Archive for June, 2007

Fast Money Recap 6/29/07

Saturday, June 30th, 2007

OnlineTradersForum.com - Traders and Investors Sharing IdeasStock picks by each of the traders on the latest episode of “Fast Money.” (Fast Money Recaps at Online Traders’ Forum)

Buy
“Semiconductors” (Macke)
“Technology” (Adami)
“Technology” (Danielle Hughes)
“Technology” (Macke)
Aflac (AFL) (Danielle Hughes)
AT&T (T) (Macke)
AT&T (T) (Pete Najarian)
Baidu.com (BIDU) (Pete Najarian)
China Mobile (CHL) (Pete Najarian)
Cigna (CI) (Jon Najarian)
Cisco (CSCO) (Adami)
Cisco (CSCO) (Macke)
Dell (DELL) (Macke)
Disney (DIS) (Jon Najarian)
Energy Select Sector SPDR (XLE) (Jon Najarian)
FedEx (FDX) (Adami)
Flour Corp (FLR) (Adami)
Freeport-McMoRan (FCX) (Adami)
General Electric (GE) (Pete Najarian)
Heelys (HLYS) (Adami)
Heelys (HLYS) (Pete Najarian)
Hewlett-Packard (HPQ) (Macke)
Honeywell (HON) (Adami)
HSBC HLDGS PLC (HBC) (Danielle Hughes)
Industrial Select Sector SPDR (XLI) (Danielle Hughes)
Intel (INTC) (Adami)
Intel (INTC) (Jon Najarian)
Intel (INTC) (Macke)
Intel (INTC) (Pete Najarian)
Intuitive Surgical (ISRG) (Jon Najarian)
iShares FTSE/Xinhua China 25 Index (FXI) (Pete Najarian)
Joy Global (JOYG) (Adami)
Juniper (JNPR) (Jon Najarian)
McDermott (MDR) (Adami)
Nokia (NOK) (Pete Najarian)
Oil Services HOLDRs (OIH) (Pete Najarian)
Research In Motion (RIMM) (Jon Najarian)
Shaw Group (SGR) (Adami)
The9 (NCTY) (Macke)
Time Warner (TWX) (Pete Najarian)
United Healthcare (UNH) (Jon Najarian)
Vodafone (VOD) (Adami)
Vodafone (VOD) (Pete Najarian)
Vulcan (VMC) (Adami)

Sell
“Financials” (Danielle Hughes)
“Financials” (Pete Najarian)
Blockbuster (BBI) (Macke)
Netflix (NFLX) (Macke)
Research In Motion (RIMM) (Pete Najarian)

* Click here and receive a free market forecast using VantagePoint software.
* Click here for 2 free books that teach you how to trade the E-mini’s.
* Click here for free cassette “17 Rules for Successful Futures Trading.”

PortfolioCrafter - Market Commentary 6/29/06

Saturday, June 30th, 2007

PortfolioCrafterStocks finished lower on the day and for the month of June, but still posted a strong performance for the second quarter.

Today, the 30-share Dow industrials closed down 13.66 or 0.10% to 13,408.62, the broader S&P 500 closed down 2.36 or 0.16% to 1503.35, and the tech-heavy Nasdaq closed down 5.14 or 0.20% to 2603.23. For the week, the Dow added about 0.4%, the S&P inched higher, and the Nasdaq rose roughly 0.5%. For the month of June, the Dow fell 1.6%, the S&P 500 fell 1.8%, while the Nasdaq fell fractionally. Fir the second quarter saw the Dow rally 8.5%, the S&P advanced 5.8% and the Nasdaq gained 7.5%.

Market breadth was mixed. On the New York Stock Exchange, winners edged out losers by 17 to 15on volume of 1.66 billion shares. On the Nasdaq, decliners edged out advancers by 16 to 13as 2.21 billion shares changed hands.

Rising oil prices and continued inflation fears eroded the gains. The upcoming holiday week and thin trading, added fuel to fire. In the earlier part of the day, stocks rallied on a combination of tame inflation numbers and moderate - but not too fast - economic growth. Consumer spending showed the inflation reading rose just 0.1% in May, meeting forecasts of economists. The PCE rose 1.9%, just within the Fed’s comfort range of 1 to 2%.

Stock of Research in Motion closed up 16.9% to $193.53, after reporting a higher first-quarter profit that topped forecast as it added more subscribers than expected and raised its earnings guidance. It also announced a three-for-one stock split, which it plans to implement through a stock dividend. It earned $223.2 million, up from a profit of $128.8 million in the same period a year earlier.

