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Earnings Key to Next Week's Winners: Cramer's 'Mad Money' Recap (Friday 1/13/17)

We don't want stocks too hot as we enter earnings season, Jim Cramer told his Mad Money viewers Friday. Right now, what the market needs is more negativity.

Earnings are all about the "set up," or the narrative being talked about just ahead of earnings season, Cramer explained. The set up this quarter has been all about Donald Trump's tax cuts and deregulation plans. But deregulation might take longer than some investors think, and that's bad news for the banks that are starting to fade as interest rates peak, at least for the short term.

Then there's health care, a sector that was bolstered today by Ariad Pharmaceuticals (ARIA) $5 billion bid that took shares up 72%. Cramer said this sector too needs to have its enthusiasm tempered. With crude oil falling by 4% today, the oil stocks are also vulnerable for a pullback, Cramer noted.

Even in the tech sector, where Apple (AAPL) , an Action Alerts PLUS holding, caught an analyst upgrade, Cramer urged caution. "Don't get too excited," he warned.

Perhaps the only stocks Cramer was bullish about today were Procter & Gamble (PG) and Coca-Cola (KO) ; shares of both fell on an analyst downgrade. Cramer said he still likes the dividend yield and the longer-term outlook for both companies.

Executive Decision: Federal Realty Trust

For his "Executive Decision" segment, Cramer again spoke with Don Wood, president and CEO of Federal Realty Trust (FRT) , the shopping center REIT that has been under pressure in an increasingly (AMZN) world.

Wood explained that retail is all about supply and demand and even before ecommerce burst onto the scene, America had more stores per capita than any other nation. That's why Federal Realty is looking far into the future and investing today...