Thursday, July 27, 2006
Real Money Blog
Rails Feel Cyclical Heat
07/27/2006 9:50 AM
In this article, Cramer cites weakness in railroad stocks and exclaims the selling is "just plain stupid."
Furthermore, he says the only weakness in earnings are housing related.
Retail Weakness Watch
07/27/2006 8:14 AM
In this article, Cramer cites "real weakness at the retail level," mentioning FDX and BDK as examples.
Also, he wishes the market would go down today-- in order to recognize the weakness in retail.
He exclaims: "Why should we care about retail? Because it has held up so well. Because it has been the reason why we've been able to overlook the weakness in homes and cars."
Bottom line: Cramer is cautious on this run up . His main concern is weakness in retail "because in the end that will be the Achilles' heel of this move up."
07/27/2006 9:50 AM
In this article, Cramer cites weakness in railroad stocks and exclaims the selling is "just plain stupid."
Furthermore, he says the only weakness in earnings are housing related.
Retail Weakness Watch
07/27/2006 8:14 AM
In this article, Cramer cites "real weakness at the retail level," mentioning FDX and BDK as examples.
Also, he wishes the market would go down today-- in order to recognize the weakness in retail.
He exclaims: "Why should we care about retail? Because it has held up so well. Because it has been the reason why we've been able to overlook the weakness in homes and cars."
Bottom line: Cramer is cautious on this run up . His main concern is weakness in retail "because in the end that will be the Achilles' heel of this move up."