Cramer's 'Mad Money' Recap - TheStreet.com

الموضوع في 'السوق الأمريكي للأوراق الماليه' بواسطة FreeTrader, بتاريخ ‏11 ابريل 2006.

  1. FreeTrader

    FreeTrader عضو محترف

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    On Monday's edition, Jim mentions National Oilwell Varco (NOV), an oil rig manufacturer and owner of 50% of the land-based rigs market. He believes the stock should be at $77 and says the high price of oil is not priced into the stock because people don't understand that oil prices will continue to track higher. He also says the co has "late-stage leverage" meaning that it makes money at the end of the oil cycle. Next, his stock of the week selection is NuVasive (NUVA), a medical device maker that focuses on spinal problems and makes gear for minimally invasive back surgery. He calls it a play on aging baby boomers with bad backs. He notes the great pipeline yet advised its one of the most speculative stocks he has ever recommended. Furthermore, he belives the stock is broken, not the company. Next, he recommends Avaya (AV) as one of the best plays on enterprise voice over Internet protocol technology. He thinks shares are cheap and the co is gaining share in the private share in private branch exchange market. This should translate into more of the VoIP market, which is where the money is. The co has 47% gross margins, as well as cash on the books, he said. And the co just bought back nearly 20 mln shares and has enough money to buy back more than 5% of its float. There's been "a lot of chatter about the March-quarter shortfall," he said, adding that this is one reason why the stock hasn't rallied.
     
  2. FreeTrader

    FreeTrader عضو محترف

    التسجيل:
    ‏15 سبتمبر 2005
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    'Mad Money' Recap: Lightning Round - TheStreet.com

    'Mad Money' Recap: Lightning Round - TheStreet.com


    Cramer was bullish on Best Buy (BBY), UnitedHealth Group (UNH), NightHawk Radiology (NHWK), Brocade Communications Systems (BRCD), Marvell Tech (MRVL), Juniper Networks (JNPR), Cisco (CSCO), Finisar (FNSR), Companhia Vale do Rio Doce (RIO) and Corning (GLW).

    منقول من بريفنق ...
    مجرد اخبار للعلم فقط
     
  3. FreeTrader

    FreeTrader عضو محترف

    التسجيل:
    ‏15 سبتمبر 2005
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    9,701
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    مكان الإقامة:
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    'Mad Money' Recap: Lightning Round cont. - TheStreet.com

    Cramer was bearish on Circuit City (CC), SanDisk (SNDK), NL Industries (NL) and National Beverage (FIZ).
     
  4. stockdemand1

    stockdemand1 عضو جديد

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    مشكور ابوابراهيم واتمني الاستمرار بنقل نفس نوعية الاخبار طالما سمح به وقتك لما له ( كرامر ) من تأثير على الاسهم التي يذكرها ولو بشكل مؤقت وسريع خصوصا في المنتديات الامريكيه .
     
  5. FreeTrader

    FreeTrader عضو محترف

    التسجيل:
    ‏15 سبتمبر 2005
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    عدد الإعجابات:
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    00:33 'Mad Money' Recap - Lightning Round cont. - TheStreet.com

    Cramer was bearish on Cablevision Systems (CVC), Time Warner (TWX), Comcast (CMCS), Petrobras Energia Participaciones (PZE), Wind River Systems (WIND), Northgate Minerals (NXG) Transmeridian Exploration (TMY), Sovereign Bancorp (SOV), Radiant Systems (RADS) and ElkCorp (ELK).

    00:29 'Mad Money' Recap: Lightning Round - TheStreet.com

    Cramer was bullish on Altria (MO), Weyerhaeuser (WY), Rite Aid (RAD), Schlumberger (SLB), Broadcom (BRCM), Goldcorp (GG), Commerce Bancorp (CBH), Freeport-McMoRan Copper & Gold (FCX), W.W. Grainger (GWW), Medtronic (MDT), URS (URS) and ConocoPhillips (COP).
     
  6. FreeTrader

    FreeTrader عضو محترف

    التسجيل:
    ‏15 سبتمبر 2005
    المشاركات:
    9,701
    عدد الإعجابات:
    12
    مكان الإقامة:
    الكويت
    00:23 Cramer's 'Mad Money' Recap - TheStreet.com

    On Tuesday's edition, Jim recommends Openwave Systems (OPWV), a co that makes the browser that allows a phone to run applications, and its software is already in almost a billion phones. The co already has more than 50% of the market share in handsets, he said, adding that it should only make more money as people use phones for more complex tasks. He also said that sales of multimedia handsets should grow by 12% a year through 2009. And since the co is trading at less than one times earnings, the stock is a steal. Next, he suggests TransDigm Group (TDG) and reasons the aerospace industry has been rising, but for no good reason TransDigm hasn't participated. He thinks its cheap and beieves the price disparity won't last. Finally, he recommends Avanir Pharma (AVNR) and says the FDA has given some of its formulations priority status. For example, they have given the co's Neurodex fast track status, and Cramer said that it should be able to do $150 mln in sales if it is approved. Better still, he said that the treatment could also get "orphan drug status," giving it a seven-year monopoly in addition to patent protection. The co is working with Novartis (NVS) on deals that could Avanir $200 mln in milestone payments, and is also involved in deals with AstraZeneca (AZN).
     
