Wednesday, May 10, 2006
Real Money Blog
Market Balky on Firms With Pending Drugs
05/10/2006 12:50 PM
In this article, Cramer discusses CEPH.
Bottom line: Don't buy yet. The tape for anything healthcare is terrible.
Shift Focus to the Big-Caps in High Gear
05/10/2006 12:04 PM
In this article, Cramer applauds the recent run in large cap stocks. He mentions UTX, GM, SLB, BA, CAT and CMI.
Also, he attributes recent weakness in tech and healthcare to a shift in sentiment to the industrials.
Finally, Cramer cites UTX's recent share buyback as part of the reason why the stock has done so well.
"...and there's excess cash with no stock being issued for acquisitions (again, unlike tech), this is what you get!"
Huge Capital Supply Overwhelms Stocks
05/10/2006 11:03 AM
In this article, Cramer claims the balance sheet favors the bulls.
He exclaims: "For the first time in history, we have not one, not two, but three pools of trillions of dollars of wealth. We have the hedge funds, the private equity funds and the petrodollar gang."
Clueless Sellers Batter UnitedHealth
05/10/2006 10:43 AM
In this article, Cramers claims "position trading" is killing UNH.
He exclaims: "All three of the biggest owners of this stock -- Fidelity, Marsico and Janus -- are rumored to be sellers. That's 120 million, 69 million and 55 million shares, respectively, a lot of supply."
He feels unless the sellers stop piecemealing the stock-- UNH will not bottom. Cramer believes the stock is at its cheapest point ever and that the sellers "don't know how to trade."
05/10/2006 12:50 PM
In this article, Cramer discusses CEPH.
Bottom line: Don't buy yet. The tape for anything healthcare is terrible.
Shift Focus to the Big-Caps in High Gear
05/10/2006 12:04 PM
In this article, Cramer applauds the recent run in large cap stocks. He mentions UTX, GM, SLB, BA, CAT and CMI.
Also, he attributes recent weakness in tech and healthcare to a shift in sentiment to the industrials.
Finally, Cramer cites UTX's recent share buyback as part of the reason why the stock has done so well.
"...and there's excess cash with no stock being issued for acquisitions (again, unlike tech), this is what you get!"
Huge Capital Supply Overwhelms Stocks
05/10/2006 11:03 AM
In this article, Cramer claims the balance sheet favors the bulls.
He exclaims: "For the first time in history, we have not one, not two, but three pools of trillions of dollars of wealth. We have the hedge funds, the private equity funds and the petrodollar gang."
Clueless Sellers Batter UnitedHealth
05/10/2006 10:43 AM
In this article, Cramers claims "position trading" is killing UNH.
He exclaims: "All three of the biggest owners of this stock -- Fidelity, Marsico and Janus -- are rumored to be sellers. That's 120 million, 69 million and 55 million shares, respectively, a lot of supply."
He feels unless the sellers stop piecemealing the stock-- UNH will not bottom. Cramer believes the stock is at its cheapest point ever and that the sellers "don't know how to trade."
