Monday, May 22, 2006
Real Money Blog
Shock at the Pump Boosts Defensives
05/22/2006 11:21 AM
In this article, Cramer suggests the "shock at the pump" is starting to adversly affect retailers, such as :HD, LOW, BBY, TGT etc.
Furthermore, he believes investor dollars are being redeployed into names like WWY, KO and KMB.
Lift a Barbell Approach for Strong Defense
05/22/2006 11:09 AM
In this article, Cramer cites the wretched tape we are in and suggests to"circle the wagons around a few commodity/machinery stocks with cheap multiples (remember, the coppers, coals and irons are not cheap) and then take the spare dollars and buy some defensive names and some tech stocks that still should grow regardless of the Fed's tightening. "
Also, Cramer notes the difficulty in finding quality defensive stocks.
Wrong Generals Lead the Market Lower
05/22/2006 10:32 AM
In this article, Cramer says this market is reminiscent of 2001.
He exclaims: "We should be worried because the commodities are crashing, oil is coming down and real estate's been trashed by higher rates."
Also, Cramer is incredibly melancholy in this article. Basically, he is worried about the fed, commodity stocks and the general tone of the market.
He exclaims: "We need the Fed to heed the market's call as it did in 1994-1995, and to avoid at all costs the 2000-2001 story where the Fed takes rates to 6.5%. "
Up With a Down Opening
05/22/2006 8:48 AM
In this article, Cramer suggests we are "nicely oversold." He cites a -5 on the oscillator being the lowest he has seen since before the crash of 1987 and post 9/11.
He sums it up: "Moreover, we are simply looking at the change in leadership, away from commodities -- which are all now judged to be broken -- and toward technology, and other classic growth stocks."
05/22/2006 11:21 AM
In this article, Cramer suggests the "shock at the pump" is starting to adversly affect retailers, such as :HD, LOW, BBY, TGT etc.
Furthermore, he believes investor dollars are being redeployed into names like WWY, KO and KMB.
Lift a Barbell Approach for Strong Defense
05/22/2006 11:09 AM
In this article, Cramer cites the wretched tape we are in and suggests to"circle the wagons around a few commodity/machinery stocks with cheap multiples (remember, the coppers, coals and irons are not cheap) and then take the spare dollars and buy some defensive names and some tech stocks that still should grow regardless of the Fed's tightening. "
Also, Cramer notes the difficulty in finding quality defensive stocks.
Wrong Generals Lead the Market Lower
05/22/2006 10:32 AM
In this article, Cramer says this market is reminiscent of 2001.
He exclaims: "We should be worried because the commodities are crashing, oil is coming down and real estate's been trashed by higher rates."
Also, Cramer is incredibly melancholy in this article. Basically, he is worried about the fed, commodity stocks and the general tone of the market.
He exclaims: "We need the Fed to heed the market's call as it did in 1994-1995, and to avoid at all costs the 2000-2001 story where the Fed takes rates to 6.5%. "
Up With a Down Opening
05/22/2006 8:48 AM
In this article, Cramer suggests we are "nicely oversold." He cites a -5 on the oscillator being the lowest he has seen since before the crash of 1987 and post 9/11.
He sums it up: "Moreover, we are simply looking at the change in leadership, away from commodities -- which are all now judged to be broken -- and toward technology, and other classic growth stocks."
