21 ERs to watch new week -- cramer# Stock
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http://seekingalpha.com/article/737691-cramer-s-mad-money-21-ea
21 Earnings To Watch This Week: Eaton (ETN), Halliburton (HAL), Dupont (DD),
Biogen (BIIB), Dominos (DPZ), Panera Bread (PNRA), Buffalo Wild Wings (BWLD
), Apple (AAPL), Caterpillar (CAT), Wyndham Worldwide (WYN), Boeing (BA),
Whole Foods (WFM), Kimberly-Clark (KMB), Dunkin' Brands (DNKN), Hershey (HSY
), International Paper (IP), Celgene (CELG), 3M (MMM), Chevron (CVX),
Weyerhaeuser (WY), Merck (MRK). Other stocks mentioned: Cooper Industries (
CBE), Potash (POT), Agrium (AGU), Mosaic (MOS), JPMorgan (JPM).
Monday
Eaton (ETN) will give the first snapshot of its merger with Cooper
Industries (CBE). People expect the worst, but the stock has fallen to the
point where it yields 4%. Cramer thinks the stock's downward move has been
an overreaction.
Haliburton (HAL) has been hit with the fall of natural gas. The stock may
have been punished enough.
Tuesday
Dupont (DD) needs to do something transformational, like spinning off one of
its more sluggish segments.
Biogen (BIIB) is a biotech that is clearly in control of its destiny. Cramer
expects good news from its clinical trials.
Dominos (DPZ) is signalling a bottom with its charts, but the bears won't
give up, because they believe it will get hit on commodity costs. However,
DPZ's franchisees might be suffering more from rising raw costs than the
parent company. Cramer thinks DPZ might be ready to run.
Panera Bread (PNRA) and Buffalo Wild Wings (BWLD) are both being affected by
commodity prices, but the question is, "How much?" Both stocks could see
some selling, especially given PNRA's and BWLD's high mulitples.
Apple (AAPL) is having a transitional quarter ahead of its new iPhone and
iTV release. Investors should hope for a sell-off to buy. "I need you in
this stock," said Cramer. "Don't trade it, own it."
Wednesday
Caterpillar (CAT) may have been so badly hammered that any good news will
send it up, but if it reports disappointing numbers, it will not rally.
Wyndham Worldwide (WYN) doesn't get enough respect, but it might blow away
the numbers, since its hotels and timeshares are doing well, and it has been
increasing value for shareholders through dividend boosts and buybacks.
Boeing (BA) needs to confirm that the aerospace cycle has not peaked.
Whole Foods (WFM) has been the last man standing in the supermarket space.
Cramer suggests buying WFM on a down day in case there will be a post-
quarter pop.
Thursday
Kimberly-Clark (KMB) might be hurt by the strong dollar, but since it yields
close to 4%, Cramer would buy it if it gets hit.
Dunkin' Brands (DNKN), Hershey (HSY) are consistent domestic plays that have
been climbing higher. They might take a breather after earnings.
International Paper (IP) has successfully integrated its Temple-Inland
acquisition, and is benefiting from rising prices for boxes. If it drops to
$30 ahead of the quarter, Cramer would buy.
Celgene (CELG) needs to give a full explanation of the failure of Revlimid
in Europe. Cramer thinks investors will be rewarded for staying with CELG.
3M (MMM) has been on a tear and might have some risk, given the strong
dollar. The stock may give back some gains.
Friday
Chevron (CVX) is cheap, steady and has better growth than any other oil play.
Weyerhaeuser (WY) isn't done going up.
Merck (MRK) has a 3.8% yield and might be worth buying, even if growth isn't
strong.
Cramer took some calls:
Potash (POT), Agrium (AGU) and Mosaic (MOS) are buys on the rising price of
corn.
JPMorgan (JPM) is seeing strong revenue growth. "JPMorgan is back."
Kinder Morgan Partners (KMP), Verizon (VZ), Southern Company (SO)
What should investors do when they have too much exposure to a stock that is
falling? Cramer urges viewers not to panic. Many would feel tempted to dump
an entire position in a stock at once, but this is almost always a mistake.
He suggests taking a deep breath and selling some, but not all, of a
position.
A sudden drop in a stock demonstrates the importance of taking gains on the
way up, to reduce losses when the stock switches directions. On bad economic
news, an investor should honestly assess whether this news will really
affect the earnings per share of a particular holding. If not, the stock is
most likely being unfairly punished. Cramer suggests coming up with a list
of conservative, safe stocks to buy on down days. A few examples include
Bristol Myers, Verizon (VZ), Southern Company (SO) and Kinder Morgan Energy
Partners (KMP).
IPOs: Take the Money and Run: Groupon (GRPN)
The main thing to consider before getting in on an IPO deal is its starting
price. The other factor is how many shares will be offered. A common
practice by brokerages is to make a "sliver deal," or to offer only a small
number of shares to increase demand for an IPO and to engineer a one-day pop
. Groupon (GRPN) was a sliver deal, which jumped from $20 to $30 on its
first day as buyers poured in. However, those who bought in the aftermarket
saw a steady climb down. For many IPOs, Cramer's advice is "Take the money
and run."
