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NEW YORK (TheStreet) -- Beware of all the spooky talk on Halloween about bubbles in the market, Jim Cramer said Thursday on "Mad Money."
The bubble talk is everywhere. "You hear it from smart people who've been around for ages," Cramer said. "You hear it from young whippersnapper short-sellers who need the market to come down so they don't look so stupid when they tell their investors how they're doing at the end of the year."
They were at the top of their game today when the market looked really soggy only to work its way back on the strength of some better-than-expected earnings. Although some people are saying the market is too high, that's not the way Cramer thinks. The market is made of a ton of stocks, some of which can be very overvalued and others that may be undervalued at the same time. Some current bubble stocks include Amazon (AMZN), Netflix (NFLX), SolarCity (SCTY) and Tesla (TSLA), Cramer said. Even though Facebook (FB), a holding in Cramer's charitable trust, Action Alerts PLUS, and Starbucks (SBUX) had positive quarterly reports on Wednesday, by Thursday morning there was already talk of it being time to sell. "Bubble-fearing analysts were determined to slam them down," Cramer said. Cramer's advice: Stick with "best of breed" stocks even while taking some of the position off the table. "Let the rest run," he said. Executive Decision: Dinesh Paliwal In his "Executive Decision" segment, Cramer sat down with Dinesh Paliwal, chairman, president and CEO of Harman International (HAR), the provider of premium audio and infotainment systems that has returned 130% return Cramer last spoke with Paliwal in June 2012. The stock rose 12.5% on Thursday. Paliwal boiled the company's success down to four points: innovation, cost control, looking for new trends and working with other great companies. Then, he said, it's all about execution. "Execution has to become your DNA," he said. As a global company, Harman looks for what Paliwal calls "best cost" countries for manufacturing, like India, China and Ukraine. Mexico is an excellent example of a "best cost" country and has the advantage of being close to the U.S.
Top Valued Companies To Buy For 2014: Schlumberger N.V.(SLB)
Schlumberger Limited, together with its subsidiaries, supplies technology, integrated project management, and information solutions to the oil and gas exploration and production industries worldwide. The company?s Oilfield Services segment provides exploration and production services; wireline technology that offers open-hole and cased-hole services; supplies engineering support, directional-drilling, measurement-while-drilling, and logging-while-drilling services; and testing services. This segment also offers well services; supplies well completion services and equipment; artificial lift; data and consulting services; geo services; and information solutions, such as consulting, software, information management system, and IT infrastructure services that support oil and gas industry. Its WesternGeco segment provides reservoir imaging, monitoring, and development services; and operates data processing centers and multiclient seismic library. This segment also offers variou s services include 3D and time-lapse (4D) seismic surveys to multi-component surveys for delineating prospects and reservoir management. The company?s M-I SWACO segment supplies drilling fluid systems to improve drilling performance; fluid systems and specialty tools to optimize wellbore productivity; production technology solutions to maximize production rates; and environmental solutions that manages waste volumes generated in drilling and production operations. Its Smith Oilfield segment designs, manufactures, and markets drill bits and borehole enlargement tools; and supplies drilling tools and services, tubular, completion services, and other related downhole solutions. The company?s Distribution segment markets pipes, valves, and fittings, as well as mill, safety, and other maintenance products. This segment also provides warehouse management, vendor integration, and inventory management services. Schlumberger Limited was founded in 1927 and is based in Houston, Texas.
Advisors' Opinion:- [By Isac Simon]
Is the stock looking cheap?
To me, Halliburton currently looks cheaper that its bigger cousin Schlumberger (NYSE: SLB ) . While Halliburton is trading at 21 times its earnings, and Schlumberger's trading at only 18 times earnings, the reason I'm not too interested in the P/E multiple is that Halliburton's bottom line doesn't reveal its actual profits. Since April 2010, the company has been making provisions for its part in the Macondo oil spill disaster. This has distorted Halliburton's actual earnings considerably.
Top Valued Companies To Buy For 2014: Caterpillar Inc.(CAT)
Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives worldwide. It operates through three lines of businesses: Machinery, Engines, and Financial Products. The Machinery business offers construction, mining, and forestry machinery, including track and wheel tractors, track and wheel loaders, pipelayers, motor graders, wheel tractor-scrapers, track and wheel excavators, backhoe loaders, log skidders, log loaders, off-highway trucks, articulated trucks, paving products, skid steer loaders, underground mining equipment, tunnel boring equipment, and related parts. It also manufactures diesel-electric locomotives; and manufactures and services rail-related products and logistics services for other companies. The Engines business provides diesel, heavy fuel, and natural gas reciprocating engines for Caterpillar machinery, electric power generation systems, marine, petrol eum, construction, industrial, agricultural, and other applications. It offers industrial turbines and turbine-related services for oil and gas, and power generation applications. This business also remanufactures Caterpillar engines, machines, and engine components; and offers remanufacturing services for other companies. The Financial Products business provides retail and wholesale financing alternatives for Caterpillar machinery and engines, solar gas turbines, and other equipment and marine vessels, as well as offers loans and various forms of insurance to customers and dealers. It also offers financing for vehicles, power generation facilities, and marine vessels. The company markets its products directly, as well as through its distribution centers, dealers, and distributors. It was formerly known as Caterpillar Tractor Co. and changed its name to Caterpillar Inc. in 1986. Caterpillar Inc. was founded in 1925 and is headquartered in Peoria, Illinois.
