Cramer's 'Mad Money' Recap: My Defensive Portfolio

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Stock quotes in this article: PG , GIS , MCD , WLP

NEW YORK (TheStreet) -- "The three-legged stool of oils, banks and tech are looking a little dicey these days," Jim Cramer told the viewers of his "Mad Money" TV show Thursday.

As an alternative he offered the "safety" of a "four-legged chair of safety stocks."

Dollar Rally Stocks

NEW YORK (TheStreet) -- The dollar will stabilize, says Jim Cramer, who urges investors to check out these stocks.

Thu 10/29/09 04:00 AM EST -- Jim Cramer & Alix Steel

Stocks in this video: ABT | GS | JPM | GLD | C | BAC | PG

[Video]

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Technical Analysis - Four Hidden Stocks With Horsepower

By Alan Farley 10/28/09 - 12:03 PM EDT

Stock quotes in this article: WHR , CHS , GOL , PXD

What's the best time to add exposure, given the current downturn? My advice is to watch the calendar, because the next options expiration, starting on Nov. 15, signals the start of highly positive end-of-year seasonality that will continue into mid December. It makes sense to use that favorable period to open new positions and to add to winners.

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Cramer's 'Mad Money' Recap: Batten Down the Hatches

NEW YORK (TheStreet) -- "Sometimes huge moves in few stocks can signal which ways the market's headed," Jim Cramer told the viewers of his "Mad Money" TV show Wednesday.

He said the key to understanding the markets is to learn what the big movers are signaling.

Case in point, Panera Bread (PNRA Quote), which was up 7% today on a strong quarter as consumers trade up from fast food to better food, along with heavy equipment maker SPX Corp (SPW Quote), which was down sharply on falling new home starts.

To the novice investor, the moves in these two stocks may not seem important. But Cramer said to him, they're signaling that the consumer economy is good, but the industrial economy is not only bad, but may be getting worse.

Cramer said investors are right to worry that a new leg lower may have come to the markets. More...

Kass: My 'Fast Money' Recap

10/28/09 - 11:30 AM EDT

Last night, I did an interview with Melissa Lee and CNBC's "Fast Money" team, and I had a lot of fun doing it.

Here is the tape of the segment.

Melissa started by referencing my generational bottom call back in March and asked where do we go from here? I said that I am sticking to the call. I don't believe that we will see 666 on the S&P 500 again in our lifetime or certainly not before Karen Finerman's two sets of twins give her grandchildren! We have achieved my precise S&P March objective of 1,050-1,070, which seemed an insanely ambitious target back then. (Not surprisingly, we recently overshot that target to the upside last week.)

That said, I mentioned that I have gotten progressively more bearish in recent months. That view has been premature. More ...

Motorola's Droid Launch Impresses

NEW YORK (TheStreet) -- If Motorola (MOT Quote) had a make or break moment, this might be it.

The future of Motorola's phone business rides on the Droid, Motorola's best new phone, powered by Google's (GOOG Quote) Android software and sold exclusively by Verizon (VZ Quote), the nation's largest wireless player.
Motorola and Verizon introduced the Droid Wednesday at a New York City press conference. The initial takeaway: Ladies and gentlemen, we may have a winner.

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Video:
http://www.thestreet.com/video/index.html?bcpid=1815813252&bctid=46751113001

Young, powerful - and they're hiring!

Young, powerful - and they're hiring!

17 hours ago

These rising stars from Fortune's 40 under 40 list have great jobs to fill. What are they looking for and how can you impress them? More

27. Tony Hsieh

CEO, Zappos.com

Age: 35

Marital status: Single

Highest Education: Bachelor's degree

Hsieh ran a pizza business at Harvard and sold his first company, ad network LinkExchange, to Microsoft for $265 million at age 24. He joined online shoe bazaar Zappos as a consultant and investor in 1999; the next year he became CEO.

He's grown it from $1.6 million in sales to $1 billion, largely by encouraging fierce customer loyalty (Zappos has free, eerily fast shipping both ways). In July, Amazon said it would acquire it for $850 million.

Test of faith: He offers $2,000 to any new recruit to leave the company during training to weed out the half-hearted.

Source: [Fortune]

The server virtualization market continues to shift towards the use of paid hypervisors

IDC also adds that 16.5% of all new servers shipped in the second quarter of 2009 were virtualized, an increase from 14.5% in second quarter of 2008. However, actual shipments decreased 21% year over year to 246,000 physical servers in 2Q09.

Even more interestingly, IDC reports the OEMs market share in the virtualization industry:

1. HP - 36% (shipments declined 18% year over year in 2Q09 but grew 1% sequentially)
2. Dell - Not Disclosed (market share growth equal to 9% over first quarter 2009)
3. IBM - 15%

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Android ported to PowerPC

Freescale Semiconductor says it is now accepting orders for a hardware/software platform for developing Android applications on Power Architecture PowerQUICC and QorIQ processors. The initial MPC8536E-ADK Android platform, which combines an Android runtime developed by Mentor Graphics and a board based on the PowerQUICC III MPC8536E, appears to be the first Android port to the PowerPC.

