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Karin Hernandez's  Instablog

Karin Hernandez
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I call myself the Random Investor because I don't intend to limit myself in any way. I choose stocks to review the way I choose books to read (and I read A LOT) - whatever catches my eye. Might be an interesting piece of news, might be a product I like, might be I like the competition, could be... More
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  • Jim Cramer Six In Sixty - 5/7/12

    PEP - PepsiCo - I like this, commodity costs are going down, Buy Buy Buy.

    CCL - Carnival - Downgraded to Neutral at GS - This is a European play, Carnival switched to a lot of Europe and Europeans are not spending, I think it's a good call.

    NWL - Newell Rubbermaid - Oppenheimer upgrade - The exact opposite of Warren Buffer, they're deconglomerizing while Buffet's continuing to buy, that's why this is going higher and his isn't.

    SYY - Sysco - food services - talking about inflation coming down a bit in food, I still want to see the proof, these guys have not executed well.

    DISH - Dish Network - new subs? - They're costing too much, this is the same as Netflix, these are important issues.

    LEAP - wireless - Piper upgrade from Sell to Hold - That's the question, is it ever gonna come back? It's probably down enough.

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Tags: PEP, CCL, NWL, SYY, DISH, LEAP, Cramer
    May 09 10:52 AM | Link | 3 Comments
  • Jim Cramer Six In Sixty - 5/9/12

    No broadcast today, Jim is in New Orleans at the CTIA Wireless 2012 Conference

    Tags: Cramer
    May 09 10:51 AM | Link | Comment!
  • Jim Cramer Six In Sixty - 5/8/12

    APC - Anandarko Petroleum - big Utah go-ahead to be able to drill, who cares? we do not want more nat gas, we want less, this is not helpful

    RAX - Rackspace Hosting - poor earnings release - Cloud play, this is gonna hurt all the other cloud companies because people are gonna say wait a minute, wireless/wirenet/internet/storage, not working, guidance was bad

    EA - Electronic Arts - poor earnings release - I've got EA on tonight, we gotta figure out what the heck is going on, looks like Star Wars didn't do that well, they're not introducing many new games, this is a slowing industry

    ULTA - Ulta Salons - was a big upgrade, it was a big same-store sales increase, still going down, this stock if it turns the rest of the market or at least the Nasdaq could get a bit

    MM - Millenial Media - Stifel Nicolaus initiates coverage at Hold - this is negative for Facebook, this is a play on how to do mobile advertising

    SNCR - Synchronoss Technologies - poor earnings release and downgrade - AT&T Wireless which I have on tonight is saying isn't slowing, I don't think so

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Tags: APC, RAX, EA, ULTA, MM, SNCR
    May 08 11:36 AM | Link | Comment!
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