Tuesday, July 18, 2006
Real Money Blog
Unnatural Gas
07/18/2006 3:15 PM
In this article, Cramer is bewildered over natural gas going down everyday, despite electricity demand and companies switching from oil to nat gas.
He exclaims: "Meanwhile, no one seems to gain from the decline, especially the plastics and aluminum companies that use the darned stuff. It is like a heads, the users lose/ tails, the producers lose. Nobody wins."
Bottom line: For natural gas stocks to rebound, the commodity needs to find a bottom.
It's Not Resilience When Sellers Won't Quit
07/18/2006 3:05 PM
In this article Cramer does not believe the market is resiliant.
He exclaims: "A typical pattern: You own a stock that is teetering near the low of the year. Someone, some invisible force, comes in and pushes it right through the low, which then begets even more selling. It is uncanny how often that works in this market."
Also, he highlights the terrible trading in HAL acting as if "they preannounced to the downside!"
He is still bullish on HAL.
Halliburton Crumbles After Split
07/18/2006 3:01 PM
In this article Cramer declares HAL "everyone's favorite whipping boy."
Furthermore, he sounds resigned to giving advice about the market, stating: "I read Helene Meisler in Top Stocks. She's been right as rain on so much that I would do what she says these days with my eyes closed. Yes, it is that bad out. Definitely."
NOTE: Cramer is flying blind. Be cautious.
Pricing in Depression
07/18/2006 1:31 PM
In this article Cramer is all gloom and doom. The title says it all.
Bottom line: He feels "we aren't oversold yet."
Retail Selloff Adds to Gloom
07/18/2006 11:51 AM
In this article, Cramer cites "hoplessness" in the market, spearheaded by the bad action in retail stocks-- specifically TGT.
He explains: " I-give-up is in the air as traders and investors begin to compare this market to the real bear markets of the past."
Bottom line: Cramer senses a bear market.
Finding a Blueprint
07/18/2006 10:54 AM
In this article, Cramer sounds perplexed. He mentions a myriad of companies and speculates over how investors will react to their earnings.
He exclaims: "Let's go back to the drillers for a second. If natural gas stays with a five handle you have a bunch of Graingers on your hands. If it rallies to $7, you've got UTX. If copper rallies from here and gold rallies from here, Freeport-McMoRan can feel good. Same with aluminum for Alcan."
United Tech Shows What It Takes
07/18/2006 10:37 AM
In this article, Cramer points to UTX and suggests you need the following to have your stocks trade higher after earnings:
"...nice beat, nice guide-up and conviction that things are getting better while raw costs are coming down. That means margins are going higher."
Furthermore, he claims UTS is trading higher due to the company being well run, exposure to defense, aerospace and infrastructure markets and finally "Not a lot of U.S. exposure."
Trying to Pinpoint Target
07/18/2006 10:25 AM
In this article, Cramer cites the downgrades of JCP, TGT, ANF, BBY and suggests it was done just to look good-- as short sellers drive these stocks down daily.
He explains: "Again, if you believe that Target's going back to where this economic expansion began, or if you believe it has to repeal two years' worth of upside, you should sell. But you are selling a premium retailer with decent growth at 15 times earnings."
Bottom line: Cramer is not sure where TGT is going.
Watch for Analysts to Boost Coke's Fizz
07/18/2006 9:58 AM
In this article, Cramer boldly explains: " A half-a-dozen hold ratings in Coca-Cola will go to buys in the next 24 hours."
Furthermore, Cramer speculates that KO may have "gotten it right."
He explains: "It is a much-loved company no matter what the company does!"
NOTE: Cramer declaring KO a "much-loved company" is inconsistant with the fact that their are a "half-a-dozen hold ratings."
Freeport-McMorRan Stuck in Limbo
07/18/2006 9:47 AM
In this article, Cramer is "amazed" over FCX's profitability. However, he couches his bullishness saying: "People simply don't believe that copper and gold can stay up here. They think that the Federal Reserve will crush these markets.
He feels the stock is stuck between value and growth, but suggests holding because of the oversold conditions in the market.
Oil Services Still a Hot Commodity
07/18/2006 9:12 AM
In this article, Cramer feels the market is wrong for selling off oil service stocks.
He explains: "When a commodity goes up as much as oil has, people are going to look for it. It is true that natural gas is down big and seems like it wants to head even lower, but I can't believe that it, too, won't find some demand at a certain point. To listen to the bears, we have more natural gas than we need for years! But I think storage space is small for natural gas and that we can burn up what we have in storage in no time."
Bottom line: Cramer cannot give up on the oil, despite the charts telling him they are going lower.
"Too much demand, too little supply."
Weaker Guidance Isn't Priced In Yet
07/18/2006 8:56 AM
In this article, Cramer compares the parallels between 2000's tech bubble and today.
He sums it up: "Bottom line: There will come a moment when stocks will be down enough, but using a 2000 paradigm, where the Fed tightened too much -- clearly the case again -- we simply aren't there yet."
