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Tech Giants Now Hold ~$265 Billion Cash To Spend (HPQ, COMS, INTC, AMD, MSFT, CSCO, AAPL, GOOG, ORCL, JAVA, QCOM, EMC, YHOO, DELL, AMZN, EBAY, ONT, BRCD, JDSU, STAR, VMW)

You have already seen the Hewlett-Packard (NYSE: HPQ) buyout of 3Com Corporation (NASDAQ: COMS). But this week before that deal was announced we covered how mergers in the technology sector have been very slow to develop over the scale in which we and others think is possible for the sector. After the Intel Corporation (NASDAQ: INTC) settlement with Advanced Micro Devices (NYSE: AMD), the tally of cash that is now estimated would be an implied $265 billion that is available for the tech giants in our 24/7 Wall St. Real-Time 500 to make acquisitions.

The giant cash balances are held by Microsoft Corporation (NASDAQ: MSFT), Cisco Systems Inc. (NASDAQ: CSCO), Apple Inc. (NASDAQ: AAPL), Google Inc. (NASDAQ: GOOG), and Oracle Corp. (NASDAQ: ORCL), assuming nothing happens with Sun Microsystems Inc. (NASDAQ: JAVA). But players like QUALCOMM Inc. (NASDAQ: QCOM), EMC Corporation (NYSE: EMC), International Business Machines (NYSE: IBM), Dell Inc. (NASDAQ: DELL), Yahoo! Inc. (NASDAQ: YHOO), Amazon.com Inc. (NASDAQ: AMZN), and eBay Inc. (NASDAQ: EBAY) are either all sitting with large amounts of cash or will be very soon.

We have broken out these technology, IT, software, and Internet companies by the cash amount they hold or what they have in a soon-to-be cash balance. Of course only a fraction of this cash will be used for mergers. But there is also a ton of room here for dividends and of course the share buybacks.

Posted on: November 12, 2009 – 11:31 am in Consumer Electronics, Cramer, Dividend, Editor's Picks, Internet, Large Cap Stocks, Mergers and Buy Outs, PC Companies, Private Equity, Rumors, Semiconductor, Software, Stock Buybacks, Technology Companies, Telecom, AAPL, AMD, AMZN, BRCD, COMS, CSCO, DELL, EBAY, EMC, GOOG, HPQ, INTC, JAVA, JDSU, MSFT, ONT, ORCL, QCOM, STAR, YHOO

Cramer Divides the Palm and Apple Tie (PALM, AAPL)

Jim Cramer came on CNBC’s MAD MONEY with a call that many will agree with and many will be upset about because he has been positive on the mobile internet sector. Cramer said Apple Inc. (NASDAQ: AAPL) is the only smartphone stock you should have in your portfolio. He went on further and said it is time to unload Palm Inc. (NASDAQ: PALM), though he had been positive on the stock before.

Posted on: July 23, 2009 – 5:43 pm in Consumer Electronics, Cramer, Technology Companies, Wireless, AAPL, PALM

Many Cult Stock Changes In Russell 3000 Rebalance (CPST, BCON, FNSR, RICK, SIRI, TSCM, URRE, VG)

The Russell 3000 Index is being rebalanced and many cult stocks with low share prices that have a wide following and high trading volume are getting booted off the index. Beacon Power Corporation (NASDAQ: BCON), Capstone Turbine Corp. (NASDAQ: CPST), Finisar Corp. (NASDAQ: FNSR), Rick’s Cabaret International Inc. (NASDAQ: RICK), SIRIUS XM Radio Inc.(NASDAQ: SIRI), TheStreet.com, Inc. (NASDAQ: TSCM), Uranium Resources, Inc. (NASDAQ: URRE), and Vonage Holdings Corporation (NYSE: VG) are among the former high-flier stocks getting removed from the Russell 3000 that have become cult stocks with a large investor base. We have given some color on these changes.
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Posted on: June 19, 2009 – 12:01 pm in Cramer, Cult Stock, Index, Trading Alert, BCON, CPST, FNSR, RICK, SIRI, TSCM, URRE, VG

Cramer’s Obama Healthcare Winner: WellPoint (WLP, CI, UNH, AET)

Jim Cramer came out with a healthcare maintenance stock tonight on CNBC’s MAD MONEY which he thinks will survive and perhaps thrive under the Obama healthcare plan. His pick in the healthcare maintenance sector is WellPoint Inc. (NYSE: WLP). Cramer said he has not been in support of Cigna (NYSE: CI), UnitedHealth (NYSE: UNH) and Aetna (NYSE: AET). He also said he won’t be going there.

