Thursday, May 11, 2006
Real Money Blog
What It Would Take to Bring Telecom Back
05/11/2006 3:16 PM
In this article, Cramer addresses the recent weakness in the networking stocks. He feels CSCO's dissappointment, coupled with JDSU's unnecessary 375 million convertable bond offering are major contributors that have soured investor sentiment in the sector.
Furthermore, he believes the sector still has downside and would buy CNXT, FNSR and CIEN into weakness.
However, he will not buy until one of the following catalyst materializes:
"A takeover. We haven't had another since Lucent, and that's been sagging.
A cooling of the four bull markets I outlined repeatedly today.
Some upgrades. Remember no one is sponsoring this group.
A sense that the telcos have to accelerate their spending because of lost share from cable. "
Pounce on the Energy Disconnect
5/11/2006 1:25 PM
In this article, Cramer recommends buying HAL and especially SLB-- as the stocks sell off despite higher oil prices.
Bored With Copper? Too Bad
05/11/2006 12:36 PM
In this article, Cramer suggests waiting for BTU to come down, prior to buying it. Also, he wants to buy some of the "higher quality" metal stocks, specifically mid-cap
05/11/2006 3:16 PM
In this article, Cramer addresses the recent weakness in the networking stocks. He feels CSCO's dissappointment, coupled with JDSU's unnecessary 375 million convertable bond offering are major contributors that have soured investor sentiment in the sector.
Furthermore, he believes the sector still has downside and would buy CNXT, FNSR and CIEN into weakness.
However, he will not buy until one of the following catalyst materializes:
"A takeover. We haven't had another since Lucent, and that's been sagging.
A cooling of the four bull markets I outlined repeatedly today.
Some upgrades. Remember no one is sponsoring this group.
A sense that the telcos have to accelerate their spending because of lost share from cable. "
Pounce on the Energy Disconnect
5/11/2006 1:25 PM
In this article, Cramer recommends buying HAL and especially SLB-- as the stocks sell off despite higher oil prices.
Bored With Copper? Too Bad
05/11/2006 12:36 PM
In this article, Cramer suggests waiting for BTU to come down, prior to buying it. Also, he wants to buy some of the "higher quality" metal stocks, specifically mid-cap
