Friday, June 23, 2006
Real Money Blog
Deals Make It Worth Staying in the Game
06/23/2006 12:01 PM
In this article, Cramer cites the oil deals today, and suggests the same could happen in the "copper and gold and aluminum and coal names." He feels BHP, RIO or PD may be interested in making acquisitions. Also, he believes the drillers, such as GW, BHI and PTEN, are potential takeover targets.
HMOs Will Thrive on Ignored Positives
06/23/2006 10:52 AM
In this article, Cramer believes the biggest beneficiaries of generic price cuts are the HMO's.
Cramer cites many reasons to own the HMO's, but sums it up best saying: "I think the group is ready to rock."
Finally, he admits his flip-flopping analysis of the group, exclaiming: "I know that I too have waffled on HMOs, but they all have come down to levels that reflect disaster pricing and have held those levels."
NOTE: Nice to see Jim acknowledge his waffling.
Microsoft, Buy Yahoo!
06/23/2006 10:20 AM
In this article, Cramer joins Merril Lynch in urging MSFT to spend all of its cash and buy YHOO.
He exclaims: "My worry is that Microsoft will feel that it can develop a credible threat to Yahoo!. Microsoft always seems to want to go it alone. I don't blame the company; it has a lot of cash and doesn't want to dilute its earnings ."
Finally, Cramer believes MSFT will regain internet dominance over GOOG from buying YHOO.
Give General Motors Some Credit
06/23/2006 9:33 AM
In this article, Cramer pounds the table on GM-- suggesting the stock is undervalued.
He exclaims: "I am not saying that GM is a blue-chip stock. I would say that it has a fighting chance to print some really big numbers. Thursday a high-level executive from GM foretold a huge quarter. The stock moved up a tad, but nowhere near what I thought it should, given that news."
Oil Inventories Prove a Misdirection Play
06/23/2006 9:22 AM
In this article, Cramer boldly states: " Inventories mean nothing when it comes to oil."
Furthermore, he cites the APC-WGR-KMG deals today and suggests looking at company financials, instead of media driven oil inventory data.
06/23/2006 12:01 PM
In this article, Cramer cites the oil deals today, and suggests the same could happen in the "copper and gold and aluminum and coal names." He feels BHP, RIO or PD may be interested in making acquisitions. Also, he believes the drillers, such as GW, BHI and PTEN, are potential takeover targets.
HMOs Will Thrive on Ignored Positives
06/23/2006 10:52 AM
In this article, Cramer believes the biggest beneficiaries of generic price cuts are the HMO's.
Cramer cites many reasons to own the HMO's, but sums it up best saying: "I think the group is ready to rock."
Finally, he admits his flip-flopping analysis of the group, exclaiming: "I know that I too have waffled on HMOs, but they all have come down to levels that reflect disaster pricing and have held those levels."
NOTE: Nice to see Jim acknowledge his waffling.
Microsoft, Buy Yahoo!
06/23/2006 10:20 AM
In this article, Cramer joins Merril Lynch in urging MSFT to spend all of its cash and buy YHOO.
He exclaims: "My worry is that Microsoft will feel that it can develop a credible threat to Yahoo!. Microsoft always seems to want to go it alone. I don't blame the company; it has a lot of cash and doesn't want to dilute its earnings ."
Finally, Cramer believes MSFT will regain internet dominance over GOOG from buying YHOO.
Give General Motors Some Credit
06/23/2006 9:33 AM
In this article, Cramer pounds the table on GM-- suggesting the stock is undervalued.
He exclaims: "I am not saying that GM is a blue-chip stock. I would say that it has a fighting chance to print some really big numbers. Thursday a high-level executive from GM foretold a huge quarter. The stock moved up a tad, but nowhere near what I thought it should, given that news."
Oil Inventories Prove a Misdirection Play
06/23/2006 9:22 AM
In this article, Cramer boldly states: " Inventories mean nothing when it comes to oil."
Furthermore, he cites the APC-WGR-KMG deals today and suggests looking at company financials, instead of media driven oil inventory data.
