Archive for January, 2007

PortfolioCrafter - Market Commentary 1/24/07

Wednesday, January 24th, 2007

PortfolioCrafterStocks rallied and lifted the Dow Jones Industrial Average to a new record and its best day of the year as the technology sector charged higher on the back of positive news from Yahoo Inc. and Sun Microsystems Inc. These earnings tempered worries about technology sector earnings.

Today, the Dow Jones Industrial average closed up 87.97 or 0.70% to 12,621.77, closing at a record high, taking out the previous record from a week ago. The broader S&P 500 closed up 12.14 or 0.85% to 1,440.13, and the Nasdaq closed up 34.87 or 1.43% to 2,466.28.

Market breadth was positive. On the New York Stock Exchange, winners topped losers 23 to 10 on volume of 1.58 billion shares. On the Nasdaq, advancers beat decliners 20 to 9 on volume of 2.24 billion shares.

Worries about slower earnings growth and a run up in oil prices were tempered by a slew of improved quarterly results. The President’s State of the Union address also helped recharge the rally, he said. The underlying tone for the market continues to be positive, so even when there is weakness, it seems to be more technical than fundamental in nature.

Additionally, the market also needed to consolidate its strong gains of the past six months and determine whether the outlook for earnings justify further gains in stock prices. It needed to take a breather and assess earnings guidance and economic conditions. While worries about a slowdown of the U.S. economy have receded amid a raft of stronger than expected data in recent weeks, investors will still pay attention to key reports on housing and orders for durable goods over the next two days.

Shares of Yahoo closed up $1.98 to $28.94, after reporting fourth-quarter sales and earnings that rose from a year ago and topped estimates. Yahoo also announced an early launch for “Project Panama,” its enhanced search engine that is expected to boost ad revenue. While the forecast first-quarter and full-year 2007 profit is short of forecasts, investors focused on the positive news and sent shares higher.

Stock of Sun Microsystems closed up $0.49 or 8.6% to $6.15, owing to higher sales of its computer servers. Additionally, Kohlberg Kravis Roberts said it will invest $700 million into the group. The company earned a net income of $126 million, compared to a loss of $223 million in the year-ago period. Revenue climbed 7%, to $3.57 billion from $3.34 billion.

Shares of AT&T Inc. rose over 4% after the company’s wireless unit Cingular reported better-than-expected earnings. Its fourth-quarter profit more than tripled as the company added an industry record 2.4 million net subscribers. Its net income jumped to $782 million from $204 million a year earlier. Revenue rose 10.2% to $9.8 billion from $8.85 billion.

Shares of McDonald’s Corp closed down $0.69 to $44.16, after reporting fourth-quarter results that surged from a year earlier and met analysts’ EPS forecast. Income was helped by brisk sales of breakfast items and its new Snack Wrap in the U.S., along with steady demand across all geographic regions.

U.S. light crude oil for March delivery rose 33 cents to settle at $55.37 a barrel on the New York Mercantile Exchange. The price rose despite the increase of distillates in the weekly oil inventories report released today.

All the best,
Manuel Jesus-Backus
The Portfolio Crafter
30-day risk-free trial

Mad Money / Jim Cramer Daily Recap 1/23/07

Wednesday, January 24th, 2007

CramersMadMoney.comPlease do your own research, and verify all information before acting on it. This summary of Cramer’s picks is not intended to replace watching the shows, where his comments about the stocks often include advice about entry and exit points.