Advisors' Opinion:- [By Ben Levisohn]
Shares of Manitowoc have gained 33% so far in 2014, easily besting Caterpillar’s (CAT) 6.6% rise, Deere’s (DE) 3.1% drop, Joy Global’s (JOY) 3.1% fall and Terex’s (TEX) 2.3% advance.
- [By Paul Ausick]
Today�� big gainer among the Dow stocks was Caterpillar Inc. (NYSE: CAT). Competitor Joy Global Inc. (NYSE: JOY) reported rotten results this morning, largely due to anemic sales to coal miners. Caterpillar doesn�� do a lot of business with coal companies, so that�� a plus the firm. Cat�� shares traded up 1.4% at $97.71 in a 52-week range of $84.79 to $98.24 just ahead of the closing bell. Volume is on track to be about 25% below the daily average of around 6 million shares traded.
- [By E. Michael Greenberg]
Blue Sphere is a small company with a big future and that future starts now. Over the last two weeks Blue Sphere Corp. (OTCQB: BLSP) has announced commitments for over $25 million dollars of financing for their Charlotte, North Carolina based 5.2 Mega Watt (Mw) anaerobic digestion facility. Blue Sphere, in two press releases, announced a commitment for $17.785 million in debt financing from Caterpillar Financial Services Corporation, the financial services arm of Caterpillar Inc. (NYSE: CAT) and $7.5 million in an equity commitment from a leading environmental finance fund.
- [By Travis Hoium]
Second-quarter earnings have been fairly strong across the market, but that's largely due to cost-cutting and margin expansion, not revenue growth. As a global supplier to construction and mining industries, Caterpillar (NYSE: CAT ) sees the foundation of economic expansion and is often considered an economic bellwether, particularly in emerging economies like China. That's why the company's cautionary words have helped drive the Dow Jones Industrial Average (DJINDICES: ^DJI ) and S&P 500 (SNPINDEX: ^GSPC ) down 0.26% and 0.39%, respectively, today. �
Best Dow Dividend Stocks To Invest In Right Now: Dollar Tree Inc.(DLTR)
Dollar Tree, Inc. operates discount variety stores in the United States and Canada. Its stores offer merchandise primarily at the fixed price of $1.00. The company operates its stores under the names of Dollar Tree, Deal$, Dollar Tree Deal$, Dollar Giant, and Dollar Bills. Its stores offer consumable merchandise, including candy and food, and health and beauty care, as well as household consumables, such as paper, plastics, household chemicals, in select stores, and frozen and refrigerated food; variety merchandise, which includes toys, durable housewares, gifts, party goods, greeting cards, softlines, and other items; and seasonal goods, such as Easter, Halloween, and Christmas merchandise. As of April 30, 2011, it operated 4,089 stores in 48 states and the District of Columbia, as well as 88 stores in Canada. The company was founded in 1986 and is based in Chesapeake, Virginia.
Advisors' Opinion:- [By John Maxfield]
If you're anything like me, two things went through your head when you saw this. First, you regret that you missed out on the investment opportunity. Since the end of 2009, shares in all three of these companies, led by Dollar Tree (NASDAQ: DLTR ) , have simply trounced the broader market. Even the worst performer of the bunch, Family Dollar (NYSE: FDO ) , beat it by nearly a factor of two.
Top Valued Companies To Buy For 2014: Tupperware Corporation(TUP)
Tupperware Brands Corporation operates as a direct seller of various products across a range of brands and categories through an independent sales force. The company engages in the manufacture and sale of kitchen and home products, and beauty and personal care products. It offers preparation, storage, and serving solutions for the kitchen and home, as well as kitchen cookware and tools, children?s educational toys, microwave products, and gifts under the Tupperware brand name primarily in Europe, Africa, the Middle East, the Asia Pacific, and North America. The company provides beauty and personal care products, which include skin care products, cosmetics, bath and body care, toiletries, fragrances, nutritional products, apparel, and related products principally in Mexico, South Africa, the Philippines, Australia, and Uruguay. It offers beauty and personal care products under the Armand Dupree, Avroy Shlain, BeautiControl, Fuller, NaturCare, Nutrimetics, Nuvo, and Swissgar de brand names. The company sells its Tupperware products directly to distributors, directors, managers, and dealers; and beauty products primarily through consultants and directors. As of December 26, 2009, the Tupperware distribution system had approximately 1,800 distributors, 61,300 managers, and 1.3 million dealers; and the sales force representing the Beauty businesses approximately 1.1 million. The company was formerly known as Tupperware Corporation and changed its name to Tupperware Brands Corporation in December 2005. The company was founded in 1996 and is headquartered in Orlando, Florida.
Advisors' Opinion:- [By Brian Pacampara]
Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, household products company Tupperware Brands (NYSE: TUP ) has earned a coveted five-star ranking.
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