Buy Jim Cramer's Get Rich Carefully New Book #madmoney #Book #CNBC

Tired of phony promises about getting rich quickly, promises that lead to reckless decisions (the stepping stones to the poor house)? How about trying something different? How about going for lasting wealth—and doing it the cautious way? In Get Rich Carefully, Jim Cramer uses his thirty-five years of experience as a Wall Street veteran and host of CNBC’s Mad Money to create a guide to high-yield, low-risk investing. In our recovering economy, this is the plan you need to make big money without taking big risks.


Drawing on his unparalleled knowledge of the stock market and on the mistakes and successes he's made on the way to his own fortune, Cramer explains—in plain English—why you can get rich in a prudent, methodical way, as long as you start now. In his own inimitable style, Cramer lays it on the line, no waffling, no on-the-one-hand-or-the-other hedging, just the straight stuff you need to accumulate wealth. This is a book of wisdom as well as specifics. Cramer names names, highlights individual and sector plays, and identifies the best long-term investing themes—and shows you how to develop the disciplines you need to exploit them. Jim Cramer's Get Rich Carefully


The personal finance book of the year, Get Rich Carefully is the invaluable guide to turning your savings into real, lasting wealth in a practical, and yes—because this is, after all, a book by Jim Cramer—highly readable and entertaining way.

Jim Cramer discussed Ford Motor ( $F ) and General Motors ( $GM ).

(TheStreet) -- With the two big U.S. automakers reporting earnings this week, is there still value to be found? TheStreet's Jim Cramer and Debra Borchardt discussed Ford Motor (F_) and General Motors (GM_).




Both companies beat on top- and bottom-line estimates. Cramer said he was surprised by GM's results.

However, he still prefers shares of Ford, a holding in his charitable trust, Action Alerts Plus, to GM, in part because the U.S. government still holds a stake in GM. Although the company has said it won't do a large secondary offering, Cramer's still a bit leery.





Ford has been on a tear this year and that might not stop anytime soon. With analyst expectations still remaining relatively low, the stock could trade through $18, he said.

That level will likely be met with some investor skepticism, however, seeing as Ford traded up to $18 in 2011 before settling below $10 per share.

But Cramer said things are different this time around and Ford is much better off than it was two years ago, when investors thought Europe would be fine, causing estimates to be too high.

In general, he said, he remains bullish on the auto sector. If sales continue to impress, these stocks are going to remain value plays, with increasing dividends and strong buyback programs.

While Cramer said he expects GM to start offering a dividend, he likes how quickly the cash balance is growing at Ford and believes Ford's dividend will be raised soon.

Are u ready for some $FUN? we have the CEO on tonight at 6p & 11pE! Jim Cramer on Mad Money CNBC would you buy or sell #FUN ? RT

Are u ready for some $FUN? we have the CEO on tonight at 6p & 11pE! on Mad Money CNBC would you buy or sell #FUN ? RT Cedar Fair, L.P. is a limited partnership managed by Cedar Fair Management, Inc. (the General Partner). -- Cedar Fair (NYSE:FUN) has been downgraded by TheStreet Ratings from buy to hold. The company's strengths can be seen in multiple areas, such as its revenue growth, notable return on equity and solid stock price performance. However, as a counter to these strengths, we also find weaknesses including deteriorating net income and generally higher debt management risk. Leading up to Cedar Fair, L.P.’s (FUN) announcement of its first quarter earnings on Wednesday, May 8, 2013, analysts have become more bullish as expectations have improved over the past month from a loss of $1.15 per share to the current projection of a loss of $1.11 per share. The consensus estimate has moved down from a loss of 95 cents over the past three months. Analysts are expecting earnings of $2.32 per share for the fiscal year. Revenue is expected to be $30 million for the quarter, 6.3% higher than the year-earlier total of $28.2 million. For the year, revenue is expected to come in at $1.11 billion. For the past two quarters, the company has seen falling revenue. In the fourth quarter of the last fiscal year, revenue declined 10.8% to $129.2 million from the year earlier quarter. In the third quarter of the last fiscal year, the figure fell 3.3% The Company, along with its affiliated companies (the Partnership), is an amusement park operator, which owns 11 amusement parks, six outdoor water parks, one indoor water park and five hotels. The amusement parks include Cedar Point, located on Lake Erie between Cleveland and Toledo in Sandusky, Ohio; Kings Island near Cincinnati, Ohio; Canada's Wonderland near Toronto, Canada; Dorney Park & Wildwater Kingdom (Dorney Park), located near Allentown in South Whitehall Township, Pennsylvania; Valleyfair, located near Minneapolis/St. Paul in Shakopee, Minnesota; Michigan's Adventure located near Muskegon, Michigan; Kings Dominion near Richmond, Virginia; Carowinds in Charlotte, North Carolina; Worlds of Fun located in Kansas City, Missouri; Knott's Berry Farm and California's Great America (Great America) located in Santa Clara, California

Cramer's Stocks to Watch

american companies that are making a lot of money credit for what they're doing

arer. s&p 500 up about six points. jim cramer at the new york stock exchange. becky had had a nice shout out earlier about some of your comments about the consumer. i saw a little tweeting action going on. she said -- it was just another optimist, moronic comment. people say what does he know? he's siding with walmart and costco and home depot. i'm simply listening to the companies. others want to listen to the commerce department, the gasoline tax. there's a lot of good things happening. thank you for bringing them out even in the face of people who just want to talk about how it is all fed induced and a big joke. man, people making a lot of money on this joke. hold on. are we giving bernanke credit then? no. i'm giving general mills credit and google credit and companies like -- i'm giving companies like tyco credit for splitting up and creating so much wealth or kraft credit. i'm giving american companies that are making a lot of money credit for what they're doing. we can make a judgment that perhaps dupont is not doing well and we look at another 28 companies that are doing incredibly well. i just want believe how well corporate america is doing. it's not bernanke. but some of these companies are not as stupid as they used to be. obviously i believe this quantitative easing contributes to it. and that it's not all just the companies in terms of the risk-on strategy, the speculative bubble that we may be building again. i don't know. what is risk on? does that mean kellogg? is risk on u.s. steel? is that equity? is that a treasury? what's risky? to me a treasury is risky. j&j has a much better balance sheet than any other country in the world. is that risky? i don't know. i'm just a hedge fund manager that's come to tv. i don't know what risky means. what stocks are you looking that the morning? apple being upgraded by a guy who hated it. amazon downgraded by a guy who loved it. i think those are interesting calls. people saying why is the consumer still buying when the consumer's supposed to be strapped? i marvel at people who read top-down numbers and shoe-horn the thesis and be wrong about the stock market every day. every day. which way do you think amazon's going? i don't know. the stock has been a favored stock. there is a possibility that ebay, the third party business, a lot of people defending that today is going to take some share from amazon. i don't want to get in front of amazon because that's getting in front of a juggernaut but i do believe the stock's had a very nice run and it should pause. all happy bull markets are the same. okay? that's perfect. jim, we will see you in a few minutes. when we come back our guest

