Bullish
Warren Resources (WRES), Ciena (CIEN), Tekelec (TKLC), JDSU (JDSU), PPG Industries (PPG), Claire’s Stores (CLE), Allscripts Healthcare Solutions (MDRX), Hewlett-Packard (HPQ), Southwestern Energy (SWN), Procter & Gamble (PG), Lions Gate Entertainment (LGF), American Express (AXP), Cendant (CD), WellCare Health Plans (WCG), UnitedHealth Group (UNH), Weyerhaeuser (WY), Plum Creek Timber (PCL), Georgia-Pacific (GP), Newfield Exploration (NFX), Hornbeck Offshore Services (HOS), Halliburton (HAL), Motorola (MOT), Ericsson (ERICY), Advanced Micro Devices (AMD), Toyota Motor (TM), Syneron Medical (ELOS), Transocean (RIG) and GameStop (GME).
Bearish
Exxon Mobil (XOM), Verizon Communications (VZ), Service Corporation International (SCI), StoneMor Partners (STON), Dell (DELL), Circuit City Stores (CC), Radio Shack (RSH), Brocade Communications Systems (BRCDE), Nokia (NOK), Best Buy (BBY) and IMAX (IMAX).
Posted on Sep 30, 2005 in Uncategorized -
Lennar (LEN) has been added to the S&P 500, Cramer warned shorts to “look out.”
Also, the Navy exercised a contract for “double the number of fuel cells,” from Hoku Scientific (HOKU), said Cramer.
Following up on United Therapeutics (UTHR), Cramer said, “I’m backing the truck up for that one.” UTHR had stumped Cramer durning the lighting round.
Posted on Sep 30, 2005 in Uncategorized -
Cramer says no. Cramer had the CFO of Boyd Gaming (BYD) Ellis Landau on the phone to discuss what could turn the gaming stocks around. Landau said his company had been hurt by the hurricanes and that it had to close two casinos as a result. Lower consumer confidence is also hurting the company, he said. Cramer asked Landau if high gasoline prices were keeping people away. Landau said anecdotally, at least, high gas prices didn’t seem to be a problem. Mr Landau also said that BYD would be ready to make an announcement of a planned expansion of the Stardust casino in Las Vegas by the end of the year. Cramer thinks that BYD along with Harrah’s Entertainment (HET) are the two best casino stocks, but with the price of gasoline and natural gas so high and going higher, Cramer doesn’t like them right now.
Posted on Sep 30, 2005 in Uncategorized -
Cramer is bullish on short-term natural gas plays EOG Resources (EOG) and Bill Barrett (BBG). Both of these companies have lots of natural gas available to sell on the spot market at the current high prices. Cramer thinks both companies are about to make some mad money over the next several quarters. Longer term, Cramer likes Chesapeake Energy (CHK), EnCana (ECA), and Southwestern Energy (SWN).
Posted on Sep 30, 2005 in Uncategorized -
Cramer was very bullish on HDFC Bank Limited (HDB) as a play on the growth in India. Cramer thinks bank stocks are one of the best ways to play emerging markets and India has low interest rates and great growth. HDFC Bank has earnings growth of 30%.
A caller asked about Rediff.com (
REDF) which is an Indian Internet Company. Cramer finds the stock interesting, but Cramer doesn’t like the risk associated with the stock. I need to be in something … that I don’t have to worry about whether it’s going to be hot one day and not hot another,” Cramer said. Cramer also mentioned that Indian banks have similar financial reports to American banks, and that makes them easier to follow and research.
Posted on Sep 30, 2005 in Uncategorized -
Jim Cramer is breaking one of his cardinal rules of investing. He is recommending a stock that isn’t best of breed. SanDisk (SNDK) is the best of breed for NAND flash memory, but if you want some risk and a chance to make even more money Cramer wants us in Lexar Media (LEXR). Cramer said Lexar has been a “piece of garbage.” But, because it is so bad, it has the most room to improve, and the market is giving it that chance, he said. Cramer believes if everything goes well for Lexar, the stock has the potential to go to $9.50 or $10.
A caller asked about Apple Computers (
AAPL), Cramer said AAPL isn’t cheap and if you have a large gain, “no one ever got hurt taking a profit.” Cramer still thinks AAPL will have a great Christmas.
Posted on Sep 30, 2005 in Uncategorized -
I figured I should mention this news because Mr. Cramer thought Google (GOOG) would have been added to the famous index. One of our regular readers over at http://www.nasdaqtrader.blogspot.com has provided us with the link to the news. Link
Posted on Sep 30, 2005 in Uncategorized -
Cramer thinks the tech rally is here and ready to go. Cramer mentioned that Microsoft (MSFT) is seeing demand for xbox 360 having already sold out of its planned Nov. 22 launch. Cramer mentioned how Micron (MU) killed the numbers on Thursday night and that Taiwan Semiconductor (TSM) is getting some big orders as well as National Semiconductor (NSM) boosting its dividend and Texas Instruments (TXN), Broadcom (BRCM), Qualcomm (QCOM), and Motorola (MOT) can’t meet demand. Cramer also mentioned how Apple Computer (AAPL) was downgraded at $50 but closed this week above $53. Not all of Tech is working though, disk drives are hurting since Apple switched to flash memory in its iPods instead of small disk drives. However flash makers such as SanDisk (SNDK) are doing great, according to Cramer. Cramer said Cisco’s (CSCO) problems seem to be Cisco-specific. Intel (INTC), although it has been a laggard, trades at just 16 times earnings, so Cramer refuses to give up on it.