Shares of Palm fell over 3% after it posted lower quarterly profit, even as it reported record sales of its Treo smart phones. Its profit fell to $15.4 million, from $27.2 million in the year-ago quarter. Revenue fell to $401.3 million from $403.1 million. Analysts had expected revenue of $406.58 million.

Oil prices rose Friday amid a backdrop of falling U.S. gasoline and heating fuel stocks. U.S. crude for August delivery gained $1.11 to settle at $70.68 a barrel on the New York Mercantile Exchange.

All the best,
Manuel Jesus-Backus
The Portfolio Crafter

Fast Money Recap 6/28/07

Saturday, June 30th, 2007

OnlineTradersForum.com - Traders and Investors Sharing IdeasStock picks by each of the traders on the latest episode of “Fast Money.” (Fast Money Recaps at Online Traders’ Forum)

Buy
Baidu.com (BIDU) (Najarian)
Celanese (CE) (Bolling)
Chevron (CVX) (Bolling)
Dell (DELL) (Adami)
Disney (DIS) (”own at $30″) (Bolling)
Disney (DIS) (Macke)
Energy Select Sector SPDR (XLE) (Bolling)
Ford (F) (Adami)
Ford (F) (Macke)
Ford (F) (Najarian)
Freeport-McMoRan Copper & Gold (FCX) (Adami)
General Motors (GM) (Adami)
Gerber Scientific (GRB) (Adami)
Hilton Hotels (HLT) (Najarian)
Johnson Controls (JCI) (Adami)
Loews Corp (LTR) (Bolling)
Maidenform (MFB) (Adami)
Micron (MU) (Adami)
Micron (MU) (Macke)
Micron (MU) (Najarian)
Research In Motion (RIMM) (Bolling)
Research In Motion (RIMM) (Macke)
Research In Motion (RIMM) (Najarian)
Rite Aid (IMMR) (Najarian)
Rite Aid (RAD) (Adami)
Rite Aid (RAD) (Macke)
Time Warner (TWX) (Najarian)
Tyco (TYC) (Najarian)
US Oil (USO) (Bolling)
Vodafone (VOD) (Adami)
Vodafone (VOD) (Najarian)

Sell
Bed Bath & Beyond (BBBY) (Macke)
Dillard’s (DDS) (Macke)
Disney (DIS) (Najarian)
Echostar (DISH) (Bolling)
Gerber Scientific (GRB) (Bolling)
Maidenform (MFB) (Macke)
Palm (PALM) (Bolling)
Palm (PALM) (Macke)
Six Flags (SIX) (Bolling)
Sovereign Bancorp (SOV) (Bolling)
Wachovia (WB) (Bolling)

* Click here and receive a free market forecast using VantagePoint software.
* Click here for 2 free books that teach you how to trade the E-mini’s.
* Click here for free cassette “17 Rules for Successful Futures Trading.”

Mad Money / Jim Cramer Daily Recap 6/29/07

Friday, June 29th, 2007

OnlineTradersForum.com - traders and investors sharing ideasPlease 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.

Friday’s broadcast was a rerun from May about how to watch and use the “Mad Money” show. Cramer said the sector a stock is in is often as important as the individual stock. Just because Cramer likes a stock doesn’t mean to go out and buy it without doing your own homework. And Cramer said his advice in the Lightning Round is not as strong as the advice he gives in the featured stocks segments, where more research has been done.

Latest new picks from the last show with new picks, on 6/22/07:

Buy
Accenture (ACN) (Lightning Round)
Bear Stearns (BSC) (”buy next Thursday”) (Mad Money)
Bear Stearns (BSC) (mentioned on Stop Trading!)
Cummins (CMI) (Mad Money)
Express Scripts (ESRX) (Mad Money)
Given Imaging (GIVN) (Mad Money)
Guidance Software (GUID) (Lightning Round)
Hasbro (HAS) (Lightning Round)
Huron Consulting Group (HURN) (Lightning Round)
Infosys Technologies (INFY) (Lightning Round)
Kroger (KR) (Mad Money)
Mattel (MAT) (Lightning Round)
McCormick (MKC) (Mad Money)
Medco Health (MHS) (Mad Money)
Monster Worldwide (MNST) (Lightning Round)
Nike (NKE) (Mad Money)
Omniture (OMTR) (”$35 stock”) (Mad Money)
Oracle (ORCL) (Mad Money)
Posco (PKX) (Mad Money)
Research In Motion (RIMM) (”after it reports”) (Mad Money)
Rite Aid (RAD) (”buy on weakness”) (Mad Money)
Spartan (SPAR) (Mad Money)
Syneron Medical (ELOS) (Lightning Round)
XTO Energy (XTO) (Mad Money)

