Monday, July 31, 2006
Real Money Blog
Infrastructure Stocks Overdue for a Lift
07/31/2006 3:30 PM
In this article, Cramer says the true way to play the spike in natty and oil is buying infrastructure stocks.
He exclaims: "The only way to beat the higher cost of natural gas or oil is to build plants that use cheaper fuels, whether they be nuclear, or shale or heavy crude or bad coal. Why can't people see that?"
Bloom Is Back on Coal, Rails
07/31/2006 3:09 PM
In this article, Cramer cites the spike in natural gas and declares coal "is beginning to regain its luster."
Moreover, his picks are: BTU. ACI and CSX.
A Wells Fargo, Countrywide Disparity
07/31/2006 2:56 PM
In this article, Cramer marvels over the "tremendous disparity" between CFC and WFC valuations.
He exclaims: "Third, when the Fed is done -- and it will be shortly -- I can't imagine a better horse to be on than Countrywide. It has all of the upside of a homebuilder without that downside."
Bottom line: Cramer would buy CFC here.
Don't Bet Your Retail Bottom Dollar
07/31/2006 12:21 PM
In this article, Cramer is somewhat bearish on retail. He recommends waiting until the Fed is done-- before buying select retail names.
He exclaims: "Do you realize that every attempt to call the bottom in the retail/cyclical complex has completely and utterly failed since May 11? Can you really believe that with the gas pump going up to $3.25 a gallon that you can be positive?"
UnitedHealth May Benefit From Aetna
07/31/2006 10:41 AM
In this article, Cramer believes there will be no option backdating implications at UNH. Furthermore, he cites AET "pulling back" from price cuts as a net positive for the group.
Bottom line: "Dr. UNH" likes UNH again.
Natural Gas Deficiency Breeds Rally
07/31/2006 10:26 AM
In this article, Cramer cites the 50% spike in natural gas and declares "We simply don't have a lot of storage in natural gas, and the analysts who were so wrong at the top on this one now are fighting the increase tooth and nail..."
Cramer exclaims: "The rally you see in natural gas is real. The shorts who have leaned for months on the natural gas drillers and the natural gas players are being proved dead wrong."
NOTE: Cramer has been spot on with natty.
Limited Supply Will Keep Oil High
07/31/2006 10:08 AM
In this article, Cramer cites reasons why oil will remain expensive, such as: lack of domestic drilling, unrest in Nigeria, Venezuela and Iran tensions, lack of investment in Canadian shale oil, Mass. saying no to a giant LNG plant.
Bottom line: Cramer believes oil is going higher.
Cell-Phone Sector Offers Technology Bright Spot
07/31/2006 8:40 AM
In this article, Cramer praises the cellphone industry. His favorites are NOK, MOT and QCOM.
He exclaims: "As I looked through the financials of Nokia, Motorola and Qualcomm, I was also struck about how the expectations have been totally taken out of the group and that, even though, they rallied substantially last week, you could have something in tech to, at last, hang your hat on."
07/31/2006 3:30 PM
In this article, Cramer says the true way to play the spike in natty and oil is buying infrastructure stocks.
He exclaims: "The only way to beat the higher cost of natural gas or oil is to build plants that use cheaper fuels, whether they be nuclear, or shale or heavy crude or bad coal. Why can't people see that?"
Bloom Is Back on Coal, Rails
07/31/2006 3:09 PM
In this article, Cramer cites the spike in natural gas and declares coal "is beginning to regain its luster."
Moreover, his picks are: BTU. ACI and CSX.
A Wells Fargo, Countrywide Disparity
07/31/2006 2:56 PM
In this article, Cramer marvels over the "tremendous disparity" between CFC and WFC valuations.
He exclaims: "Third, when the Fed is done -- and it will be shortly -- I can't imagine a better horse to be on than Countrywide. It has all of the upside of a homebuilder without that downside."
Bottom line: Cramer would buy CFC here.
Don't Bet Your Retail Bottom Dollar
07/31/2006 12:21 PM
In this article, Cramer is somewhat bearish on retail. He recommends waiting until the Fed is done-- before buying select retail names.
He exclaims: "Do you realize that every attempt to call the bottom in the retail/cyclical complex has completely and utterly failed since May 11? Can you really believe that with the gas pump going up to $3.25 a gallon that you can be positive?"
UnitedHealth May Benefit From Aetna
07/31/2006 10:41 AM
In this article, Cramer believes there will be no option backdating implications at UNH. Furthermore, he cites AET "pulling back" from price cuts as a net positive for the group.
Bottom line: "Dr. UNH" likes UNH again.
Natural Gas Deficiency Breeds Rally
07/31/2006 10:26 AM
In this article, Cramer cites the 50% spike in natural gas and declares "We simply don't have a lot of storage in natural gas, and the analysts who were so wrong at the top on this one now are fighting the increase tooth and nail..."
Cramer exclaims: "The rally you see in natural gas is real. The shorts who have leaned for months on the natural gas drillers and the natural gas players are being proved dead wrong."
NOTE: Cramer has been spot on with natty.
Limited Supply Will Keep Oil High
07/31/2006 10:08 AM
In this article, Cramer cites reasons why oil will remain expensive, such as: lack of domestic drilling, unrest in Nigeria, Venezuela and Iran tensions, lack of investment in Canadian shale oil, Mass. saying no to a giant LNG plant.
Bottom line: Cramer believes oil is going higher.
Cell-Phone Sector Offers Technology Bright Spot
07/31/2006 8:40 AM
In this article, Cramer praises the cellphone industry. His favorites are NOK, MOT and QCOM.
He exclaims: "As I looked through the financials of Nokia, Motorola and Qualcomm, I was also struck about how the expectations have been totally taken out of the group and that, even though, they rallied substantially last week, you could have something in tech to, at last, hang your hat on."
