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9 Things To Watch In The Week Ahead 6
Stocks discussed on the in depth session of Jim Cramer's Mad Money TV Program, June 15.
9 Things to Watch in the Coming Week: Fed Ex (FDX), Jabil Circuit (JBL),[url=http://www.ngcommit.fr/tn-pas-cher/]tn pas cher[/url], Bed, Bath and Beyond (BBY), Red Hat (RHT), CarMax (KMX), Oracle (ORCL), Darden (DRI)
Other Stocks Mentioned: Wal Mart (WMT),[url=http://www.mediargo.it/category/outlet-hogan-online/]christian louboutin pas cher[/url], Target (TGT),[url=http://dengcheng.me/a/falvwenshu/zaishenqisuzhuang/2013/1018/62.html]The split last year at state was 59 seconds[/url], Home Depot (HD),[url=http://www.paoloasti.it/hogan-sneakers-3/]hogan sneakers[/url], Merck (MRK),[url=http://www.paoloasti.it/hogan-milano-2/]hogan milano[/url], Johnson (JNJ), Eli Lilly (LLY),[url=http://www.ngcommit.fr/air-max-tn-pas-cher/]air max tn pas cher[/url], Abbott Labs (ABT), Disney (DIS)The Supreme Court will rule on healthcare legislation. While some investors have been buying healthcare stocks ahead of this meeting, in the event that healthcare legislation is struck down, Cramer would buy retailers that would be hurt the most by the laws,[url=http://www.hotelseltzthann.fr/air-jordan-pas-cher.html]air jordan pas cher[/url], like Wal Mart (WMT), Target (TGT) and Home Depot (HD). Since interest rates are already as low as they can be,[url=http://www.ngcommit.fr/nike-tn-trainers/]nike tn trainers[/url],[url=http://park10.wakwak.com/~ezodeer/cgi-bin/imgboard.cgi]The message was brief[/url], Cramer doesn't think there is much more Ben Bernanke can do to stimulate the economy. This company tends to take stocks up or down as a result of its earnings; Cramer doesn't expect to hear anything really good from FDX this time around.
Jabil Circuit (JBL) is a contract manufacturer for companies across various sectors, but the company tends to get lumped together with tech. If JBL reports poorly, the tech sector will see a decline.
Bed, Bath Beyond (BBY) might not report a great quarter, since there is chatter that BBY is losing out to e commerce. Cramer still thinks BBY is a great company,[url=http://www.mamiecochonne.fr/chaussure-louboutin-pas-cher.html]chaussure louboutin pas cher[/url], and would buy on a decline after earnings.
Red Hat (RHT) trades wildly post earnings. Increasing auto sales have been good for general auto plays like KMX, but the automakers themselves are down over European woes.
Oracle (ORCL) has been treading water. The quarter might be stronger than expected, but Cramer doesn't usually like to buy tech in the summer. Cramer would be careful about DRI.
Cramer took some questions:
Merck (MRK) is not as strong a buy as Eli Lilly (LLY), Johnson Johnson (JNJ) and Abbott Labs (ABT), which all have better growth than Merck.
Disney (DIS) is the ideal stock to buy to teach a child about investing in stocks.
Coach (COH), Michael Kors (KORS)
Coach (COH) and Michael Kors (KORS) are two contenders in the high end handbag wars, and both could be winners,[url=http://www.paoloasti.it/category/hogan-online/]hogan online[/url], depending on the time frame. Kors recently beat earnings estimates by 5 cents and reported same store sales that increased an astounding 36.1%. The stock came public just six months ago,[url=http://mt.fresheye.com/ft_form.cgi]The more you'll laugh your he[/url], and 52% of shares are held by insiders. The lock up period for Kors expires June 20th, and some fear a sell off due to profit taking. Therefore,[url=http://www.mediargo.it/category/scarpe-hogans-outlet/]scarpes hogan outlet[/url], it is not worth buying Kors ahead of the lock up expiration, but the stock may be a buy on any decline caused by the selling. Kors is growing dramatically, and is expected to double its store count. While the 36.1% same store sales doesn't seem likely to stay so high, the company expects 20% same store sales growth next year.
Coach's same store sales increased 6.7% domestically, and were up double digits in China. While this rate is lower than Kors, Coach is an established company that is a solid, if conservative, investment in the space. While Cramer thinks Coach might be too dependent on China, which may be slowing, the company has high margins,[url=http://www.mediargo.it/category/scarpe-hogan-outlets/]scarpe hogan outlets[/url], new categories, competent management and is shareholder friendly; Coach recently increased its dividend by 33%. Coach sells for a multiple of 13 and has a 16% growth rate, while Kors has a multiple of 28 with a 28% growth rate. Coach is a good stock for the risk averse, but for growth investors, Kors is a buy after the lock up period expires, especially if there is a secondary offering. One List." UA is up 47% so far this year, and is flirting with its 52 week high. Both Morgan Stanley and Bank of America think UA is a good stock, but Morgan Stanley thinks the stock has gotten too rich and that the catalysts are priced in. UA has a multiple of 44 compared to its 20% growth rate, and it is the kind of growth stock that needs to perform flawlessly or it could face a sell off. Lululemon (LULU) serves as a cautionary tale. The company reported a solid beat, but was conservative on guidance. As a result, LULU,[url=http://www.paoloasti.it/hogan-shop-online-2/]hogan shop online[/url], another sportswear stock selling at a rich multiple, dropped 12% in a month.
Under Armour's products are flying off the shelves; it is incorporating high tech with sportswear, with its heat resistant clothing and state of the art athletic shoes. However, Cramer sides with Morgan Stanley; he would unload some UA or find a lower entry point to get into the stock, even though it has a great long term story.
Cramer took some questions:
Costco (COST) is a cheap stock and is successfully raising prices. Wal Mart (WMT) reported its first strong quarter in a long time. While Cramer would not recommend selling WMT, he prefers COST.