Homepage / Technology / Cramer's game plan: Watch individual stocks amid the earnings deluge
These tech stocks — including Skyworks, Qualcomm — have the most to gain on a US-China trade truce Snap shares rise after prominent bearish analyst says the worst may be over Apple shares to struggle over the next 12 months on weak iPhone X demand, Instinet says Zuckerberg's meeting with EU officials will now be livestreamed following criticism As consumer staples get slammed, one name looks primed for a breakout, Piper Jaffray says China reportedly considers scrapping two-child limit per family Tesla shares to soar more than 80% on strong Model 3 profitability: Analyst US likely to slap tough oil sanctions on Venezuela — and that's a 'game changer' for Maduro Stocks making the biggest moves premarket: GOOGL, GE, MBFI, TSLA, FOXA & more Google seems to have removed most mentions of ‘Don’t be evil’ from its code of conduct Deadly virus identified as a potential epidemic kills nine in India This is the impact the Italian populist government could have on the euro As the payment wars heat up, PayPal could have a leg above Square FCC is investigating a website flaw that exposed mobile phone locations Microsoft buys a start-up that wants A.I. to make conversation with humans Malaysia sets up new 1MDB criminal taskforce The EU’s support for the Iran deal is ‘not sufficient,’ Tehran says London is a 'laundromat' for Russia's dirty money, UK report warns Be careful if China cuts you a check, says former US trade official Ryanair CEO says some airlines will not 'survive' the winter due to elevated oil prices China-style state-led growth won't work in Africa, former Nigeria finance minister warns Italy's next prime minister could be a mostly unknown law professor European markets seen higher as trade war concerns ease The Fed is an open book, but foreign trade and security are the wild cards Everything you need to know about a new EU data law called GDPR One in five 'initial coin offerings' may be frauds — but investors are bullish on them anyway China's space ambitions continue with reported launch of satellite to explore far side of the moon US-China trade developments are in focus for Asia markets The 2018 Hyundai Elantra GT Sport is a bargain hatchback that lacks performance How to record the screen on your Mac Tips from pro gamers on mastering Fortnite, the hottest game on the internet South Korea's LG Group chairman dies from illness at 73 South Korea, US to work closely on summit after Pyongyang's about-face EU could compensate firms hit by US sanctions over Iran – French minister Elon Musk teases new specifications for Tesla's embattled Model 3, calling it 'amazing' Virtual reality is finally ready for normal people, and the $200 Facebook Oculus Go is your ticket Social media was supposed to 'bring the world closer together.' Instead it's making us pettier A royal wedding, in pictures: Britain's Prince Harry marries Meghan Markle Tech investors take a Warren Buffett approach to raising money for blood cancer research Germany uses its past to try and police hate speech on Facebook Inside the training camp where Google shares its A.I. secrets with Alphabet-invested companies A longtime Google investor drew a simple chart on a napkin to explain everything in health tech Twitter CEO Jack Dorsey: Here are some surprising facts about the billionaire China lands bomber on South China Sea island for first time Prince Harry, Meghan Markle wed in Windsor as millions watch ISS sides against two Tesla directors, backs split of Musk's roles China says opening up of financial sector will need reciprocity iPhone app makers are forming a 'union' to demand improvements from Apple That Facebook royal wedding quiz? It could put you at risk for identity theft Banks will trade cryptocurrency sooner than people think, says fmr. JPMorgan blockchain executive Square stumbles into the banking business Amazon briefly hit session low after report that Trump pushed the USPS to double shipping rates Former Microsoft executive Qi Lu steps down as Baidu COO Netflix is reportedly turning the Michael Lewis book 'Flash Boys' into a movie Dell remains focused on a VMware merger, and now it's getting feedback from tracking stock holders CBS fight is 'the beginning of the end' of dual-share structures, says former NBCUniversal CEO Emerging markets are trading in correction territory — but some call the stocks a buy Bitcoin rally this week fails to materialize as New York conference brings more hype than substance Boeing’s antics at the World Trade Organisation risk a trade war Commodities are posting their best returns in a decade and Goldman thinks there's more to come US reportedly cancels B-52 bomber exercise with South Korea amid threats from North Korea Semiconductor company NXP jumps on report Qualcomm deal is 'looking more optimistic' Cell phones thrown in the trash are exploding, causing 5-alarm fires in garbage trucks Israel keeps Gazans ‘caged in a toxic slum,’ UN human rights chief says Netflix will nearly triple its subscriber base to 360 million by 2030: Bank of America Shares of Applied Materials, barometer for chip industry, drop the most in 9 years An ETF that made a big winning bet on bitcoin has now sold most of it David Tepper gets US approval to take activist stance on Allergan, if he wants it Putin, Merkel discuss U.S. withdrawal from Iran nuclear deal Putin favours status quo with new government lineup Grammy-winning Fugees founder bringing blockchain to your smartphone Square slips the day after PayPal-iZettle merger announcement Spotify subscribers to double to 150 million by 2020, Raymond James predicts Why PayPal bought a European start-up with IPO plans for $2.2 billion Amazon’s growing India business alone is likely worth more than all of Macy's Stocks making the biggest moves premarket: DE, CPB, AMAT, MAT, JWN, UAL, PYPL & more Energy stocks are on their longest winning streak in 12 years, and there's more room to run Cambridge Analytica files for bankruptcy in US following Facebook debacle Italy’s incoming government wants to lift Russia sanctions and rewrite EU rules AMD, Nvidia shares jump after Cowen says shares to soar on new growth markets Vietnam trade ministry says formally launched investigation into Uber-Grab merger Prince Charles to walk Meghan down the aisle at royal wedding Uber chief product officer to leave in latest executive departure Elon Musk says a ride on the Boring Company's tunnels beneath Los Angeles will cost $1 Ex-Russian spy Sergei Skripal discharged from UK hospital Egypt's Sisi orders Gaza border opened for Ramadan A floating Pacific island is in the works with its own government, cryptocurrency and 300 houses A ‘double whammy’ is staring Asian markets in the face this year China says it hasn't offered Trump a $200 billion trade surplus cut Bill Gates: Trump asked me the difference between HIV and HPV If it's America First, then Europe will respond in kind, German minister says AstraZeneca hit by falling Crestor sales, higher costs How Malaysia's new government could test ties with Singapore National Australia Bank CEO: 'As a banker, I am ashamed.' European markets seen mixed amid US-China trade news China's reported offer to slash trade deficit with US is about politics: Insead academic China drops US sorghum dumping probe amid signs of trade thaw It will be challenging for US and China to reach an agreement at trade talks, says strategist Crypto investor names his favorite — and least favorite — digital currencies President Trump meets China's Vice Premier Liu He on trade issues: Chinese state media