Sell
Charter Communications (CHTR) (”buy at 3.60 or 3.70″) (Lightning Round)
Disney (DIS) (Lightning Round)

* Click here and receive a free market forecast using VantagePoint software.
* Click here for 2 free books that teach you how to trade the E-mini’s.
* Click here for free cassette “17 Rules for Successful Futures Trading.”

Mad Money / Jim Cramer Daily Recap 6/28/07

Friday, June 29th, 2007

OnlineTradersForum.com - traders and investors sharing ideasPlease 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.

Thursday’s show was a rerun from December in which Cramer talked about speculation.

Latest new picks from last Friday’s show:

Buy
Accenture (ACN) (Lightning Round)
Bear Stearns (BSC) (”buy next Thursday”) (Mad Money)
Bear Stearns (BSC) (mentioned on Stop Trading!)
Cummins (CMI) (Mad Money)
Express Scripts (ESRX) (Mad Money)
Given Imaging (GIVN) (Mad Money)
Guidance Software (GUID) (Lightning Round)
Hasbro (HAS) (Lightning Round)
Huron Consulting Group (HURN) (Lightning Round)
Infosys Technologies (INFY) (Lightning Round)
Kroger (KR) (Mad Money)
Mattel (MAT) (Lightning Round)
McCormick (MKC) (Mad Money)
Medco Health (MHS) (Mad Money)
Monster Worldwide (MNST) (Lightning Round)
Nike (NKE) (Mad Money)
Omniture (OMTR) (”$35 stock”) (Mad Money)
Oracle (ORCL) (Mad Money)
Posco (PKX) (Mad Money)
Research In Motion (RIMM) (”after it reports”) (Mad Money)
Rite Aid (RAD) (”buy on weakness”) (Mad Money)
Spartan (SPAR) (Mad Money)
Syneron Medical (ELOS) (Lightning Round)
XTO Energy (XTO) (Mad Money)

Sell
Charter Communications (CHTR) (”buy at 3.60 or 3.70″) (Lightning Round)
Disney (DIS) (Lightning Round)

* Click here and receive a free market forecast using VantagePoint software.
* Click here for 2 free books that teach you how to trade the E-mini’s.
* Click here for free cassette “17 Rules for Successful Futures Trading.”

PortfolioCrafter - Market Commentary 6/28/06

Thursday, June 28th, 2007

PortfolioCrafterStocks finished mixed after the Federal Reserve left interest rates unchanged and said economic growth should continue at a moderate pace, while inflation remained its top concern. A surge in crude oil prices, which briefly topped $70 a barrel, had a mixed impact on the energy sector, with shares of oil producers rising, while providers of oil service fell sharply.

Today, the Dow Jones industrial average closed down 5.45 or 0.04% to 13,422.28, and the broader S&P 500 closed down 0.63 or 0.04% to 1,505.71. The tech-heavy Nasdaq closed up 3.02 or 0.12% to 2,608.37.

Market breadth was positive. On the New York Stock Exchange, winners beat losers 18 to 13 on volume of 1.5 billion shares. On the Nasdaq, advancers topped decliners by 15 to 14 1.9 billion shares changed hands.

In addition to keeping the fed funds rate steady at 5.25%, the Fed also dropped the word “elevated” from its description of core inflation. However, it added that “sustained moderation in inflation pressures has yet to be convincingly demonstrated.” It is an indication that the statement is less hawkish, but inflation is still on their minds.

While this was not unexpected, the statement is closely watched by investors since inflation and rate hike fears have rattled markets in recent weeks. Investors dislike rising interest rates since they make borrowing more expensive, eating into corporate profits.

Shares of General Motors closed up $0.74 or 2% to $38.15, after it agreed to sell its Allison transmission unit to private-equity firms Carlyle Group and Onex for $5.6 billion.

Shares of KB Home closed down $0.54 to $39.89, after reporting an unexpected quarterly net loss of $1.93 a share as revenue tumbled due to the weak housing market.

Stock of Capital One Financial closed up $0.87 to $79.67, after it declared plans to cut about 2000 jobs or 6% of its work force, as it struggles with mortgage banking losses and higher credit costs. It expects pre-tax savings of $400 million in 2008 and another $300 million in 2009.

