Category Archive for ‘Jim Cramer’s Stop Trading’

expandJim Cramer’s Stop Trading!: AAPL, SNDK, C, CVX, MRO, VLO

Apple Inc (NASDAQ:AAPL) decline on Tuesday has presented investors with a buying opportunity,” Jim Cramer said on his “Stop Trading!” segment. The stock plunged 1.73% after Consumer Reports issued an unfavorable report of the new iPhone 4, saying the reception problems depend on how the phone is held.

Despite the negative report, Cramer said he didn’t think the company would recall the iPhone 4. He thinks it’s more likely to issue free Bumpers, or fitted guards for the phone, that seem to help with the reception problem. Not to mention the iPhone sales were very strong before the Consumer Reports release, so the media is just blowing this out of proportion. Cramer told viewers he’s still very bullish on Apple.

Also in tech, Cramer said SanDisk Corporation (NASDAQ:SNDK) could be at least a $50 stock within 10 days.

Moving on to the financial sector, Cramer said Citigroup Inc. (NYSE:C) is well above the average price at which the government has unloaded its large stake in the global banking giant. He mentioned that the government should dump the rest of their position since there is plenty of demand for the stock.

“There are five or six institutions that are, literally, circling 100 million to 200 million to 300 million shares,” Cramer said.

Lastly, Cramer pointed to strength in Chevron Corporation’s (NYSE:CVX) refining business for reasons to play Marathon Oil Corporation (NYSE:MRO) or Valero Energy Corporation (NYSE:VLO). “This is the first time Chevron said something good about refining,” Cramer said, “in I don’t know how long.” Get the scoop on tomorrow’s hottest trade ideas – TODAY! BeaconEquity.com PREMIER PICKS have an amazing track record. Join this select group and ride the profit wave

expandJim Cramer’s Stop Trading!: AA, YUM, QCOM, SMG, GS

Aloca Inc. (NYSE:AA) is awful,” Jim Cramer said on Monday’s “Stop Trading!” segment. “I’m looking for a loss. People have overestimated Aloca for three years. It’s not a good company. Forget the estimates, if they don’t lose money I’ll be happy. Lower the estimates and maybe you’ll have a good story.”

Cramer told viewers that Aloca is poorly-managed and he would dump the stock ahead of earnings. “Stop reporting at the beginning and ruining the earnings season for us,” he said. He also said the stock should be removed from the Dow.

Moving on to the casual dining sector, Cramer had much warmer comments for Yum! Brands, Inc. (NYSE:YUM), which he recommended as a play on China. He said the estimates are too low at YUM given the company’s strong performance last quarter and their rapid expansion in China.

Another name Cramer likes this earnings season is Scotts Miracle-Gro Company (NYSE:SMG). “All you need is fair weather for planting season and there couldn’t be more of this here. And that is great for Scotts,” he said. He pointed out that the stock is just a few points off its 52-week high.

Finally, Cramer said QUALCOMM, Inc. (NASDAQ:QCOM) might work as a trade going into the quarter. He mentioned that the stock has been added to Goldman Sachs’ conviction-buy list, which is significant given how little the bank liked QCOM until now. He thinks Sprint’s shortage of 4G phones could be bullish for QCOM.  Get the scoop on tomorrow’s hottest trade ideas – TODAY! BeaconEquity.com PREMIER PICKS have an amazing track record. Join this select group and ride the profit wave

expandJim Cramer’s Stop Trading!: ARMH, CRUS, AAPL, SNDK, NAT, BP

“There is a tremendous bet being made on SanDisk Corporation (NASDAQ:SNDK) as a play on Apple Inc. (NASDAQ:AAPL),” Jim Cramer said on Monday’s “Stop Trading!” segment. However, Cramer thinks there are two more stocks that are far more levered to Apple than SanDisk.

He explained that flash memory cards, SanDisk’s cash cow product, are important to smart phone technology, but SanDisk is more commodity oriented than the other two companies.

Cirrus Logic, Inc. (NASDAQ:CRUS) and Arm Holdings plc (ADR)(NASDAQ:ARMH) are far more levered to Apple,” Cramer said. “I happen to like SanDisk very much,” he said, “but I also think that it’s gotten carried away versus these other two plays.”

Moving on to the shipping sector, Cramer mentioned that tanker rates are starting to skyrocket, as the ships are used more and more for storing oil, especially after BP’s plc (ADR)(NYSE:BP) in the Gulf of Mexico. He told viewers he likes Nordic American Tanker Shipping Limited (NYSE:NAT) as a play on the shipping sector.

Nat pays a 8% dividend yield, and Cramer thinks that dividend could go up with another dividend hike. He also said that storing oil is a long-term trend that should be bullish for Nordic American.  ”This stock should regain its luster here,” Cramer said.   Get the scoop on tomorrow’s hottest trade ideas – TODAY! BeaconEquity.com PREMIER PICKS have an amazing track record. Join this select group and ride the profit wave!

expandJim Cramer’s ‘Stop Trading:’ GOOG, BIDU, SLM, HBAN, KFN

On a recent “Stop Trading!” segment, Cramer said he was searching for his new speculative stock of the year. Last year’s pick was SLM Corporation (NYSE:SLM). He also liked Huntington Bancshares Incorporated (NASDAQ:HBAN), but he said the stock has risen too much so he’s now searching for a new idea.