07/18/2006 3:15 PM
In this article, Cramer is bewildered over natural gas going down everyday, despite electricity demand and companies switching from oil to nat gas.
He exclaims: "Meanwhile, no one seems to gain from the decline, especially the plastics and aluminum companies that use the darned stuff. It is like a heads, the users lose/ tails, the producers lose. Nobody wins."
Bottom line: For natural gas stocks to rebound, the commodity needs to find a bottom.
It's Not Resilience When Sellers Won't Quit
07/18/2006 3:05 PM
In this article Cramer does not believe the market is resiliant.
He exclaims: "A typical pattern: You own a stock that is teetering near the low of the year. Someone, some invisible force, comes in and pushes it right through the low, which then begets even more selling. It is uncanny how often that works in this market."
Also, he highlights the terrible trading in HAL acting as if "they preannounced to the downside!"
He is still bullish on HAL.
Halliburton Crumbles After Split
07/18/2006 3:01 PM
In this article Cramer declares HAL "everyone's favorite whipping boy."
Furthermore, he sounds resigned to giving advice about the market, stating: "I read Helene Meisler in Top Stocks. She's been right as rain on so much that I would do what she says these days with my eyes closed. Yes, it is that bad out. Definitely."
NOTE: Cramer is flying blind. Be cautious.
Pricing in Depression
07/18/2006 1:31 PM
In this article Cramer is all gloom and doom. The title says it all.
Bottom line: He feels "we aren't oversold yet."
Retail Selloff Adds to Gloom
07/18/2006 11:51 AM
In this article, Cramer cites "hoplessness" in the market, spearheaded by the bad action in retail stocks-- specifically TGT.
He explains: " I-give-up is in the air as traders and investors begin to compare this market to the real bear markets of the past."
Bottom line: Cramer senses a bear market.
Finding a Blueprint
07/18/2006 10:54 AM
In this article, Cramer sounds perplexed. He mentions a myriad of companies and speculates over how investors will react to their earnings.
He exclaims: "Let's go back to the drillers for a second. If natural gas stays with a five handle you have a bunch of Graingers on your hands. If it rallies to $7, you've got UTX. If copper rallies from here and gold rallies from here, Freeport-McMoRan can feel good. Same with aluminum for Alcan."
United Tech Shows What It Takes
07/18/2006 10:37 AM
In this article, Cramer points to UTX and suggests you need the following to have your stocks trade higher after earnings:
"...nice beat, nice guide-up and conviction that things are getting better while raw costs are coming down. That means margins are going higher."
Furthermore, he claims UTS is trading higher due to the company being well run, exposure to defense, aerospace and infrastructure markets and finally "Not a lot of U.S. exposure."
Trying to Pinpoint Target
07/18/2006 10:25 AM
In this article, Cramer cites the downgrades of JCP, TGT, ANF, BBY and suggests it was done just to look good-- as short sellers drive these stocks down daily.
He explains: "Again, if you believe that Target's going back to where this economic expansion began, or if you believe it has to repeal two years' worth of upside, you should sell. But you are selling a premium retailer with decent growth at 15 times earnings."
Bottom line: Cramer is not sure where TGT is going.
Watch for Analysts to Boost Coke's Fizz
07/18/2006 9:58 AM
In this article, Cramer boldly explains: " A half-a-dozen hold ratings in Coca-Cola will go to buys in the next 24 hours."
Furthermore, Cramer speculates that KO may have "gotten it right."
He explains: "It is a much-loved company no matter what the company does!"
NOTE: Cramer declaring KO a "much-loved company" is inconsistant with the fact that their are a "half-a-dozen hold ratings."
Freeport-McMorRan Stuck in Limbo
07/18/2006 9:47 AM
In this article, Cramer is "amazed" over FCX's profitability. However, he couches his bullishness saying: "People simply don't believe that copper and gold can stay up here. They think that the Federal Reserve will crush these markets.
He feels the stock is stuck between value and growth, but suggests holding because of the oversold conditions in the market.
Oil Services Still a Hot Commodity
07/18/2006 9:12 AM
In this article, Cramer feels the market is wrong for selling off oil service stocks.
He explains: "When a commodity goes up as much as oil has, people are going to look for it. It is true that natural gas is down big and seems like it wants to head even lower, but I can't believe that it, too, won't find some demand at a certain point. To listen to the bears, we have more natural gas than we need for years! But I think storage space is small for natural gas and that we can burn up what we have in storage in no time."
Bottom line: Cramer cannot give up on the oil, despite the charts telling him they are going lower.
"Too much demand, too little supply."
Weaker Guidance Isn't Priced In Yet
07/18/2006 8:56 AM
In this article, Cramer compares the parallels between 2000's tech bubble and today.
He sums it up: "Bottom line: There will come a moment when stocks will be down enough, but using a 2000 paradigm, where the Fed tightened too much -- clearly the case again -- we simply aren't there yet."
