Monday, July 10, 2006
Real Money Blog
Google Makes More of Internet Buzz
07/10/2006 11:56 AM
In this article, Cramer believes GOOG may try to take over the phone business.
He exclaims: "The company has bought a ton of dark fiber, and it has bought stakes in companies that do broadband over power lines and Wi-Fi."
Moreover, Cramer believes GOOG wants to become an ISP and it would make sense to offer "an all-in-one package."
Bottom line: Cramer suggests betting on GOOG to monetize voice over ip, instead of EBAY and VG.
Monitoring the Crops and Skies
07/10/2006 11:34 AM
In this article, Cramer cites strength in aerospace and agriculture.
He exclaims: " These two industries have been casualties of the notion that the economy is slowing quickly even though they have different economic cycles than the housing market."
He mentions BA and ethanol.
NOTE: One of Cramer's ethanol plays ANDE is up 11% today.
There's Method in the Kraft
07/10/2006 11:19 AM
In this article, Cramer ponders why MO is underperforming other tobacco stocks like RAI.
He feels with MO about to be broken up, coupled with KFT getting its act together, the stock is worth $100.
Health Care Avoidance
07/10/2006 11:01 AM
In this article, Cramer discusses CI and AET recent woes and exclaims: "investors have been avoiding this sector, betting that medical costs will exceed what the HMOs can pass on. I have to tell you, given the rush to generics, I have found this whole thesis bogus. No matter; it's got a powerful hold on people."
Then, Cramer highlights an article by Helene Meisler, Realmoney.com contributor, recommending UNH from a technical perspective.
Beware the Stagflation Exhortation
07/10/2006 10:37 AM
In this article, Cramer warns his readers to be "on guard" for talks of stagflation. He feels "some traders and investors are too quick to call stagflation." Nevertheless, they will continue to use the stagflation argument in order to weaken the market.
Also, Cramer welcomes weakness in the metals.
He exclaims: "That's because the buyers of a lot of the commodity types of products start realizing it is a mistake to stockpile. I am of the opinion that the decline in the golds and the other metals is welcome, because it puts the lie to the thesis."
The Shaw That Weakened Infrastructure's Back
07/10/2006 10:17 AM
In this article, Cramer cites SGR has a mismanaged company and bad stock. However, he suggests buying other infrastructure stocks like FWLT, URS, HAL and FLR on SGR's weakness.
He exclaims: "There is a reason for the upbeat tone even as it seems ridiculous given the paltry bottom line and the reaction to the shortfall: bookings were very strong."
NOTE: This article strikes me as an opportunity to pitch his AAP dog FWLT.
Morgan Stanley Conviction Grows
07/10/2006 9:27 AM
In this article, Cramer cites GS's upgrade of MS to its "Americas Conviction Buy List" as something to take notice of.
He believes John Mack (CEO of MS) "has so many operations that were run poorly under the previous regime that he can't miss."
Bottom line: Cramer feels there is very little risk buying MS.
Weak Weekly Outlook?
07/10/2006 9:02 AM
In this article, Cramer touts one of his employees at Realmoney.com, Helene Meisler, for her technical analysis.
He feels the market will continue to gyrate between overbought and oversold.
He exclaims: "I still believe that we could rally off of earnings, but I am mindful that even after Friday's abysmal session we are still overbought and that can't help the bull cause."
For now, Cramer says the technicals indicate defensive stocks are doing the best.
07/10/2006 11:56 AM
In this article, Cramer believes GOOG may try to take over the phone business.
He exclaims: "The company has bought a ton of dark fiber, and it has bought stakes in companies that do broadband over power lines and Wi-Fi."
Moreover, Cramer believes GOOG wants to become an ISP and it would make sense to offer "an all-in-one package."
Bottom line: Cramer suggests betting on GOOG to monetize voice over ip, instead of EBAY and VG.
Monitoring the Crops and Skies
07/10/2006 11:34 AM
In this article, Cramer cites strength in aerospace and agriculture.
He exclaims: " These two industries have been casualties of the notion that the economy is slowing quickly even though they have different economic cycles than the housing market."
He mentions BA and ethanol.
NOTE: One of Cramer's ethanol plays ANDE is up 11% today.
There's Method in the Kraft
07/10/2006 11:19 AM
In this article, Cramer ponders why MO is underperforming other tobacco stocks like RAI.
He feels with MO about to be broken up, coupled with KFT getting its act together, the stock is worth $100.
Health Care Avoidance
07/10/2006 11:01 AM
In this article, Cramer discusses CI and AET recent woes and exclaims: "investors have been avoiding this sector, betting that medical costs will exceed what the HMOs can pass on. I have to tell you, given the rush to generics, I have found this whole thesis bogus. No matter; it's got a powerful hold on people."
Then, Cramer highlights an article by Helene Meisler, Realmoney.com contributor, recommending UNH from a technical perspective.
Beware the Stagflation Exhortation
07/10/2006 10:37 AM
In this article, Cramer warns his readers to be "on guard" for talks of stagflation. He feels "some traders and investors are too quick to call stagflation." Nevertheless, they will continue to use the stagflation argument in order to weaken the market.
Also, Cramer welcomes weakness in the metals.
He exclaims: "That's because the buyers of a lot of the commodity types of products start realizing it is a mistake to stockpile. I am of the opinion that the decline in the golds and the other metals is welcome, because it puts the lie to the thesis."
The Shaw That Weakened Infrastructure's Back
07/10/2006 10:17 AM
In this article, Cramer cites SGR has a mismanaged company and bad stock. However, he suggests buying other infrastructure stocks like FWLT, URS, HAL and FLR on SGR's weakness.
He exclaims: "There is a reason for the upbeat tone even as it seems ridiculous given the paltry bottom line and the reaction to the shortfall: bookings were very strong."
NOTE: This article strikes me as an opportunity to pitch his AAP dog FWLT.
Morgan Stanley Conviction Grows
07/10/2006 9:27 AM
In this article, Cramer cites GS's upgrade of MS to its "Americas Conviction Buy List" as something to take notice of.
He believes John Mack (CEO of MS) "has so many operations that were run poorly under the previous regime that he can't miss."
Bottom line: Cramer feels there is very little risk buying MS.
Weak Weekly Outlook?
07/10/2006 9:02 AM
In this article, Cramer touts one of his employees at Realmoney.com, Helene Meisler, for her technical analysis.
He feels the market will continue to gyrate between overbought and oversold.
He exclaims: "I still believe that we could rally off of earnings, but I am mindful that even after Friday's abysmal session we are still overbought and that can't help the bull cause."
For now, Cramer says the technicals indicate defensive stocks are doing the best.
