UAL Corp.'s (UAUA) United Airlines reported March traffic increased 3.4 percent to 10.15 billion revenue passenger miles...(Read More)
Stop Trading at 2006-04-04 01:40:35 With the Fed continuing to raise rates you should look to drugmakers and health organizations. Mr. UNH is back, now that UnitedHealth Group Inc (UNH) has had a four month slide the company looks to be back with bullish reports from Prudential and Citigroup. Boeing Company (NYSE: BA) is on the block with the run it has had to new highs. Cramer thinks it could be short term toppy. Look at Mitsubishi UFJ Financial Group Inc (MTU) due to the tremendous upside and a good possibility to kill earnings estimates unlike Citigroup Inc (C) and J.P. Morgan Chase & Co (Radio Recap at 2006-04-04 01:40:35 An entertainment-driven technology cycle is upon us and Best Buy Co Inc (BBY) is the retailer that will lead you in it. Microsoft (MSFT) with its XBOX 360 games has Cramer convinced that entertainment and technology will be where the demand is. Hardware not software makes the games go and Nvidia (NVDA) and ATI Technologies Inc (ATYT) are the two companies putting that hardware out. Cell phones continue to move toward more entertainment and two companies are cheap enough to look at: Nokia (Movado Group Inc at 2006-04-04 01:40:35 Cramer asks us, "Why do you want to make money?" to start the show. His reason is so we can show off and capitalize on our own worst in that we want to feel superior to others. This leads to the bling bling in Movado Group Inc (MOV). They make expensive watches that retail from $55 to $18,000. Right now the business is "en fuego." Accessories are hot and they are the only high end company that hasn't moved up as much as they should in the high end market. Movado Group Inc has remarkable execution also with 12 straight quarters on or above estimates. They have made deals with high end boutiques to start distributing more watches by fall also. China also looks to become a player in this market in the future leaving more room to grow. Should investors be concerned over Movado Group Inc's boutiques not being profitable? Cramer thinks that they are just in the investment stage when it comes to these boutiques and in the future they
H&E Equipment Services at 2006-04-04 01:40:35 After raising estimates on Monday, Manitowoc Company (MTW) jumped quite a bit and this should cause others in the same field to jump also. Last summer Cramer recommended Caterpillar Inc (CAT) and Terex Corp (TEX) also and both are doing good business. He wanted to reiterate his buy call on these, but the money is in a stock that hasn't been tapped yet, H&E Equipment (HEES). This company came public two months ago, they rent, sell, and maintain heavy equipment for construction. While H&E Equipment maintains a lot of debt they did the IPO to help on capacity. If you missed the jump on Manitowoc Company, Caterpillar Inc, or Terex Corp get in now on H&E Equipment. Will H&E Equipment help in the rebuild after Katrina? Cramer says look at H&am
