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Showing posts with label AFCE. Show all posts
Showing posts with label AFCE. Show all posts

Saturday, September 15, 2012

Jim Cramer Stock picks for the week

If there's one thing Jim Cramer will be doing a lot of next week, it will be listening.
The "Mad Money" host plans to listen to several earnings announcements, as well as various industry conferences - both of which can significantly move stocks.
To start, Cramer looks forward to Salesforce.com's Dreamforce conference, an enterprise technology and cloud computing event, which will take place Sept. 18 - 21 in San Francisco. Cramer thinks the conference will likely move the stock, but how will he play it?
"On Monday, I would buy deep-in-the-money call options on Salesforce," Cramer said. "The November 140 calls look good, trading at $20 with the stock at $156, and bet on some levitation as the hoopla of the cloud takes over."
Cramer likes this particular options contract because even if the Dreamforce conference doesn't produce a pop, the timing of the contract allows time for the story to play out.
"We are now in the seasonally strongest period of the year for tech and this contract will let you play a high volatility tech stock right through it," Cramer added. "[Also] Salesforce reports the day of that option's expiration, and you sure as heck want a call to the upside on this one."
Here's a day-by-day look at the rest of Cramer's "Game Plan."
TUESDAY, SEPT. 18

Cramer thinks AFC Enterprises (AFCE) is worth speculating on ahead of its analyst day on Tuesday.
AFC, the holding company for the Popeye's chain of restaurants, has produced consistent growth lately. Last quarter, it reported strong quarterly results, causing its stock to push higher. In turn, Cramer thinks AFC's stock could pop again when company executives share the company's story Tuesday.
Meanwhile, Cramer plans to monitor earnings announcements from both Federal Express (FDX) and Manchester United (MANU).
(Related: 5 Stocks Set for Solid Earnings.)
FedEx, the global package delivery company, recently pre-announced a disappointing quarter. While its stock dropped on the news, it has since bounced back. If FedEx reiterates its bearishness, though, Cramer fears its stock could tumble again. Even so, Cramer said FDX is a buy on weakness because "it's too high quality for that discount to last."
Manchester United, Britain's popular soccer team, will report its first quarter as a publicly traded company. Cramer isn't expecting too much, though. He thinks MANU is "wildly overvalued" and too risky, making it a "sell, sell, sell!"
WEDNESDAY, SEPT. 19
The Deutsche Bank Energy Conference and UBS Global Life Sciences Conference will draw Cramer's attention Wednesday.
At these conferences, it's important to hear from the individual companies, but Cramer also likes to gauge interest in each meeting. Cramer reported that the truck manufacturers and parts makers meetings are rumored to draw the most attention this year. That said, Cramer reminded his viewers that he likes Eaton (ETN), which does make some truck parts.
(Read More: 2 'Terrific' Buying Opportunities.)
Elsewhere in the market, Bed Bath & Beyond (BBBY) and Ascena Retail Group (ASNA) are scheduled to report earnings.
Ascena operates dressbarn, a women's clothing retailer. The company just bought Charming Shoppes, too. Cramer expects to hear things are integrating nicely, which would cause its stock to push higher.
Bed Bath & Beyond is going to be "tricky," Cramer said. Its results last quarter sent the stock sharply lower, so Cramer suggests playing BBY through call options.
"The contract I like would be the September 65 calls for roughly $5. If Bed Bath delivers, that stock could go back to its old high of $74 and change," Cramer said. "If it doesn't, the stock will most likely give up a lot of the hard fought gain back to $70."
THURSDAY, SEPT. 20
Thursday brings earnings reports from Oracle (ORCL) and Tibco (TIBX), both of which Cramer likes going into the quarter.
"Both software stocks have performed fabulously of late," Cramer said. "Both have reported good quarters all year, but only recently - in this more friendly environment - has the stock actually moved higher."
FRIDAY, SEPT. 21

Restaurant operator Darden Restaurants (DRI) will report earnings Friday. To Cramer, Darden is "one of the oddest stories out there."
"The last quarter and the quarter before that were really nothing to write home about, but the stock's been a horse in a large part because of its big dividend, which made it an ideal 'pay to wait' name," Cramer said. "I fear owning Darden into the quarter, though, if only because now the yield's only 3.65 percent courtesy of the recent advance and I don't the company's going to blow away the numbers."
Finally, KB Home (KBH) is scheduled to report earnings. Last spring, it reported a disappointing number that Cramer says "almost stopped the housing stock recovery in its tracks." He doesn't think KB will say anything Friday that will justify the recent run in its stock, so he recommends investors use caution.

