Tuesday, July 25, 2006
Real Money Blog
A Rational, Widespread Run
07/25/2006 3:37 PM
In this article, Cramer is impressed with the late day rally. He feels "The financials again are showing no credit problems." Moreover, he thinks the financials are running up in anticipation of a rate cut.
He believes GS is the cheapest.
Bottom line: Cramer likes the fact that the market shook off bad news from UPS and "serial under-performer 3M."
Oil Service HOLDRs Survive Prizefight
07/25/2006 1:24 PM
In this article, Cramer gloats over correctly saying the OIH would bounce off of #130-- now @ $138.
He exclaims: "Readers told me I didn't know what I was talking about. Traders told me I was making this stuff up. Well, here it is, Tuesday, two days later, and the index is back at $138."
Finally, Cramer reiterates his firm belief that "options tail always wags the common stock dog."
Call VoIP Industry What It Is: Nonprofit
07/25/2006 12:11 PM
In this article, Cramer cites AV's earnings as "awful." Furthermore, he points to VG as being the next "Webvan" and declares the VOIP business as a "non-profit industry."
One-Day Bull Markets Prove a Bear
07/25/2006 11:34 AM
In this article, Cramer discloses his frustration with one day spikes, exclaiming: " Enough with these one-day bull markets. They breed two-day bear markets!"
Furthermore, Cramer believes the only way to keep the market heading up is by small increments-- "50 up, 30 down."
Jacobs Leads Infrastructure Charge
07/25/2006 10:31 AM
In this article, Cramer declares JEC the "infrastructure god," after reporting a stellar quarter.
Bottom line: Cramer likes the infrastructure group, which includes: FWLT, MDR, SGR, URS, ABB and HAL.
Catching Heat for Natural Gas
07/25/2006 9:59 AM
In this article, Cramer is "angry" over the bear market NBR has been in.
He exclaims: "How come people don't understand that the storage and inventory figures for natural gas aren't like oil? They mean next to nothing. You catch a heat wave and you see natural gas go up 25%. But no. They believe because Nabors has land rigs, it should be shorted. And because Nabors has natural gas exposure, it should be bailed from."
Bottom line: The analysts who are negative on NBR are "jokers." Cramer likes the stock.
Adjusting and Readjusting Expectations
07/25/2006 9:16 AM
In this article, Cramer believes we "are done" with the pain of preannouncements and now the market should be judged on its fundamentals.
He sums it up: "Keep that in mind when you want to bail when it gets ugly again for whatever non-earnings-related reason that causes the selloff."
NOTE: ?!?!?
Schering's Downgraded But Not Out
07/25/2006 9:04 AM
In this article, Cramer, again, goes out of his way to praise the CEO of SGP, Fred Hassan.
He ridicules the Merril downgrade of SGP and exclaims: "The Schering-Plough downgrade is based on a very simple thought: The strength cannot be maintained without massive spending. My problem with this downgrade is that it gives no credit at all to CEO Fred Hassan. What I don't get is why he doesn't have any credibility with the Street after all he has done? The Street's willing to give anyone credit, for heaven's sake."
07/25/2006 3:37 PM
In this article, Cramer is impressed with the late day rally. He feels "The financials again are showing no credit problems." Moreover, he thinks the financials are running up in anticipation of a rate cut.
He believes GS is the cheapest.
Bottom line: Cramer likes the fact that the market shook off bad news from UPS and "serial under-performer 3M."
Oil Service HOLDRs Survive Prizefight
07/25/2006 1:24 PM
In this article, Cramer gloats over correctly saying the OIH would bounce off of #130-- now @ $138.
He exclaims: "Readers told me I didn't know what I was talking about. Traders told me I was making this stuff up. Well, here it is, Tuesday, two days later, and the index is back at $138."
Finally, Cramer reiterates his firm belief that "options tail always wags the common stock dog."
Call VoIP Industry What It Is: Nonprofit
07/25/2006 12:11 PM
In this article, Cramer cites AV's earnings as "awful." Furthermore, he points to VG as being the next "Webvan" and declares the VOIP business as a "non-profit industry."
One-Day Bull Markets Prove a Bear
07/25/2006 11:34 AM
In this article, Cramer discloses his frustration with one day spikes, exclaiming: " Enough with these one-day bull markets. They breed two-day bear markets!"
Furthermore, Cramer believes the only way to keep the market heading up is by small increments-- "50 up, 30 down."
Jacobs Leads Infrastructure Charge
07/25/2006 10:31 AM
In this article, Cramer declares JEC the "infrastructure god," after reporting a stellar quarter.
Bottom line: Cramer likes the infrastructure group, which includes: FWLT, MDR, SGR, URS, ABB and HAL.
Catching Heat for Natural Gas
07/25/2006 9:59 AM
In this article, Cramer is "angry" over the bear market NBR has been in.
He exclaims: "How come people don't understand that the storage and inventory figures for natural gas aren't like oil? They mean next to nothing. You catch a heat wave and you see natural gas go up 25%. But no. They believe because Nabors has land rigs, it should be shorted. And because Nabors has natural gas exposure, it should be bailed from."
Bottom line: The analysts who are negative on NBR are "jokers." Cramer likes the stock.
Adjusting and Readjusting Expectations
07/25/2006 9:16 AM
In this article, Cramer believes we "are done" with the pain of preannouncements and now the market should be judged on its fundamentals.
He sums it up: "Keep that in mind when you want to bail when it gets ugly again for whatever non-earnings-related reason that causes the selloff."
NOTE: ?!?!?
Schering's Downgraded But Not Out
07/25/2006 9:04 AM
In this article, Cramer, again, goes out of his way to praise the CEO of SGP, Fred Hassan.
He ridicules the Merril downgrade of SGP and exclaims: "The Schering-Plough downgrade is based on a very simple thought: The strength cannot be maintained without massive spending. My problem with this downgrade is that it gives no credit at all to CEO Fred Hassan. What I don't get is why he doesn't have any credibility with the Street after all he has done? The Street's willing to give anyone credit, for heaven's sake."
