CNBC Stock Blog


  Thursday, 21 Nov 2013 | 12:36 PM ET

Mario Gabelli: These stocks will double in 5 years

Gabelli: Stocks that will double in 5 years
Discussing a few stock names investors can count on for the long-term to go higher, with Mario Gabelli of Gamco Investors.

Billionaire value investor Mario Gabelli told CNBC Thursday that he sees big opportunities in media stocks.

Highlighting Time Warner, News Corp, Viacom, and Discovery, he said in a "Squawk Box" interview, "Each of these stocks, because of the rising middle class around the world and the notion of having that mobility in their hand and want content, you'll see these stocks double over the next five years." (Disclosure: Gabelli has positions in all stocks mentioned.)

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  Thursday, 21 Nov 2013 | 9:14 AM ET

Investors got it wrong on Obamacare for years: Pro

Sticking with UnitedHealth, Aetna: Analyst
"Overtime, there is a chance you'll see migration from small group into the exchanges," explains Joshua Raskin, Barclays health care analyst. Raskin shares his top insurance picks.

The widely believed notion in the market that Obamacare would be bad for insurance stocks has been the wrong call, said Barclays health-care analyst Joshua Raskin.

"I think the industry begins to thaw in terms of multiples. I think you're going to see appreciation in the broader group," Raskin said Thursday on CNBC's "Squawk Box."

He likes names such as UnitedHealth and Aetna. "They've got significant market share off the exchanges, and there's not much risk in terms of the their participation on the exchanges."

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  Wednesday, 30 Oct 2013 | 6:06 PM ET

SodaStream tanks on struggles in Japan

Posted By: Keris Alison Lahiff
SodaStream headquarters in Tel Aviv
Bloomberg | Bloomberg | Getty Images
SodaStream headquarters in Tel Aviv

SodaStream tumbled 9.2 percent to $57.86 on Wednesday after falling short on sales expectations.

The manufacturer of home carbonation kits reported third-quarter revenue of $144.6 million, 28.5 percent higher than a year earlier. Revenue missed expectations of $145.2 million from analysts surveyed by Yahoo! Finance, though earnings of 90 cents beat expectations by 12 cents.

The Israel-based company said slower growth wasn't indicative of consumer demand but rather retailers' inventory management.

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  Tuesday, 22 Oct 2013 | 9:28 AM ET

Soaring Netflix viewership rivals big TV networks

Netflix 5th most-watched TV network: Pro
BTIG media analyst Richard Greenfield told CNBC that each Netflix subscriber watches on average 93 minutes per day, putting ABC, CBS, NBC, and Fox in its sights.

Fueled by its critically acclaimed "House of Cards" and "Orange is the New Black" series, Netflix has in effect become the fifth most-watched television network in the United States, BTIG media analyst Richard Greenfield told CNBC on Tuesday.

Each subscriber watches on average 93 minutes per day, Greenfield said, which makes Netflix "larger than any single cable network. If you looked at total minutes watched in a household … the only thing it has left in its sights is ABC, CBS, NBC, and Fox."

The company said it plans to double investments in original programming next year, when "House of Cards" and "Orange is the New Black" will roll out their second seasons.

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  Monday, 7 Oct 2013 | 4:22 PM ET

Consider two potential winners of Obamacare

Posted By: Marc Courtenay | Contributor
Martin Barraud | OJO Images | Getty Images

Do you like the heath care sector as an investment theme in 2013 and beyond?

Even if you're ambivalent about Obamacare or totally opposed to it, some version will become law in 2014. Love it or hate it, it has the potential to boost health insurance stocks in a big way going forward.

Even though the government is in shutdown mode as I write, on Oct. 1 the government-subsidized health insurance exchanges and state insurance exchanges were scheduled to come online.

»Read more
  Thursday, 3 Oct 2013 | 10:18 AM ET

Cramer: ‘Curtain has closed’ on Samsung smartwatch

Posted By: Paul Toscano
Cramer: Samsung's smartwatch is a 'paint by numbers' device
Following a scathing review from NYT's David Pogue on the Samsung smartwatch, CNBC's Jim Cramer said that there is likely an inflection point in favor of Apple.

After a scathing review of Samsung's Gear smartwatch by New York Times columnist David Pogue, CNBC's Jim Cramer said that the game is up for the Korean company's attempt at wearable technology and that's great news for Apple.

