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NEW YORK (TheStreet) -- On a special edition of his "Mad Money" TV show Friday, Jim Cramer saluted our troops by hosting a live studio audience of men and women who are serving or have served in our military.
He said today's rally shows what happens when good news is treated as good news and not as a reason to fear the Federal Reserve.
Cramer also laid out his game plan for next week's trading. Monday, he'll be watching the Chinese industrial production numbers, along with the initial public offering of children's apparel Web site Zulily. On Tuesday, Cramer said he'll be watching the health care conference that may bring news from Bristol-Myers Squibb (BMY) and Johnson & Johnson (JNJ). Next, on Wednesday, it's earnings from AFC Enterprises (AFCE), purveyors of Popeye's restaurants, along with network equipment maker Cisco (CSCO), which he said will be the most controversial conference call of the week as the tech sector remains in flux. Lots of retail earnings on Thursday, said Cramer, including Wal-Mart (WMT), Kohl's (KSS) and Nordstrom (JWN). Cramer said he expects a good holiday for all with higher employment and lower gasoline prices. Another plus on Thursday will be Viacom (VIAB), the media giant with a giant stock buyback that is actually making a difference. Finally, on Friday, Cramer said the U.S. industrial production numbers will be in the spotlight and he's looking for more good news that the domestic economy continues to stir. Executive Decision: Don Knauss In the "Executive Decision" segment, Cramer sat down on location with Don Knauss, chairman and CEO of Clorox (CLX), as they celebrated the second annual Kingsford Invitational Grilling Competition, with all proceeds benefiting veterans. Knauss, himself a Marine Corps veteran, said that 15% of Clorox's hires in 2013 were veterans, and veterans make excellent employees for Clorox thanks to the fact they're mission-oriented, work well in teams and have a maturity and work ethic that's rivaled by none. Turning to the business of Clorox, Knauss said he's challenged every brand in the company to innovate around health and wellness, sustainability, affordability and multi-cultural areas, and every brand has responded in at least one area. Even a business as mature as bleach is seeing sales up 14% when it would typically rise only 1% to 2% in line with inflation.
Top 5 Tech Companies To Own For 2014: CIENA Corporation(CIEN)
Ciena Corporation provides equipment, software, and service solutions that support the transport, switching, aggregation, and management of voice, video, and data traffic on communications networks worldwide. Its product portfolio consists of packet-optical transport that includes optical transport solutions to increase network capacity and enable delivery of a broader mix of high-bandwidth services; and packet-optical switching, which comprise optical switching platforms incorporating multiservice and multi-protocol switching systems that enable automated optical infrastructures for the delivery of various enterprise and consumer-oriented network services. The company also offers carrier Ethernet solutions, including service delivery switches and service aggregation switches to support the access and aggregation tiers of communications networks, as well as to support wireless backhaul infrastructures and business data services; and software solutions to track individual s ervices across multiple product suites, facilitating planned network maintenance, outage detection, and identification of customers or services affected by network troubles. In addition, Ciena Corporation provides consulting and support services, such as project management, deployment, maintenance support, consulting, and training services, as well as network analysis, planning, design, optimization, and tuning. Its packet-optical transport, packet-optical switching, and carrier Ethernet solutions products are used individually or as part of an integrated solution in communications networks operated by communications service providers, cable operators, governments, enterprises, and other network operators. The company sells its communications networking solutions directly, as well as through strategic channel relationships. Ciena Corporation was founded in 1992 and is headquartered in Linthicum, Maryland.
Advisors' Opinion:- [By Lisa Levin]
Ciena (NASDAQ: CIEN) shares gained 2.02% to create a new 52-week high of $25.82. Ciena shares have jumped 77.37% over the past 52 weeks, while the S&P 500 index has gained 16.18% in the same period.
- [By Rich Smith]
Ciena's banner quarter
Telecommunications equipment maker Ciena (NASDAQ: CIEN ) stunned the skeptics Thursday with a surprisingly profitable Q2 earnings report. Expected to lose a penny a share, Ciena instead reported a $0.02 profit -- and it beat on revenues, too. - [By Harsh Chauhan]
Telecom gear maker Ciena (NASDAQ: CIEN ) has been in pullback mode for the last month or so. Shares are down 20% since late October, as Ciena has been feeling the effects of sorry guidance by networking and telecom bellwether Cisco (NASDAQ: CSCO ) .