Cramer's game plan: Watch individual stocks amid the earnings deluge

Even with a government shutdown looming, CNBC’s Jim Cramer expected good things for the next leg of earnings season.

“Earnings season is upon us and it is always a guessing game, but this time around the rules have changed,” the “Mad Money” host said. “Rather than worrying about whether companies will beat or miss their forecasts, now we’re guessing how much money those companies will return to you, the shareholders, in the form of dividends and buybacks.”

Calling the shutdown news less than meaningful for the market, Cramer said it was unlikely to crush equities. Instead, it will probably push stocks down to buyable levels, he said.

“If a shutdown does cause delays in when the IRS sends its tax rebates, we might get a temporary decline in consumer spending,” Cramer said. “Again, though, another buying opportunity: Home Depot, Amazon, Kohl’s, Walmart. Why? The problem is temporary.”

With that in mind, Cramer turned to the stocks and events he’ll be watching with or without a shutdown:

Halliburton: The next leg of earnings season begins with a report from oil service company Halliburton. Cramer expected a strong result given what he called “the incredible drilling renaissance” in the United States.

Netflix: Facing a high bar set by Wall Street, entertainment giant Netflix will issue a highly anticipated earnings report after Monday’s closing bell.

“That means the subscriber count, the price increases, the exciting new programming and the international sign-ups … all need to be better than these already elevated expectations,” Cramer said. “Somehow, I think Netflix can do it.”