Jim Cramer Nightmare Stocks

Thursday's Market Roadmap The "Squawk on the Street" news team reports on today's top business headlines, including a look at what's driving the Dow to all-time highs; and Samsung's marketing push against Apple. CNBC's Jim Cramer is encouraged by the composition of the current rally, in which U.S. markets look to trade higher for a 10th-consecutive session. He said unlike past "bubble" rallies, the market is being led by companies representing real commerce, instead of "inflation stocks" that he called "a nightmare." "[The market] is once again transport-driven," Cramer said in a nod to the Dow Theory in which strength in transports is a bullish sign for manufacturing. On "Squawk on the Street," Cramer said moves like this make older investors "feel better because it's such bedrock, it represents commerce. They've been a leader, and that makes a good impression on the rest of us." (Read More: Cramer: After 9 Up Days, Now What?) "Materials haven't performed that well, but when you go back to the 2007-2008 advance, what led us?" Cramer asked. He listed Peabody, Cliffs Natural, Alcoa, Freeport McMoran, Potash and Agrium. Cramer's Stocks to Watch Don't start your trading day without finding out what CNBC's Jim Cramer is watching ahead of the opening bell. "I don't want those stocks doing well, and they're not, because, boy, are they ever a nightmare. You get US Steel putting on 100 points, when you get AK Steel being a leader, that's what happened last time," he said. "I love this leadership, it's not those companies." "I just don't want us to be led by a company like Chesapeake, like Apache, because those are inflation stocks," Cramer said, adding that he likes the market dynamic where a relative boom in energy is keeping a lid on inflation, "which makes the dollar stronger for good reasons, not bad." (Read More: Cramer's Gatsby Index: An Affluence Composite) "I still like the backdrop of the economy more than most. I was gratified that Procter cooled yesterday, that Kimberly cooled. These stocks have had too much of a run, and it's time for others to join in and that's what I started to see happen yesterday." "If this market were being led every day by the same stocks, then we would feel, I think, very 2007-2008," he said. "Each day someone comes to the fore and surprises you." By CNBC Toscano %Change IYT 111.20   0.06 0.05% TRAN 6233.87   1.28 0.02% BTU 21.355   -0.015 -0.07% CLF 21.8468   -0.8832 -3.89% AA 8.521   -0.019 -0.22% FCX 33.03   -0.05 -0.15% PTAM 0.09 --- UNCH 0% AGU 105.05   -1.52 -1.43% X 19.7775   -0.2625 -1.31% CHK 22.15   0.75 3.50% AKS 3.505   -0.035 -0.99% APA 75.82   0.54 0.72% PG 77.3579   0.5579 0.73% KMB 93.999   0.599 0.64% CNBC Stock

'Mad Money' Lightning Round $SLV , $IBM , $BRK.B

iShares Silver Trust(SLV_): "I've always been a gold fan. Keep buying the SPDR Gold Shares(GLD_)." Hudson City Bancorp(HCBK_): "Nope. That one is done. I want to see you in KeyCorp(KEY_)." International Business Machines(IBM_): "I think that IBM is a victim of spending worldwide. I think it's a good stock. I hope it goes down so I can buy more." Berkshire Hathaway(BRK.B_): "This is a play of insurance and housing. I'm a buyer." Emerson Electric(EMR_): "You should be in this stock. I think they're going to put up some good numbers. " Accenture(ACN_): "I think that Accenture will be forgiven for that last bad quarter. I'm a buyer." McGraw-Hill(MHP_): "I like it and think it goes higher now that it's a more focused company."

Top Stock & Wall Street Predictions for 2013

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Every December, trendsetters, astrologers, and clairvoyants test their credibility with a slew of prognostications – only some of which ever come true. Here at CNBC, we also like to show off our talent for predictions. Since we've got our finger on the pulse of the news and the global markets, our financial contributors are usually pretty smart about what the next year will bring. We asked the CNBC Fab Five -- Maria Bartiromo, Jim Cramer, Larry Kudlow, Joe Kernen and Tyler Mathisen -- to ponder a few weighty financial questions and give us their wisdom. Below is our annual look-ahead to what we call The Big Picture. Let us know if you agree – or if you don't – with their predictions for 2013. 1. What is in store for interest rates in 2013? CRAMER: I think rates can go much higher. Perhaps as much as 3.75 percent for the 30-year treasury. KERNEN: Like watching grass dry, or paint grow. Courtesy of Bernanke and Co. MATHISEN: Basically flat but slightly higher for treasuries and mortgages. BARTIROMO: Interest rates will continue to stay at rock-bottom levels. The Fed has already told us rates will remain at very low levels until 2015. I would expect QE4 to be announced sometime in 2013, which will reinforce this notion. KUDLOW: Don't look for much change in next year's interest rates barring a fiscal cliff recession, which I do not expect. The Fed will be ultra-easy, short rates stay near zero, QE in perpetuity. Long rates could drift higher from modest inflation pick-up from a soft dollar. 2. Where will the unemployment rate be by this time next year? CRAMER: I think we could see employment at 7 percent. KERNEN: Still in the 7s… MATHISEN: Unemployment will go down, but it won't be lower than 7.5 percent. BARTIROMO: The unemployment rate will likely stay around 8 percent, if not get worse, particularly if we go over the fiscal cliff. The upcoming expiration of the Bush tax cuts and the cuts in spending will likely push the economy into recession next year if not addressed, which will send unemployment higher. KUDLOW: With tax increases likely, including the Obamacare tax and regulatory and mandate increases, don't expect growth or unemployment to change much. Entrepreneurs are ready to rock, but they need a dose of free market policies to unleash confidence. I'm not optimistic about that. 3. Which companies do you think will become irrelevant in 2013? CRAMER: Advanced Micro Devices, Nokia, Sony KERNEN: The New York Times and other print-based entities. MATHISEN: Best Buy BARTIROMO: There will always be relevant and irrelevant names. What investors need to focus on are fundamentals. What we have learned again and again from the dot.com boom and bust and the housing boom and bust and so many other bubbles is, if it looks too good to be true, it probably is. So look for those companies that may have a mismatch in terms of revenue and earnings growth relative to their market valuation for those that could end up busting. 4. Who will win the World Series in 2013? CRAMER: OK, I think pitching is everything, which means San Francisco is going to win the World Series. It bothers me because I'm a Philadelphian, and at one point the Phillies had the best rotation -- but our rotation got old. It's almost as if the Giants' rotation got young, so they're going to win it. KERNEN: Every year I predict the same winner, and that would be the Big Red Machine. The Big Red Machine is coming back; we're going to call it that again -- Cincinnati Reds. MATHISEN: I think the two teams in the World Series next year will be the Cincinnati Reds and the Los Angeles Angels of Anaheim. The Angels have got a great team and the best manager in baseball, Mike Sosa. I think they are ready, and I think they'll win it in 2013. BARTIROMO: New York Yankees KUDLOW: It's gotta be the New York Yankees, but then again I say that every year. I am a manic Yankee fan, and they are going to have to change two-thirds of their lineup and their pitching staff. But yeah, go Yankees go. Good Riddance, $4 Gas Gasoline prices will continue to vary widely depending on where you live. But an improving supply picture will help alleviate any price increases in the national average next year. In 2013, the return and restart of major refinery units from the East to West coasts, and particularly along the Gulf of Mexico, will enable the production of more gasoline and keep pump prices from topping the $4 mark. Gates Back at Microsoft With Windows 8 a disaster, and the Surface tablet not close to meeting original internal projections, Steve Ballmer'sdays at Microsoft in 2013 are ... over. The bigger surprise: Chairman Bill Gates returns as interim CEO in a last-ditch effort to do the impossible: re-engineer Microsoft to its former glory. Perhaps the only bright side: To keep investors engaged, Microsoft more than doubles its regular dividend. Hewlett-Packard Splits Hewlett-Packard: All the king's horse and all the king's men (and CEO Meg Whitman) realize Hewlett-Packard cannot be put back together again. Before the end of 2013, the company is restructured, with the spinoff of its PC and printer business as HP makes a last-ditch effort to be like IBM. Buffett & His Elephant He wrote in his 2011 letter to Berkshire shareholders that his "elephant gun has been reloaded, and my trigger finger is itchy" for a multibillion dollar acquisition. It hasn't happened so far. Buffett revealed that two possible big buys "that were plus and minus" $20 billion didn't get done this year because he couldn't get the price he wanted. Berkshire won't borrow money to do a deal, unlike competing buyers who use cheap money to "bid pretty aggressively." Still, in an October CNBC interview, Buffett told us he's "salivating" for another big acquisition and I think he'll finally bag one with a big chunk of the $40 billion in cash now burning a hole in Berkshire's pocket. Obamacare Tax Reprieve UnderArmour Will Make Serious Moves at Nike Nikestill owns the shoe business, but if UnderArmour can get things going with its sneaker business, it will make a huge move to the upside. Its apparel has more cache with young Americans, and the growth trajectory has UA on a collision course with the sports icon from Oregon. My prediction is that UA profits and stock price will outperform Nike for the year. Medical device makers like Medtronic, Stryker and Boston Scientific face a 2.3 percent excise tax on revenues starting in 2013 under Obamacare. The expected drag on profits has been a headwind for the sector. It's unlikely the industry will succeed in getting the tax overturned in the current budget negotiation environment. But if device makers succeed in getting a partial rollback, the sector could see a lift. Over the next couple years, watch for consolidation among device makers as costs rise due to the new tax, but continued competition could prevent firms from raising prices. Major Bankruptcy in India India could experience a major corporate bankruptcy in 2013 that could hurt investor confidence. Many companies have taken out foreign currency loans and are feeling the heat as the rupee weakens. At the same time, growth is slowing, some industries are locked in brutal competition (look at aviation and telecom) and input prices are rising. A downgrade for India's sovereign rating looks likely, and that could have a knock-on effect, raising funding costs for corporates further and pushing the weak ones finally over the edge.