Top 5 Tech Companies To Own For 2014: Sunedison Inc (SUNE)
SunEdison Inc, formerly MEMC Electronic Materials, Inc., incorporated on October 1, 1984, is engaged in the development, manufacture and sale of silicon wafers. The Company is a developer and seller of photovoltaic energy solutions. Through Solar Materials and Solar Energy (SunEdison), it is a developer of solar energy projects. The Company operates in two segments: semiconductor materials and solar energy. The Company�� Solar Energy segment includes the operations of its old Solar Materials segment, as well as its SunEdison business. In the Semiconductor Materials, the Company offers wafers with a variety of features. The Company�� wafers vary in size, surface features, composition, purity levels, crystal properties and electrical properties.
Semiconductor Materials
The Company�� monocrystalline wafers for use in semiconductor applications range in size from 100 millimeter to 300 millimeter and are round in shape for semiconductor customers because of the nature of their processing equipment. Its wafers are used as the starting material for the manufacture of various types of semiconductor devices, including microprocessor, memory, logic and power devices. In turn, these semiconductor devices are used in computers, cellular phones and other mobile electronic devices, automobiles and other consumer and industrial products. Its monocrystalline wafers for semiconductor applications include four general categories of wafers: prime, epitaxial, test/monitor and silicon-on-insulator (SOI) wafers.
The Company�� prime wafer is a polished, pure wafer with an ultraflat and ultraclean surface. The Company�� epitaxial (epi), wafers consist of a thin silicon layer grown on the polished surface of the wafer. Typically, the epitaxial layer has different electrical properties from the underlying wafer. This provides customers with isolation between circuit elements than a polished wafer. Its AEGIS product is designed for certain specialized applications requiring high resis! tivity epitaxial wafers and its MDZ product feature. The AEGIS wafer includes a thin epitaxial layer grown on a standard starting wafer. The AEGIS wafer�� thin epitaxial layer eliminates harmful defects on the surface of the wafer, thereby allowing device manufacturers to increase yields. The Company supplies test/monitor wafers to its customers for use in testing semiconductor fabrication lines and processes. An SOI wafer is a different starting material for the chip making process.
Solar Energy
The Company�� Solar Energy segment provides solar energy services that integrate the design, installation, financing, monitoring, operations and maintenance portions of the downstream solar market to provide a solar energy service to its customers. As of December 31, 2012, SunEdison interconnected over 675 solar power systems representing 989 megawatt of solar energy generating capacity. As of December 31, 2012, SunEdison had 73 megawatt of projects under construction and 2.6 gigawatts in pipeline. In support of its downstream solar business, its Solar Energy segment manufactures polysilicon, silicon wafers and solar modules. Additionally, its Solar Energy segment will sell solar modules to third parties in the event the opportunity aligns with itsinternal needs. It provides its downstream customers with a way to purchase renewable energy by delivering solar power under long-term power purchase arrangements with customers or feed-in tariff arrangements with government entities and utilities. Its SunEdison business is dependent upon government subsidies, including United States federal incentive tax credits, state-sponsored energy credits and foreign feed-in tariffs. The Company�� solar wafers are used as the starting material for crystalline solar cells.
The Company competes with Shin-Etsu Handotai, SUMCO, Siltronic and LG Siltron, SunPower Corporation, First Solar, Inc., Enerparc, Sharp Corporation (Recurrent Energy), Phoenix Solar, BELECTRIC, JUWI Solar Gmbh, and S! olar City! .
Advisors' Opinion:- [By Rich Smith]
MEMC (NYSE: SUNE ) isn't MEMC anymore.
Late last week, MEMC Electronic Materials confirmed that it will officially change its name to SunEdison today and adopt the "SUNE" ticker symbol for itself. Stockholder support for the change was said to be "overwhelming."
- [By Seth Jayson]
There's no foolproof way to know the future for SunEdison (NYSE: SUNE ) or any other company. However, certain clues may help you see potential stumbles before they happen -- and before your stock craters as a result.
- [By Paul Ausick]
We have tracked the short interest in the following North American Solar companies as of September 13: Canadian Solar Inc. (NASDAQ: CSIQ), First Solar Inc. (NASDAQ: FSLR), GT Advanced Technologies Inc. (NASDAQ: GTAT), SunEdison Inc. (NYSE: SUNE) and SunPower Corp. (NASDAQ: SPWR).