Monday, December 5, 2011

Top stocks to buy in December 2011

Portfolio for December
CompanySectorNov. 30 closeScouter score
Pioneer Southwest Energy Partners (PSE 0.00%, news)Oil and natural gas$30.4110
Rex Energy (REXX 0.00%, news)Oil and natural gas$16.159
Vanguard Natural Resources (VNR 0.00%, news)Oil and natural gas$26.4610
Global Partners (GLP 0.00%, news)Petroleum products$20.698
InfoSpace (INSP 0.00%, news)Internet search$9.648
Encore Energy Partners (ENP +130.46%, news)Oil and natural gas$20.0510
Evolution Petroleum (EPM 0.00%, news)Oil and natural gas$7.308
ECA Marcellus Trust I (ECT 0.00%, news)Natural gas$25.158
Innophos (IPHS 0.00%, news)Specialty phosphates$49.259
Heico (HEI 0.00%, news)Aerospace and defense$59.348
Mobile Mini (MINI 0.00%, news)Rental storage$18.039
AFC Enterprises (AFCE 0.00%, news)Quick-service restaurants$15.709
XO Group (XOXO 0.00%, news)Specialty retail$7.377
Neutral Tandem (TNDM 0.00%, news)Wireless communications$10.818
Interval Leisure Group (IILG 0.00%, news)Travel and leisure$14.018
China Digital TV (STV 0.00%, news)Application software$3.638
Hornbeck Offshore Services (HOS 0.00%, news)Offshore energy services$33.748
Buckeye Technologies (BKI 0.00%, news)Specialty products$30.988
Thompson Creek Metals (TC 0.00%, news)Mining$6.998
Orbcomm (ORBC 0.00%, news)Communication services$3.308
Colfax (CFX 0.00%, news)Industrial machinery$29.318
Whiting USA Trust I (WHX 0.00%, news)Oil and natural gas$17.308
Dun & Bradstreet (DNB 0.00%, news)Business information$69.8710
Capstead Mortgage (CMO 0.00%, news)Real estate investments$12.4810
Williams Partners (WPZ 0.00%, news)Natural gas$58.069
Main Street Capital (MAIN 0.00%, news)Investments$19.5110
Community Trust Bancorp (CTBI 0.00%, news)Banking$28.1910
Community Trust Bancorp (CTBI 0.00%, news)Credit services$9.7810
PennyMac Mortgage Investment Trust (PMT 0.00%, news)Residential real estate$16.1210
Waters (WAT 0.00%, news)Medical instruments$80.0010
Corrections Corp. of America (CXW 0.00%, news)Prisons$21.0010
Legacy Reserves (LGCY 0.00%, news)Oil and natural gas$26.8210
CubeSmart (CUBE 0.00%, news)Rental storage$9.9710
Chesapeake Lodging Trust (CHSP 0.00%, news)Hotels$15.9010
Flowserve (FLS 0.00%, news)Flow controls$102.7710
Energen (EGN 0.00%, news)Oil and natural gas$50.7210
Wyndham Worldwide (WYN 0.00%, news)Lodging$35.4510
Chipotle Mexican Grill (CMG 0.00%, news)Restaurants$321.5610
NewMarket (NEU 0.00%, news)Specialty chemicals$197.8910
Bally Technologies (BYI 0.00%, news)Application software$38.3410
Atlas Pipeline Partners (APL 0.00%, news)Natural gas$34.8010
OSI Systems (OSIS 0.00%, news)Electronic components$47.819
Core Laboratories (CLB 0.00%, news)Oil-field services$116.0510
Cedar Fair (FUN 0.00%, news)Amusement parks$23.0910
Taser International (TASR 0.00%, news)Electronic controls$6.0210
Pebblebrook Hotel Trust (PEB 0.00%, news)Hotels$18.5210
SPS Commerce (SPSC 0.00%, news)Business services$23.4510
Quaker Chemical (KWR 0.00%, news)Specialty chemicals$38.919
Nara Bancorp (NARA, news)Banking$9.379
Halozyme Therapeutics (HALO 0.00%, news)Biotechnology$9.489