Tag Archives: LCC

Cramer’s Mad Money – 16 Things To Watch In The Week Ahead (3/12/13)

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By SA Editor Miriam Metzinger:

Stocks discussed on the in-depth session of Jim Cramer’s Mad Money TV Program, Friday April 12.

16 Things To Watch In The Week Ahead: Citigroup (C), Google (GOOG), General Electric (GE), Intel (INTC), Microsoft (MSFT), Coca-Cola (KO), Johnson & Johnson (JNJ), Core Labs (CLB), Kinder Morgan Partners (KMP), The Gap (GPS), Union Pacific (UNP), Chipotle Mexican Grill (CMG), Honeywell (HON), Under Armour (UA), Kimberly Clark (KMB), McDonald’s (MCD). Other stocks mentioned: Pepsi (PEP), Barrick (ABX), BlackBerry (BBRY)

Earnings season revs up in the week ahead, and companies will indicate whether this miraculous rally is on borrowed time or is the real thing. Cramer would avoid trading around earnings, except for Google (GOOG) or General Electric (GE), a holding in Cramer’s charitable trust. If Intel’s (INTC) report is disappointing, and Microsoft (MSFT) declines to $27, those who are bullish on MSFT could buy some ahead of the earnings on Thursday.


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Wall Street Breakfast: Must-Know News

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Wall Street Breakfast Editors submit:

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JPMorgan posts record profit of $6.5B. JPMorgan’s (JPM) net income rose to a record $6.5B in Q1 from $4.9B a year earlier as EPS of $1.59 beat forecasts, but revenue slipped to $25.8B from $26.8B and missed consensus. Earnings received an $0.18-a-share benefit from reduced loan-loss reserves in mortgages and credit cards, but the business of banking – loan growth – slowed “across the industry.” Shares were -0.6% premarket.

JAB to buy DE Master Blenders for €7.5B. A consortium led by Joh A Benckise (JAB) has agreed to acquire Dutch Sara Lee spin-off D.E. Master Blenders 1753 for €12.50 a share in a deal that values the maker of Douwe Egberts coffee and Pickwick tea at €7.5B. The price is lower than the €12.75 mentioned when the sides first disclosed talks about a transaction in March. The purchase would add to JAB’s stakes in Peet’s


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Buying Brand Names In A Bear Market Can Make You Rich

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ByZinnia Funds:

By Clint Harritt, Managing Partner,
Zinnia Funds

More than 100 years ago, Jon Stuart, Chairman of Quaker Oats Company (maker of breakfast cereals), made an astute comment that still holds true today, “If this business were split up, I would give you the land and bricks and mortar, and I would take the brands and trademarks, and I would fare better than you,” he said. What he meant is that the Quaker Oats brand name was worth more than any other component of the business. While this might seem hard to imagine, the same holds true for many other companies and their brands.

By taking advantage of cheap stocks with nationally recognizable brands, you can achieve annual returns better than Warren Buffett without doing the long and painful research on corporate balance sheets and cash flow statements. Buffet, himself, had annual returns similar to this strategy in his early


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Wall Street Breakfast: Must-Know News

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Cyprus reopens banks under tight restrictions. Stiff capital controls announced Wednesday designed to cut off the flow of money were in place as Cypriot banks reopened this morning. Banks have been shut for nearly two weeks as the government negotiated a bailout package with the EU and became the first eurozone country to impose losses on bank depositors. Cash withdrawals are limited to €300 per day, time deposits cannot be withdrawn until maturity, and check-cashing is banned. Additionally, anyone leaving the country may take only €1K euros with them, down from €3K in an early draft of the restrictions.

Fed doves make themselves heard. "I think this is the point where we have to be patient and let our policies work," the Chicago Fed’s Charles Evans told reporters. Separately, Boston’s Eric Rosengren and Minneapolis’ Narayana Kocherlakota presented a similar theme, with Kocherlakota even suggesting the Fed isn’t


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