Posts for Ticker ‘SSW’

Backward & Forward, Cramer In 2007 To 2008

2007 was one volatile year and for now it appears that will be the norm for at least the start of 2008.  Everyone’s favorite market pundit or least liked pundit is obviously Jim Cramer.  If you love Cramer or can’t stand him it really doesn’t matter.  He signed a new multi-year deal with CNBC recently.  Here are some of his major calls this year that will still be referred to in 2008:

Here were Cramer’s TOP 9 STOCKS FOR 2007, with a call broken down for each one.  Borat would say HI FIVE on some and NOT SO NICE on others, as would be expected.  Cramer’s 14,582 year-end DJIA target…..Friday’s close was 13,365.87……although we did hit 14,279.96 on OCT11, 2007.  Cramer also gave a batch of price targets on most of theDJIA components:

Cramer’s Stock Picks FOR 5-YEARS OUT:

SOME LISTS: His list of recession proof stocks compared to ours.  We are updating our
Defensive Stocks For The First Half Of 2008" currently.  Cramer gave a huge list of companies he expects to benefit from the alternative energy traders (SGR, FWLT, BWA, OMG, FSLR, FTEK, WFR, TTEK, ZOLT, BP, SPWR, CY, CPST, ITRI)… Jim Cramer pondered which US companies China would want to acquire, about 3 months before sovereign funds started buying into US companies.  Cramer’s mortgage winners and losers…… Here were his MAJOR BULL MARKET STOCK PICKS(MHS, CVS, AGN, CELG, GENZ, CEPH, RIG, HAL, EMR, CAT, CMI, UTX, KO,PEP, CL, GS, SKS, VFC, UNP, CSX, BA), some of which are DJIAcomponents.  Cramer produced a "MUST OWN" list of stocks, many of whichare up significantly and some are down (WHR, BDK, ATI, BGC, HON, ASD, JCI, MDR, FWLT, CAT, TEX, DE, QCOM)

Cramer spent lots of time on International stocks that most US investors might not cover on their own.  He made a big call on Mercadolibre (MELI) (also BIDU, GOOG) with some emphasis on buying immediately, right before it made a huge run up.  Cramer’s Hidden Video Game Investment Perfect World (PWRD, ATVI, ERTS, VIA) was one he said could run more than 50% for 2008.  Cramer made 5 TOP CHINESE PICKS (CEO, CHL, SSW, FMCN, BIDU, GMR).  We’ll see in 2008 if any of his Canadian OIL TRUSTS get acquired in 2008 (BTE, CNE, PGH, PVX, PWE, AAV, GDI).  Cramer also went over his top picks from Europe for American investors (TOT, SI, ABB, PHG, BF)

ON TECHNOLOGY:  Cramer’s NEW HORSEMEN OF TECH…. will the list change in 2008???  Did Cramer Say $1,000.00 on Google, Or Is It $600.00? That was in May 2007.  Cramer Gave Monster Price targets to Baidu.com (BIDU, GOOG).. will these targets change in 2008? Cramer was very positive on all the GPS stocks,although we’d expect that Cramer will change his tune in 2008 now thatthe holiday madness is behind us (GRMN, UA, CROX, NVT, TRMB, SIRF).

Would it be fair not to include the Barron’s attack on Cramer from summer for those of you that criticize his every word?

ON WARREN BUFFETT…. Cramer noted that BROOKFIELD ASSET MANAGEMENT in Canada may be the next Berkshire Hathaway (NYSE:BRK/A) NYSE: BAM). Cramer reviewed 10 Warren Buffett stocks for analysis and then reviewed 10 More Warren Buffett stocks:

Will his buyout of ALCOA (AA) prediction come true in 2008??? Cramer gave a list of stocks that had bought back so much stock that they might be taking themselves private.

Join our free email distribution list for other Cramer calls or for updates we send out regarding IPO’s, spin-offs, restructuring, reorganization, activist investors and more.

Happy New Years from the 247WallSt.com team!