  7. FreeTrader

    FreeTrader عضو محترف

    التسجيل:
    ‏15 سبتمبر 2005
    المشاركات:
    9,701
    عدد الإعجابات:
    12
    مكان الإقامة:
    الكويت
    'Mad Money' Recap: Lightning Round - TheStreet.com

    Cramer was bullish on Rackable (RACK), Apple (AAPL), Crown Holdings (CCK), Avaya (AV), Biogen Idec (BIIB), Tom Online (TOMO), Procter & Gamble (PG), Crystallex International (KRY), Illinois Tool Works (ITW), Arena Pharmaceuticals (ARNA), Darden Restaurants (DRI) and Yum Brands (YUM).
     
  8. FreeTrader

    FreeTrader عضو محترف

    التسجيل:
    ‏15 سبتمبر 2005
    المشاركات:
    9,701
    عدد الإعجابات:
    12
    مكان الإقامة:
    الكويت
    'Mad Money' Recap: Lightning Round cont. - TheStreet.com

    Cramer was bearish on China Medical Technologies (CMED), AudioCodes (AUDC), Intuitive Surgical (ISRG), Kimberly-Clark (KMB), Oracle (ORCL), Fastenal (FAST) and Applebee's International (APPB).
     
  9. FreeTrader

    FreeTrader عضو محترف

    التسجيل:
    ‏15 سبتمبر 2005
    المشاركات:
    9,701
    عدد الإعجابات:
    12
    مكان الإقامة:
    الكويت
    Cramer's 'Mad Money' Recap - TheStreet.com

    On Wednesday's edition, Jim discussed companies in banking and health that are beginning to employ automation. First, he recommends Online Resources (ORCC) as the best pure play for online banking. He said that Online Resources is different from other companies because it focuses on small and midsize banks. This is the "sweet spot," Cramer said, because small banks are the ones that most need to contain costs and offer customers more value added. Next, he recommends Cerner (CERN), a co that makes systems that manage patient information. He pointed out that Cerner has posted sequential revenue growth in the last 10 quarters and that its cash flow has grown since 2002. Plus, he said that its technology is the best in the business and that Cerner has spent more than $1 bln in research and development over the last year. He also thinks Cerner could guide its earnings higher.
     
  10. stockdemand1

    stockdemand1 عضو جديد

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    ‏27 سبتمبر 2003
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    مشكور ابوابراهيم ماتقصر اخوي بارك الله فيك .
     
  11. FreeTrader

    FreeTrader عضو محترف

    التسجيل:
    ‏15 سبتمبر 2005
    المشاركات:
    9,701
    عدد الإعجابات:
    12
    مكان الإقامة:
    الكويت
    Cramer was bullish on Cisco Systems (CSCO), Wells Fargo (WFC), Abercrombie & Fitch (ANF), Occidental Petroleum (OXY), Nabors (NBR), GameStop (GME), Anglo American UK (AAUK), Lehman Brothers (LEH), Bear Stearns (BSC) and Goldman Sachs (GS).
     
  12. FreeTrader

    FreeTrader عضو محترف

    التسجيل:
    ‏15 سبتمبر 2005
    المشاركات:
    9,701
    عدد الإعجابات:
    12
    مكان الإقامة:
    الكويت
    Cramer was bearish on Wachovia (WB), Pacific Sunwear (PSUN), Royal Dutch Shell (RDS.A), BP (BP), Diamond Offshore Drilling (DO), North American Palladium (PAL) and Dick's Sporting Goods (DKS).
     
  13. FreeTrader

    FreeTrader عضو محترف

    التسجيل:
    ‏15 سبتمبر 2005
    المشاركات:
    9,701
    عدد الإعجابات:
    12
    مكان الإقامة:
    الكويت
    Cramer was bullish on Level 3 Communications (LVLT), WellPoint (WLP), Brush Engineered Materials (BW), Dynegy (DYN), Brocade Communications (BRCD), Openwave Systems (OPWV), Broadcom (BRCM), Nabors (NBR), Coach (COH), Halliburton (HAL), Bank of America (BAC), Progenics Pharmaceuticals (PGNX), Chevron (CVX), Occidental Petroleum (OXY), BHP Billiton (BHP), Phelps Dodge (PD), Southern Copper (PCU) and Conexant (CNXT).
     
  14. FreeTrader

    FreeTrader عضو محترف

    التسجيل:
    ‏15 سبتمبر 2005
    المشاركات:
    9,701
    عدد الإعجابات:
    12
    مكان الإقامة:
    الكويت
    Cramer was bearish on Pioneer Drilling (PDC), Vitesse Semiconductor (VTSS), Murphy Oil (MUR), EuroZinc Mining (EZM) and CBOT Holdings (BOT).