Bullish
@Road (ARDI) (Lightning Round)
Adobe Systems (ADBE) (”triple buy”) (Lightning Round)
Allegheny Technologies (ATI) (Lightning Round)
Ameritrade (AMTD) (Lightning Round)
Archer Daniels (ADM) (mentioned on Stop Trading!)
Bank of Nova Scotia (BNS) (Lightning Round)
Bank of Nova Scotia (BNS) (Mad Money)
Charles Schwab (SCHW) (Lightning Round)
Companhia Vale do Rio Doce (RIO) (Lightning Round)
Darden Restaurants (DRI) (Lightning Round)
E*Trade (ETFC) (Lightning Round)
Ford (F) (Lightning Round)
Goldman Sachs (GS) (”back up the truck”) (Lightning Round)
Johnson Controls (JCI) (Lightning Round)
Marvell Technology (MRVL) (”1 down and 10 up”) (Lightning Round)
NTL (NTLI) (Mad Money)
Schlumberger (SLB) (Lightning Round)
Transocean (RIG) (Lightning Round)
Transocean (RIG) (Lightning Round)
Tyco (TYC) (”triple buy”) (Mad Money)
VF Corp. (VFC) (”back up the truck and buy”) (Mad Money)
Wachovia (WB) (Lightning Round)

Bearish
Baidu (BIDU) (Mad Money)
Baker Hughes (BHI) (Lightning Round)
Complete Production Services (CPX) (Lightning Round)
Evergreen Solar (ESLR) (Lightning Round)
Fuel-Tech (FTEK) (Lightning Round)
Hoku (HOKU) (mentioned on Stop Trading!)
Homex Development (HXM) (Mad Money)
SAIC (SAI) (Lightning Round)
Syntax-Brillian (BRLC) (Lightning Round)
Talisman Energy (TLM) (Lightning Round)
Visteon (VC) (Lightning Round)
Zoltek (ZOLT) (Lightning Round)

PortfolioCrafter - Market Commentary 1/23/07

Tuesday, January 23rd, 2007

PortfolioCrafterStocks closed higher reclaiming some ground from a sell-off in the previous session, as solid results from Texas Instruments helped soothe investor concerns about technology stocks. The Dow and S&P 500 rose, while the Nasdaq was little changed, as investors struggled to absorb a nearly 5% jump in oil prices.

Today, the Dow Jones Industrial average closed up 56.64 or 0.45% to 12,533.8, the broader S&P 500 index closed up 5.04 or 0.35% to 1,427.99, and the tech-heavy Nasdaq closed up 0.34 or 0.01% to 2,431.41.

Market breadth was positive. On the New York Stock Exchange, winners topped losers 21 to 11 on volume of 1.7 billion shares. On the Nasdaq, advancers beat decliners 17 to 11 on volume of 2.1 billion shares.

While last week there was some disappointing tech news and stocks fell, today appeared to be a bounce back. Nearly one-fourth of the S&P 500 reports quarterly results this week. Earnings are expected to have risen 9.2% in the fourth quarter versus a year ago. That would mark the slowest quarter of year-over-year growth since early 2002. The jump in energy prices put a little hesitation in the market, reviving some worries about inflationary pressures.

In economic news, the December index of leading economic indicators (LEI) rose 0.3%, against the expected rise by 0.2%. LEI was downwardly revised to a flat reading in the previous month.

Shares of Texas Instruments closed up $0.98 or 2% to $29.57, after reporting that fourth-quarter sales and earnings rose from a year ago and topped estimates. It also forecast first-quarter revenue that is short of estimates. It forecast first-quarter EPS of 28 cents to 34 cents on revenue of $2.95 billion to $3.2 billion. Analyst had expected first-quarter earnings of 35 cents a share on revenue of $3.3 billion.

Shares of Johnson & Johnson fell 1% despite reporting a 3.5% increase in fourth-quarter profit, on the back of solid growth in all three of its divisions. It posted net income of $2.17 billion, compared with nearly $2.1 billion earned last year. It reported an EPS of 81 cents. Quarterly revenue climbed 8.5%, to $13.68 billion.

Stock of Pfizer closed down $0.63 to $26.32, for a second session on a Bear Stearns downgrade. It also announced that it will cut 10,000 jobs and close five plants, including three R&D sites and two factories, by the end of 2008. It also said that it does not expect sales to grow in 2007 and 2008, and that it might purchase up to $10 billion of its own stock. The announcement was part of Pfizer’s five-year plan to reduce its manufacturing plants from 93 to 48 by the end of 2008. The company plans to invest $3 billion of the money it saves in cost cuts in new products and business development through the end of 2008.