U.S. light crude gained 60 cents to settle at $69.57 a barrel on the New York Mercantile Exchange.

All the best,
Manuel Jesus-Backus
The Portfolio Crafter

Mad Money / Jim Cramer Daily Recap 6/27/07

Thursday, June 28th, 2007

OnlineTradersForum.com - traders and investors sharing ideasPlease 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.

Wednesday’s show was a rerun from Decamber in which Cramer talked about trading rules.

Latest new picks from Friday’s show:

Buy
Accenture (ACN) (Lightning Round)
Bear Stearns (BSC) (”buy next Thursday”) (Mad Money)
Bear Stearns (BSC) (mentioned on Stop Trading!)
Cummins (CMI) (Mad Money)
Express Scripts (ESRX) (Mad Money)
Given Imaging (GIVN) (Mad Money)
Guidance Software (GUID) (Lightning Round)
Hasbro (HAS) (Lightning Round)
Huron Consulting Group (HURN) (Lightning Round)
Infosys Technologies (INFY) (Lightning Round)
Kroger (KR) (Mad Money)
Mattel (MAT) (Lightning Round)
McCormick (MKC) (Mad Money)
Medco Health (MHS) (Mad Money)
Monster Worldwide (MNST) (Lightning Round)
Nike (NKE) (Mad Money)
Omniture (OMTR) (”$35 stock”) (Mad Money)
Oracle (ORCL) (Mad Money)
Posco (PKX) (Mad Money)
Research In Motion (RIMM) (”after it reports”) (Mad Money)
Rite Aid (RAD) (”buy on weakness”) (Mad Money)
Spartan (SPAR) (Mad Money)
Syneron Medical (ELOS) (Lightning Round)
XTO Energy (XTO) (Mad Money)

Sell
Charter Communications (CHTR) (”buy at 3.60 or 3.70″) (Lightning Round)
Disney (DIS) (Lightning Round)

* Click here and receive a free market forecast using VantagePoint software.
* Click here for 2 free books that teach you how to trade the E-mini’s.
* Click here for free cassette “17 Rules for Successful Futures Trading.”

Fast Money Recap 6/27/07

Thursday, June 28th, 2007

OnlineTradersForum.com - Traders and Investors Sharing IdeasStock picks by each of the traders on the latest episode of “Fast Money.” (Fast Money Recaps at Online Traders’ Forum)

Buy
“Refiners” (Bolling)
AT&T (T) (Bolling)
BASF (BF) (Bolling)
Bear Sterns (BSC) (Bolling)
Celanese (CE) (Bolling)
Chipotle (CMG) (Adami)
Chipotle (CMG) (Bolling)
Chipotle (CMG) (Macke)
Chipotle (CMG) (Najarian)
Constellation Energy (CEG) (Bolling)
Dendreon (DNDN) (Najarian)
Entergy (ETR) (Bolling)
Exelon (EXC) (Bolling)
Goldman Sachs (GS) (Bolling)
Guitar Center (GTRC) (Macke)
Holly Corp (HOC) (Bolling)
Intercontinental Exchange (ICE) (Bolling)
NYMEX (NMX) (Adami)
NYMEX (NMX) (Bolling)
Oracle (ORCL) (Adami)
Petsmart (PETM) (Macke)
Research In Motion (RIMM) (”buy on a dip”) (Adami)
Research In Motion (RIMM) (Bolling)
Titanium Metals (TIE) (Najarian)
USEC (USU) (Bolling)
Wrestling Entertainment (WWE) (Najarian)

Sell
Blackstone (BX) (Adami)
Blackstone (BX) (Najarian)
Holly Corp (HOC) (Adami)
Huntsman (HUN) (Bolling)
MasterCard (MA) (Adami)
Palm (PALM) (Macke)
Wrestling Entertainment (WWE) (Macke)

* Click here and receive a free market forecast using VantagePoint software.
* Click here for 2 free books that teach you how to trade the E-mini’s.
* Click here for free cassette “17 Rules for Successful Futures Trading.”

PortfolioCrafter - Market Commentary 6/27/06

Thursday, June 28th, 2007

PortfolioCrafterStocks rallied today, reversing early weakness, as investors set aside recent jitters about the sub-prime mortgage market and hedge fund woes to focus on rebuilding their portfolios ahead of the end of the second quarter on Friday. Better-than-expected earnings from Oracle Corp. helped lift technology shares, while rising oil prices lifted energy stocks. Additionally, weak economic report on durable goods orders also helped to lower bond yields.