- [By Paul Ausick]
SunEdison Inc. (NYSE: SUNE), the company formerly known as MEMC Electronics, announced Thursday morning that it would spin off its semiconductor unit in an initial public offering (IPO) tentatively scheduled for early next year. The company plans to file documents with the U.S. Securities and Exchange Commission in the current quarter. The IPO is, of course, subject to market conditions.
Hot Performing Companies To Buy Right Now: Check Point Software Technologies Ltd.(CHKP)
Check Point Software Technologies Ltd. develops, markets, and supports a range of software, and combined hardware and software products and services for information technology (IT) security applications worldwide. The company offers a range of network and gateway security solutions, data and endpoint security solutions, and management solutions. Its network security gateways enables its customers to implement their security policies on network traffic between internal networks and the Internet, as well as between internal networks and private networks that are shared with partners. The company?s endpoint security solutions provide various software blades that run on individual computers connected to the network, such as desktop computers, laptop computers, and other mobile devices. It also offers technical services consisting of technical customer support programs and plans, such as enterprise based support and collaborative enterprise support; certification and education al training on the checkpoint?s products; and professional services in implementing, upgrading, and optimizing checkpoint?s products, including design planning, security implementation, and project management services. In addition, the company offers ZoneAlarm solutions that protect consumers from hackers, spyware, and identity theft. It sells its products and services through a network of channel partners, including distributors, resellers, value-added resellers, system integrators, and managed services providers to enterprises, service providers, small and medium sized businesses, and consumers. The company was founded in 1993 and is headquartered in Tel Aviv, Israel.
Advisors' Opinion:- [By Monica Gerson]
Check Point Software Technologies (NASDAQ: CHKP) is projected to report its Q3 earnings at $0.84 per share on revenue of $343.62 million.
Hasbro (NASDAQ: HAS) is estimated to report its Q3 earnings at $1.29 per share on revenue of $1.34 billion.
Top 5 Tech Companies To Own For 2014: Apple Inc.(AAPL)
Apple Inc., together with subsidiaries, designs, manufactures, and markets personal computers, mobile communication and media devices, and portable digital music players, as well as sells related software, services, peripherals, networking solutions, and third-party digital content and applications worldwide. The company sells its products worldwide through its online stores, retail stores, direct sales force, third-party wholesalers, resellers, and value-added resellers. In addition, it sells third-party Mac, iPhone, iPad, and iPod compatible products, including application software, printers, storage devices, speakers, headphones, and other accessories and peripherals through its online and retail stores; and digital content and applications through the iTunes Store. The company sells its products to consumer, small and mid-sized business, education, enterprise, government, and creative markets. As of September 25, 2010, it had 317 retail stores, including 233 stores in the United States and 84 stores internationally. The company, formerly known as Apple Computer, Inc., was founded in 1976 and is headquartered in Cupertino, California.
Advisors' Opinion:- [By Rick Munarriz]
Think about it. Everyone knows that smartphones and tablets are eating into the traditional PC market, but have you ever wondered why that's even possible? Have you wondered why Microsoft's mobile operating system hasn't been as dominant as what Apple (NASDAQ: AAPL ) and Google (NASDAQ: GOOG ) have been cooking?
Top 5 Tech Companies To Own For 2014: TeleCommunication Systems Inc.(TSYS)
TeleCommunication Systems, Inc. develops and delivers wireless communication technology in the United States and internationally. The company operates in two segments, Commercial and Government. The Commercial segment provides commercial services and systems that enable wireless carriers to deliver location-based information, Internet content, and short text messages to and from wireless phones. Its hosted and managed services include mobile location-based applications, comprising turn-by-turn navigation, E9-1-1 call routing; and wireless applications comprise navigation, people finder, and asset tracking. This segment?s customers use the company?s software functionality through connections to and from network operations centers. It serves wireless carrier network operators, voice over internet protocol service providers, state and local governments deploying 9-1-1 technology, and automotive industry suppliers. The Government segment designs, furnishes, installs, and ope rates wireless and data network communication systems, including its SwiftLink deployable systems, which integrate high speed, satellite, and Internet protocol technology with secure Government-approved cryptologic devices. It also owns and operates secure satellite teleport facilities; resells access to satellite airtime; and provides professional services, including field support of its systems, and cyber security training and services to the U.S. Department of Defense and government agencies. In addition, this segment offers engineering and electronics solutions for the space and defense markets. The company sells its products and services through direct sales force and indirect channels, as well as relationships with original equipment manufacturers. TeleCommunication Systems, Inc. was founded in 1987 and is headquartered in Annapolis, Maryland.
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