Shares of Alcatel-Lucent tumbled 7.3% after the company warned that it failed to make a profit during the fourth-quarter and that sales declined. It also red-flagged restructuring charges of around 800 million euros in the quarter. It expects fourth-quarter revenue of around 4.42 billion euros compared with 5.25 billion euros last year.

U.S. light crude oil for March delivery rose $2.46 or 4.7% to $55.04 a barrel on the New York Mercantile Exchange.

All the best,
Manuel Jesus-Backus
The Portfolio Crafter
30-day risk-free trial

Mad Money / Jim Cramer Daily Recap 1/22/07

Monday, January 22nd, 2007

CramersMadMoney.comPlease do your own research, and verify all information before acting on it. This summary of Cramer’s picks is not intended to replace watching the shows, where his comments about the stocks often include advice about entry and exit points.

Bullish
Amgen (AMGN) (Lightning Round)
Capital One Financial (COF) (triple buy) (Mad Money)
Celgene (CELG) (Lightning Round)
Ceradyne (CRDN) (CEO interview on Mad Money) (Mad Money)
China Mobile (CHL) (Lightning Round)
Companhia Vale do Rio Doce (RIO) (Mad Money)
Flir Systems (FLIR) (Lightning Round)
Genentech (DNA) (Lightning Round)
Google (GOOG) (”will get to 600″) (Lightning Round)
Kimberly-Clark (KMB) (mentioned on Stop Trading!)
Melco PBL Entertainment (MPEL) (Lightning Round)
Nice Systems (NICE) (Lightning Round)
Rite Aid (RAD) (”one of my favorite speculations”) (Lightning Round)
Schlumberger (SLB) (Mad Money)
SkyWest (SKYW) (”I’m a liker of the airlines”) (Lightning Round)
Under Armour (UA) (Lightning Round)

Bearish
China Unicom (CHU) (Lightning Round)
Citigroup (C) (mentioned on Stop Trading!)
Flextronics (FLEX) (Lightning Round)
Force Protection (FRPT) (Lightning Round)
Imergent (IIG) (Lightning Round)
Nektar Therapeutics (NKTR) (Lightning Round)
Pfizer (PFE) (Lightning Round)

PortfolioCrafter - Market Commentary 1/22/07

Monday, January 22nd, 2007

PortfolioCrafterStocks closed sharply lower with the Dow Jones Industrial Average losing more than 100 points at its worst level and the Nasdaq Composite down further as sentiment towards the technology sector soured after disappointing earnings last week. A slide in oil prices following a morning advance failed to reassure investors, amid ongoing concerns that energy prices could further rebound.

Today, the Dow Jones Industrial average closed down 88.37 or 0.7% to 12,477.16, the broader S&P 500 index closed down 7.55 or 0.53% to 1,422.95, and the tech-heavy Nasdaq closed down 20.24 or 0.83% to 2,431.07.

Market breadth was negative. On the New York Stock Exchange, losers topped winners by 20 to 11 on volume of 1.49 billion shares. On the Nasdaq, decliners beat advancers by more than 2 to 1 on volume of 1.93 billion shares.

While investors have welcomed a mostly upbeat start to the earnings period, they continue to show caution after last year’s big rally and a rebound in oil prices amid colder northeast weather. Today’s stock retreat was an acceleration of what started Friday, and the recent rebound in oil prices seems to have sparked a short-term rotational move out of technology and into commodities. However, the early-year advance and the fluctuations are fairly typical of this time of year, and don’t necessarily suggest a change in the overall upward trend of the market.

Shares of Pfizer closed down $0.27 or 1% to $26.95, despite reporting higher earnings on flat sales. Additionally, the company also announced that it would cut 10,000 jobs and shutter 5 plants as part of a broad restructuring. The cuts include the recently announced termination of 2,200 sales representatives in the U.S.

