Wednesday, May 03, 2006
Real Money Blog
Health, Consumer Stocks Cycling Downhill
05/03/2006 10:55 AM
In this article, Cramer sounds very melancholy on the healthcare sector. He states: "You will soon hear that we are at the end of a secular shift in soft goods and health care, an end of the great growth that we are used to in all things health care and consumer nondurable. "
He claims drug and healthcare providers no longer have pricing power and are subject to government policy changes.
Also, he notes the breakdowns in UNH and CEPH.
It's Loony Not to Invest in Canada
05/03/2006 9:45 AM
In this article, Cramer is bullish on Canada, specifically banks. He likes i-shares Canada (IWC), RY, and SU.
Cramer notes he would "take some down," today.
UBS Goes From Also-Ran to Highflier
05/03/2006 8:39 AM
In this article, Cramer sees UBS penetrating the U.S. market and puts them in the same category as GS,BSC,MER and LEH.
He notes that UBS trades at a premium to U.S. brokers, but would still own it, via calls or stock, ahead of earnings due tomorrow.
05/03/2006 10:55 AM
In this article, Cramer sounds very melancholy on the healthcare sector. He states: "You will soon hear that we are at the end of a secular shift in soft goods and health care, an end of the great growth that we are used to in all things health care and consumer nondurable. "
He claims drug and healthcare providers no longer have pricing power and are subject to government policy changes.
Also, he notes the breakdowns in UNH and CEPH.
It's Loony Not to Invest in Canada
05/03/2006 9:45 AM
In this article, Cramer is bullish on Canada, specifically banks. He likes i-shares Canada (IWC), RY, and SU.
Cramer notes he would "take some down," today.
UBS Goes From Also-Ran to Highflier
05/03/2006 8:39 AM
In this article, Cramer sees UBS penetrating the U.S. market and puts them in the same category as GS,BSC,MER and LEH.
He notes that UBS trades at a premium to U.S. brokers, but would still own it, via calls or stock, ahead of earnings due tomorrow.