Watch Mad Money, CNBC November 30, 2012

but again only on news of setbacks to the fiscal cliff talks. we're not going to go in and buy anything these days. you'll get some representative congressman, senator come on say you stupid idiot. you bought stock and i'm talking on a microphone. i'm sending the stock market down because there's no progress. we have not one but two huge analyst days next week. only one an opportunity to buy. starbucks is coming to town on wednesday. you better get ready for one terrific show as the one and only howard schultz i believe will tell you that business is smoking in so many places in china to the united states and that tebana will be the next generation starbucks as soon as the merger is completed. the next day yum brands. it's coming to town. that company will have some explaining to do. i will have more on what yums needs to tell us. the sting of the earnings shortfall last night will still be with us no matter how good kentucky fried chicken might taste. also we hear from lulu lem athletics. i got a situation for how to trade this wild stock. wait until it looks like it blew up. then buy some. but listen, i'm sanctioning buying this stock at the opening only if i give you the green light when i'm on my other show. it's called on the street. i need you to exploit this pattern which is in part orchestrated by short sellers who always try to make the stock look worse than it is. you'll get the early look from me. i'm try to give it to you around 9:15 about whether i think the quarter isn't as bad as people think it is. the nonfarm payroll report on friday. normally that would be the first thing i talk about. this time around i'm not going to emphasize it. sandy has made the month of november virtually irrelevant. we can sweat it, puzzle over it. in the end we'll have to dismiss it unless the unemployment rate has shockingly dropped. which would be an odd anomale which shows the rest of the country could pick up the slack of the northeast. i don't think that's going to happen. next week's game plan starts on sunday when treasure secretary tim geithner will appear on meet the press with my friend david gregory and hopefully explain how we're going to get out of this fiscal cliff mess. for once i actually believe we'll be able to bridge the cliff on the eve of destruction. and knowing that, i am both a guy who wants to take the pin off before new year's and i'm a buyer into negative capital chat ernext week. not a seller like so many of the pessimists out there. why don't we start with neil in florida. neil. reporter: boo ya, jim. it's neil in florida. facebook dropped. what should i do? hold or drop zynga? have a little january effect. everybody selling that thing nine ways to sunday. bad news. maybe they'll finish accepting by the end of december. and then you sell in the first week of january when it should lift. let's go to ramon in california. ramon caller: hey, jim, boo ya, baby, calling you from riverside county but born and raised in the san fernando valley. i'm a frequent watcher, jim. thank you for all that you do. thank you for that. that is a -- go ahead caller: my question is with the recent news of a possible takeover on walter energy, what is your stance, sir, on the possible buy on the stock. i cannot recommend anyone buying stock on a takeover basis when i think the fundamentals are not going the right way. the fundamentals are not going the right way. let's go back to florida. bart in florida. bart. caller: yes, jim, i really enjoy your program. i see where the earnings on tether pharmaceuticals has been reduced. i wonder what you think the future of the stock looks like. sunshine that stock was down about 1.70 when that news came out between 7:30 and quarter of 8 and it rallied hard. to up 13 cents. my take is this. i don't like it. i think it can go to 42. and then sell sell sell. okay. keep an eye on sunday's meet the press for yours truly. of course treasure secretary geithner to tell us about the fiscal cliff. if we hear that we can bridget, and i'll bet you we might, then i'm all about trying to find out the next special dividend stock. plan the analyst meetings and getting ready for what could be a rip roaring rally. mad money will be right back. coming up, software sensation? well, some in tech have struggled, sap's push has sent its shares skyward. tonight cramer gets the hard facts of where the software giant could be headed in its exclusive with its ceo. and later what the heck? office max has defied the street's expectations, causing its shares to double this year alone. but can it continue to supply you with profit or is a paper jam just around the corner? plus still yummy? shares of yum brands were tarred and feathered today as the owner of some of the world's biggest fast food brands revealed a less than satisfying outlook. but is your opportunity to order up some shares or cut out the fat? don't miss cramer's take all coming up on mad money. don't miss a second of mad money. follow @jimcramer on twitter. have a question? tweet cramer, #madtweets. send jim an e-mail to madmoney at cnbc.com. or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. when you take a closer look... ...at the best schools in the world... ...you see they all have something very interesting in common. they have teachers... ...with a deeper knowledge of their subjects. as a result, their students achieve at a higher level. let's develop more stars in education. let's invest in our teachers... ...so they can inspire our students. let's solve this. listen up. not all contingency companies are created equal. text stocks stuck in the past hewlett-packard. the companies that have embraced the future have been rewarded. not just apple or amazon. consider sap, the giant company that makes software for the enterprise. doesn't make a red hot gadget. it's better than that. sap has a vision of where the future is headed. applications for the mobile, cloud, memory computing, big data. all the big themes i talk about constantly. the strongest themes in technology. and sap dominates them. that's where you want to be. so tonight we have -- sap refused to allow the world to pass them by or be confined by the weak europe including germany appears to be on the brink of recession. the last quarter was fabulous, best in its history. stocks a half a point off its high. terrific 51% gain since i got behind it on august of 2011. it's not done. i think it has room to run. let's check in with the co-ceo of sap. good to see you, jim. best third quarter in history. yes. how is it possible? we're focused on the nexus of forces as you mentioned. when we put the strategy of the company together we were determined to double the addressable market. where's the world going? it's going mobile. do you know anyone that doesn't have a mobile device? no. and i don't want anything else frankly. exactly. more mobile devices in the world than toothbrushes. that was good enough for us to focus on mobile. are you still the largest buyer of some mobile devices? i don't know in we're the largest but up there. we have done a lot of work with apple no doubt about it. we focused on mobile and big data. data is doubling in the world every 18 months. so it's probably a good idea to manage that big data and have the crystal ball for the enterprise which is sap hana where you bring all the data structured and unstructured into main memory so you can google your data. bill let's put anytime english for people. is there a bigger piece of data out there than any bank or bank of america constantly being used? we took bank of america. they used to close the bank at 4:00 in the afternoon. work all night to figure out where to invest their cash. that was an all-night process. lots of people. now hana does it in minutes. in minutes! at 4:30 they know what they have. they know what they've got and they know exactly where that money's going. saves them a fortune. and their investors will be happy because the money will go into the right play and they know it. it's not just banking. that's a good vertical field. you bring up caterpillar lately in your presentations. what did you do for cat? cat wants to do things like smart farming. their big iron should be in those farms actually really understanding the turf and the dirt and what's likely to happen for the farmers so they become a strategic adviser to the farmer with their big gear. so you now take business models and rethinking them and innovating them in ways that were never possible. nonfu springs? china go to a spring, bottle up water, put it in trucks to deliver to their constituents. that process was five hours. now with hana we have the transportation plan figured out. not from five hours, in 2 1/2 minutes. what does that mean? 30% lower transportation costs. 15% lower total costs for their company. 4% margin improvement across the enterprise. the winning strategy. yes, it is. but now i want to one up that. tell me what you've done for nfl. i am very tield. we have a commissioner here for fantasy football. sometimes i want to wring his neck. he says i can't get the download of the waiver wire for multiple hours. this is a rival web site. what have you done for nfl.com? eric and roger goodell, these are great leaders. they know what to do for their fans. they want to improve the fan experience. phone call you? i know you call everybody. call me. exactly. or i'll call them. as long as we talk we can solve problems. now it will be run on sap hana in the cloud. now you've got people getting immediate answers to their questions. you get your favorite players. pick your favorite teams. nfl wins the game and you're a happy fan. we're going to try it next year. we may wean ourselves off the guys that we're currently using as nice as they are. did a great acquisition. ariba. it is the e-bay of the enterprise. think of it this way. more than four times the amount ofmerce that goes through ariba -- excuse me that goes through e-bay goes through ar more than four times the amount of commerce. in that global network they have in the matching network they have? exactly. so 350 million u.s. dollars go through the ariba network oh and every day. but it's an addressable market of 8 trillion u.s. dollars. so you're connecting buyers and sellers in a global business network. what does that do for the customer? i got everybody competing for my business. i'm going to get a lower price point. okay. i get that. now, our friend peter mcclausen, i'm sure you know, he brought in sap and we weres anxious to have it done fast. we made a series of acquisitions. sometimes they just can't call you and have it be done in a day, can they? here's the deal. the days of sold implementations have radically changed. why? because you can put it on the cloud. so many companies today are going to innovate at the edge of the enterprise for their people, their suppliers, their customers or their money. and they'll innovate on the edge of the enterprise in the cloud. or some company, small, mid size as an example and some large once will run their entire company, either a public or private cloud. the good thing about sap is we can run an entire company in the cloud or innovate at the edge of the cloud. so the days of old long, time-consuming implementations over. last side. they're waving me off. i'm not done. please go. europe is incredible strong for you. we know europe is falling off a cliff. on the one hand europe could be falling off the cliff and on the other hand very strong for you. think of it this way. if companies have less revenue they got to reset their cost base. they'll have to do more with less. software from sap will help them do that. also if you look at certain markets in europe like germany, middle east, africa, there are some parts that are really growing. and with very strong brand. if you want to grow your revenues, be mobile with your consumer, leverage the cloud for lower cost, optimize your supply chain, whatever you want to do, sap does it all. it does. normally someone might say jim why did you give him that last minute free pass? that's what happens when you got a stock as fabulous as your. you're able to tell the story. jim i have 65,000 people and an echo system six times that size that's passionate about the customer. what we tried to bring to this company is a custom centristity and innovation. bill mcdermott the co-ceo of sap. when we have to prove that other web site from fantasy football to nfl.com for your work. trying to make you more money. thank you, jim. coming um, what the heck? office max has defied the streets's