Today, the Dow Jones industrial average closed up 86.16 or 0.68% to 13,423.82, the broader S&P 500 closed up 13.45 or 0.90% to 1506.34, the tech-laden Nasdaq closed up 31.19 or 1.21% to 2605.35.

Market breadth was positive. Winners beat losers over 3 to 1 on volume of 1.75 billion shares on the New York Stock Exchange. On the Nasdaq, advancers topped decliners by 2 to 1 on volume of 2.05 billion shares.

Recent volatility was apparent today too, over concerns about the sub- prime mortgage sector and its impact on the recent buyout boom. This erratic behavior of stocks made sense at a time when second quarter earnings numbers and big economic reports like the June employment report, lay on the horizon - however, in the current times, it has been hard to get portfolio managers to make any big commitments. The weak economic reading on big-ticket item orders fell by a greater than expected 2.8% in May. However, investors appeared unfazed by manufacturing worries and a jump in the price of oil as trading continued.

Shares of Oracle closed up $0.54 or 2% to $19.70, after posting higher quarterly profit that beat Wall Street estimates. Its profit rose to $1.6 billion, compared with $1.3 billion a year ago. Revenue rose 20% to $5.83 billion from last year’s $4.85 billion. Oracle said new software contract sales, rose to $2.48 billion, up 17% from a year ago, and sales from software license updates and support climbed 21% to $2.27 billion.

Shares of Nike closed up $4.68 or 9% to $58.50, after reporting better than expected fourth-quarter profits on strong sales. Its profit surged 32%, net income rose to $437.9 million, from $332.8 million from a year earlier. Sales in the quarter increased 9.4% to $4.38 billion.

Shares of Best Buy closed up $1.58 to $46.57, after stating that it is planning a $5.5 billion stock buyback and raised its dividend by 30%. The company also said it planned to open more North American stores than previously planned.

Stock of Blackstone Group closed down $0.55 to $30.20, falling below last week’s initial public offering price of $31 a share, on worries that the private equity boom may be over.

Shares Guitar Center closed up $9.85 or 19% to $59.91, after the company said it agreed to a $2.1 billion buyout offer from private equity firm Bain Capital Partners.

U.S. light crude for August settled $1.20 to $68.97 a barrel on the New York Mercantile Exchange, after the latest report on U.S. oil and energy inventories revealed a drop in inventories.

All the best,
Manuel Jesus-Backus
The Portfolio Crafter

Mad Money / Jim Cramer Daily Recap 6/26/07

Wednesday, June 27th, 2007

OnlineTradersForum.com - traders and investors sharing ideasPlease 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.

Tuesday’s show was a rerun in which Cramer talked about the different ways he spots tops and bottoms in stocks and markets.

Latest new picks from Friday’s show:

Buy
Accenture (ACN) (Lightning Round)
Bear Stearns (BSC) (”buy next Thursday”) (Mad Money)
Bear Stearns (BSC) (mentioned on Stop Trading!)
Cummins (CMI) (Mad Money)
Express Scripts (ESRX) (Mad Money)
Given Imaging (GIVN) (Mad Money)
Guidance Software (GUID) (Lightning Round)
Hasbro (HAS) (Lightning Round)
Huron Consulting Group (HURN) (Lightning Round)
Infosys Technologies (INFY) (Lightning Round)
Kroger (KR) (Mad Money)
Mattel (MAT) (Lightning Round)
McCormick (MKC) (Mad Money)
Medco Health (MHS) (Mad Money)
Monster Worldwide (MNST) (Lightning Round)
Nike (NKE) (Mad Money)
Omniture (OMTR) (”$35 stock”) (Mad Money)
Oracle (ORCL) (Mad Money)
Posco (PKX) (Mad Money)
Research In Motion (RIMM) (”after it reports”) (Mad Money)
Rite Aid (RAD) (”buy on weakness”) (Mad Money)
Spartan (SPAR) (Mad Money)
Syneron Medical (ELOS) (Lightning Round)
XTO Energy (XTO) (Mad Money)

Sell
Charter Communications (CHTR) (”buy at 3.60 or 3.70″) (Lightning Round)
Disney (DIS) (Lightning Round)

* Click here and receive a free market forecast using VantagePoint software.
* Click here for 2 free books that teach you how to trade the E-mini’s.
* Click here for free cassette “17 Rules for Successful Futures Trading.”