which makes his company as much a marketing and distribution company as it is a leasing company. He said Air Lease is well capitalized, has high profit margins and is the fastest growing in its industry. Cramer said he really liked the Air Lease story because the company is a niche player not many people know. Lightning Round In the Lightning Round, Cramer was bullish on Consolidated Edison , STMicroelectronics and General Electric . Cramer was bearish on SodaStream , , Protein Design Labs , Yandex , Chart Industries and Galena Biopharma . 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 Apple , Under Armour , Marathon Oil , General Electric and General Motors . Cramer asked “what’s not to like?” about this well-diversified portfolio. The second portfolio’s top holdings included Caterpillar , Hasbro , Mallinckrodt , Avago and Line Energy . Cramer said this portfolio was also properly diversified. The third portfolio had Gilead Sciences , Paychex , Oracle , GT Advanced Technologies and Boeing as its top five stocks. Cramer said he’d consider GT Advanced Technologies a speculative stock and therefore would bless this portfolio as diversified. The fourth portfolio’s top stocks were JetBlue , Bank of America , Apple, GT Advanced Technologies and J.C. Penney . Cramer ended the round by also blessing this portfolio as diversified. To watch replays of Cramer’s video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer’s free Booyah! newsletter with all of his latest articles and videos please click here. — Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC

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With Rising Oil Prices, Three Energy Funds to Consider

Monday, April 14th, 2014

NEW YORK (TheStreet) — Energy stocks have been rallying lately on rising oil prices. So far his year, energy mutual funds have returned 3.9%, while the S&P 500 has lost 1.2%, according to Morningstar. A barrel of West Texas Intermediate crude sells for $103, up from $88 a year ago. Can the energy stocks stay afloat? Some fund managers think so. “Oil prices will stay high because there is resurgence in demand from Europe and other areas,” says Brian Hicks, portfolio manager of U.S. Global Investors Global Resources Fund. Despite their recent upturn, energy stocks remain cheap, portfolio managers say. While the price-earnings ratio of the S&P 500 climbed in recent years, energy multiples trailed. During the three years ended in 2013, energy funds returned 5.7% annually, compared with 16.2% for the S&P 500. Leading blue chips, such as Chevron and Exxon Mobil command price-to-earnings ratios of 13 or less, compared with 18 for the S&P 500. Fund portfolio managers say that the energy stocks lagged in recent years because investors worried about softening oil prices. According to energy bears, markets seemed poised to face oversupplies as U.S. shale production rose. At the same time, demand was likely to remain stagnant as global economies struggled. But the excess supplies never materialized because of production slowdowns in foreign fields, including the North Sea and Iran. As a result, oil prices stayed firm. To bet that demand will remain healthy, consider an energy fund. Top choices include Fidelity Select Energy Portfolio and Ivy Energy Fund. For a broader portfolio, consider U.S. Global Investors Global Resources, a natural-resources fund that holds mining and precious metals along with energy. Fidelity portfolio manager John Dowd holds a mix that includes fast-growing smaller companies as well as some lumbering giants that may be undervalued. During the past five years, the fund returned 16% annually, outperforming 87% of its peers. Dowd holds some companies that are growing rapidly by exploiting shale fields. He is particularly keen on developers that have reduced costs through trial and error. “The companies that have figured out how to improve productivity are reporting better earnings growth than the industry overall,” he says. One holding is EOG Resources, which produces oil and gas in the Marcellus Shale of Pennsylvania and the Permian Basin in Texas. EOG’s return on equity has improved as the well costs declined. Another holding is Anadarko Petroleum. Besides working in U.S. shale fields, the company has proved to be an efficient operator in deepwater. Ivy Energy aims to overweight companies that seem poised to record strong growth. During the past five years, the fund returned 15.3% annually, outperforming 73% of its peers. Portfolio manager David Ginther favors companies that own pipelines and storage systems that service the gas shale fields. He says demand will grow as more manufacturers shift to low-cost gas. “We will need more pipelines and more ways to process gas,” he says. One holding is MarkWest Energy Partners, a master limited partnership that operates storage and processing facilities in the Marcellus Shale. Its dividend yield is 5.4%. U.S. Global Investors Global Resources has about half its assets in energy stocks. Hicks, the portfolio manager, favors exploration and production companies that can grow rapidly. He looks for businesses that have the most promising acreage and lowest costs. One holding is Continental Resources, a leading producer in the Bakken formation of North Dakota. “They should increase production at a rapid clip over the next three years,” Hicks says. Another holding is oil services giant Halliburton. The company assists drillers that are using hydraulic fracturing to develop shale fields. At the time of publication, the author held no positions in any of the stocks mentioned. Follow @StanLuxenberg // 0;if(!d.getElementById(id)){js=d.createElement(s);;js.src=”//”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”); // ]]> This article represents the opinion of a contributor and not necessarily that of TheStreet or its editorial staff.

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Jim Cramer Asks Dan Dicker: Where’s the Next Anadarko?

Wednesday, April 9th, 2014

Jim Cramer takes RealMoney’s Dan Dicker on a victory lap for his positive call on Anadarko and asks him if there’s another sleeper energy name out there ready to unleash that kind of quick value.

Dan Dicker Explains His Long-Term Oil Trading Plans

Tuesday, April 8th, 2014

RealMoney’s Dan Dicker reveals why he shifted from short-term trading to a mid- to longer-term frame of mind when transitioning from trading in the oil pits to buying and selling stock.

Anadarko Removes Market Uncertainty with $5.15 Billion Settlement

Friday, April 4th, 2014

Shares of Anadarko are up despite the company announcing a $5.15 billion settlement. Investors are satisfied that all the problems of the past are now rolled into one big payoff.