"This is one of those reviews ... compare Apple, what he had to say about the [iPhone] 5C—where he basically just said 'this is the Mona Lisa' ... I mean, this [Samsung smartwatch] is not even a paint-by-numbers."

(Related: Why an iWatch may not be as big as the iPhone)

"This is it. This thing, the curtain closed on this. The curtain closed on this device," Cramer said, although he acknowledged that wearable technology is still a growing trend.

(Related: Look out Samsung! Is this the next big smartwatch?)

In Pogue's review, he described Samsung's smartwatch as " a human-interface train wreck" and that "nobody will buy this watch, and nobody should." Pogue explains that the device underdelivers because of an incompatibility with non-Samsung phones and that it has a "hodgepodge" of seemingly random features.

Although Samsung's smartwatch seems underwhelming, one company in particular that has the potential to make waves in the wearable tech market is Under Armour, Cramer predicted. He expects that the company will have "a wearable that's killer" in the form of a shirt that tracks biometric data, along with other accessories.

Don't expect to see a negative David Pogue article on wearable tech from Under Armour, Cramer said. On Samsung, "This was one of those reviews, where it's like, 'holy cow.' "

"Don't you feel that shift in favor of Apple?" Cramer asked. "It's changed. I think that Samsung suddenly becomes what we used to think of Samsung, and Apple has become what we used to think of Apple."

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  Tuesday, 1 Oct 2013 | 9:20 AM ET

Why Bill Miller loves Apple and Microsoft ...

Bill Miller's case for Apple stock
Legendary value investor Bill Miller told CNBC the psychology game could change quickly on Apple as it has for some of his recent winners.

Value investor pioneer Bill Miller—with a hot hand after buying Netflix and Best Buy last year—is now talking up Apple and Microsoft.

In an interview Tuesday on CNBC's "Squawk Box," Miller made a case for why he thinks Apple shares are trading at ridiculously low levels of about $476 each as of Monday's closing price. "It just makes no sense for Apple to trade where it is: Seven times enterprise value to free cash flow."

He also said, "Microsoft has been a terrible stock for a decade. It started out stupidly overpriced and now it's stupidly underpriced." In the past 10 years, Microsoft stock has gained 18 percent. But year-to-date, it's up 25 percent.

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  Monday, 30 Sep 2013 | 10:10 AM ET

Cramer: It's time to take money off the table

Posted By: Paul Toscano
Cramer: Take cash off the table now
With a number of headwinds for the market, CNBC's Jim Cramer said that the prudent thing for investors to do is sell.

Uncertainty in Washington has created a situation where it is simply "not prudent" to buy most stocks right now and investors may be better off staying on the sidelines, CNBC's Jim Cramer said.

"I'm searching for why the market isn't down more, because it just reads real bad," Cramer said on "Squawk on the Street" Monday. "I think you can sell in October and then buy at the bottom in November. Every one of these sell-offs have given you a better opportunity to buy."

(Related: On the brink: Senate to meet as shutdown looms)

"I just think for those that are trying to be prudent, taking cash off now - [and] betting a week from now that there will still be a lot of rancor - is a good bet, not a bad bet," he said. "This is one where all of us are way over our heads, including, unfortunately I think, [House Speaker John] Boehner and the President."

"Why today would you decide that is the day to buy? It's just not prudent. I don't see anything being done in the next 24 hours," he said. "There are a lot of people in this go-round who... are very detached from the real economy, who are trying to make a big point in Washington. The big point is that the government must be shut down."

(Related: Cramer: Despite Washington, this sector is a safe haven)

As the market sold off early in the trading day Monday, Cramer said "there will be an uglier moment than now, I believe."

However, he said that the silver lining for the market is that Europe and Asia are rebounding while stocks in the aerospace, biotech and industrial sectors are showing strong signs of upward momentum.

"This is very early in the decline of the market," Cramer said. "The thing that saves us, I think, is that the Fed didn't taper."

He added that many alternative investments, such as gold, don't look very good right now, and dividends are likely the place to go for investors looking for yield. Because of the weakness in stock alternatives, he said the market is not likely to go dramatically lower.

However, earlier, on "Squawk Box," Cramer said that "from a stock point of view, we're too high."