More ...

Asustek announces profits for 3Q09

Monica Chen, Taipei; Joseph Tsai, DIGITIMES [Tuesday 27 October 2009]

Asustek Computer has posted revenues of NT$67.06 billion (US$2.06 billion) for the third quarter of 2009 with net profits of NT$6.5 billion, higher than the NT$4 billion profits expected by the market. Read More ...

• October 26, 2009, 1:21 PM ET

On the Wires: Smartphone Wars

Both The New York Times and Britain’s Financial Times feature pieces in today’s editions discussing the battle between Microsoft’s (MSFT) Windows Mobile for cell phones, Apple’s (AAPL) iPhone, and phones running Google’s (GOOG

The Times piece, “Big Cellphone Makers Shifting to Android System,” leads with the mention that Microsoft has been working on phone OSes since 1996, but is now “foundering,” and that Google will have dozens more handsets running its code next year. Various executives from Deutsche Telekom’s (DT) T-Mobile to Motorola (MOT) tout the virtues of Android’s open-source software.

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Cisco Buys Cloud Security Shop

NEW YORK (TheStreet) -- Cisco (CSCO Quote) sticks to the acquisition path with a $183 million all-cash purchase of closely held ScanSafe, its third deal in the past month.

ScanSafe makes network-based security software for businesses looking to manage data connections between offices and workers. The company, based in San Francisco and London, was founded in 1999 by two investment banking brothers, Eldar and Roy Tuvey.

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VMware Beats the Street

PALO ALTO, Calif. (TheStreet) -- VMware(VMW Quote) blew past Wall Street's estimates in its third-quarter results, boosted by an uptick in spending by the U.S. government. The virtualization trailblazer reported revenue of $490 million, up 4% on the same period last year, and well above analysts' estimate of $474 million.
Excluding items, the software maker earned 24 cents a share on net income of $95 million, compared to 24 cents a share and net income of $93 million in the prior year's quarter. Analysts surveyed by Thomson Reuters had predicted earnings of 20 cents a share.
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EMC Another Barometer for IT Spending

EMC Another Barometer for IT Spending
Hopkinton, Mass. (TheStreet) -- EMC(EMC Quote) should offer valuable insight into the state of IT spending when it posts its third-quarter results before the market opens Thursday. The storage giant, which recently hit a 52-week high, is expected to earn 21 cents a share and report revenue of $3.45 billion, according to analysts surveyed by Thomson Reuters.
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VMware Loaded, Ready to Run
PALO ALTO, Calif. (TheStreet) -- VMware(VMW Quote) is expected to reap the benefits of an improving economy when it reports its third-quarter results after the market closes Wednesday. The virtualization trailblazer's shares have almost doubled in value since the start of the year, and VMware has certainly been feeling the analyst love in recent weeks.
Jefferies & Company recently upgraded VMware on the strength of improved virtualization spending, and the analyst firm also raised the software maker's price target from $30 to $40.
Read More...

Buy Apple Right Now

手機電腦熱賣 蘋果概念股一覽
2009/10/21 09:35
【聯合報╱記者陳雅蘭】
蘋果電腦受惠於電腦和iPhone手機銷售強強滾，上季財報營收和獲利都超乎法人預期，創下歷史新高。蘋果概念股20日多檔上揚慶祝，及成、毅嘉更亮燈衝上漲停板。
蘋果手機概念股包括鴻海、鴻準、正崴、勝華、大立光、晶技、及成、欣興、華通、毅嘉等；電腦概念股包括廣達、可成、新日興、新普、順達科、友達、奇美電、奇鈜、能緹等；iPod供應鏈則有英華達、今皓、同協、連展、台達電等。
蘋果公布，至9月底為止的2009年會計年度第4季中，共賣出305萬台電腦，比去年同期成長17%，賣出手機740萬支，比去年同期成長7%，iPod音樂隨身聽下滑8%、僅約1,020萬台，和第2季水準相同。
蘋果指出，去年7月開賣的第二代iPhone（iPhone 3G）在一季賣出690萬支，今年6月開始銷售的第三代iPhone（iPhone 3GS ）一季就賣出740萬支，再創佳績。
蘋果日前內部調高本季iPhone訂單約二成，本季手機出貨量有機會進一步上看1,200萬支水準。蘋果對10月開始的2010年會計年度第一季業績樂觀，認為營收可成長至113至116億美元，每股稅後純益約1.7至1.78美元。
蘋果供應鏈如大立光、晶技等第3季營收都已經陸續創單月新高、單季新高等紀錄，大立光第3季合併營收24.54億元，2季成長39%，比去年同期成長14%，第4季即便只比第3季個位數增長，也將比去年低點成長高達八成。

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Buy Apple Right Now
NEW YORK (TheStreet) - This multi-year story stock is a buy. Check out this video for derivative plays.
Wed 10/21/09 09:58 AM EST -- Jim Cramer & Alix Steel
Stocks in this video: T CHU RIMM IBM QCOM MOT INTC AAPL NOK

[Link]

Cramer's 'Mad Money' Recap: Cisco Gets It (Final)

Cramer's 'Mad Money' Recap: Cisco Gets It (Final)

By Scott Rutt 10/13/09 - 06:51 PM EDT

NEW YORK (TheStreet) -- "Today, everyone was focused on earnings and I think that's terrific," Jim Cramer told the viewers of his "Mad Money" TV show Tuesday.