Dicker: Barron’s Is Wrong About $75 Oil, Here’s Why Prices Will Climb

Tuesday, April 1st, 2014

Senior contributor Dan Dicker explains that oil prices have been supported by the technology enhancements in “unconventional” oil plays, which will continue.

Cramer & Dicker: Oil Under $100 Is an Opportunity

Thursday, March 13th, 2014

Chinese concerns, increasing domestic stockpiles and a release of reserves from the SPR have conspired to bring oil below $100 a barrel.

American Retailers Report, Cramer’s Energy Plays

Tuesday, March 11th, 2014

It will be a busy day for traders watching the U.S. retail sector with Urban Outfitters, Dick’s, American Eaglereporting earnings. Jonathan Marino reports from the Nasdaq Marketsite.

European Stock Markets Recover

Tuesday, January 28th, 2014

European stock indices pulled themselves out of the doldrums after three down sessions.

Jim Cramer on Cisco, Qualcomm, and Anadarko

Friday, December 13th, 2013

TheStreet’s Jim Cramer says that Cisco is a ‘wounded giant,’ he likes Alcatel-Lucent more than Cisco but prefers Ciena. Cramer also likes Qualcomm and thinks the stock can go to $80, but Anadarko is challenged in the wake of their multi-billion dollar Tronox liability.

Stocks Behaving Badly

Wednesday, November 6th, 2013

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

Saturday, November 2nd, 2013

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NEW YORK (TheStreet) — Get ready for the Twitter deal and get ready to do some buying, Jim Cramer told “Mad Money” viewers Friday as he laid out his game plan for next week’s trading.

Cramer said if history serves, markets that are up 20% or more for the year tend to keep on rallying. So investors need to be ready to pounce when opportunities arise. …

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Offshore Hijinks

Thursday, October 24th, 2013

Crude to Benefit from Yellen

Wednesday, October 9th, 2013

Jim Cramer’s ‘Mad Money’ Recap: A Deadly Washington Game

Thursday, October 3rd, 2013

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NEW YORK (TheStreet) — The buyers in this are starting to think Washington has become a big joke, Jim Cramer said on “Mad Money” Wednesday, but he fears that the punchline could be deadly.

Simply put, Cramer said the market, and our economy, simply cannot afford to see a default on our debt come Oct 17. He said investors from around the world buy U.S. bonds for safety, stability and income, and if Congress takes those away, those investors will move their money elsewhere. This is a big deal, Cramer warned, and one investors should be taking seriously. …

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Jim Cramer’s ‘Mad Money’ Recap: Upside and Downside Risks

Tuesday, October 1st, 2013

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NEW YORK (TheStreet) — “You’re welcome to be optimistic,” Jim Cramer told “Mad Money” viewers Monday on the eve of a government shutdown, but just understand the downside risks outweigh the upside ones, at least for now.

Cramer said it’s clear by the lack of a major selloff on Wall Street today that many investors are hanging their hopes on a last-minute secret deal being made by Congress to avoid the shutdown. But in reality, he said that it’s unrealistic to think that Congress can agree on both the budget and the debt ceiling all in one fell swoop. Some in Washington are prepared to see the U.S. default on its debt just to make a point, he continued, and views like that are not where compromises come from. …

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Unlocking Shareholder Value in Energy

Wednesday, September 25th, 2013

Dan Dicker talks to Stephanie Link about two underperforming energy names that are restructuring in the deepwater space.

Cramer’s ‘Mad Money’ Recap: A Remarkable Market

Friday, September 13th, 2013

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NEW YORK (TheStreet) — The averages may have ended the day lower but there are still plenty of stocks on the 52-week and all-time high lists, Jim Cramer said on “Mad Money” Thursday. In fact, nearly 10% of the stocks that make up the S&P 500 are at their 52-week highs, a remarkable feat.

There are certainty stocks that are doing poorly, he added, including Apple , a stock Cramer owns for his charitable trust, Action Alerts PLUS. There’s also Lululemon Athletica and Men’s Warehouse . But outside of a select handful of stocks, there’s no denying the strength in the market. …

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Cramer & Dicker: Buy Oil Stocks

Wednesday, September 11th, 2013

Dan Dicker talks with Jim Cramer about the drop in oil prices and why this represents an opportunity to buy oil stocks on sale.

Cramer: Keystone Will Bring Jobs

Thursday, August 29th, 2013

The postponement of the Keystone pipeline is wrong, says Jim Cramer, since there is proof that pipelines bring jobs.

Anadarko: Playing the Energy Revolution

Wednesday, August 28th, 2013

Jim Cramer and Stephanie Link, Co-Portfolio Managers of AAP, say Anadarko’s increasing exposure to the U.S. and solid production growth make it a stock to own.

Markets Tumble as U.S. Accuses Syria of Chemical Attack

Monday, August 26th, 2013

The threat of U.S. military action in Syria dragged markets lower in late trading.

Mergers Don’t Lift Stocks

Monday, August 26th, 2013

Mergers from Amgen, Onyx and TMS International aren’t enough to persuade stocks to move higher. Qihoo investors are happy with its earnings.

Cramer’s Top Oil Picks

Tuesday, July 23rd, 2013

Jim Cramer believes investors should have energy in their portfolios. His top picks are Schlumberger and Anadarko.

Cramer’s Top Oil Picks

Tuesday, July 23rd, 2013

Jim Cramer believes investors should have energy in their portfolios. His top picks are Schlumberger and Anadarko.

Cramer: Own Independent Oil Names

Thursday, July 11th, 2013

As WTI crude pushes higher, Jim Cramer tells TheStreet’s Joe Deaux that you should own the independent oil companies.