He recommended KKR Financial Holding LLCl (NYSE:KFN) as his possible new speculative stock of 2010. Cramer pointed out that KFN isn’t your usual speculative buy, since the stock has an attractive yield, plus he added that he hasn’t yet made the final decision on this name.

Elsewhere in the market, Citigroup added Google Inc. (NASDAQ:GOOG) to its “Top Picks” list, but Cramer said only because the share price has plunged so much. Also, MKM Partners has upgraded the stock to buy.

Cramer said the reason behind the upgrades is that Google used to be a high-multiple stock, but it is now a low-multiple stock. , so both firms think GOOG is inexpensive. “That has not worked as a philosophy in this market since the market’s gotten tough,” Cramer said. “This is not enough of a catalyst for me to get behind it for multiple days.”

Cramer told viewers that Baidu, Inc. (ADR)(NASDAQ:BIDU) is actually more attractive than Google right now, given Baidu’s strong presence in its home country – China.   Get the scoop on tomorrow’s hottest trade ideas – TODAY! BeaconEquity.com PREMIER PICKS have an amazing track record. Join this select group and ride the profit wave!

expandJim Cramer’s ‘Stop Trading!:’ BP, RIG, OIH, SPF

“The media may portray BP plc (ADR)(NYSE:BP) exploding oil rig and the resultant oil leak as something that can “wipe out” the company,” Jim Cramer said on Monday’s “Stop Trading!” segment on CNBC.

But, Cramer said if a New York Times report that said the company was making major progress with building domes to contain the leaking oil in the Gulf of Mexico is true, “the worst is over.” “The game changed,” Cramer said, once the report hit the wires at around 2 PM ET. The news caused investors to bid up BP, as well as Transocean LTD. (NYSE:RIG) and the Oil Services HOLDRs (ETF)(NYSE:OIH).

Still, Cramer knows that BP will pay for most of the cleanup, though he remains optimistic that this spill will be on par with Union Carbide’s gas leak in Bhopal, India, or even Exxon Valdez off the coast of Alaska. “Those who believe that BP could be wiped out by this catastrophic event are wrong,” Cramer said. “BP’s debt-to-capital is incredible.”

Moving on to the homebuilder sector, Cramer said California homebuilder  Standard Pacific Corp. (NYSE:SPF) was his top homebuilder stock pick, and he sees the name going to $8 a share. He likes the company’s ability to raise prices on its properties, and he thinks SPF will sell out its inventory. “It’s my best name in the group,” Cramer said. Get the scoop on tomorrow’s hottest trade ideas – TODAY! BeaconEquity.com PREMIER PICKS have an amazing track record. Join this select group and ride the profit wave!

expandJim Cramer’s ‘Stop Trading’: RF, ZION, FITB, PFG, LNC, BTU

“A number of regional bank upgrades today were all about real estate, specifically the commercial kind,” Jim Cramer said on Monday’s “Stop Trading” segment. He pointed out that names like Regions Financial Corporation (NYSE:RF), Zions Bancorporation (NASDAQ:ZION) and Fifth Third Bancorp (NASDAQ:FITB), among others, earned a upgrade from Deutsche Bank, due to their belief that a bottom in commercial real estate is upon us. Cramer mentioned that even Principal Financial Group Inc. (NYSE:PFG) and Lincoln National Corporation (NYSE:LNC) have said it looks like commercial real estate has bottomed, so investors have one less variable to worry about. “And that is a huge part of this market,” Cramer said. He also told viewers that coal might gain traction in importance now that nuclear power looks to be in trouble. He cited recent plant closings as the reason. “If coal takes precedence, then Peabody Energy Corporation (NYSE:BTU) is the play, given the strength of Chinese demand,” Cramer said.  Join the fastest growing community of small cap investors at Stockhideout.com

expandJim Cramer’s ‘Stop Trading’: VALE, WLT, CLF, EMR, ETN, PH, ORCL

“This is a scorching good market,” Jim Cramer said on Tuesday’s “Stop Trading!” segment, much to the chagrin of short sellers. “I’m hard-pressed to find areas that are bad right now,” he said. “Not only did the market hold up Monday morning after the House passed a health reform bill, but the Chinese are ordering more than ever,” Cramer said. As a result, the related commodity companies which have been very heavily shorted are soaring higher. Cramer said everyone is buying up stock in Brazil’s Vale (ADR)(NYSE:VALE), the largest miner of iron ore in the world. He told investors to check out Walter Energy Inc. (NYSE:WLT) and Cliffs Natural Resources Inc. (NYSE:CLF). In the industrial sector, Cramer pointed out that Emerson Electric Co. (NYSE:EMR) recently reported solid order numbers. He said EMR’s news should mean similar results are coming for Eaton Corporation (NYSE:ETN) and Parker-Hannifin Corporation (NYSE:PH). “These industrial plays are just incredible,” he said. Finally, Cramer suggested buying Oracle Corporation (NASDAQ:ORCL) as a play on cloud computing. He said the company’s buyout of Sun Microsystems is going much better than expected.  Get the scoop on tomorrow’s hottest trade ideas – TODAY! BeaconEquity.com PREMIER PICKS have an amazing track record. Join this select group and ride the profit wave!