Verizon: Cramer anticipated a good earnings report from Verizon, but said it would probably fail to attract buyers due to increased competition from rising interest rates.

Procter & Gamble: Still a “work in progress,” the consumer goods giant could deliver some less-than-outstanding results in its Tuesday earnings report, Cramer said.

Johnson & Johnson and Travelers: Shares of pharmaceutical giant Johnson & Johnson and insurance play Travelers — both of which Cramer called best-in-breed companies — have been rising steadily ahead of their Tuesday reports.

“You just have to hope that you get some kind of price break between Monday and Tuesday so you can buy either one of them” on weakness, the “Mad Money” host said.

General Electric: The fate of General Electric under new CEO John Flannery has become a central topic of discussion among Cramer and top executives, the “Mad Money” host said.

The industrial conglomerate, which reports earnings on Wednesday, is struggling on a number of fronts, causing analysts to float the possibility of GE doing a large equity offering to raise cash.

“Still, I’ll say this: Flannery is not without cards,” Cramer said. “GE’s aerospace business is strong with huge service revenues. The oil and gas business is getting better and can be broken up. I see buyers. The health care business is just fine. The power segment, which had grand ambitions that are now being called into question … is the next hurdle.”

United Technologies: Cramer expected “best-in-show” results from United Techologies’ earnings report with raised guidance for every single one of the manufacturer’s divisions.

Stanley Black & Decker: Several positive drivers, including hurricane recovery efforts in Florida and Houston, could make for an “outstanding” report from this toolmaker, Cramer said.

Caterpillar: Cramer sensed some pressure on this construction machinery maker ahead of its Thursday report.

“Here’s another company that needs to put up extraordinary numbers, a la Netflix, or else the stock will give back some of its recent gains,” he said. “That said, CAT’s a major beneficiary of the weak dollar, the repatriation tax holiday and the booming global economy as well as commodity prices going higher. I’m praying it sells off on an in-line number so you can buy it into weakness.”

Intel: Intel’s seemingly endless chip-security debacle will be put to rest by a “robust” earnings report and CEO Brian Krzanich’s commentary, Cramer predicted.

Starbucks: An earnings report from coffeemaker Starbucks could make or break its stock’s rally to the $60s, the “Mad Money” host said.

“If Starbucks doesn’t give us a good quarter this time, I am telling you its stock will finally lose its premium price-to-earnings multiple slash luster. That’s never a fun experience,” he said.

Honeywell: Cramer anticipated some more information on Honeywell’s double-spin-off strategy in its Friday earnings report. In its last report, the company said it expected the deals to be completed by the end of this year.

“I’ve been recommending this stock for ages,” Cramer said. “I suggest buying part of your position before the quarter, but leave some powder dry in case it pulls back and you want some more.”

Colgate-Palmolive: Cramer had one piece of advice for investors ahead of this consumer goods company’s earnings report: listen to the conference call.

“This stock is way too strong for its recent move to be based on earnings alone,” he said. “The consumer product group is way out of favor. The numbers have been decent; they’ve not been incredible. Could Colgate possibly be up for sale? Is Kraft Heinz interested? Maybe Unilever? It wouldn’t shock me if we find out on Friday that something else is going on besides earnings.”

“If you only look at the averages, you might be tempted to think that stocks have run up too much,” the “Mad Money” host said. “But when you look at things company by company, the fact is that none of these stocks seems overstretched going into the earnings other than maybe Netflix and Caterpillar. I think some of them will turn out to be terrific buys right here if tax reform allows them to make more money, buy back more stock, boost their dividends and tell a much more bullish story about the future.”

Disclosure: Cramer’s charitable trust owns shares of General Electric and Honeywell.

Questions for Cramer?
Call Cramer: 1-800-743-CNBC

Want to take a deep dive into Cramer’s world? Hit him up!
Mad Money TwitterJim Cramer TwitterFacebookInstagramVine

Questions, comments, suggestions for the “Mad Money” website? madcap@cnbc.com

Source: Tech CNBC
Cramer's game plan: Watch individual stocks amid the earnings deluge

Comments are closed.