Jon C. Ogg
December 31, 2007

Pre-Market Analyst calls (July 18, 2007)

ACI cut to Hold at Citigroup.
AKAM started as Outperform at FBR.
BAGL started as Outperform at Piper Jaffray.
BTU cut to Hold at Citigroup.
CPB raised to Outperform at Bernstein.
DAC started as Outperform at Credit Suisse.
DSX started as Outperform at Credit Suisse.
DVA cut to Hold at Deutsche Bank.
FBCM started as Buy at Jefferies.
FCL cut to Hold at Citigroup.
IMB cut to Equal Weight at Lehman.
INTC cut to Mkt Perform at JMP Securities.
KEYS cut to Hold at BB&T.
KEYS cut to Mkt Perform at Morgan Keegan.
KND cut to Underperform at Wachovia.
LDK started as Outperform at CIBC.
LLNW started as Hold at Jefferies.
LLNW started as Mkt Perform at Piper jaffray.
MBRX cut to Hold at Jefferies.
OSG started as Outperform at Credit Suisse.
PX started as Outperform at CIBC.
QMAR started as Outperform at Credit Suisse.
RE cut to Peer Perform at Bear Stearns.
RSG cut to Mkt Perform at FBR.
SNDK raised to Overweight at JPMorgan.
SNY raised to Overweight at HSBC.
SSW started as neutral at Credit Suisse.
TK started as neutral at Credit Suisse.
TNP started as Outperform at Credit Suisse.
TOT cut to Neutral at JP Morgan.
WLL raised to Buy at KeyBanc/McDonald.

Jon C. Ogg
July 18, 2007

Jon Ogg can be reached at jonogg@247wallst.com; he does not own securities in the companies he covers.

This Week’s Top Ongoing News (June 15, 2007)

Stock Tickers: YHOO, EBAY, AMZN, S, F, MOT, BIDU, SSW, FMCN, BA, NVO, CLWR, SIRI, XMSR, INTC, ADBE, INTC, BX

The real big news this week was the stock market itself.  A tame PPI and an even tamer CPI took away the wall of worries that was being dealt to the market because of higher and higher long-term bond yields.  But there was some key stock and sector news that is not just a one-time event.  These are some of the big stories that may stay in the news:

PRIVATE EQUITY, MAY NEED TO STAY PRIVATE
If Blackstone can’t keep itself out of the media, they are going to have a tough time coming public.

INTEL…AT 16 MONTH HIGHS….WHO’DA THUNK IT?
Intel (INTC), the old dead chip/processor giant….it’s back, and it’s the top DJIA performer this week.

ADOBE, TIME FOR A BREATHER?
It looks like Adobe Systems (ADBE) high valuations are starting to catch up to it.…might be time for a breather.
Shares closed down close to 3% Friday and the 52-week highs appear elusive.

XM & SIRIUS FIND A WINNING MERGER STRATEGY
Sirius (SIRI) and XM (XMSR) managed to get the former chief economist from the FCC to write a document that was submitted to the FCC showing how a combined ‘XSMearious’ would actually foster more competition in radio.
SIRI closed up a tad on Thursday, but ramped on Friday.

Q2 EARNINGS SLAUGHTERHOUSE STOCKS TO WATCH
With two-weeks to go before the end of the quarter, we listed some companies which were at-risk of having a tough quarter when they report next month.  Amazon.com (AMZN) AND Yahoo! (YHOO) were among them, as was Ford (F). Motorola (MOT) and Sprint (S) made the list as well.

DID CLEARWIRE FIND SALVATION?
Clearwire (CLWR) figured out the perfect model….get the satellite TV duopoly of DirecTV (DTV) AND EchoStar
(DISH) to sell it near-WiMAX.

CRAMER FINDS PICKS IN UNATTRACTIVE GROUPS
Jim Cramer doesn’t trust investing in China, and doesn’t trust them, and doesn’t want to invest his own money
there.  But because he keeps getting inquiries, he picked 5 stocks that you can actually own in China.  He also can’t stand Big Pharma drug stocks, but he’s got a few safe names you can look at.

HOW CAN WE HATE PLANES?
Boeing has identified a $2.8 TRILLION market opportunity out of commercial aircraft over the next 20 years.  It gets harder and harder to argue with aerospace bulls when forecasts like this start coming out of the company.  This is even after reports that they were having some plane construction issues.

INTERNET SHAREHOLDER WOES:  eBay (EBAY) is still in the middle of its "Buy It Now" patent fight with MercExchange LLC.  Terry Semel is somehow managing to survive so far.  Yahoo! (YHOO) hasn’t fired him yet, and he survived the annual shareholder meeting.