Posted on: June 17, 2009 – 5:28 pm in Biotech, Cramer, Drug companies, Healthcare, Politics, AET, CI, UNH, WLP

QUALCOMM: Higher Demand, But Lower ASP’s (QCOM)

It seems that the sudden push for all the smartphone launches and the continued gearing down of the laptops to smaller mobile web devices is acting as a boom for QUALCOMM Inc. (NASDAQ: QCOM). The CDMA leader is now raising its earnings views on higher demand. Be advised, there is a reason the demand is higher.
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Posted on: June 11, 2009 – 8:20 am in Consumer Electronics, Cramer, Wireless, QCOM

Cramer’s Mobile Web & Digital TV Stocks (AAPL, RIMM, PALM, QCOM, ADI, BRCM, MRVL, RFMD, SNDK, STAR, SWKS, TXN, RSH)

If you are a fan of and an investor in the mobile web via smartphones and portable devices, then you do not even have to be a dedicated fan of Jim Cramer to become a fan of Jim Cramer for at least the time being. On tonight’s MAD MONEY on CNBC, Cramer endorsed this move to the mobile web as the next investor opportunity as huge opportunity for many companies in the space. But he also noted that he wants to buy the tech companies on pullbacks as he thinks the market for technology stocks is taking a little breather here. Cramer believes that there is room for all of these major companies to make major cash as a result of the switch to newer and fast smartphones and mobile web devices. He thinks there is room for all companies like Apple Inc. (NASDAQ: AAPL) for the iPhone, Research in Motion (NASDAQ: RIMM) for the Blackberry, and Palm Inc. (NASDAQ: PALM) for the new Pre smartphone. He also noted QUALCOMM Inc. (NASDAQ: QCOM) as a winner in the space.
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Posted on: June 10, 2009 – 5:52 pm in Consumer Electronics, Cramer, Internet, Semiconductor, Technology Companies, WiMAX, Wireless, AAPL, ADI, BRCM, MRVL, PALM, QCOM, RFMD, RIMM, RSH, SNDK, STAR, SWKS, TXN

Cramer’s SLM Double, Actually A Triple Or More (SLM)

Jim Cramer is loved and hated by many on both sides, but despite the hype he makes and gets accused of he rarely calls for a stock to double. That is what we just heard him do today on SLM Corp. (NYSE: SLM). This is the former Sallie Mae government sponsored entity, and what Cramer was basically getting at was that the company will not be killed in the retooling of the education loans. He thinks it is prime at collecting and processing these loans, and he also noted how most universities are not in support of the government being in charge of all of the student loans. Depending upon when you started looking at this one versus when he did, this call may really represent a triple or even more.
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Posted on: June 8, 2009 – 2:04 pm in Cramer, Financial Stocks, Regulation, SLM

Intel & Wind River: Much More Than Meets The Eye (INTC, WIND, MSFT, IBM, TXN)

Intel Corporation (NASDAQ: INTC) has made what many will consider as a strange merger, but there is more to this merger than meets the eye and this will give Intel higher ticket sales with high margins. The processing giant will acquire Wind River Systems Inc. (NASDAQ: WIND) in an all-cash buyout valued at $11.50 per share. This comes to $884 million in the total.
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Posted on: June 4, 2009 – 8:07 am in Cramer, Mergers and Buy Outs, Semiconductor, Technology Companies, IBM, INTC, MSFT, TXN, WIND

Cramer and Over 5,000 Formally Seek Short Sale Changes

There has been an ongoing war between those who think short selling should be allowed under any circumstances and those who want the practice curbed. That argument is likely to heat up again based upon a press release this morning from none other than Jim Cramer, along with investors Eric Oberg, William Furber, and Scott Rothbort. These investors have presented the Securities and Exchange Commission with a petition signed by 5,691 individuals calling for reinstatement of the Uptick Rule.

The petition was hosted by TheStreet.com, which Cramer co-founded, and you have undoubtedly heard Cramer make the same case on CNBC or perhaps on other websites such as BloggingStocks.com from AOL.