expectations causing its shares to double this year alone. can it supply you with profit or is a paper jam just around the corner? if everything on the fiscal side kaifs what incentive is there for tax reform in 2013? ]this -- you can stay inand share something... ♪♪ ♪♪ ♪♪ ♪♪ ...or you can get out therewith your friends and actually share something. ♪♪ ♪♪ the lexus december to remember sales event is on, offering some of our bestvalues of the year. this is the pursuitof perfection. ] scottrade, you won't just find us online, you'll also find us in person, with dedicated support teams at over 500 branches nationwide. so when you call or visit, you can ask for a name you know. because personal service starts with a real person. at scottrade, seven dollar tradesare just the start. our support teamsare nearby, ready to help. it's no wonder so many investorsare saying... i'm with scottrade. market sometimes will do things that will seem downright senseless. occasionally you'll see a stock performing in a way that's so bizarre all you can think is what the heck? often there's a method to the market's madness. let's do some teaching. take office max. omx. smallest of the three big office supply chains. this is an industry you'd think would be in terrible shape right now. after all, office max makes the lion's share of its money selling supplies to small businesses. and we know that it's a very tough time to be a small business owner in this country. most small firms aren't expanding. they're not hiring. we're not seeing much in the way of new business creation. in part because of worries about the fiscal cliff. have entrepreneurs sitting on who wants to start a business without knowing what the capital gains tax will be, tax code rate. plus the whole office supply industry has been shrinking for awhile, not just office max but office depot andtaples as shifted away from using lots of paper towards digital solutions like apple ipads. meanwhile there's not that much demand for the technological devices some of the companies sell which have become increasingly commoditysed. just witness hideous performance of best buy. despite all these big perceived big picture, office max has been rallying like crazy. stock has run up 122% for year. and it's fallen from 4.26 from the beginning of august to nearly $10. right now where the stock is less than a point off its 52-week high. what the heck, right? five months ago this stock had been left for dead. but now somehow office max has managed to find new life and become a monster good performer. just when you expect the company to be take it on the chin. what the heck is really happening at this company? could it be that perhaps we're simply wrong about the sector? maybe that's the judgment. that the office supply business is much better than we thought? and office max is leading the charge? no no no. that's not it. we know because while competitive office depot is up 56% for the year to date an excellent move not as good as office max, staples which was once considered to b best of breed in this base is down 16% for the year. so there's no industry-wide turn. there is no rising tide lifting all office supply boats. this i a company-specific move. i think it's got two causes. expectations were incredibly low last year. office max got put through the metaphor cal meat grinder. it was horrible. falling from $17 to $4. as the company came into 2012 the ball was set very low. when the expectations are that low, even lousy results can take the stock hire as long as they aren't downright pitiful. last year sales nowhere near good. but in line with the street's expectations and not absolutely hard which was good enough to give the stock some lift at these levels. even though max has rallied this year, it climbed from $17. it still has a way to go before it's back to even. when you look at it in that context, this rally doesn't seem insane. office max has been trying to get its house in order. it announced it was reinstating its two cent per share quarterly dividend. not much. the stock yields about 1%. it also told us it was conducting a comprehensive capital allocation review. designed to simplify its balance sheet. a couple of important elements here. office max got caught up in the terrible lehman bankruptcy. they had bonds backed by lehman connected to timber assets. the courts resolved this in september. office max debt was reduced by about $735 million. big deal considering it's only an $860 million company. two weeks ago we learned about the ipo of boise cascade. what a great old name. a private company that made paper, corrugated containers, wood products and building materials bcc. used to be a big position of mine in an old hedge fund of mine. i was able to swing around a couple of them. 100 mill. office maximum owns 20% of this company. ipo will unlock hidden value by putting a hard value on that investment. office max is supporting the sale of its crocksley business in new zealand which is a wholesaler that does some manufacturing.we should hear about when the company reports its fourth quarter. impending boise cascade ipo, new zealand business became apparent office max was worth more than people had thought when they initially wrote the company off and left it for dead. investors thought this stock was a value trap. turns out it has real value. as the company had a better balance sheet than we imagined. a bunch of hidden assets. all the office supply states are shutting down. shutting their stores to reduce their footprint. too many of them. office max was ahead of the curve in this regard. they started reducing their square footage early. you probably saw some abandoned stores. in 2005 they started. way ahead of the competition. especially staples which decided to sit back and wait for its competitors to close stores in hopes that it might not have. to since office max is the smallest player in this space, about 900 stores they have less to lose than office depot. staples and office depot do business in new york. another reason why the stock's outperforming. lately there have been whispers and you go on the web, you google this thing and you're going to see it. i google it. i don't want to be a part of it but possible merger between office depot and office max. it's true that office depot and staples tried to merge in the mid 90s. justice department nixed that one. but the dynamics of the office supply system has changed a lot since the rise of the internet. i think it's more likely a dea would be allowed to happen in this base. staples buying office depot was the number one player by the number two. ixnay on that. the other merger number two player combining with the number three. justice is alwaysier on those. i never like to invest on takeover speculation. but there's no doubt office max would go higher if it happened to catch a bid. after this run office max is still cheaper than office depot or staples on an enterprise value basis. not recommending this on a takeover basis. here's the bottom line. i wouldn't recommend buying office max up here. it's just had a huge run, people. but the company's doing better than the competition. and it's balancing out to be a heck of a lot better than anyone believed six months ago. if we get a huge fiscal cliff-induced pull back i think you can feel good about pulling the trigger and taking down some office max if it were to drop a couple of points. as it turns out the value is in the better earnings stream, it could soon to follow. let's go to kelly in pennsylvania. kelly. caller: a big booyrom bucks county, pa. that's where i lived for a long time. what's going on? caller: my question is about microsystem inc. the company consistently beats analyst estimates an has had impressive double-digit revenue growth. is this a good technology play in the retail and hospitality industries? it is. you know what, this is really interesting this company. we looked at this before. i don't understand why the stock isn't doing that well. it's down for the year. let me do this. 3 billion company. we're going to do some work on this. because it is a little confounding. the company's doing okay. you're absolutely right. the company doigs okay. wel'l do more work and come back. let's go to steve in new york please steve caller: greetings jim from the beautiful finger lakes of central new york. i love the finger lakes. what's going on? caller: two-part question for liberty brands. it looks like the revenue numbers are finally catching up with the same store sale numbers as evidenced this past month. the stock has been in a trading range 45 to 49 for several months. today it closed at 52.15. is this the breakout we've been waiting for? i'm going to say yes. no one had a good month in november except for amazon and euro play and limited. if you have have a good month of november when a lot of businesses were shut down because of sandy, who knows what could happen during the closer we get holiday season period like right now. limiteds for me for you. what the heck was up with office max? i thought it would be left for dead but it's coming back to life. the company has some things going for it. if you're looking to get in, you'll see some senator or can goer or can go mn say /- /- -- or kong mann say. coming up send cramer an e-mail to mad money.com. or tweet him on an all new edition of mad mail. america. we don't let frequent heartburn come between usand what we love. so if you're one of them people who gets heartburn and then treats day after day... block the acid with prilosec otc and don't get heartburnin the first place! one pill each morning. 24 hours. zero heartburn. you? i heard you guys can ship ground for less than the ups store. that's right. i've learned the only way to get a holiday deal is to camp out. you know we've been open all night. is this a trick to get my spot? break from the holiday stress. save on ground shippingat fedex office. @ it is time. it is time for the lightning round. are you ready?it's time for the lightning round. start with michael nebraska. michael caller: hey, jim, a big nebraska corn huskers booyah, man. i like your kicker. one of the good players on that team. what have you got? caller: excellent. win. i think china is coming back. i'm always a believer in steve wynn. how aboutoh jn in california? caller: boo ya, jim. my question is double down on barnes & noble right now? no. i went over that with a fine tooth comb. a lot of people didn't like the book basis. unfortunately those guys i love them they are a temple of sector learning you can't own the stock. illinois, charlie. caller: boo ya, jim, from ntral illinois. heart land. what's going on there? caller: well, i wanted to thank you for your excellent presentations scaling in and out of stock transactions. last friday it was very good. i'm interested in scaling into rentech nitrogen. with that good yield i think you're taking the appropriate action. i do want to scale into it. i think it's very attractive here. kevin in north carolina. kevin caller: yes, jim, a big boo ya to you. calling in about applied materials. oh, boy. all right, mr. tar heel. that's got a 3.5% yield. sell it because i don't think it's got anything cooking. laura in new york. laura caller: hi, jim, it's laura from new york. how are you? how are you, laura? caller: good, thanks. my stock is allen communications. buy or sell? it had gotten beat up because of the possibility people thought things were going to go awry in israel. the fundamentals are good. my friend who does breakout stocks tells meet fundamentals are terrific. i am a buyer not a seller. a lock. let's go to lee in california. lee. caller: mr. cramer, thank you very much for all the wisdom you share with us. sure do try. what's going on? caller: my stock is valley. i've been wrong and with the stock down should i hold, fold, double down? this used to be 28, 20, 32. it's been cut in half. we both think that at $17 this one is the chip. this is the way to play china because it's a huge iron work company. i want to own vale. let's go to terrence in new york. caller: hey, jim, i'm doing a portfolio for my professor alexander. i just want to know about general dynamics. i think general dynamics is a winner. why i do say that? i think we will avoid the fiscal cliff. and $66 stock could go higher. that ladies and gentlemen is the conclusion of the lightning round. the lightning round is sponsored by td ameritrade. believe it or not, i actually used to be a mountain climber. what do you think? 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Jim Cramer hates Company 401(k) Plans ?