21 Earnings To Watch This Week: Eaton (ETN), Halliburton (HAL), Dupont (DD),
Biogen (BIIB), Dominos (DPZ), Panera Bread (PNRA), Buffalo Wild Wings (BWLD
), Apple (AAPL), Caterpillar (CAT), Wyndham Worldwide (WYN), Boeing (BA),
Whole Foods (WFM), Kimberly-Clark (KMB), Dunkin' Brands (DNKN), Hershey (HSY
), International Paper (IP), Celgene (CELG), 3M (MMM), Chevron (CVX),
Weyerhaeuser (WY), Merck (MRK). Other stocks mentioned: Cooper Industries (
CBE), Potash (POT), Agrium (AGU), Mosaic (MOS), JPMorgan (JPM).
Monday
Eaton (ETN) will give the first snapshot of its merger with Cooper
Industries (CBE). People expect the worst, but the stock has fallen to the
point where it yields 4%. Cramer thinks the stock's downward move has been
an overreaction.
Haliburton (HAL) has been hit with the fall of natural gas. The stock may
have been punished enough.
Tuesday
Dupont (DD) needs to do something transformational, like spinning off one of
its more sluggish segments.
Biogen (BIIB) is a biotech that is clearly in control of its destiny. Cramer
expects good news from its clinical trials.
Dominos (DPZ) is signalling a bottom with its charts, but the bears won't
give up, because they believe it will get hit on commodity costs. However,
DPZ's franchisees might be suffering more from rising raw costs than the
parent company. Cramer thinks DPZ might be ready to run.
Panera Bread (PNRA) and Buffalo Wild Wings (BWLD) are both being affected by
commodity prices, but the question is, "How much?" Both stocks could see
some selling, especially given PNRA's and BWLD's high mulitples.
Apple (AAPL) is having a transitional quarter ahead of its new iPhone and
iTV release. Investors should hope for a sell-off to buy. "I need you in
this stock," said Cramer. "Don't trade it, own it."
Wednesday
Caterpillar (CAT) may have been so badly hammered that any good news will
send it up, but if it reports disappointing numbers, it will not rally.
Wyndham Worldwide (WYN) doesn't get enough respect, but it might blow away
the numbers, since its hotels and timeshares are doing well, and it has been
increasing value for shareholders through dividend boosts and buybacks.
Boeing (BA) needs to confirm that the aerospace cycle has not peaked.
Whole Foods (WFM) has been the last man standing in the supermarket space.
Cramer suggests buying WFM on a down day in case there will be a post-
quarter pop.
Thursday
Kimberly-Clark (KMB) might be hurt by the strong dollar, but since it yields
close to 4%, Cramer would buy it if it gets hit.
Dunkin' Brands (DNKN), Hershey (HSY) are consistent domestic plays that have
been climbing higher. They might take a breather after earnings.
International Paper (IP) has successfully integrated its Temple-Inland
acquisition, and is benefiting from rising prices for boxes. If it drops to
$30 ahead of the quarter, Cramer would buy.
Celgene (CELG) needs to give a full explanation of the failure of Revlimid
in Europe. Cramer thinks investors will be rewarded for staying with CELG.
3M (MMM) has been on a tear and might have some risk, given the strong
dollar. The stock may give back some gains.
Friday
Chevron (CVX) is cheap, steady and has better growth than any other oil play.
Weyerhaeuser (WY) isn't done going up.
Merck (MRK) has a 3.8% yield and might be worth buying, even if growth isn't
strong.
Cramer took some calls:
Potash (POT), Agrium (AGU) and Mosaic (MOS) are buys on the rising price of
corn.
JPMorgan (JPM) is seeing strong revenue growth. "JPMorgan is back."
Kinder Morgan Partners (KMP), Verizon (VZ), Southern Company (SO)
What should investors do when they have too much exposure to a stock that is
falling? Cramer urges viewers not to panic. Many would feel tempted to dump
an entire position in a stock at once, but this is almost always a mistake.
He suggests taking a deep breath and selling some, but not all, of a
position.
A sudden drop in a stock demonstrates the importance of taking gains on the
way up, to reduce losses when the stock switches directions. On bad economic
news, an investor should honestly assess whether this news will really
affect the earnings per share of a particular holding. If not, the stock is
most likely being unfairly punished. Cramer suggests coming up with a list
of conservative, safe stocks to buy on down days. A few examples include
Bristol Myers, Verizon (VZ), Southern Company (SO) and Kinder Morgan Energy
Partners (KMP).
IPOs: Take the Money and Run: Groupon (GRPN)
The main thing to consider before getting in on an IPO deal is its starting
price. The other factor is how many shares will be offered. A common
practice by brokerages is to make a "sliver deal," or to offer only a small
number of shares to increase demand for an IPO and to engineer a one-day pop
. Groupon (GRPN) was a sliver deal, which jumped from $20 to $30 on its
first day as buyers poured in. However, those who bought in the aftermarket
saw a steady climb down. For many IPOs, Cramer's advice is "Take the money
and run."