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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
  • Jim Cramer Six In Sixty - 6/5/12 0 comments
    Jun 5, 2012 12:33 PM | about stocks: CAT, WPRT, CMI, URI, LULU, K, CHS, NFLX, AKAM, LVLT

    Companies in the news today...

    Caterpillar (NYSE:CAT) - This is going to... look, Westport (NASDAQ:WPRT), this is natural gas engines, off-road vehicles, very interesting here, ever since Cummins (NYSE:CMI) decided to not have such a great partnership with Westport, it's been down, this is very positive for Westport

    United Rentals (NYSE:URI) - look, if you can get construction going in this country, you have another leg, obviously by the employment numbers people haven't bought this, i like the stock here

    Lululemon (NASDAQ:LULU) - wow you know, this is a bold call by USB saying buy it ahead (of earnings) but cotton costs have come down dramatically, its worth thinking about

    Kellogg (NYSE:K) - Kelloggs is Europe, Melissa mentioned earlier the fact that a lot of these consumer package stocks have big exposure to Europe, Kelloggs is gigantic there

    Chico's FAS (NYSE:CHS) - domestic security, I think this stock can make a stand here

    Netflix (NASDAQ:NFLX) - wow, this is horrible for Akamai (NASDAQ:AKAM), of course everyone immediately reiterates Akamai, it's horrible for LVLT, you can't... this is a huge traffic generator for a company like Akamai, be careful out there

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

    Themes: Cramer Stocks: CAT, WPRT, CMI, URI, LULU, K, CHS, NFLX, AKAM, LVLT
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