Tuesday, January 31, 2017

Cramer Views On Ulta Salon (NASDAQ:ULTA), Lululemon (NASDAQ:LULU), AutoZone (NYSE:AZO) and Lockheed Martin (NYSE:LMT)

Ulta Salon (NASDAQ:ULTA): "This is one of the few retailers that you can own."

Lululemon (NASDAQ:LULU): It is one of the niche retailers that Cramer can get behind.

AutoZone (NYSE:AZO): Stay in place, as it has the best buyback program, and Amazon (NASDAQ:AMZN) might not affect the company as much as people think.

Lockheed Martin (NYSE:LMT) : Trump's comments did not affect the stock much, but Cramer thinks selling Lockheed and buying General Dynamics (NYSE:GD) is a good idea.

Trump Can Impact Stocks Like No Other President In History

"This president attacks and parries and surges and negotiates in the open in a way that impacts stocks constantly, in real time. This president can impact stocks like no other in history, both positively and negatively" - in Mad Money

Friday, January 20, 2017

Mad Money Highlights: Don't Short Tesla (TSLA) or Netflix (NFLX)

On the Trump inauguration and the chances of a Trump sell-off:

"It is like they are saying get ready for four years of non-stop turbulence. I am more confident than that." 

"The fact that both the big picture economic data and the companies themselves are telling us that business in this country has turned a corner gives me confidence that a Trump sell-off isn't really warranted here, so if we get one, we can take advantage of it to do some buying." 

"As long as the economic message from soon-to-be-president Trump remains consistent with what we heard on the hill, I think this set-up is a good one, even if there is pain before the gain." 

Cramer also advised not to short Tesla or Netflix:

"They just don't understand the Amazon factor, meaning you may not see what is causing all the love for either company, that love is tangible and palpable." 

"Both Netflix and Tesla, like Amazon, require you to think outside the box of traditional fundamental analysis in order to accurately value their stocks."

Thursday, January 19, 2017

FMC Corp (NYSE:FMC) is Still Cheap

"FMC Corp (NYSE:FMC) is still cheap here and it is worth buying into any weakness as we head into their next earnings report in less than three weeks." - Jim Cramer, in Mad Money

FMC Corp (NYSE:FMC), 6-month chart (courtesy of StockCharts.com)

Banks: There Is Room To Fall

"There is room for banks to fall. And then there is room to buy, but not yet."
- Jim Cramer, in Mad Money

Financials ETF, 6-month chart (courtesy of StockCharts.com)

Weak Sales Numbers From Target (NYSE:TGT)

Weak sales numbers from Target (NYSE:TGT) caused its stock to fall and took along Macy's (NYSE:M) and Wal-Mart (NYSE:WMT). While Target (NYSE:TGT) has a strong e-commerce presence its retail stores are facing declining traffic.

Target (NYSE:TGT), 6-month chart (Courtesy of StockCharts.com)

Tuesday, January 17, 2017

Mad Money Highlights (Jan 13, 2017)

  • American Express (AXP) is the cheapest stock in the Dow; 
  • Bank stocks are finally being valued on earnings; 
  • Jim Cramer prefers Nucor (NUE) over AK Steel (AKS);
  • "The playoffs (earnings season) are here and there is money to be made in the financials (XLF) and the industrials and the oils (XLE)."
  • Morgan Stanley (NYSE:MS), UnitedHealth (NYSE:UNH) and CSX (NYSE:CSX) will be reporting earnings on Tuesday;
American Express (NYSE:AXP), 1 year (chart courtesy of StockCharts.com) 

Wednesday, January 11, 2017

Stocks: Broadcom (BRCM) Is The Way To Play 5G

"Broadcom (BRCM) is really the way to play 5G." - in CNBC earlier today