Posted on: June 2, 2009 – 9:45 am in Cramer, Regulation, Short Interest

A New Call For Brocade To Hit New Highs (BRCD)

Brocade Communications Systems, Inc. (NASDAQ: BRCD) is the beneficiary of a research call this morning from Broadpoint AmTech. Many research calls are not very aggressive and many are very reactive on the surface. That is the nature of many analyst estimates, and Wall Street analyst have to take criticism every time they are wrong. But some calls are very aggressive, and that is what we are seeing from this boutique.
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Posted on: May 22, 2009 – 8:28 am in Analyst Calls, Cramer, Technology Companies, Value Investing, BRCD

Cramer Outlines The Obama Target List (COF, ACI, MEE, X, SO)

Tonight on CNBC’s MAD MONEY, Jim Cramer came out with several sectors that he thinks that President Obama will be trying to change, and noted Nancy Pelosi is in the fold as well. He thinks they will be targets for change and these businesses can be hurt by government action more than by any competition. He thinks credit cards, anything carbon, and healthcare are all at-risk sectors that could be hurt by Obama’s actions.

Capital One Financial (NYSE: COF) is the one he is worried about even though the stock was one of his favorites. He thinks that the big issuers are at risk here and now thinks Capital One is a SELL. Anything carbon-related is at risk. Arch Coal Inc. (NYSE: ACI) and Massey Energy Co. (NYSE: MEE) are at risk, but Cramer thinks China can keep their businesses from rotting. This hurts the steel producers as well and he would sell US Steel (NYSEL: X) on this notion that they are tied to it. He would also sell Southern Company (NYSE: SO) because it has 71% of its energy from fossil fuels.

In healthcare, he knows pharma and anything that makes a profit in that sector is a target. He thinks this can drive down anything tied to healthcare as investors have to move to the sidelines to figure it out.

JON C. OGG
May 21, 2009

Posted on: May 21, 2009 – 5:17 pm in Cramer, Metals, Pharmaceuticals, Politics, Utilities, ACI, COF, MEE, SO, X

Cramer Totally Changes His Stance On Yahoo! (YHOO, GOOG, ADSK, MSFT)

If you can believe it, Jim Cramer came on CNBC’s nightly MAD MONEY and changed his tune on Yahoo! Inc. (NASDAQ: YHOO). Cramer has been anti-Yahoo! for longer than memory serves. He is now a Yahooligan it sounds like. Imagine Cramer recommending a tech stocks besides Google Inc.
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Posted on: May 14, 2009 – 5:49 pm in Analyst Calls, Cramer, Internet, ADSK, GOOG, MSFT, YHOO

Cramer’s #4 Speculative Tech Pick: ON Semiconductor (ONNN, TKLC, BRCD, CDNS)

Jim Cramer came out with his fourth speculative technology stock pick on CNBC’s MAD MONEY tonight. His #4 pick for the basket is ON Semiconductor Corp. (NASDAQ: ONNN). He said the company did a monster beat of earnings estimates yesterday and gave guidance that was better than expected. It acted cautiously optimistic but Cramer noted two quarters of visibility. He said this stock should not have fallen today, and that was because tech sold off.
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Posted on: May 7, 2009 – 6:04 pm in Cramer, Semiconductor, Technology Companies, Turnarounds, Value Investing, BRCD, CDNS, ONNN, TKLC

Cramer Calls Cadence Design His #3 Speculative Tech Stock (CDNS, TKLC, BRCD)

Jim Cramer continued adding to his basket of speculative technology stocks on tonight’s MAD MONEY on CNBC. His #3 speculative stock pick was Cadence Design Systems Inc. (NASDAQ: CDNS), a maker of electronic design automation for hardware and software tools to help semiconductor companies.

Posted on: May 6, 2009 – 5:39 pm in Cramer, Technology Companies, Turnarounds, Value Investing, BRCD, CDNS, TKLC

Cramer Calls Brocade His #2 Speculative Tech Stock (BRCD, IBM, TKLC)

Jim Cramer came back on CNBC’s MAD MONEY with a “Part 2″ of his basket of 5 speculative technology stocks for investors. The second pick named Tuesday was Brocade Communications Systems, Inc. (NASDAQ: BRCD), what he called a $5.00 “tech has-been.”
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Posted on: May 5, 2009 – 6:18 pm in Cramer, Technology Companies, Trading Alert, Value Investing, BRCD, IBM, TKLC

Cramer’s Speculative Tech Pick 1: Tekelec (TKLC)

Tekelec (NASDAQ: TKLC) just took a “PR Boost” after Jim Cramer named this stock as a speculative technology stock winner for this week on CNBC’s MAD MONEY. He said this was his first of five picks in speculative technology picks that he thinks can continue running higher with the stock market.
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Posted on: May 4, 2009 – 5:54 pm in Cramer, Technology Companies, Telecom, Trading Alert, TKLC

Cramer Touting More Dividend Growers (PG, APD, NAT, MMM)

Jim Cramer’s featured list of stocks this week on CNBC’s MAD MONEY is on companies which have grown or will grow their dividends. Tonight, Cramer touted Proctor & Gamble Co. (NYSE: PG) with a current yield of 3.4%. Cramer said he normally wouldn’t back a defensive stock if we are close to a recovery, but the new money flow may debase the currency. Cramer thinks P&G is a weak currency beneficiary and he thinks its pricing power can stick with its branding. If this stock’s dividend safety sounds familiar, it is because P&G was one of our own big list of companies which we said would not cut its dividend.