But he reminded viewers that there are multiple ways to make money in the markets, one of which is sticking with the colossal themes that are working, such as his "mobile Internet tsunami."

Cramer said his thesis was once again proven by today's announcement that networking giant Cisco (CSCO Quote), which he also owns for his Action Alerts PLUS portfolio, is buying Starent Networks (STAR Quote), whose technology is at the heart of the mobile Internet for a 20% premium. How strong are the mobile Internet stocks? He said both stocks rose on the news.

Read More ...

Forbes - Our Virtualized World

Virtualization

Our Virtualized World

Edited by Lee Gomes and Wendy Tanaka, 10.06.09, 06:00 PM EDT

How a once-obscure technology is revolutionizing the way we use computers.

Link

Apple: Susquehanna Boosts Target On Stronger Mac, iPhone Sales

Susquehanna Financial analyst Jeff Fidacaro today lifted his price target on Apple (AAPL) to $210, from $180, while repeating his Positive rating on the stock.

Fidacaro also lifted his revenue estimate for FY 2010 to $43.973 billion from $43.544 billion; his EPS estimate is now $7.62, up from $7.53.

Read More ...

AT&T To Allow Apple iPhone VoIP Apps On Wireless Network

Posted by Eric Savitz

http://blogs.barrons.com/techtraderdaily/

EMC - ON Magazine - Cloudy, but Clear Sailing Ahead

What sets the cloud apart

The experiences of early adopters of cloud computing such as BIDMC, the NBC, and Hill AFB highlight the important differences between where IT has been and where it is going:

• A cloud is built differently from traditional IT environments—it uses flexible pools of resources, rather than fixed allocations.
• A cloud is operated differently from traditional IT environments—users are put in charge of IT resources using low- or zero-touch operational models.
• A cloud is consumed differently—usually, there's a chargeback model that's convenient for the end users, such as metered billing.

These early adopters also prove that the compelling benefits of cloud computing guarantee that it will become the dominant model of IT deployment in the future.

From ON Magazine

Cloudy, but Clear Sailing Ahead

By Beth Schultz

Three early adopters of cloud computing talk about the challenges they have faced and the benefits they see in the cloud.

http://www.emc.com/index.htm

Brocade: Buyer Would Likely Pay $13/Shr Or More, Bernstein Says

Posted by Eric Savitz

The Journal piece named Hewlett-Packard (HPQ) as the most likely buyer for Brocade, with Oracle (ORCL) another likely potential suitor. Evenson writes that another potential buyer is Juniper (JNPR), noting that a combination with Brocade would quickly turn the company into the #2 enterprise networking company.

Brocade DCX Data Center Backbone Platform

09/22/2009
Brocade Further Evolves Its Industry-Leading DCX Data Center Backbone Platform through Advanced Functionality and Partner Support

Continues to Extend Customer Choice with Modular and Fixed Solutions for Data Center-to-Data Center Connectivity and Server I/O Consolidation

SAN JOSE, Calif., September 22, 2009 - Brocade^® (Nasdaq:BRCD) announced today it has further strengthened its industry-leading, next-generation Brocade DCX^® Backbone family with the introduction of two new modular solutions: the Brocade FX8-24 Extension Blade designed to connect two or more data centers to enhance business continuity and disaster recovery, and the Brocade FCoE 10-24 Blade, which provides Fibre Channel over Ethernet (FCoE) capabilities for server I/O consolidation in the data center.

Read More ...

A Brocade Buy Sensible for H-P

SAN JOSE, Calif. (TheStreet) -- With acquisition talk again swirling around Brocade(BRCD Quote), the storage specialist would be an attractive target for Hewlett-Packard(HPQ Quote).

The Wall Street Journal reported that, in addition to H-P, Oracle(ORCL Quote) is also considering a purchase, but the paper said no deal is imminent. Citing people familiar with the matter, the Journal reported that Brocade could eventually decide not to complete a sale.

Brocade is certainly an appealing proposition that could spell upside for H-P investors. The storage networking firm struck a bullish tone on its recent analyst day, raising its 2010 revenue outlook, and has become something of an analyst darling.

Read More ...

They Just Don't Get Brocade!

WESTCHESTER COUNTY, NEW YORK--Marek Fuchs, TheStreet's media critic, brays about Brocade.

Tue 10/06/09 09:30 AM EST -- Marek Fuchs

Stocks in this video: | NWS | HPQ | BRCD | ORCL | CSCO

http://www.thestreet.com/video/index.html?bcpid=1459183594&bctid=43806992001

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