One of the basics of retirement planning - contributing to a tax-deferred 401(k) plan - could come with a serious downside, "Mad Money" host Jim Cramer said Wednesday. "However, as much as I like the tax-favored status of 401(k) plans and IRAs, I need to tell you something heretical, something almost nobody else will come out and say: Most company 401(k) plans stink," he said. "They have high management fees and administrative costs that eat into your returns, and worst of all, they typically offer you lousy choices for your investments and not nearly enough control over them," Cramer added. "The 401(k) business is a racket for the managers who get to charge you these fees. "Sometimes it feels like the whole 401(k) system was set up to benefit the financial services industry, not you. And given the way Washington works I wouldn't be surprised if that was actually the case." Nevertheless, Cramer added, contributing to a 401(k) is still too good to pass up for its tax-blessed nature. "Plus, many employers will match your 401(k) contributions, and I'm a big believer in not turning down free money," he said. Cramer suggested funding a 401(k) until the company match limit is reached, and then stopping. After that, he said, "the rest of your retirement investing should happen in your IRA until you hit the upper limit on what you're allowed to contribute in a given year." The reason? IRAs provide much more freedom. Cramer suggested picking high-yielding dividend stocks that provide protection and generate income. "But there are a couple of wrinkles that make investing in an IRA different from investing in a regular account," he added. Cramer suggests being wary of master limited partnerships in an IRA because they're already tax-advantaged. Their distributions are considered a return of capital, and an arcane tax rule could mean losing tax benefits by owning too many MLPs. "The goal here is to be able to reinvest your dividends and let them compound year after year after year without paying any taxes until you withdraw your money at the very end, a terrific recipe for producing huge long-term returns."

"Betting on the Market" (1997) PBS Frontline. A stunning, historic persp...

A FRONTLINE classic from 1997. The Motley Fool, Dave & Tom Gardner, the Iomega Zip Drive meteoric rise and fall, and Jim Cramer comments, among others.

Jim Cramer of Mad Money at his Hedge Fund 1997

As mentioned in his book Real Money pgs 166 and 219, Jim Cramer invited a TV crew in from Frontline. This was in 1997, a year before he lost $91 million dollars and had to have his wife come out of retirement to bail him out

Jim Cramer says Obama will win the electoral college by a landslide ?