Stock of Boeing close down $3.03 or 3.6% to $85.60, after Wachovia downgraded it to “market perform” from “outperform.” Wachovia cited concerns that the commercial-aircraft-order cycle has peaked.

Shares of Citigroup closed up $0.18 to $54.68, on news that it has moved its CFO, Sallie Krawcheck, to the job as head of its Global Wealth Management division. Additionally, Citigroup has also agreed to buy ABN Amro’s mortgage Group for an estimated $3 billion. This will increase its customer base by 1.5 million customers.

Shares of Intel Corp. lost 0.1% even after reaching a deal with Sun Microsystems, which will now use Intel chips. Shares of Sun Micro fell 0.4% while Intel rival Advanced Micro Devices, which could suffer a blow from the deal, dropped 1.1%. AMD is now Sun’s exclusive source for chips based on the popular x86 design used in most personal computers and servers.

U.S. light crude oil for February delivery closed down $0.86 to $51.13. Prices zigzagged, initially tracking a surge in natural gas amid forecasts for below-average temperatures across much of the U.S and then giving up gains ahead of the expiration of the front-month contract.

All the best,
Manuel Jesus-Backus
The Portfolio Crafter
30-day risk-free trial

Mad Money / Jim Cramer Daily Recap 1/19/07

Saturday, January 20th, 2007

CramersMadMoney.comPlease do your own research, and verify all information before acting on it. This summary of Cramer’s picks is not intended to replace watching the shows, where his comments about the stocks often include advice about entry and exit points.

Bullish
AeroVironment (AVAV) (IPO) (”buy under $20, sell at $25″) (Mad Money)
AT&T (T) (Lightning Round)
Best Buy (BBY) (Lightning Round)
Blockbuster (BBI) (Lightning Round)
Capital One Financial (COF) (Lightning Round)
Chipotle Mexican Grill’s (CMG) (Mad Money)
Citigroup (C) (”deadest money of the group”) (mentioned on Stop Trading!)
Consolidated Edison (ED) (Mad Money)
Continental Airlines (CAL) (Lightning Round)
Covance (CVD) (”two thumbs up, way up”) (Lightning Round)
International Flavors & Fragrances (IFF) (Lightning Round)
JPMorgan (JPM) (Lightning Round)
Level 3 Communications (LVLT) (Lightning Round)
Rite Aid (RAD) (Lightning Round)
Southern Co. (SO) (Mad Money)
Toyota Motor (TM) (Lightning Round)
Triad (TRI) (mentioned on Stop Trading!)

Bearish
Bare Escentuals (BARE) (Lightning Round)
Corning (GLW) (Lightning Round) (Lightning Round)
Electronic Arts (ERTS) (”buy in mid-40s”) (Lightning Round)
FairPoint Communications (FRP) (Lightning Round)
JetBlue Airways (JBLU) (Lightning Round)
Sky Financial (SKYF) (Lightning Round)
Western Refining (WNR) (Lightning Round)

PortfolioCrafter - Market Commentary 1/19/07

Friday, January 19th, 2007

PortfolioCrafterStocks finished mixed on the day and for the week, with the broad market little changed but technology shares posting steep weekly losses, after IBM’s earnings forecast failed to live up to investor expectations, further souring sentiment towards the tech sector. A number of better than expected results from several blue chip stocks failed to push the Dow higher, as Wall Street was hesitant to take a position at the start of the earnings season.

Today, the Dow Jones Industrial average closed down 2.40 or 0.02% to 12,565.53, the broader S&P 500 closed up 4.13 or 0.29% to 1,430.50, while the tech-heavy Nasdaq closed up 8.10 or 0.33% to 2,451.31. For the week, the Dow Jones Industrial Average and the S&P 500 finished nearly flat, and the Nasdaq Composite fell 2.1%.

