Tuesday, June 20, 2006
Real Money Blog
Even Volatility's Gotten Uneven
06/20/2006 3:16 PM
In this article, Cramer claims the market is NOT experiencing volatility. He believes the volatility is isolated in the enery, biotech, and airline sectors. He does not see any volatility in the drugs, semiconductors or the banks.
Furthermore, he cites the ETF's and option markets as the root cause of volatility in the energy sector and believes these factors will "dissuade people" from owning the stocks.
Bargain Bin Stuffed With Good Stocks
06/20/2006 12:59 PM
In this article, Cramer cites good stocks going down "for no good reason," and declares them bargains.
He mentions: S, URS, FWLT, EPL, HD and GIS.
The Conditions Are Right for a Rally
06/20/2006 11:58 AM
In this article, Cramer turns bullish again. He cites the market advances and feels there will be no margin selling today, exclaiming: "you have what some technicians would call a successful retest and you have a lot of little people out of the way after Monday's rout."
Finally, Cramer believes the "shorts" were "cuaght short" again. He feels the market will rally, but not go too far-- due to the Fed.
Dip in Sears Offers Opportunity
06/20/2006 11:19 AM
In this article, Cramer attempts to defend SHLD by comparing it to LOW.
He exclaims: "Think about it, Lowe's comes out and says the first two weeks of its quarter have benefited from having much better weather across the country for all sorts of products -- products that are sold at Sears. It wouldn't be an issue worth addressing if Sears had not fallen 15 straight points."
Moreover, Cramer cites a potential deal between SHLD and LPL-- where LG would sell its product in Sears, as a near term catalyst that may boost shares. Coupled with potential real estate sales, Cramer says "Every big downturn in this stock has been an opportunity. This time will be no different."
Let Competitors Come for Nortel
06/20/2006 9:46 AM
In this article, Cramer rips NT for touting a 3 million dollar contract win.
He exclaims: "I continue to think that Nortel, even at $2, is no bargain. Everyone wants to speculate that a $2 stock could go to $3 or $4. I am all for speculation. But the situation with Nortel continues to deteriorate."
Bottom line: Cramer wants you to stay away from NT. Also, the new Siemens/NOK venture can adversely affect NT.
This Market Action Isn't About the Companies
06/20/2006 9:37 AM
In this article, Cramer reverses his bullish stance from last Thursday, exclaiming "This market is the mirror image of a market that is overbought with a lot of bulls. You know that it is due for a fall; it's only a matter of when."
Again, he blames yesterday's decline on "margin players."
Finally, he blames the Rydex funds for exacerbating market volatility.
He exclaims: "I think we do have a Rydex problem these days, though, as defined by those who switch in and out of bull and bear funds at the end of the day."
Vonage, It's Time to Break the Deal
06/20/2006 9:07 AM
In this article, Cramer rips the regulators for allowing VG become so "scandalous."
Furthermore, he cites VZ lawsuit verses VG and exclaims: "If Verizon gets an injunction, I have to say that I think that Vonage could be finished as a competitive force."
Bottom line: Cramer is pounding the table for VG to cancel the deal, just like Wilt Chamberlain did in 1993.
Hedge Fund Cash-Outs Pressure Oil
06/20/2006 8:43 AM
In this article, Cramer attributes recent declines in the oil/gas sector, despite strong oil prices, to hedge funds meeting redemptions.
He exclaims: "I think that's because a bunch of hedge funds that made leveraged bets to commodities -- all commodities -- are getting giant redemptions. You have monthly redemption notices that go out from investors in hedge funds. Since the May 11 peak in all commodities, the group has been down hard. It was down long enough in May that the redemptions could have been put in at the end of the month. Those are the ones coming due in 10 days."
Bottom line: Cramer believes after the Fed meeting, the oil/gas sectoralong with the general market, may be due for a "tremendous rally."
06/20/2006 3:16 PM
In this article, Cramer claims the market is NOT experiencing volatility. He believes the volatility is isolated in the enery, biotech, and airline sectors. He does not see any volatility in the drugs, semiconductors or the banks.
Furthermore, he cites the ETF's and option markets as the root cause of volatility in the energy sector and believes these factors will "dissuade people" from owning the stocks.
Bargain Bin Stuffed With Good Stocks
06/20/2006 12:59 PM
In this article, Cramer cites good stocks going down "for no good reason," and declares them bargains.
He mentions: S, URS, FWLT, EPL, HD and GIS.
The Conditions Are Right for a Rally
06/20/2006 11:58 AM
In this article, Cramer turns bullish again. He cites the market advances and feels there will be no margin selling today, exclaiming: "you have what some technicians would call a successful retest and you have a lot of little people out of the way after Monday's rout."
Finally, Cramer believes the "shorts" were "cuaght short" again. He feels the market will rally, but not go too far-- due to the Fed.
Dip in Sears Offers Opportunity
06/20/2006 11:19 AM
In this article, Cramer attempts to defend SHLD by comparing it to LOW.
He exclaims: "Think about it, Lowe's comes out and says the first two weeks of its quarter have benefited from having much better weather across the country for all sorts of products -- products that are sold at Sears. It wouldn't be an issue worth addressing if Sears had not fallen 15 straight points."
Moreover, Cramer cites a potential deal between SHLD and LPL-- where LG would sell its product in Sears, as a near term catalyst that may boost shares. Coupled with potential real estate sales, Cramer says "Every big downturn in this stock has been an opportunity. This time will be no different."
Let Competitors Come for Nortel
06/20/2006 9:46 AM
In this article, Cramer rips NT for touting a 3 million dollar contract win.
He exclaims: "I continue to think that Nortel, even at $2, is no bargain. Everyone wants to speculate that a $2 stock could go to $3 or $4. I am all for speculation. But the situation with Nortel continues to deteriorate."
Bottom line: Cramer wants you to stay away from NT. Also, the new Siemens/NOK venture can adversely affect NT.
This Market Action Isn't About the Companies
06/20/2006 9:37 AM
In this article, Cramer reverses his bullish stance from last Thursday, exclaiming "This market is the mirror image of a market that is overbought with a lot of bulls. You know that it is due for a fall; it's only a matter of when."
Again, he blames yesterday's decline on "margin players."
Finally, he blames the Rydex funds for exacerbating market volatility.
He exclaims: "I think we do have a Rydex problem these days, though, as defined by those who switch in and out of bull and bear funds at the end of the day."
Vonage, It's Time to Break the Deal
06/20/2006 9:07 AM
In this article, Cramer rips the regulators for allowing VG become so "scandalous."
Furthermore, he cites VZ lawsuit verses VG and exclaims: "If Verizon gets an injunction, I have to say that I think that Vonage could be finished as a competitive force."
Bottom line: Cramer is pounding the table for VG to cancel the deal, just like Wilt Chamberlain did in 1993.
Hedge Fund Cash-Outs Pressure Oil
06/20/2006 8:43 AM
In this article, Cramer attributes recent declines in the oil/gas sector, despite strong oil prices, to hedge funds meeting redemptions.
He exclaims: "I think that's because a bunch of hedge funds that made leveraged bets to commodities -- all commodities -- are getting giant redemptions. You have monthly redemption notices that go out from investors in hedge funds. Since the May 11 peak in all commodities, the group has been down hard. It was down long enough in May that the redemptions could have been put in at the end of the month. Those are the ones coming due in 10 days."
Bottom line: Cramer believes after the Fed meeting, the oil/gas sectoralong with the general market, may be due for a "tremendous rally."