Jim Cramer raised some eyebrows this weekend, with a prediction that Obama will win the electoral college 440-98, a scenario that seems virtually impossible.
So why is Cramer so far outside of consensus?
He just explained it brilliantly on Twitter:

Basically, he's thinking of the call not as a pundit trying to get the number "right" but as a trader buying a super-deep out of the money call that could A) pay off quite a bit if remotely correct and B) Could instantly add scads to his fame.
Like all far-out-of-the-money call options, there's very little cost to this bet (being wrong won't end up costing Cramer squat in terms of his career), so he's being very smart and strategic, capturing upside in the event of a big blowout, while really risking very little
Whereas most folks see Obama just moderately getting over the 270 mark, he sees Obama winning 440 electoral votes, with 55% of the vote.

Washington Post

UPDATE: We were wondering what a 440 to 98 map would even look like.
National Journal's Jim Tankersely came up with one using CNN's interactive map.

by: http://www.businessinsider.com/jim-cramer-obama-is-going-to-destroy-romney-in-a-historic-landslide-2012-11#ixzz2BMaEVBDJ


Read more: http://www.businessinsider.com/jim-cramer-explains-why-hes-calling-a-blowout-for-obama-2012-11#ixzz2BMa2JmOX

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.

how would Jim Cramer: Spend My Mega Millions Win

The multistate Mega Millions jackpot has everyone wondering what they would do if they were lucky enough to win the record-setting $640 million.
iStockphoto
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Like everyone else around the country, “Mad Money” host Jim Cramer is dreaming about how he’d spend the winnings. But unlike many, who may be thinking of that dream vacation, sports car or mansion, Cramer has set his sights on stocks—which should come as no surprise.

So how would Cramer invest his $640 million dollars?

He would buy equal parts IBM [IBM 208.65 0.38 (+0.18%) ], gold bullion, Apple [AAPL 599.55 -10.31 (-1.69%) ], Abbott Laboratories [ABT 61.29 0.31 (+0.51%) ] and Kraft [KFT 38.01 0.20 (+0.53%) ].

Those are his “safe” plays. However, he would also buy two speculative names: Magnum Hunter [MHR 6.41 0.01 (+0.16%) ] and Heckman [HEK 4.31 -0.08 (-1.82%) ].

by CNBC.com

Jim Cramer Bus & Sells for this week !

Bullish Calls:
Citigroup (C): "There is some Citigroup paper, some bonds, that are trading back to par. That is a great sign of health. I would bless buying Citigroup, but you have to understand; it could be down 8-10% on a spike in oil."

Abiomed (ABMD): "Easy come, easy go. That group is out of favor. This is a long-term investment on a series of approvals I think are going to be good. I would hold it."

International Paper (IP): "They are going to be able to raise prices, the acquisition was brilliant. I think it is a strong buy, even up here."

Boardwalk Pipeline Partners (BWP): "It has a good yield, a solid company. I would buy it aggressively here."

Travelers Insurance (TRV): "...if you want a good insurer, go with Travelers."

Bearish Calls:
Lincoln National (LNC): "...wait until next year. I don't like the management. They did a lot of things that were not good. That is not an insurer I want you to buy."

Applied Materials (AMAT): "Look, but don't pull the trigger. They made a solar bet that was not so great, their regular equipment is just okay. I like the semis, but the yield isn't so good. I say ixnay on AMAT."

Oil & Gas Play Top stock picks for February 2012

EOG Resources may be the single best way to play the huge oil discoveries we’ve made in the U.S., Cramer said Wednesday.
This Cramer favorite (EOG) is the top producer in both the Bakken shale and the Eagle Ford shale, and also has exposure to other hot oil properties.
EOG saw its shares soar Wednesday after reporting its earnings Tuesday after the bell. The Houston-based company, which is shifting from an emphasis on nat gas toward higher-priced oil and nat gas liquids, delivered a 7 cent earnings beat off a 76 cent basis on much better than expected revenues that rose 82.4
Applied Signal Technology, Inc.(APSG) is currently up 788.00% . The company provides intelligence, surveillance, and reconnaissance (ISR) solutions to enhance global security.
Jefferies Group, Inc.(JEF) is currently down -210.00% . Jefferies Group, Inc. and its subsidiaries operate as independent, full-service global securities and investment banking firm serving companies and their investors.
East West Bancorp, Inc.(EWBC) is currently up 48.00% . A registered bank holding company which offers a full range of banking services to individuals and small to mid-size businesses through its subsidiary bank, East West Bank and its subsidiaries.
EarthLink, Inc.(ELNK) is currently down -390.00% . EarthLink, Inc. provides nationwide Internet access and related value-added services to individual and business customers.
Royal Caribbean Cruises Ltd.(RCL) is currently down -12.00% . Royal Caribbean Cruises Ltd. operates in cruise vacation industry. It owns five cruise brands, Royal Caribbean International, Celebrity Cruises, Pullmantur, Azamara Club Cruises, and CDF Croisieres de France.
Lennar Corporation(LEN) is currently up 173.00% . Lennar Corporation is a builder of quality homes for all generations. The Company builds affordable, move-up and retirement homes primarily under the Lennar brand name.
Chelsea Therapeutics International Ltd.(CHTP) is currently up 2,063.00% . Chelsea Therapeutics International, Ltd. is a specialty pharmaceutical company focused on the acquisition, development and commercialization of innovative pharmaceutical products.A development stage pharmaceutical company, focuses on the acquisition, development, and commercialization of pharmaceutical products for the treatment of various human diseases. Market cap of $316.67M. According to ISS, the company has 'low concern' in all corporate governance categories except for 'medium concern' in the Compensation Risk category. The stock is a short squeeze candidate, with a short float at 10.05% (equivalent to 13.55 days of average volume). The stock has lost 30.81% over the last year.
Darden Restaurants, Inc.(DRI) is currently up 36.00% . Darden Restaurants, Inc operates in the full-service dining segment of the restaurant industry, mainly in the United States
Hiru Corp.(HIRU) is currently up 600.00% . (No Data Available)
Sara Lee Corp.(SLE) is currently up 93.00% . Sara Lee Corp is a global manufacturer and marketer of high-quality, brand-name products for consumers throughout the world focused primarily on the meats, bakery, beverage and household products categories.
likes CSX Corp. (CSX) with a stop set at $33. He was also bullish on AES Corp (AES) and Motorola Inc. (MOT) at $17. bullish on Apple Computer Inc. (AAPL), Research in Motion (RIMM), iShares MSCI Emerg Markets Index ETF (EEM) and BASF AG (BF). He was bearish on iShares S&P Latin America 40 Index ETF (ILF) telling investors to short it. bullish on Apple Computer Inc. (AAPL).

Jim Cramer's Lightning Round stock picks & Mad Money Fund Hot Stocks to Buy !

Lightning Round session of Jim Cramer's Mad Money TV Program, Friday, January 20.

Bullish Calls:

American Tower (AMT): "I like that stock so much. I've always been behind it... that is just one smoking good company."
Freeport McMoRan (FCX): "I like Freeport (better than Alcoa)."
American Express (AXP): "If you want to go with travel, I'd go with AXP... it was a really good quarter. The stock is down $1. I'd buy that one."
Trimble Navigation (TRMB): "That is a good company."

Bearish Calls:

Alcoa (AA): "Not a lot of upside...but if the world economy comes back...I'll buy Alcoa."
Ctrip.com (CTRP): "Way too risky."
Sprint (S): "Listen, the bonds are okay. I don't like the common stock. It's not going higher. They need too much money."

