Recap of Jim Cramer's Radio show, Tuesday April 25th. Click on a stock ticker for more analysis:
Apple Computer, Inc. (NASDAQ: AAPL): Mystified by the stock. Although the quarter wasn't that good, Apple's product pipeline is strong. Demand for Intel (INTC) -based Macs and iPods strong. Stock trades for 31x earnings and is growing at 21%, so this is a buying opportunity.
ExxonMobil Corp. (NYSE: XOM): Stock still trades at March 2005 price, while other energy stocks are up since then. Exxon having difficulty finding new reserves and isn't focused on profiting from higher oil prices because management thinks the price of oil will fall. A more attractive stock in the energy sector: Occidental Petroleum Corp. (NYSE: OXY), which has had a string of great quarters but got hit by news that Bush was taking action against high gas prices.
Ford Motor Company (NYSE: F): Despite increased spend on advertising, not attractive. The automotive sector is a fine sector, but Ford needs better cars. General Motors (NYSE: GM) just reported an improved quarter and is doing better than Ford. Nissan Motor Co. (NASDAQ: NSANY) and Toyota Motor Corp. (NYSE: TM) both posted a string of great quarters.
Mitsubishi UFJ Financial (NYSE: MTU): Largest bank in Japan, growing as fast as US banks, Japan is a growth market.
Papa John's International, Inc. (NASDAQ: PZZA): Rolling out new 10-minute guarantee for lunch customers, installing ovens that will cook pizzas in 4 minutes. Puts PZZA in the fast-food restaurant league.
Valero Energy Corporation (NYSE: VLO): High gas prices are due to tight supply and rising demand. Valero, which builds refineries, will benefit. Stock fell due to Bush's announcement that he would work to keep gas prices down, but that created a buying opportunity in this stock.
Zoltek Companies, Inc. (NASDAQ: ZOLT): Likes the stock, but after recent upward move would sell here.