Monday, June 19, 2006
Real Money Blog
The Tech Hiding Place: Hewlett-Packard
06/19/2006 10:37 AM
In this article, Cramer pounds the table for HPQ.
He exclaims: "I suspect that it can go higher without any problem, simply because the valuation is so darned cheap."
Finally, he believes it's an "excellent place to hide."
Retail Blowouts Blast Consumer Worries
06/19/2006 10:26 AM
In this article, Cramer cites CC and KMX for their "terrific" quarterly results.
Cramer feels the worries over a hobbled consumer are "overblown."
If the consumer should stop spending: "I think we lose the ability to dodge the recession that the long bond's inversion tells us must happen."
Monster Options Problem Looms Smaller
06/19/2006 9:48 AM
In this article, Cramer minimizes the importance of the "option backdating" investigations.
He exclaims: "In the end, I suspect the Justice Department will drop its inquiries and the SEC will consider all of these issues as civil, and that these will not have much impact at all on earnings per share. I say that because there are simply too many of these investigations to matter at this point."
Furthermore, he believes the stocks that have sold off due to option backdating investigations, like MNST, should be bought on dips.
Wal-Mart's Woes Abroad May Stunt Growth
06/19/2006 9:38 AM
In this article, Cramer cites WMT's weak operations in Germany and S. Korea and suggests selling the stock.
Telecom Pricing Has to Get Rational
06/19/2006 8:44 AM
In this article, Cramer cites the merger between NOK and SI's telecom divisions.
Although, he thinks the deal is a net positive, he is not convinced it is time to buy CIEN, TLAB, CNXT, JDSU, NT, yet.
He sums it up: "I think this deal is positive for sure, but the consolidation remains problematic at best and the combo doesn't make me want to put any more into this sector -- yet."
NOTE: Here is a good rebuttal to Cramer's dismissive attitude towards option backdating, with regards to MNST.
06/19/2006 10:37 AM
In this article, Cramer pounds the table for HPQ.
He exclaims: "I suspect that it can go higher without any problem, simply because the valuation is so darned cheap."
Finally, he believes it's an "excellent place to hide."
Retail Blowouts Blast Consumer Worries
06/19/2006 10:26 AM
In this article, Cramer cites CC and KMX for their "terrific" quarterly results.
Cramer feels the worries over a hobbled consumer are "overblown."
If the consumer should stop spending: "I think we lose the ability to dodge the recession that the long bond's inversion tells us must happen."
Monster Options Problem Looms Smaller
06/19/2006 9:48 AM
In this article, Cramer minimizes the importance of the "option backdating" investigations.
He exclaims: "In the end, I suspect the Justice Department will drop its inquiries and the SEC will consider all of these issues as civil, and that these will not have much impact at all on earnings per share. I say that because there are simply too many of these investigations to matter at this point."
Furthermore, he believes the stocks that have sold off due to option backdating investigations, like MNST, should be bought on dips.
Wal-Mart's Woes Abroad May Stunt Growth
06/19/2006 9:38 AM
In this article, Cramer cites WMT's weak operations in Germany and S. Korea and suggests selling the stock.
Telecom Pricing Has to Get Rational
06/19/2006 8:44 AM
In this article, Cramer cites the merger between NOK and SI's telecom divisions.
Although, he thinks the deal is a net positive, he is not convinced it is time to buy CIEN, TLAB, CNXT, JDSU, NT, yet.
He sums it up: "I think this deal is positive for sure, but the consolidation remains problematic at best and the combo doesn't make me want to put any more into this sector -- yet."
NOTE: Here is a good rebuttal to Cramer's dismissive attitude towards option backdating, with regards to MNST.