17 Things To Watch This Week: Haliburton (HAL), Texas Instruments (TXN), Dupont (DD), Kimberly Clark (KMB), McDonald's (MCD), Apple (AAPL), Conoco-Phillips (COP), Abbott Labs (ABT), Boeing (BA), Occidental Petroleum (OXP), Caterpillar (CAT), Nucor (NUE), 3M (MMM), Starbucks (SBUX), Honeywell (HON), Altria (MO), Procter&Gamble (PG) other stocks mentioned: American Express (AXP), Canon (CAJ), Schlumberger (SLB)

Monday

Haliburton (HAL) has disappointed in the past, and Cramer thinks it will be in danger of disappointing again, because it is too levered to natural gas. In spite of Schlumberger's (SLB) strong quarter, the oil and gas sector might suffer if HAL fails to deliver.

Texas Instruments (TXN) has become a darling of the new cycle in semis, but the stock has moved too much ahead of the quarter. Cramer would beware of holding semi stocks into TXN's report.

Tuesday

Dupont (DD) may be headed for a fantastic 2012 since what was ailing Dupont - autos and housing - is now turning around.

Kimberly Clark (KMB) could sell off because it is high, but it has a strong dividend so is worth buying low.

McDonald's (MCD) has the same issue as KMB; it might drop after a steady rise but is a buy on a decline.

Apple (AAPL) has run up ahead of the quarter on its groundbreaking news about its move into the textbook space and its iPhone 4, but Cramer thinks the company will report a blowout quarter. Since its last earnings were disappointing, some analysts have conservative estimates. Cramer says he can't recall seeing a company perform as well as Apple has in the last 30 days, and he is confident that the stock will deliver

Top stocks to buy now ! ( Mad Money Fund Picks )

Chimera Investment Corp. (CIM) is a diversified REIT with a $2.86 billion market cap. It pays a 15.83% dividend yield. The company's EPS grew 12.76% per annum over the last five years and is expected to increase by 2.75% per annum over the next five. CIM has a long term debt to equity ratio of 0.59 and has returned 10.76% year-to-date. It recently traded at $2.78 a share.

Frontier Communications Corp. (FTR) is a domestic telecom services company with a $4.93 billion market cap. It pays a 15.15% dividend yield. The company's EPS -16.13% per annum over the last five years and is expected to increase by 6.07% per annum over the next five. FTR has a long term debt to equity ratio of 1.71 and has returned -3.88% year-to-date. It recently traded at $4.95 a share.

Quicksilver Resources Inc

Specializing in the exploration, production and sale of natural gas and oil in the United States and Canada, Texas-based Quicksilver Resources Inc. has nearly 25 years of experience in the energy sector. The company has a market cap of $938.16 million, and is currently trading near the bottom of its 52-week range of $5.48 to $15.98. Now around $5.50, the company is expecting a share price increase this year, with its one-year target of $8.75 representing an increase of nearly 60%.

Although some indicators (such as its levered free cash flow of -441.01 million) point to Quicksilver as a questionable investment, a number of analysts are starting to see the potential of this small-cap. With several new properties to develop, interest in KWK is rising, with trade volume increasing by 10% over the past 10 days. The Quicksilver share price has pushed below its Price/Book valuation and is trading well below its moving averages, leading many to believe it is getting ready to climb.

Southwestern Energy Co

Southwestern Energy is another company that looks prepared for a breakout. This $10.31 billion Texas company specializes on oil and natural gas reserves in the United States. At $29.68, the company is trading near the bottom of its $28.72 to $49.25 range, although it is aiming at a one-year estimate target of $41.54. Like Quicksilver, SWN is trading below both its 50-day ($33.81) and its 200-day ($38.27) moving averages.

At -532.31 million in levered free cash flow, the company is stretched thin, but back itself up with a return on assets of 10.10% and a return on equity of 19.38%. The company's trailing P/E of 16.49 and its forward P/E of 16.13 are virtually identical, suggesting stability going forward. In spite of the projections, it is difficult to get behind a cash-tight oil & gas when there is an overabundance of natural gas reserves. Holding on any existing positions is probably best at the moment, as investors wait to see if the share price can resume itself and start climbing again.

Anadarko Petroleum Corp

Anadarko Petroleum is another oil & gas company that has been on a wild ride. Trading within a huge 52-week range, ($57.11 to $85.50) this $39.96 billion market cap company from The Woodlands, TX appears poised to take another big leap this year and blow past its $85.50 high. Possessing very solid numbers, this appears to be an excellent time to consider taking a position in APC.

Anadarko stock surged past both its 50-day and 200-day moving averages, making a share price increase from its current $80 range toward its one-year target of $100.15 seem believable. With market stability in the Middle East a concern due to the nuclear conflict with Iran, reports of oil abundance in the United States could help increase demand for domestic crude. With a hefty forward P/E of 23.67, picking up some shares of APC at its current range would likely be a very smart move.

Sirius XM (SIRI)

As frustrated as investors may feel regarding the stock, the reality is, for the week Sirius was only down 4 cents after it closed down 6 cents on Friday on average volume. Investors decided that it was time to take some profits and I think this is understandable considering the run that it has been on since its $1.82 close at the end of the year. It has been suggested to me that I follow the stock either too closely or too much on account of my recent article that asks investors to consider that (just maybe) the current good news has already been priced in. Being a trader's haven that Sirius is known to be, I felt it was appropriate to look at things from a trader's perspective.

Those that have been reading my articles over the past year know how I feel about the company as well as my ability to distinguish between its performance and that of the stock. That is to say, they are not the same. The fundamentals of the company are indeed improving, but the stock is still a money making vehicle and something that I encourage all investors to appreciate. My stance on this will not change nor will my demands of the stock to perform in accordance to the company's execution. Until then, there are still premiums to be made on the ups and downs - as have been the case for several years. But somehow, (to some) it has become offensive to discuss that which is already known. Get real!

Cisco (CSCO)

For the week Cisco gained 4.5% to reach a price of $19.92 on approximately 200 million shares traded. The stock just missed hitting the $20 mark for the first time in almost one year. As hard as I have been on the company, I continue to marvel at what a fantastic job that management, specifically John Chambers, has done with getting things back on track. The company is on strong fundamental standing. With a P/E of 10, it seems the Street is not expecting a whole lot of growth from the company. On Thursday, I talked about why I think the stock is to $30 ? and I feel that this is a very realistic target.

The fact of the matter is, when you consider the company's existing cash positions and even some conservative assumptions of 5% - 7% free cash flow that is compounded annually, you can see that the $30 projections were not too farfetched after all. The summer doldrums and $13 price that the company experienced was a wake-up call to management that there were some execution flaws that needed to be corrected. By both the company as well as the stock's performance of late, management has shown that it is awake and alert at the wheel and will continue to steer Cisco back toward prominence.


Hatteras Financial Corp. (HTS) is a REIT with a $2.08 billion market cap. It pays a 13.28% dividend yield. The company's EPS grew 5.72% per annum over the last five years. HTS has a long term debt to equity ratio of 0.00 and has returned 2.81% year-to-date. It recently traded at $27.11 a share.

Thoughts ?

5 Stocks Jim Cramer Says To Sell or Buy ? AA, AMZN, BIDU, DMND, GRPN, NFLX

Cramer has recently told people to "Sell" these stocks in his lightning round segments or during his show:Steve'>http://www.amazon.com/gp/product/1451648537/ref=as_li_tf_tl?ie=UTF8&tag=madmoneyfund-20&linkCode=as2&camp=1789&creative=9325&creativeASIN=1451648537">Steve Jobshttp://www.assoc-amazon.com/e/ir?t=madmoneyfund-20&l=as2&o=1&a=1451648537" width="1" height="1" border="0" alt="" style="border:none !important; margin:0px !important;" />

Demand Foods (DMND) -- was panned as a sell in one of this week's lightning rounds as Cramer called it "too crazy for this guy" and invited the CEO to appear on the show to give the counter argument to why the stock should be avoided after large losses in recent weeks. DMND trades at a respectable 13X earnings and 1.47X book value. The company is producing a 12% return on equity but drops only 5% of sales to the bottom line. We prefer businesses which earn a 10% profit margin or higher, but we also note that certain retail oriented business models can do well despite lower margins. DMND has actually experienced fairly robust YOY growth in sales (32%) and YOY growth in net income (26%) which makes this a stock to watch if the name becomes a bit cheaper in the months and weeks ahead in our view. For now, however, we will stick with Cramer and say that it's a bit too hard to call right here.



