Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday April 27
18 Things To Watch In The Coming Week: Harman (HAR), SBA Communications (SBAC), Dominos Pizza (DPZ), Biogen (BIIB), Cummins (CMI), Emerson (EMR), Chesapeake Energy (CHK), Allergan (AGN), Clorox (CLX), Time Warner (TWC), CVS Caremark (CVS), Garmin (GRMN), Continental Resources (CLR), Green Mountain (GMCR), Airgas (ARG), Teradata (TDC), AIG (AIG).
Harman (HAR) is levered to the auto industry and should report a good number.
SBA Communications (SBAC) is putting up more antennas and should have a terrific number, especially after a successful acquisition.
Domionos Pizza (DPZ) is a Mad Money favorite that should report fabulous earnings.
Biogen (BIIB) should power higher.
Cummins (CMI) has become a battleground stock; trucks were in bull market mode, but now that isn't so certain. Since CMI still has a great long-term story, Cramer would take profits ahead of the quarter.
Emerson (EMR) has been excellent in the past, but recently has been a laggard. Cramer would take profits ahead of the quarter.
Chesapeake Energy (CHK) needs to explain what is going on. The company needs money for drilling and Cramer is worried it might have to announce a fire sale of premium assets.
Allergan (AGN) is facing negative chatter that its migraine treatment might not be so effective. Cramer wants to hear from CEO David Pyott but thinks that the numbers will be better than ever thanks to the Botox pipeline. If the stock falls after the quarter, it might be a good idea to buy it on Thursday.
Clorox (CLX) has great products, a strong dividend and solid management.
Time Warner (TWC) has only risen 5% so far this year and is a closet housing play on new homeowners getting cable. Cramer doesn't think there is a lot of downside for this stock.
Garmin (GRMN) has been a victim of shorts but Cramer thinks the company is doing well.
Continental Resources (CLR) will move up if oil prices rise.
Green Mountain (GMCR) has too many unanswered questions, but Cramer thinks the answers will be negative. Even though the stock is low, Cramer would not buy.
Airgas (ARG) successfully resisted a takeover bid and was correct that the bid was too low. The stock is up to $91. It is too high to buy, but may be worth a look if it comes down.
Teradata (TDC) should excel in the data farm business. Cramer thinks TDC is the best of the cohort and expects a terrific number.
AIG (AIG) is Cramer's favorite pick of the week and should tell an amazing story. There are worries that the government will unload its stake, but Cramer thinks the company's strong numbers will matter more.
The Labor Department's employment number is the data point to watch for the week. If it is not strong, and it is not expected to be given lackluster weekly employment numbers, then stocks may get hit; the "Sell in May, go away" cliche will be heard. Cramer would not sell just any stocks in May, but would change the motto to "Sell bad stocks, buy good stocks" in May, and don't go anywhere.
Cramer took a call:
CEO Interview: T.J. Rodgers, Cypress Semiconductor (CY)
After a sluggish April, tech is making a comeback, especially the semiconductors. Cypress Semiconductor (CY) makes programmable systems on a chip, especially for touchscreens. The company had a tough 2012 and cut guidance. CEO T.J. Rodgers admitted that the first part of the year would be tough and cut guidance; the stock took a 10% haircut on the news. However, Cypress seems to have bottomed, and reported terrific results recently with its book-to-build ratio rising and a dramatic increase in orders. With a 25% rise in revenues, Cypress is "back with a vengeance". The stock shot up 12% after its earnings, but fell back down to below $15. Cramer thinks the stock could be a "steal" at this level. With 85% of its orders booked for the next quarter, T.J Rodgers said "The only way we could screw up this quarter is if we don't execute. The market is not going to do it to us...I bet my own money we are going to have better quarters the rest of the year," but he added, "semis are a volatile business." The CEO recently bought back 500,000 shares, a huge vote of confidence for the company. "Everything is going to be touch," he added, "buttons are going to be obsolete...like horseshoes." Cramer is bullish on Cypress.
A week after Kimberly-Clark's (KMB) earnings report, and upon further examination of its conference call and how other stocks in the sector are performing, KMB is clearly a winner. The stock had been a perennial disappointment, but it is going strong compared to its peers - Procter & Gamble (PG), which seems to have lost its way with its low numbers, and Kellogg (K), whose margins are being squeezed on higher commodity costs and lower cereal sales. KMB beat earnings by 7 cents, with a 4.2% rise in revenues and an organic sales growth of 6%, double that of PG. KMB's gross margins rose 250 basis points with a 35% sales increase in emerging markets. KMB is taking market share from PG and sells for a multiple of 14.2, lower than that of its competitors, with a higher yield of 3.75%.
Cramer took a call:
Estee Lauder (EL) is a blue chip in its cohort, and is worth buying if the stock ever pulls back.
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