Pre-Market Stock News (June 14, 2007)

(APPAD) AP Pharmaceuticals announces the pricing of its underwritten public offering of 21.2 million shares of its common stock at a public offering price of $1.65 per share.
(BBND) Bigband Networks announced order for its routers by Korean cable operator.
(BIDU) Baidu.com noted as positive speculative play in China by Cramer on Mad Money.
(BIOF) BioFuel priced its IPO at$10.50 per share.
(BOT) CBOT may get a sweetened bid from CME according to WSJ.
(CEO) CNOOC noted as one of the solid and stable companies in China by Cramer on Mad Money.
(CHL) China Mobile noted as one of the solid and stable companies in China by Cramer on Mad Money.
(FMCN) Focus Media noted as positive speculative play in China by Cramer on Mad Money.
(GIVN) Given Imaging receives FDA marketing clearance for PillCam ESO 2.
(HOKU) Hoku Scientific traded up over 60% after a $678 million order from Suntech power.
(IRBT) iRobot received Lockheed Martin order to be the provider of the Centralized Controller Device for the U.S. Army’s Future Combat Systems program.
(IVZ) INVESCO announced a $500 million share buyback plan.
(K) Kellogg is trying to create healthier recipes for sugary cereals.
(SNY) Sanofi-Aventis traded down 3% after an FDA review panel voted 14-0 against its diet drug over lack of safety concerns.
(SRZ) Sunrise Assisted Living received activist shareholder complaints for management change by Millennium Partners.
(SSW) Seaspan noted as one of the solid and stable companies in China by Cramer on Mad Money.
(SYT) Sygenta announced that its CEO will retire at the end of 2007.
(TASR) Taser announced an extended range electronic projectile.
(TGEN) Targeted Genetics reported Phase I/II swelling reduction in inflammatory arthritis clinical data.
(WMT) Wal-Mart reportedly has theft rising at stores.
(ZILA) Zila’s CEO has resigned effective immediately to pursue other interests.

Jon C. Ogg
June 14, 2007

Jon Ogg can be reached at jonogg@247wallst.com; he does not own securities in the companies he covers.

Cramer’s Top 5 China Stock Picks (CEO, CHL, SSW, FMCN, BIDU, GMR)

Stock Tickers Mentioned: CEO, CHL, SSW, FMCN, BIDU, GMR

On tonight’s MAD MONEY on CNBC, Cramer dedicated the night to China.  He’s not gung ho on Chinese stocks, but he’s willing to review some of them.  As a reminder, Cramer said he doesn’t like investing in China, he doesn’t trust China, and he thinks it is overvalued.  He thinks an imminent 8% to 10% pullback any time because it’s overheated.  After you get that pullback then you can buy the stocks, but he advises not to do so now.

As a reminder Cramer said he wouldn’t cross the river with his charitable trust to incvest there even if they pullback 20% in the market.  But Cramer does have some picks; he has 3 solid steady plays and has 2 speculative stock picks.

THE SOLID & STEADY PLAYS:

CNOOC (CEO)…China’s nationalized oil play, the number 1 offshore, a large player in Indonesia; 67% government owned. Under the production sharing, they get the mandatory rights.  As long as oil stays high this one is a winner he thinks.  ADR’s have a $45 Billion market cap; 3% dividend yield.

China Mobile (CHL)….winner in Chinese wireless market, 68% of the mobile users in China, government owns the majority.  It has been on hold because China Telecom rumors are that they might enter wireless; has 1.9% dividend; $191 Billion market cap.

Seaspan (SSW)…Shipping Vessel operator for overseas freight shipments; 6% dividend; $1.45 Billion market cap.  He likes this better than General Maritime (GMR) now. 

THE SPECULATIVE PLAYS:

Focus Media (FMCN) runs display ads all over China and now going online, which is his first pick. It advertises in cities over 1 million people.

Baidu.com (BIDU) is called the "Google of China" by many, but it is actually beating Google at its own game in China.

As a last reminder, Cramer said this is because YOU the audience keeps asking for China picks and he isn’t a big fan.  He thinks a big pullback is imminent and he wouldn’t buy until after.  He wouldn’t buy these speculative names at all right now, and would only buy these on serious pullbacks.  Consider yourself warned and informed.

Jon C. Ogg
June 13, 2007

Jon Ogg can be reached at jonogg@247wallst.com; he does not own securities in the companies he covers.