Market breadth was positive. On the New York Stock Exchange, winners beat losers 23 to 19 on volume of 1.6 billion shares. On the Nasdaq, advancers topped decliners 18 to 11 on volume of 2.1 billion shares.

Investors’ worries about some disappointing numbers issued earlier this week were apparent as in-line or better-than-expected results from three Dow components failed to move stocks higher. Most investors are just hanging back because they want to see what the bulk of earnings look like.

Upbeat news such as the preliminary consumer sentiment index from the University of Michigan rising to 98.0, failed to excite the market. This read topped estimates and reflects the impact of the recent decline in oil prices and gains for the stock market. The bigger than expected uptick in housing starts and the Philadelphia Federal Reserve reporting a rebound in Mid-Atlantic factory activity, are good economic news. The recent economic readings have fueled speculation that the Federal Reserve will not cut interest rates anytime soon. Jeffrey Lacker, the Richmond Federal Reserve Bank president, said that inflation remains the main risk for the U.S. economy, but that there are signs that it is moderating.

Shares of IBM closed down $3.37 or 5.5% to $96.08, despite posting quarterly sales and earnings that topped estimates, due to strength in services and its recent software acquisitions. However, investors took a ’sell the news’ approach and sent shares lower. It reported an EPS of $2.20, compared to the expected $2.19. Its net income was $3.54 billion, compared to $3.19 billion in the fourth quarter last year. Its revenue was $26.3 billion, compared to the expected $25.66 billion.

Stock of Citigroup closed down $0.06 to $54.33, after reporting quarterly earnings that fell from a year earlier, but also topped estimates. The company raised its quarterly dividend 10% to 54 cents a share. Its revenue rose 15% to a record $23.83 billion compared to $20.78 billion.

Shares of General Electric closed down $1.04 or 1.5% to $36.96, despite reporting higher quarterly earnings that met estimates. However, the company also said it would restate financial results for the years 2001 through 2005, as well as the first three quarters of 2006.

General Electric Co. said o it will buy two of Abbott Laboratories diagnostics business units for $8.13 billion, broadening GE’s reach into diagnostics. Shares of Abbott Laboratories closed up $0.50 to $53.29. Abbott’s Molecular Diagnostics and Diabetes Care businesses are not part of the transaction and will remain part of Abbott.

Stock of Alcoa Inc. closed up 3.6% after saying it plans to buy back up to 10% of its outstanding stock and hike its dividend by 13%. It plans to buy back about 87 million shares over the next three years, in its first new buyback plan since July 2001.

Shares of Motorola closed up $0.53 or 2.5% to $19.24, after the company said it plans to cut 3500 jobs in a bid to improve operating costs. The company forecast 2007 EPS to be flat to slightly above its 2006 earnings of $1.13 on sales of $46 billion to $49 billion. Profit from continuing operations fell to $528 million, from $1.177 billion in the year-ago quarter.

U.S. light crude oil for December delivery climbed $1.51 to settle at $51.99 a barrel on the New York Mercantile Exchange.

All the best,
Manuel Jesus-Backus
The Portfolio Crafter
30-day risk-free trial

Mad Money / Jim Cramer Daily Recap 1/18/07

Friday, January 19th, 2007

CramersMadMoney.comPlease do your own research, and verify all information before acting on it. This summary of Cramer’s picks is not intended to replace watching the shows, where his comments about the stocks often include advice about entry and exit points.

Bullish
Allergan (AGN) (Lightning Round)
Apple (AAPL) (Mad Money)
Apple (AAPL) (mentioned on Stop Trading!)
Denny’s (DENN) (”two thumbs up, way up”) (Lightning Round)
Duke Energy (DUK) (Lightning Round)
Genentech (DNA) (”best of breed”) (Lightning Round)
Genentech (DNA) ($104 to $140 target) (Mad Money)
Global Sources (GSOL) (Lightning Round)
Immucor (BLUD) (Lightning Round)
Las Vegas Sands (LVS) (Lightning Round)
MasterCard (MA) (Lightning Round)
McDermott (MDR) (Lightning Round)
Mentor (MNT) (Lightning Round)
WCI Communities (WCI) (”wait for pullback”) (Mad Money)
Wynn (WYNN) (Lightning Round)

