Thursday, July 06, 2006
Real Money Blog
Oils, Drillers Still Kicking
07/06/2006 4:06 PM
In this article, Cramer feels the market is giving investors yet another opportunity to get into the oil sector.
He exclaims: "Here's Goldman saying oil could go much higher. You have rigs being pulled from the Gulf because the dayrates are too low -- and yet they are higher than they have ever been. You have hurricane season right around the block, and yet you still don't have most of these stocks at their 52-week highs..."
He mentions HAL, NBR, DVN, SWN and OII as potential buys.
Following the Latin Rhythm
07/06/2006 3:47 PM
In this article, Cramer cites the surge in latin american stocks, "on the heels of the Mexican election," and suggests AMX and CX should trade back toward new highs.
Furthermore, he feels Columbia is "viciously pro-capitalist" and recommends buying CIB-- more so than both BBD and ITU.
NOTE: Come on Jim.
Grading on a Curve
07/06/2006 1:25 PM
In this article, Cramer suggests JCP traded lower after reporting comparable sales numbers because "The expectations were just too darned high for J.C. Penney."
Conversely, ANF went up after numbers because expectations were low and "there were shorts and puts galore on ANF."
Altria Edging Closer to Trifecta
07/06/2006 12:15 PM
In this article, Cramer feels MO has room to go higher. Ultimately, Cramer believes the stock can go to $100.
Bottom line: He believes the stocks is "cheap" at $77.
What's Pushing Drugs?
07/06/2006 11:21 AM
In this article, Cramer attributes recent strength in drug stocks to President Bush's improving poll numbers. He feels Bush's numbers have improved since "a positive response to his immigration speech."
However, Cramer cites technical resistance on the DRG index at 335-340 level.
He exclaims: "I see good momentum in Merck, I see the increased price target for Eli Lilly from Goldman yesterday, and I like GlaxoSmithKline simply because of the mix of proprietary and over-the-counter products. If this index breaks to the upside -- which is a might on a number showing a big slowing tomorrow -- then you should look to those, plus my forever-lagging Schering Plough as the plays to make money."
Finding Just Cause vs. Just Finding Cause
07/06/2006 10:41 AM
In this article, Cramer feels "the glass is half full," with regards to the market. He dismisses the N. Korean news and reaffirms his belief that we are just consolidating recent market gains.
He exclaims: "We still have tons of bears out there and we still have lots of good stocks on the new-low list or thereabout."
Morgan's UPOD Delivers
07/06/2006 10:30 AM
In this article, Cramer is super bullish on MS. He is impressed by Morgan's improving financial condition and feels CEO John Mack has "pulled it off."
Cramer believes "the defections have been stemmed: Good people want to work at Morgan Stanley again."
He exclaims: "Now we have the best of all possible worlds. Estimates, while up, aren't up enough. Meanwhile, Mack now has the leeway to fix Discover, the credit-card unit that was on the blockuntil he pulled it last July."
Beyond the Ken of Ken Lay
07/06/2006 10:04 AM
In this article, Cramer rehashes the Enron scandal.
Bottom line: Cramer sums it up: "He (Ken Lay) was never as evil as Fastow or Skilling. Just more stupid."
Sirius: One Mel of a Stock
07/06/2006 9:45 AM
In this article, Cramer sucks up to Mel Karmazin by renaming Sirius "Mel."
Cramer believes "the key to this industry is to have one player. The way that XM is going it will be possible that Sirius does buy XM, but it is also possible that XM could simply diminish in size -- think AOL! -- and Mel wins anyway."
Bottom line: Cramer feels XM is "blowing up" in a bad way.
NOTE: This seems like a cheap PR opportunity for Cramer-- attempting to kiss up to "Mel" for being bearish on his stock.
07/06/2006 4:06 PM
In this article, Cramer feels the market is giving investors yet another opportunity to get into the oil sector.
He exclaims: "Here's Goldman saying oil could go much higher. You have rigs being pulled from the Gulf because the dayrates are too low -- and yet they are higher than they have ever been. You have hurricane season right around the block, and yet you still don't have most of these stocks at their 52-week highs..."
He mentions HAL, NBR, DVN, SWN and OII as potential buys.
Following the Latin Rhythm
07/06/2006 3:47 PM
In this article, Cramer cites the surge in latin american stocks, "on the heels of the Mexican election," and suggests AMX and CX should trade back toward new highs.
Furthermore, he feels Columbia is "viciously pro-capitalist" and recommends buying CIB-- more so than both BBD and ITU.
NOTE: Come on Jim.
Grading on a Curve
07/06/2006 1:25 PM
In this article, Cramer suggests JCP traded lower after reporting comparable sales numbers because "The expectations were just too darned high for J.C. Penney."
Conversely, ANF went up after numbers because expectations were low and "there were shorts and puts galore on ANF."
Altria Edging Closer to Trifecta
07/06/2006 12:15 PM
In this article, Cramer feels MO has room to go higher. Ultimately, Cramer believes the stock can go to $100.
Bottom line: He believes the stocks is "cheap" at $77.
What's Pushing Drugs?
07/06/2006 11:21 AM
In this article, Cramer attributes recent strength in drug stocks to President Bush's improving poll numbers. He feels Bush's numbers have improved since "a positive response to his immigration speech."
However, Cramer cites technical resistance on the DRG index at 335-340 level.
He exclaims: "I see good momentum in Merck, I see the increased price target for Eli Lilly from Goldman yesterday, and I like GlaxoSmithKline simply because of the mix of proprietary and over-the-counter products. If this index breaks to the upside -- which is a might on a number showing a big slowing tomorrow -- then you should look to those, plus my forever-lagging Schering Plough as the plays to make money."
Finding Just Cause vs. Just Finding Cause
07/06/2006 10:41 AM
In this article, Cramer feels "the glass is half full," with regards to the market. He dismisses the N. Korean news and reaffirms his belief that we are just consolidating recent market gains.
He exclaims: "We still have tons of bears out there and we still have lots of good stocks on the new-low list or thereabout."
Morgan's UPOD Delivers
07/06/2006 10:30 AM
In this article, Cramer is super bullish on MS. He is impressed by Morgan's improving financial condition and feels CEO John Mack has "pulled it off."
Cramer believes "the defections have been stemmed: Good people want to work at Morgan Stanley again."
He exclaims: "Now we have the best of all possible worlds. Estimates, while up, aren't up enough. Meanwhile, Mack now has the leeway to fix Discover, the credit-card unit that was on the blockuntil he pulled it last July."
Beyond the Ken of Ken Lay
07/06/2006 10:04 AM
In this article, Cramer rehashes the Enron scandal.
Bottom line: Cramer sums it up: "He (Ken Lay) was never as evil as Fastow or Skilling. Just more stupid."
Sirius: One Mel of a Stock
07/06/2006 9:45 AM
In this article, Cramer sucks up to Mel Karmazin by renaming Sirius "Mel."
Cramer believes "the key to this industry is to have one player. The way that XM is going it will be possible that Sirius does buy XM, but it is also possible that XM could simply diminish in size -- think AOL! -- and Mel wins anyway."
Bottom line: Cramer feels XM is "blowing up" in a bad way.
NOTE: This seems like a cheap PR opportunity for Cramer-- attempting to kiss up to "Mel" for being bearish on his stock.