expandJim Cramer’s ‘Stop Trading’: American International Group Inc. (NYSE:AIG) Can’t Be Shorted

“The right way to go after the AIGs and Lehman Brothers of the world is by creating a task force to go after those who are falsely exposing their collateral,” Jim Cramer said on Monday’s “Stop Trading!” segment. He told viewers that if you try to value American International Group Inc’s (NYSE:AIG) collateral you will realize it over wrote. “The government can quickly address this by saying what matters is the collateral.” Cramer mentioned he would like to see a task force set up that is similar to what was put together for Enron. Connecticut’s Chris Dodd, the Senate Banking Committee Chairman announced on Monday his new financial-reform plan. The legislation attempts to cover everything from “too big to fail” and executive compensation to consumer protection and market speculation. Dodd said he is looking to revamp the U.S. financial rules by placing a consumer protection agency within the Federal Reserve and giving the central bank new powers over non-bank financial companies. Cramer said as comprehensive as Dodd’s plan may seem to be, it’s still a blown opportunity. He said he isn’t against having insurance for derivatives, but he is very much in favor of putting a package together where you’d have to put down more money, and you wouldn’t be able to do this cheap speculation. “My views aren’t radical and are much more in sync with changing the behavior on Wall Street than what Dodd is doing,” Cramer said. Shares of AIG jumped 5% since Dodd’s proposal was announced. Cramer said AIG’s stock can’t be shorted because the government owns so much of it. “The government is being really smart about AIG,” he said. “I respect what they are doing. They are trading this one well by not trading it.” Get the scoop on tomorrow’s hottest trade ideas – TODAY! BeaconEquity.com PREMIER PICKS have an amazing track record. Join this select group and ride the profit wave!

expandJim Cramer’s ‘Stop Trading’: GS, KMB, PZZA, EQT

Goldman Sachs Group Inc. (NYSE:GS) made a terrible call by downgrading Kimberly-Clark Corporation (NYSE:KMB) Monday,” Jim Cramer said on Tuesday’s “Stop Trading!” TV show. Goldman went negative on KMB due to rising pulp costs and advised investors to sell the stock along with other personal-care products firms. Cramer thinks Goldman’s call was dumb since Kimberly just raised its dividend and management just reaffirmed the numbers. Cramer had positive comments for Domino’s Pizza Inc. (NYSE:DPZ), after the company reported a strong fourth-quarter earnings that beat consensus expectations. He explained that the company has benefited large from a recent  controversial ad campaign that first started on YouTube.com. “It’s the greatest PR coup I’ve seen in years,” Cramer said. “You’re seeing a monster quarter and I think it’s the first of many.” Finally, Cramer mentioned that EQT Corporation (NYSE:EQT) recent land purchase of a gigantic chunk of the Marcellus Shale is a steal. “Anyone who bought a part of Marcellus and drilled there has seen their stock jump,” Cramer said. “EQT goes higher.” Get the scoop on tomorrow’s hottest trade ideas – TODAY! BeaconEquity.com PREMIER PICKS have an amazing track record. Join this select group and ride the profit wave!

expandJim Cramer’s ‘Stop Trading’: GS, SWN, XTO, XOM, TSCO, SMG, NYX, DECK

On Monday, Jim Cramer said the decision by Goldman Sachs Group Inc. (NYSE:GS) to upgrade natural gas is incredibly interesting because this may indicate some type of nat gas legislation is coming soon out of Washington.”You don’t make this call, unless you have some conviction,” he said. Cramer told viewers to look at Southwestern Energy Company (NYSE:SWN) because its the largest pure play driller left to be acquired. “The natural gas driller is like XTO Energy Inc. (NYSE:XTO), which got a bid from Exxon Mobil Corporation (NYSE:XOM),” he said. Tractor Supply Company (NASDAQ:TSCO) was upgraded by Piper Jaffray, and Cramer said this stock could have great momentum. He called TSCO a buy and said there is pent-up demand for gardening supplies. Usually that bodes well for The Scotts Miracle-Gro Company (NYSE:SMG), but Cramer said TSCO has better momentum. Moving on to the exchange sector, Cramer pointed out that NYSE Euronext (NYSE:NYX) has a good yield and looks to be breaking out. “If so, the stock will go higher,” he said. Finally, Cramer mentioned that Deckers Outdoor Corporation (NASDAQ:DECK) is a good cold-weather play due to the company’s Ugg product line. “This one is not done going up,” he said.   Join the fastest growing community of small cap investors at Stockhideout.com