Friday, July 07, 2006
Real Money Blog
Declines Could Breed Session-End Buys
07/07/2006 2:57 PM
In this article, Cramer thinks the market is simply pulling back after a big run.
Furthermore, Cramer feels the selling is overdone, considering earnings season begins next week. Cramer anticipates a strong earnings season.
He exclaims: "The best buys -- and I don't mean the stock -- could come at the end of the day."
Not Your Average Joe
07/07/2006 1:14 PM
In this article, Cramer cites JOE's recent 9 point run and suggests "something's going on."
He exclaims: "It's just too weird that this stock keeps going higher. It makes no sense at all, which tells me something's going on, something positive."
Hard Knocks Could Bring NDX Opportunities
07/07/2006 12:14 PM
In this article, Cramer believes the Nasdaq is going down because of AMD's warning. He calls this correlation "Stupid."
He exclaims: "...the AMD war is actually a positive for PC makers and for the software that goes with them, because we will now be able to lower prices on PCs with the cost of the insides coming down."
Then, Cramer feels the Nasdaq is going down due to short sellers, saying: " I believe that NDX short-selling is driving all NDX stocks down and there could be opportunity because of it."
Then, he blames the recent Nasdaq slide on MSFT's delay of vista.
NOTE: Does Cramer ever believe the market goes down for natural/orthodox reasons?
Big Pharma vs. Big Biotech
07/07/2006 11:19 AM
In this article, Cramer starts off saying: "Now we are seeing reasons why the drug stocks are gaining traction. It makes sense: weakness in the economy."
Between biotech and big pharma, Cramer prefers biotech--"because of the lack of a generic-drug threat."
Bottom line: Cramer likes GILD, DNA, CELG, GSK and he made positive comments on MRK.
Essential Oil
07/07/2006 10:31 AM
In this article, Cramer makes the case for sustainable higher oil prices.
He exclaims: "The biggest alternative is oil sands. But we learned yesterday that labor shortages and equipment issues have caused Shell to rethink the biggest oil sands project on earth in Athabasca."
Bottom line: Cramer believes oil goes higher.
Pause That Refreshes
07/07/2006 9:55 AM
In this article, Cramer cites weakness in MMM, GLW, BBY, AMD and declares: "we aren't strong on discretionary consumer products."
Bottom line: Cramer feels the main threat to the market is higher rates. Therefore, today's weak employment number is a positive and he feels, going into earnings season, the market will trade higher.
Don't Pigeonhole Walter Industries
07/07/2006 9:09 AM
In this article, Cramer cites BTU's takeover bid for Excel and suggests WLT could be a target for Xstrata.
Cramer feels WLT's weak homebuilding division has made the stock very cheap. Aside from building homes, Cramer likes their coal, steel and large position in MWA.
Hansen Continues to Elude Shorts
07/07/2006 8:42 AM
In this article, Cramer discusses the incredible run HANS has been on for two years. Moreover, he rips short sellers for being wrong and praises the company for delivering as promised.
He exclaims: " I always have felt, and still feel, that a company like this cannot be shorted until it fails to deliver on expectations set by a large firm."
07/07/2006 2:57 PM
In this article, Cramer thinks the market is simply pulling back after a big run.
Furthermore, Cramer feels the selling is overdone, considering earnings season begins next week. Cramer anticipates a strong earnings season.
He exclaims: "The best buys -- and I don't mean the stock -- could come at the end of the day."
Not Your Average Joe
07/07/2006 1:14 PM
In this article, Cramer cites JOE's recent 9 point run and suggests "something's going on."
He exclaims: "It's just too weird that this stock keeps going higher. It makes no sense at all, which tells me something's going on, something positive."
Hard Knocks Could Bring NDX Opportunities
07/07/2006 12:14 PM
In this article, Cramer believes the Nasdaq is going down because of AMD's warning. He calls this correlation "Stupid."
He exclaims: "...the AMD war is actually a positive for PC makers and for the software that goes with them, because we will now be able to lower prices on PCs with the cost of the insides coming down."
Then, Cramer feels the Nasdaq is going down due to short sellers, saying: " I believe that NDX short-selling is driving all NDX stocks down and there could be opportunity because of it."
Then, he blames the recent Nasdaq slide on MSFT's delay of vista.
NOTE: Does Cramer ever believe the market goes down for natural/orthodox reasons?
Big Pharma vs. Big Biotech
07/07/2006 11:19 AM
In this article, Cramer starts off saying: "Now we are seeing reasons why the drug stocks are gaining traction. It makes sense: weakness in the economy."
Between biotech and big pharma, Cramer prefers biotech--"because of the lack of a generic-drug threat."
Bottom line: Cramer likes GILD, DNA, CELG, GSK and he made positive comments on MRK.
Essential Oil
07/07/2006 10:31 AM
In this article, Cramer makes the case for sustainable higher oil prices.
He exclaims: "The biggest alternative is oil sands. But we learned yesterday that labor shortages and equipment issues have caused Shell to rethink the biggest oil sands project on earth in Athabasca."
Bottom line: Cramer believes oil goes higher.
Pause That Refreshes
07/07/2006 9:55 AM
In this article, Cramer cites weakness in MMM, GLW, BBY, AMD and declares: "we aren't strong on discretionary consumer products."
Bottom line: Cramer feels the main threat to the market is higher rates. Therefore, today's weak employment number is a positive and he feels, going into earnings season, the market will trade higher.
Don't Pigeonhole Walter Industries
07/07/2006 9:09 AM
In this article, Cramer cites BTU's takeover bid for Excel and suggests WLT could be a target for Xstrata.
Cramer feels WLT's weak homebuilding division has made the stock very cheap. Aside from building homes, Cramer likes their coal, steel and large position in MWA.
Hansen Continues to Elude Shorts
07/07/2006 8:42 AM
In this article, Cramer discusses the incredible run HANS has been on for two years. Moreover, he rips short sellers for being wrong and praises the company for delivering as promised.
He exclaims: " I always have felt, and still feel, that a company like this cannot be shorted until it fails to deliver on expectations set by a large firm."