On Monday evening, Cramer noted two others in detail: Air Products & Chemicals Inc. (NYSE: APD) and Nordic American Tanker (NYSE: NAT).

Also, we noted that 3M Co. (NYSE: MMM) is another stock which recently hiked its quarterly payout to holders. 3M shares are up over 20% from recent lows, and it is likely that the company would be one of the feature stocks Cramer discusses this week regarding dividend hikes.

Jon C. Ogg
March 24, 2009

Posted on: March 24, 2009 – 5:42 pm in Consumer Goods, Cramer, Dividend, APD, MMM, NAT, PG

Cramer Touts Dividend Growers (APD, NAT, MMM, GE)

It looks like Jim Cramer is doing a new feature list of companies this week that may actually grow their dividends or that have boosted dividends. On tonight’s MAD MONEY on CNBC, Cramer noted Air Products & Chemicals Inc. (NYSE: APD) as a gasses company that said it has growing conviction. He noted that the company’s record date or his “must own date” is March 27, and he thinks that the higher dividend would come after that. He noted that the earnings cover the dividend 2.2-times over. It does have a currency problem, but it would be a great weak dollar play.

Cramer also brought on CEO Herbjorn Hansson of Nordic American Tanker (NYSE: NAT) to discuss whether the company’s earnings are strong and to speak about the dividend. He said WE SHALL NOT CUT OUR DIVIDEND, but he did say the dividend will follow the market: “Higher market, higher dividend; lower market; lower dividend.” Hansson also noted that he’d take advantage of acquisitions when he could, but acquisitions would be made if they increased the ability to pay out the dividend. The CEO also noted that the recent secondary was not dilutive. Cramer said this is the only tanker stock that he would endorse right now, although the dividend reasoning may be a bit “tied to the market” for the feature reference here in a classic sense.
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Posted on: March 23, 2009 – 6:08 pm in Cramer, Dividend, APD, GE, MMM, NAT

Cramer Picks DJIA 5,320 As Absolute DJIA Bottom (GM, AA, AXP, BA, PG, KO, T, VZ, DD)s

cramer-image On CNBC’s Stop Trading segment today, Jim Cramer said that he ran the worst case scenario on all of the DJIA components, and the worst level he can come up is 5,320. He said he did a bottom-up approach on each individual component and attached a reasonable worst case scenario for each.
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Posted on: March 6, 2009 – 3:09 pm in Cramer, Index, AA, AXP, BA, DD, GM, KO, PG, T, VZ

What Nationalization of Banks REALLY Means (C, BAC, WFC, JPM, BRK-A, AIG, FNM, FRE)

burning-money-pic16 uncle-sam-pic There is a fear in America today, and it is a real one. It is part of the reason you keep seeing destruction of value in the stock market every day. That growing fear is the new “N” word. That word is nationalization. If you bank with any of the large money center banks, there is a chance that your bank will essentially be none other Uncle Sam. But let’s forget about the scary predictions for a moment. There is one very annoying and very pressing issue at hand. No one seems to know what nationalization really is, at least not in practice. We have been in discussions with more contacts than we’d like to count over this notion. Our conclusion is rather simple: nationalization means something very different from person to person. And nationalization may be very different from institution to institution, case by case.

We hope that nationalization does not come to pass. After all, we are Americans who live here and rely on the same system as everyone else. But there is a growing chance that nationalization could occur at one or more of the large money center or super-regional banks. What is most important is what nationalization will really mean to banks…. AND TO YOU. Here is what we think this means for the major money center banks of Citigroup Inc. (NYSE: C), Bank of America Corp. (NYSE: BAC), Wells Fargo & Co. (NYSE: WFC), and J.P. Morgan Chase & Co. (NYSE: JPM). And you better not forget about some other nationalization candidates like American International Group (NYSE: AIG), Fannie Mae (NYSE: FNM), and Freddie Mac (NYSE: FRE).
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Posted on: February 21, 2009 – 12:37 pm in Analyst Calls, Banking, Brokerage Firms, Buffett, Cramer, Financial Stocks, Politics, Regulation, Turnarounds, AIG, BAC, BRK-A, C, FNM, FRE, JPM, WFC

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