Thursday, June 01, 2006
Real Money Blog
Shed No Tears Over Commodities Comedown
06/01/2006 10:23 AM
In this article, Cramer praises the drop in commodity prices, specifically gold , copper and zinc, as a net positive for the market.
In order to have the Fed pause, Cramer feels it is necessary to have commodity prices fall.
He exclaims: "This commodity cooling is a godsend and will send money back to the secular growers whose earnings don't need economic growth."
No Secret: Classifieds Won't Save Tribune
06/01/2006 10:13 AM
In this article, Cramer has many negative things to say about TRB. He feels their plans to grow Careerbuilder.com from 6% of revenue to 12-15% in three years is unrealistic.
Furthermore, he believes it is zero sum, since the ad dollars will likely subtract from their newspaper business.
Bottom line: Get out of TRB.
Market Just Keeps Getting Fed Wrong
06/01/2006 9:56 AM
In this article, Cramer believes the media is micro-analyzing the FOMC. Moreover, he feels the market keeps getting the Fed wrong.
Bottom line: "If we hear anything that indicates we could be in for more tightenings beyond 50 basis points -- and that would be extraordinary, because we obviously don't have the data yet to justify more than that -- we should sell."
What's Good for Ciena Is Good for Ciena
06/01/2006 9:37 AM
In this article, Cramer cites Ciena's CEO Gary Smith as the "best of the best" in the telco space.
He believes CIEN's announcement of better than expected revenue growth-- is good for CIEN only.
He mentions the last leg up in the networkers, which included: LU, ALA, ADCT, ANDW, NT, BKHM and JDSU, and states "shouldn't have flown."
Cramer believes the strongest players are CIEN and CNXT.
Wal-Mart Analyst Meeting May Be Sell Catalyst
06/01/2006 9:25 AM
In this article, Cramer cites last night's interview with SPLS's founder, Thomas Stemberg as reason to be cautious with WMT.
Stemberg says WMT is failing miserably overseas, specifically S. Korea and Germany.
Cramer believes Stemberg and suggests to sell the stock ahead of tomorrows analyst day.
Vonage Just Looks More Opportunistic
06/01/2006 9:11 AM
In this article, Cramer destoys VG. He feels the deal was done for greed and that both underwriter and company were opportunistic for hoodwinking the public to buy the deal.
Microsoft Will Just Get Cheaper
06/01/2006 8:41 AM
In this article, Cramer rips MSFT to shreds.
Cramer sums it up: "At this point we have many people talking about how Microsoft has become so cheap it has to be owned. OK, how about this? I am someone who owns it and wishes he didn't because I think it will become even cheaper!"
06/01/2006 10:23 AM
In this article, Cramer praises the drop in commodity prices, specifically gold , copper and zinc, as a net positive for the market.
In order to have the Fed pause, Cramer feels it is necessary to have commodity prices fall.
He exclaims: "This commodity cooling is a godsend and will send money back to the secular growers whose earnings don't need economic growth."
No Secret: Classifieds Won't Save Tribune
06/01/2006 10:13 AM
In this article, Cramer has many negative things to say about TRB. He feels their plans to grow Careerbuilder.com from 6% of revenue to 12-15% in three years is unrealistic.
Furthermore, he believes it is zero sum, since the ad dollars will likely subtract from their newspaper business.
Bottom line: Get out of TRB.
Market Just Keeps Getting Fed Wrong
06/01/2006 9:56 AM
In this article, Cramer believes the media is micro-analyzing the FOMC. Moreover, he feels the market keeps getting the Fed wrong.
Bottom line: "If we hear anything that indicates we could be in for more tightenings beyond 50 basis points -- and that would be extraordinary, because we obviously don't have the data yet to justify more than that -- we should sell."
What's Good for Ciena Is Good for Ciena
06/01/2006 9:37 AM
In this article, Cramer cites Ciena's CEO Gary Smith as the "best of the best" in the telco space.
He believes CIEN's announcement of better than expected revenue growth-- is good for CIEN only.
He mentions the last leg up in the networkers, which included: LU, ALA, ADCT, ANDW, NT, BKHM and JDSU, and states "shouldn't have flown."
Cramer believes the strongest players are CIEN and CNXT.
Wal-Mart Analyst Meeting May Be Sell Catalyst
06/01/2006 9:25 AM
In this article, Cramer cites last night's interview with SPLS's founder, Thomas Stemberg as reason to be cautious with WMT.
Stemberg says WMT is failing miserably overseas, specifically S. Korea and Germany.
Cramer believes Stemberg and suggests to sell the stock ahead of tomorrows analyst day.
Vonage Just Looks More Opportunistic
06/01/2006 9:11 AM
In this article, Cramer destoys VG. He feels the deal was done for greed and that both underwriter and company were opportunistic for hoodwinking the public to buy the deal.
Microsoft Will Just Get Cheaper
06/01/2006 8:41 AM
In this article, Cramer rips MSFT to shreds.
Cramer sums it up: "At this point we have many people talking about how Microsoft has become so cheap it has to be owned. OK, how about this? I am someone who owns it and wishes he didn't because I think it will become even cheaper!"