Alcoa (AA) -- Cramer clearly unmarried this trade which he liked earlier in the year, stating that Alcoa had a "weak quarter" and "may not make money" going forward. He thinks that the stock is "dead money" and that "estimates are way too high." Alcoa is clearly a cyclical enterprise who's fate is tied to the ups and downs of not only the aluminum and base metal market but also the demand side stemming from macro-economic trends and pressures out of China. While Alcoa does look quite cheap at first glance with a PE of just 9.4X and forward PE in the 9X range, the discount to book value does not leave investors with much of a margin of safety because much of Alcoa's book value is in the form of intangible assets like Goodwill (Spanish for brand value) which should be excluded from liquidation value by the astute equity analyst. While Alcoa does look cheap, remember that in recessions and contractions these cyclical names tend to get clobbered. Recently, Cramer has become a little more bullish on Alcoa, but still thinks the quarter will be ugly.

Baidu.com (BIDU) -- Baidu is a name that Hedgephone recommended shorting at the $150 level this summer because we felt the name was in a speculative mania. Cramer is a great teacher and investor, but sometimes his favorite names like Netflix (NFLX) and BIDU become crowded trades and can actually be shorted for short term profits when the charts become too vertical and the law of economic gravity takes hold. Cramer still notes that Bidu "is the only Chinese stock I like" but says that with the market in China down for "33 straight weeks" investors should sell the stock or at least avoid it in the short run. We completely agree as the name is trading at far too high a price to sales multiple for our taste. Bidu is still trading at a heady 21X sales and for 45X earnings, which makes the name expensive by most any traditional valuation metric.

Groupon (GRPN) -- While Groupon grew revenues at an astonishing 426% rate YOY, the company is trading for 11X sales and is not generating meaningful profits for shareholders. The stock is highly speculative in our view and Cramer affirmed this stance stating that this market is not the kind of market where you want to own social media stocks. Instead, Cramer has suggested utility and drug stocks would make better investments than social media stocks.

Amazon (AMZN) -- Amazon has long been a short recommendation of Hedgephone's due to the company's astronomical price to earnings and price to book value multiples. Although the stock has come down a bit in recent months, we still feel an opportunity exists to short the name based on valuation due to the company's more than robust 82X price to earnings multiple. Cramer recently said that AMZN stock is a "don't buy" and told a caller to "let it go lower." We agree, and feel that AMZN should trade at around $130 or so before investors could consider looking at the name as a potential buy, though we are less optimistic on this particular name than most

Jim Cramer"s buy list :Banks And Buy These 5 Technology Stocks ?

There
are few reasons to place long positions, as US stocks dropped 4.7% for the week ending November 25. The performance capped the worst Thanksgiving-week performance seen since 1932.
Jim Cramer, host of CNBC’s Mad Money made fewer “buy” calls between November 18 and 23. Of the 42 stocks mentioned, 27 were rated “buy” (64.3% of the calls) and 15 (or 35.7%) were rated “sell.”
Cramer was bearish on banks but bullish on technology. The financial sector still constitutes the second-highest in daily trading volume as illustrated by trading on November 23rd. Technology is the next heaviest by net share volume:

Sector	Share Volume
Conglomerates	889,897,513
Financial	821,013,349
Technology	778,933,666
Basic Materials	387,038,775
Services	355,314,236
Healthcare	138,711,644
Industrial Goods	117,519,652
Consumer Goods	116,295,114
Utilities	24,313,135
Grand Total	3,629,037,084

During his lightning round, Cramer said quite simply that "the banks just can't be trusted”.
1) JPMorgan Chase (JPM)
US banks are scheduled to go through another round of stress tests that includes the scenario for a European collapse. Cramer was least worried with JP Morgan Chase (JPM) in the sector, but advised investors to avoid the banking sector until the tests are completed.
JPMorgan Chase has a P/E of 6.07 and trades with a PEG of just 0.70 when it last traded at $28.48. The bank has a debt/equity of somewhere between 3 and 4. Between the two, JPMorgan and Goldman Sachs (GS) sold protection on more than $5 trillion of debt around the world (according to Bloomberg). JPMorgan’s “funded” exposure was below $1.5B.
Moving to the technology sector, Cramer was bullish on 5 out of 6 stocks:

Company	Symbol	Call	Date
Oracle Corporation	(ORCL)	Buy	11/18/2011
QUALCOMM Inc.	(QCOM)	Buy	11/22/2011
Baidu, Inc.	(BIDU)	Buy	11/22/2011
CA Inc.	(CA)	Sell	11/18/2011
Novellus Systems, Inc.	(NVLS)	Buy	11/21/2011

2) Oracle Corp (ORCL) – Cramer says “Buy”
With growth highest in segments that helps lower costs, Oracle pales in comparison to virtualization software companies. VMWare (VMW) and Citrix (CTXS) are still riding with a high P/E. Trading with a P/E of 16.33, Oracle is down 20.95% from a 52-week high. It closed recently at $28.74.
Oracle is expected to grow revenues by 8% in fiscal 2012, compared with 33% in the previous year.
Insider selling was elevated in October due to activities by Kurian Thomas (EVP of Product Development). Thomas sold $48.4M worth of shares at a price of $33.15.
3) Qualcomm Inc. (QCOM) - Cramer says “Buy”
Qualcomm shares dropped $4 to close at $51.86 at a P/E of 19.14. Analyst targets range from $63 to $70. Cramer considered Qualcomm a buy in the context of the markets still being controlled negatively by Europe.
Qualcomm remains an aggressive play in the ongoing growth of the Apple (AAPL) iPhone 4S, RIM Blackberry (RIMM), and to a smaller degree, Nokia’s (NOK) Windows mobile phone. The “risk-off” is creating price downside on Qualcomm shares, but growth in cellular is in a long-term upward trend. Tablet and notebook growth provide additional long-term upside for investors looking for a play in these trends.
4) Baidu, Inc. (BIDU) – Cramer says “Buy”
Baidu shares backed off from $140 and now trade at a P/E of 46.30. The stock closed recently at $119.91, with no signs that heavy selling in recent trading sessions is about to end.
Baidu came up as the only Chinese stock that should be considered a “buy.”
Accounting scandals plagued many Chinese-listed stocks this year, but Baidu’s business model ensures the search engine will be dominant in China for the long term.
5) CA Inc. (CA) – Cramer says “Sell”
Backing down from a $22 level, CA closed on November 25 at $19.80. Cramer cited a lack of momentum as a reason to avoid CA. He suggested Oracle instead. CA shares are hovering 6.68% above a yearly low, down 22.22% from its 52-week high at current prices.
In its most recent earnings report, the company beat EPS expectations by $0.02. Revenues were in-line with estimates. Even though the fiscal year 2012 was also in-line, revenue was below consensus.
6) Novellus Systems, Inc. (NVLS) – Cramer says “Buy”
Similar to other semiconductor stocks that rallied from a bottom at the beginning of October, Novellus shares closed at $31.57. The P/E is 9.12. Traders failed to trade beyond the $36 level.
Novellus will be providing a mid-quarter update for its fourth quarter on Monday, December 5, 2011. Cramer’s “buy” call on Novellus is consistent with the one made at the start of November. At that time, Cramer liked the aggressive share buyback the company was making.
With semiconductor stocks signaling a global slowdown, investors should not make heavy bets in this space.
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours