Fast Money Recap

Word On The StreetWORD VIDEOVolatility TradeThe options market is forecasting some big volatility for next week’s earnings season. What is the trade? Options for IBM (IBM) are pricing in a 4.5% move in either direction, Wells Fargo (WFC) is showing 8% either way and Harley Davidson (HOG) is pricing in a 6.5% move either way. Jon Najarian explained that some market players think that IBM has some big exposure to the financial services sector. Adami said take profits on IBM into earnings - if they miss numbers the stock will drop big. Macke advised investors to make a list of stocks they want to buy on dips like Intel (INTC), Wal-Mart (WMT) and Microsoft (MSFT)….
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  11 Abril, 2008| Economy | Comments (0) @ 21:37

Cramer’s Final Russian Stock Pick - Central European Media

“What happened in our markets today is exactly why I’ve been focusing on Russian stocks all week,” Jim Cramer told fans of his “Mad Money” TV show Friday. Cramer stressed to viewers that it’s not a good idea to put all their eggs in U.S. equity markets. He said investors should have at least 20% of their investable capital in overseas stocks. Cramer offered up Czech Republic-based TV network operator Central European Media (CETV) for his final stock pick in the week-long series “From Russia WIth Love.” Cramer sees big growth ahead for CETV and he mentioned the company controls 43% of the marketshare for the Czech Republic, and also controls large chunks of marketshare in all the other regions it does business in - 40% in Slovakia, 25% in Romania and 20% in both Slovenia and Croatia. “These markets are all growing as their citizens get richer, which means more eyeballs for advertisers. Eastern Europe is breeding ideal consumers right now,” Cramer said. Shares of CETV trade at 16.8 times earnings and has a long-term growth rate of 31%. Cramer thinks now is the best time to buy CETV because the stock recently dropped big after a large convertible bond offering. “I call a stock cheap when the company has good fundamentals and it trades at a multiple below its growth rate,” said Cramer. “Get into CETV while it’s cheap.”
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  11 Abril, 2008| Economy | Comments (0) @ 19:59

Catch Up Play Canadian Natural Resources

Cramer picked Canadian Natural Resources (CNQ) for his next “catch-up” stock play. Canadian Natural is the second largest oil and natural gas producer in Canada and Cramer thinks the stock is ready to play catch-up against its peers. Cramer explained that CNQ has been under selling pressure because of delays and high costs from the company’s Horizon oil shale project. However, the Horizon project could be huge and has the potential to produce as much as 110,000 barrels of oil a day, which is 18% of CNQ’s current daily production. CNQ expects the project to begin production sometime this year. CNQ also controls the second largest amount of land in Canada’s oil share region - to date the firm hasn’t started development in this area which is make up of over 3.6 billion cubic feet of potential reserves. Cramer thinks that CNQ will begin to tap into this vast area soon. Cramer believes that CNQ could be the next Apache (APA) or Anadarko (APC).
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  11 Abril, 2008| Economy | Comments (0) @ 19:32

Cramer’s Mad Mail

Tri writes, “Thanks for the great call on Carnival (CCL). I’ve hit a 15% gain and wonder how much more upside there is. My homework suggests there cruises are going to be booked solid from overseas travelers and the mid-high income earners in North America which should lead it to report a fantastic 2Q. I still love the stock and want to see a 50% gain before scaling back but I don’t want to be a pig. Cramer said sell the stock you wont see a 50% run. Tom writes, “There’s an aspect to the credit crisis that I think has yet to rear its ugly head. I suspect millions of people have purchased furniture, electronics, or appliances on no-money down, no-payments till 2009, 2010, 2011, etc. deals. If many of the same people that are facing foreclosures are locked into these deals, how would a retailer or credit provider have any recourse that’s worth a fraction of the paper it’s written on? Is there any way to determine which companies are most exposed to this type of risk, and secondarily, how they are planning to address the defaults?” C…
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  11 Abril, 2008| Economy | Comments (0) @ 19:10

Jim Cramer’s Lightning Round

BullishMerck (MRK), Schlumberger (SLB), Boeing (BA) and Mastercard (MA).BearishVeolia Environnement (VE),…
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  11 Abril, 2008| Economy | Comments (0) @ 18:32

Am I Diversified

The first caller’s portfolio was made up of the following stocks: Triple-S Management (GTS), Gushan Energy (GU), Petrobras (PBR), LKQ Corp (LKQX…
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  11 Abril, 2008| Economy | Comments (0) @ 18:29

Mahler’s Symphony 5: mvt. 4

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  11 Abril, 2008| Economy | Comments (0) @ 17:34

Top Breakout Stocks With Greatest Demand: Watch Digital Ally (DGLY)

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A few weeks ago I put up a list of the Top 15 IPO's showing the greatest demand over the past 30 trading days and several of the stocks in that list have tacked on big gains since I posted it.  Stocks like Gushan Environmental (GU) up around 60%, LDK Solar (LDK) up over […]
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  11 Abril, 2008| Economy | Comments (0) @ 17:03

Jim Cramer’s Stop Trading

“General Electric’s earnings miss is going to spell trouble for credit services company CIT Group (CIT),” Cramer said on Friday’s Stop Trading!. However, Cramer said GE’s wind power business is doing well and investors can look towards wind and solar stocks for continued growth. He also mentioned there’s plenty of growth in oil and he advised investors to play National Oilwell V…
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  11 Abril, 2008| Economy | Comments (0) @ 16:07

Write-Offs: 04.11.08

$$$ Business Model Drift in the Entourage Sector [LoSC]

$$$ So this Banker Walks Into a Bar [CWS]

$$$ Stepan Company (SCL) [WallStrip]

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  11 Abril, 2008| Economy | Comments (0) @ 15:24

Job of the Week

Looking for something to do with your time? Credit Suisse needs a private equity analyst. If you start working now you’ll have been there long enough to take 3 hour lunches at the Shake Shack come summer.

Career Center [DealBreaker]

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  11 Abril, 2008| Economy | Comments (0) @ 14:59

General Electric: The Krayt Dragon Call

Today was a very unusual day, when contrasted against the rest of 2008. We saw stocks get hammered mostly on GE’s earnings, but in the bond world, spread product did OK. I see the CDX.IG about 1bp wider, and the CDX.HY 3bps tighter. CDS on GE itself moved 9bps wider, with similar moves for the brokers.Swap spreads were unchanged. MBS and agency debt both about 1bps wider.The municipal curve flattened, 10-yr rates fell 7bps and 30-yr fell 9bps. That compares favorably to Treasuries which fell 7bps and 5bps respectively….
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  11 Abril, 2008| Economy | Comments (0) @ 14:34

You Are All Very Excitable, It Seems To Me

Muffie Benson-Perella (muffie AT dealbreaker.com) was an Associate in the Investment Banking Division of a “Bulge Bracket” bank. She holds a B.A. in French and Art from Vassar College and an M.B.A. from Harvard Business School. She concentrated in Contemporary French Poetry at prep school where she was awarded the exclusive premiership of the school’s “French Club.” Today, Ms. Benson-Perella is the Founder and Managing Director of “Muffie on Markets” (h…
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  11 Abril, 2008| Economy | Comments (0) @ 14:28

Time Out

I will be off for some time.
Best to all.
EmailThis
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  11 Abril, 2008| Economy | Comments (0) @ 13:59

Raise Your Hand If You’re 100 Percent Pleased With Your Bear Experience

Did Bear trick a bunch of Chinese guys into thinking shares of BSC were worth something? I don’t know, I’m not a doctor. But it wouldn’t be the first time (talkin’ about Citic here). H. Roger Wang, a billionaire who operates high-end retail stores in China, claims that he and his wife were “duped” into buying 150,000 shares of the company right before it collapsed, and that on March 18, Bear illegally liquidated the account holding the stock when the Wangs wouldn’t send in unpaid balances on their orders. A lawsuit filed in L.A. yesterday says the couple paid $6.56 million with prices ranging from $33.44 and $71.96 a share. The liquidation value of the stock was said to be $947,324, which has got to hurt. The Wangs allege that their broker told them on March 11 that Bear was “financially sound, that its stock value should be at least $85 per share, and that now was a great time to invest in the stock.” You know, basically what Alan Schwartz said on CNBC a couple days later. Anyway, the take away here is that we should all agree anyone who’s ever come in contact with Bear got fucked, it’s just a question of how hard.
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  11 Abril, 2008| Economy | Comments (0) @ 13:43

Can you own a stripe, or three?

If you’re a clothing designer, watch how you use those stripes. Sure, you’ve known for a long time that the use of three stripes is the sole province of Adidas, the German maker of athletic goods. Three stripes is Adidas’s trademark logo. But now, it seems that using two, or perhaps four, […]…
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  11 Abril, 2008| Economy | Comments (0) @ 13:22

Who Would Be in Your Entourage? (And Could You Trust Them?)

Watch HBO’s popular show “Entourage,” and you can get posse envy. Read Hannah Karp?s story today about pro athletes? real life entourages, and the business headaches they can cause, and suddenly doing-it-yourself doesn’t look so bad.
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  11 Abril, 2008| Economy | Comments (0) @ 12:05

French/Harlem Add Themselves To List Of People Who Hate Bear Enough To Organize

Just saw Bear Stearns protesters at the corner of 96th and 3rd, wearing shirts that say “freeze foreclosures, not people,” from something called “Larouche TAC.” Guy in a beret seems to be leading things.

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  11 Abril, 2008| Economy | Comments (0) @ 11:54

Lights Flicker at GE After Earnings Miss

addslashes(Lights Flicker at GE After Earnings Miss

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  11 Abril, 2008| Economy | Comments (0) @ 11:51

Do I Look Like I’m Negotiating?

First off, in case any of you were unaware, our stance regarding “say on pay” is that no CEO should ever allow him or herself to be roped into such a demeaning situation. You might as well work on commission. We don’t even think anyone should entertain a discussion on the matter. The board either believes in you 100 percent or not at all. Unfortunately, sometimes the snakes known as your shareholders trick you into walking into the room under the guise of bagels and lox, and them bam! they surround you, and start demanding your compensation be tied to performance. This happened to Goldman Sachs CEO Lloyd Blankfein yesterday. He handled it all wrong.

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  11 Abril, 2008| Economy | Comments (0) @ 11:14

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