“The most important factor out there in favor of technology is the skepticism.” said Cramer.”That skepticism is misplaced.” Don’t miss out on the fourth-quarter tech rally just because there are pockets that aren’t doing as well, Cramer advised. The fourth quarter starts next week. “I need you to have at least one tech in your stock portfolio,” he said.
David Peltier joined Cramer to discuss low-priced stocks. Here are some of his thoughts.
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Metretek Technologies (MEK): The company warned last night, and there is “downside risk should natural gas prices retreat.” At least wait for a pullback before buying
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ARM Holdings (ARMHY): Expensive, but very profitable. Still, Peltier would prefer MEMC Electronic Materials (WFR).
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T-3 Energy Services (TTES): Peltier would “ring the register.”
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Gencor Industries (GNCI): Peltier said this is a stock he would avoid. The company is being hurt by input costs and isn’t able to pass on those costs to customers.
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TVI (TVIN): “Looks very legit,” said Peltier. The company had a “hiccup” in the second quarter, but has since received orders which seem to demonstrate the company is back on track. Peltier could see the stock going to $5 or $6 in the “next couple months” from a recent $4, and could eventually grow into being a takeover candidate
Cramer finished the segment saying that most stocks under $10 are there for a reason. Cramer cautioned investors to be very careful with stocks under $10. Speaking on oil and gas stocks, Cramer said he would be a buyer Tuesday after this sector have had a “cool off” from end-of-quarter markups. In response to a question on Genentech (DNA), Cramer said he would “be a buyer right here.” Cramer liked FPL Group (FPL) as a regulated utility play. Finally, Cramer said he believes Lucent (LU) is “breaking out here.”
Lighting Round
Bullish
Duke Energy (DUK), XTO Energy (XTO), Onyx Pharmaceuticals (ONXX), JDSU (JDSU), Tekelec (TKLC), Capstone Turbine (CPST), L-3 Communication (LLL), UnitedHealth Group (UNH), Peabody Energy (BTU), Fording Canadian Coal Trust (FDG) and Alliance Resource Partners (ARLP).
Bearish
InterOil (IOC).
Posted on Sep 30, 2005 in Uncategorized -
Bullish
Lowe’s (LOW), McCormick & Schmick’s Seafood Restaurant (MSSR), Ruth’s Chris Steak House (RUTH), Sirius Satellite Radio (SIRI), XM Satellite Radio (XMSR), Norsk Hydro (NHY), Chesapeake Energy (CHK), Respironics (RESP), Amerada Hess (AHC), Valero (VLO), Sunoco (SUN), GameStop (GME), Yahoo! (YHOO), Goldman Sachs (GS), Honeywell (HON), United Technologies (UTX), Altria (MO), Lucent Technologies (LU), LSI Logic (LSI), SanDisk (SNDK), PepsiCo (PEP), PPL (PPL), St. Joe (JOE), EnCana,Halliburton (HAL)
Bearish
Home Depot (HD), Outback Steakhouse (OSI), Lone Star Steakhouse & Saloon (STAR), Krispy Kreme Doughnuts (KKD), Montpelier Re Holdings (MRH), ScanSoft (SSFT), Delphi (DPH), Nam Tai Electronics (NTE), Corning (GLW), JetBlue Airways (JBLU), Nortel Networks (NT), Harvest Natural Resources (HNR), Anheuser-Busch (BUD) and Cree (CREE)
Posted on Sep 29, 2005 in Uncategorized -
Cramer was all happy and go lucky that investors should look to buy the holdings of Brandywine Funds. Cramer wants you in because Brandywine has been a top-performing fund for this quarter. Starting Monday Brandywine will see new money because it was a top-performer and that means you need to buy Kohl’s (KSS), Nike (NKE), Allstate (ALL), Weatherford International (WFT), Chesapeake Energy (CHK), Phelps Dodge (PD), Union Pacific (UNP), Nabors Industries (NBR), CVS (CVS), and American Eagle Outfitters (AEOS).
Finally Cramer stated he would do a ‘mon back on semiconductors after the monster earnings report from Micron (
MU) after the close. And, Cramer switched to a “don’t buy” from a triple sell on Research In Motion (RIMM), because Cramer thinks the stock will bottom “because tech is going to do fine.”
Posted on Sep 29, 2005 in Uncategorized -