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  Thursday, 26 Sep 2013 | 10:14 AM ET

Cramer: Forget government shutdown, invest here

Posted By: Paul Toscano
Cramer: Bet on Biotech, despite gov't uncertainty
Biotech stocks have led the rally and will continue to be good bets, despite uncertainty in Washington, Cramer said.

As Wall Street focuses on the budget debate in Washington, investors can make moves right now to protect their portfolios from any potential spending fallout, CNBC's Jim Cramer said on "Squawk on the Street" Thursday.

Some expectations surrounding a potential government shutdown "does take you breath away," Cramer said, because many believe that market momentum into year-end could be killed by a prolonged debate in Washington.

(Related: Brawl in US Congress—should the world care?)

Cramer noted that out of the 25 best-performing small-cap stocks this year, they are "almost entirely biotech."

The sector has a "double advantage" in this environment, he said, because the industry is not economically sensitive and there are numerous firms with promising drug pipelines.

Although some companies, such as Eli Lilly, have warned that key drugs have disappointed in clinical trials, many firms remain standouts with promising new drugs on the way.

Celldex Therapeutics, for example, is "just incredible," Cramer said. "You see these companies that are doing targeted work against cancer. They are the dominant companies in terms of who is responsible in this rally."

Other companies to watch are Celgene, Immunogen and Onyx Pharmaceuticals, which all have promising cancer products on the way, he said. "It is biotech. It's leading us. We don't talk enough about biotech ... if you think the economy is slowing, who has the greatest growth year over year? A company that discovers a new drug. A very exciting group."

Although the biotech sector may be sheltered from the federal debt debate, another group of stocks has disproportionate downside risk.

After car rental company Hertz cut full-year demand forecasts, Cramer pointed out that the travel sector in particular is vulnerable to budgetary problems in Washington. For instance, during the 2012 sequestration debate, many major airlines told investors to brace for weaker-than-expected numbers, and Cramer said that this could happen all over again.

The travel industry, "if you're worried, that's where your focus should be ... it's not essential that anyone travel in government, so they literally don't travel," he said.

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  Tuesday, 24 Sep 2013 | 10:17 AM ET

Cramer: This merger will not happen

Posted By: Paul Toscano
Cramer: Applied Materials, Tokyo Electron merger won't go through
The "Squawk on the Street" news team discuss the merits of the all-stock deal between Applied Materials intended merger with Tokyo Electron. The proposed deal will raise prices for consumers and will face unfriendly regulators in Washington, CNBC's Jim Cramer said.

The proposed merger between Applied Materials and rival chipmaker Tokyo Electron will not be allowed by U.S. regulators, CNBC's Jim Cramer said.

The two companies said they will merge in an all-stock deal, creating a $29 billion company, in what is considered a merger of equals. Although Tokyo Electron is considered by many to be one of the "most Westernized" of Japanese companies, a cross-border merger remains difficult to execute, even if it gets approval.

(Read more: Applied Materials, Tokyo Electron to merge)

"It's all about antitrust. This deal will not go through. It will absolutely not go through," Cramer said on "Squawk on the Street," listing a number of product overlaps between the two companies.

"This deal will be stopped. It is a [Applied Materials CEO] Gary Dickerson fantasy," Cramer said. "My charitable trust owns this stock. I've got to tell you, this deal will not get done."

Cramer said competitors like Intel, Samsung, Qualcomm, ARM Holdings and NVIDIA, will fight the deal in Washington because it has the potential to crunch their gross margins by bringing up costs. He also pointed out that Washington has been relatively unfriendly to larger mergers this year, challenging the US Airways-American Airlines deal this summer.

(Related: Cramer makes "buy" call on this automaker)

If the Applied Materials deal goes through, Cramer said, consumers will be hit with rising prices on products like big screen TVs, which regulators will want to avoid. However, if the deal is allowed to go through, it will be good news for Applied Materials shareholders, and Cramer said it will bring the stock price to $20, a nearly 15 percent premium from current levels.

"It would be a great deal for shareholders if it goes through, because they can raise prices," he said. "I think we have to watch this deal."

»Read more

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  • The CNBC Stock Blog is a cross-section of expert opinions and insights from our TV and Web site coverage. This blog includes posts written by and about top analysts and strategists, super-investors and CNBC's own market mavens. You'll find stock picks, news about publicly-traded companies, commodities, hot sectors, ETFs and the latest options action.


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