Bearish
Deere (DE) (”could go up another 8 points”) (Mad Money)
Guess? (GES) (Mad Money)
Interpublic Group of Companies (IPG) (”could go higher”) (Mad Money)
MGI Pharma (MOGN) (Lightning Round)
MGM Mirage (MGM) (Lightning Round)
Panera Bread (PNRA) (Lightning Round)
PPG (PPG) (mentioned on Stop Trading!)
Ship Finance International (SFL) (Lightning Round)
Valero Energy (VLO) (Lightning Round)
XM Satellite Radio (XMSR) (Mad Money)

PortfolioCrafter - Market Commentary 1/18/07

Thursday, January 18th, 2007

PortfolioCrafterStocks closed lower after an earnings forecast from technology icon Apple Inc. disappointed investors, weighing heavily on shares throughout the tech sector. The Nasdaq composite slumped for a second straight session amidst worries about the strength of technology earnings in the just-completed fourth quarter.

Today, the Dow Jones Industrial average closed down 9.22 or 0.07% to 12,567.93, the S&P 500 index closed down 4.25 or 0.3% to 1,426.37, and the Nasdaq closed down 36.21 or 1.46% to 2,443.21.

Market breadth was negative. On the New York Stock Exchange, losers topped winners 5 to 3 on volume of 1.61 billion shares. On the Nasdaq, decliners trounced advancers by more than 3 to 1 as 2.4 billion shares changed hands.

Stocks lost today on Apple’s earnings forecast and a spate of mixed economic news. Investors were also likely backing off in the aftermath of the rally in the second half of 2006. With the new year, there is some portfolio realigning going on as they move out of riskier areas of the market. However, longer term the bias for stocks remains positive, but in the very near term, more selling would not be a surprise.

In economic news, the December CPI rose 0.5% in the month, and the core CPI rose 0.2%, in line with forecasts. This report did little to quell inflationary worries, and with oil prices having slumped considerably since December, future reports could show lower pricing pressures. Federal Reserve officials remain wary about the potential for inflation to flare up, though expectations for price rises have been well contained. For the full year 2006, the CPI increased by 2.5%, an improvement over 2005 when it was up 3.4%.

The pace of home building rebounded in December. Housing starts jumped to an annual pace of 1.64 million against the forecast 1.57 million. Building permits, jumped 5.5% to an annual rate of just under 1.60 million from the nine-year low of 1.51 million pace in November.

The Philadelphia Fed index rose to 8.3 in January, against the expected rise to 2.0. Federal Reserve chairman Ben Bernanke, bluntly warned the U.S. Congress that failure to act soon to deal with the budgetary strains posed by an aging U.S. population could lead to serious economic harm. He also acknowledged projections that the U.S. budget deficit could hold steady or even narrow in the near-term.

Shares of Apple closed down $5.88 or 5% to $89.07, after it issued fiscal second-quarter sales and earnings guidance that was short of analysts’ forecasts. In the latest quarter, Apple reported an EPS of $1.14, beating the 78 cents expected by analysts. It reported a net quarterly income of $1.0 billion, up 77% from $565 million in the year-ago quarter. It reported quarterly revenue of $7.1 billion, against the expected $6.42 billion.

Stock of Lam Research closed down 13% after warning that shipment delays will weigh on the current quarter’s results. That overshadowed the company’s otherwise upbeat second-quarter earnings.

Shares of Merrill Lynch closed down $1.41 to $95.40, despite reporting quarterly earnings that jumped from a year ago and topped analysts’ expectations, thanks to a gain in M&A advisory fees and strength in its private equity business.

U.S. light crude oil for February delivery closed down $1.76 to $50.48 a barrel on the New York Mercantile Exchange, falling after a surprisingly strong weekly energy inventories report. However, unlike last year, the sell-off in oil has not goosed stock gains, with investors perhaps betting that oil prices could rebound or concerned about what a drop in oil prices might mean for Fed policy.

All the best,
Manuel Jesus-Backus
The Portfolio Crafter
30-day risk-free trial

Mad Money / Jim Cramer Daily Recap 1/17/07

Wednesday, January 17th, 2007

CramersMadMoney.comPlease do your own research, and verify all information before acting on it. This summary of Cramer’s picks is not intended to replace watching the shows, where his comments about the stocks often include advice about entry and exit points.

Bullish
Altria (MO) (Lightning Round)
Apple (AAPL) (”buy on weakness”) (Mad Money)
Blockbuster (BBI) (Mad Money)
BP (BP) (Mad Money)
Cisco (CSCO) (”buy on weakness”) (Mad Money)
GlobalSantaFe (GSF) (Lightning Round)
Google (GOOG) (”buy on weakness”) (Mad Money)
Hewlett-Packard (HPQ) (”buy on weakness”) (Mad Money)
J.C. Penney (JCP) (Lightning Round)
JNorthern Trust (NTRS) (”back up the truck”) (mentioned on Stop Trading!)
Johnson & Johnson (JNJ) (Mad Money)
JPMorgan (JPM) (Lightning Round)
JPMorgan (JPM) (mentioned on Stop Trading!)
KBR (KBR) (Mad Money)
Level 3 Communications (LVLT) (”speculative”) (Mad Money)
Marvell Technology (MRVL) (”buy on weakness”) (Mad Money)
MasterCard (MA) (”poised to break $110″) (mentioned on Stop Trading!)
Microsoft (MSFT) (”buy on weakness”) (Mad Money)
MRV Communications (MRVC) (”buy on weakness”) (Mad Money)
National City (NCC) (Mad Money)
Nymex (NMX) (Mad Money)
NYSE Group (NYX) (Lightning Round)
NYSE Group (NYX) (Mad Money)
Procter & Gamble (PG) (Mad Money)
Public Storage (PSA) (”two thumbs up, way up”) (Lightning Round)
Rite Aid (RAD) (Mad Money)
Sirius Satellite (SIRI) (Mad Money)
ThermoFisher Scientific (TMO) (Mad Money)
Tower Group (TWGP) (Lightning Round)
Transocean (RIG) (Lightning Round)
Wells Fargo (WFC) (Lightning Round)
Wells Fargo (WFC) (mentioned on Stop Trading!)

Bearish
Advanced Micro Devices (AMD) (Mad Money)
Aeropostale (ARO) (Lightning Round)
Bank of America (BAC) (mentioned on Stop Trading!)
BEA Systems (BEAS) (Mad Money)
Brocade Communications (BRCD) (Mad Money)
Citigroup (C) (mentioned on Stop Trading!)
Del Monte Foods (DLM) (”poorly run company”) (Lightning Round)
DivX (DIVX) (Lightning Round)
EMC (EMC) (Mad Money)
General Motors (GM) (”don’t buy don’t buy don’t buy”) (Lightning Round)
Hercules Offshore (HERO) (Lightning Round)
Hertz Global (HTZ) (Lightning Round)
Intel (INTC) (Mad Money)
King Pharmaceuticals (KG) (Lightning Round)
Lennar (LEN) (mentioned on Stop Trading!)
LoJack (LOJN) (Lightning Round)
National Semiconductor (NSM) (Mad Money)
ON Semiconductor (ONNN) (Lightning Round)
Qualcomm (QCOM) (Mad Money)
Rackable Systems (RACK) (Mad Money)
Research In Motion (RIMM) (Mad Money)
Sanofi-Aventis (SNY) (Mad Money)
Symantec (SYMC) (Mad Money)
Tata Motors (TTM) (”schnitzel a bit”) (Lightning Round)
Texas Instruments (TXN) (Mad Money)
The Bank of New York (BK) (Lightning Round)