CNBC Stock Blog


  Wednesday, 21 Aug 2013 | 10:14 AM ET

Cramer: This 'game changer' brings Google to $1,000

Posted By: Paul Toscano
Is Google buying NFL Sunday ticket package?
The Internet giant may be striking a big-time content deal with the National Football League, reports the "Squawk on the Street" team.

Following a report that Google is in talks with the National Football League—likely to bid for rights to the popular "NFL Sunday Ticket" package—CNBC's Jim Cramer said that this could be a major turning point for the tech giant that could drive the stock price significantly higher.

(Read more: Google, feeling lucky, may bid for NFL Sunday Ticket: report)

The NFL Sunday Ticket package, which allows users to watch out-of-market regular-season NFL games, is currently provided by DirecTV, but the company's four-year contract with the league expires at the end of the 2014 season.

"The NFL is the most powerful brand in sports, maybe one of the most powerful brands in the world. … This would be huge for Google and they can write the check," Cramer said on "Squawk on the Street" on Wednesday.

(Related: TiVo challenges Apple, Google with 'Roamio' service)

"If Google moves in, this is going to change our perception of Google. I would buy Google up to $1,000 if they paid anything reasonable," Cramer said. "This would be the biggest game changer."

He added that he would "get rid of DirecTV tomorrow" if Google offered the NFL Sunday Ticket. "Why would I need DirecTV?" he asked. "This package really put DirecTV on the map. This is the story to follow."

"This would be remarkable," Cramer added. "I think that the cable companies would have to outbid Larry Page."

Cramer also questioned whether this is a turning point for Google, where the company would start charging its users for service, since a pay-for model is the only way to monetize the product.

"People will pay for football. We know that they will pay for football," he said.

»Read more
  Wednesday, 21 Aug 2013 | 5:16 AM ET

Bulls look for gusher in Forest Oil

Posted By: Pete Najarian
Cameron Davidson | Workbook Stock | Getty Images

Traders are looking for Forest Oil to rally after being trapped in an extremely tight range for the last month.

OptionMonster's tracking systems found heavy buying in the September 6 calls, which saw almost 3,000 contracts trade for $0.10 to $0.23 yesterday. Open interest in the strike was just 584 before the session began, indicating that new positions were established.

These long calls lock in a $6 purchase price for the stock for the next month no matter how far it might rise. But they could expire worthless if shares remain below that level through mid-September.

»Read more
  Tuesday, 20 Aug 2013 | 10:36 AM ET

Cramer: Once hated, these retailers will go higher

Posted By: Paul Toscano
Tuesday's market roadmap
The "Squawk on the Street" news team reports on today's top business headlines, including the rally in retail as earnings hit the Street.

Although it has been almost all bad news for retailers this summer, several names stand out from the pack and are set to go higher, CNBC's Jim Cramer said Tuesday. He pointed to four stocks that are either "firing on all cylinders" or rebounding strongly off weakness in 2013.

»Read more
  Tuesday, 20 Aug 2013 | 5:51 AM ET

Bulls return to Spectra Energy

Posted By: Mike Yamamoto | Managing Editor, OptionMonster
Spectra Energy operations
Spectra Energy
Spectra Energy operations

Spectra Energy has been a favorite target for bulls in recent months, and yesterday they returned.

OptionMonster's tracking systems found heavy buying in the December 35 calls, which saw more than 11,700 contracts trade yesterday. The action was led by blocks of 4,909 and 2,853 that went for $0.85 in volume well above the strike's previous open interest of just 499 contracts, clearly showing that these are new positions.

These calls lock in the price where traders can buy the stock through mid-December regardless of how far it might rise. The options could be sold earlier at a profit if premiums rise with a rally before then, but the contracts could expire worthless if shares remain below the $35 strike price.

»Read more
  Monday, 19 Aug 2013 | 10:21 AM ET

Cramer: This must happen for markets to stabilize

Posted By: Paul Toscano
Cramer: For markets to stabilize, rates must stop rising
After three consecutive down days for the market, CNBC's Jim Cramer said Monday that in order for stocks to stop the slide, the rate on the 10-year Treasury needs to stop rising.

The market has reached a key point after posting several days of losses, CNBC's Jim Cramer said, and the catalyst that will stop the slide is what market pros are watching: the interest rate on 10-year Treasurys.

"We're in a very key, fulcrum moment here," he said of last week's market pullback. "The industrials are hanging by a thread, the real estate investment trusts [were] terrible. The only group that was good, the gold stocks."

»Read more
  Monday, 19 Aug 2013 | 6:00 AM ET

Big trader is looking for rebound in Intel

Posted By: Mike Yamamoto | Managing Editor, OptionMonster
A visitor walks past a notebook showing the Intel logos during the 2013 Computex in Taipei on June 4, 2013.
Mandy Cheng | AFP | Getty Images
A visitor walks past a notebook showing the Intel logos during the 2013 Computex in Taipei on June 4, 2013.

A large trader is looking for Intel to rebound as it tries to hold onto a key technical level.

Intel was down 0.52 percent to $21.92 on Friday, the second consecutive close below its 200-day moving average. The chip maker gapped down from above $24 on July 18 after missing second-quarter estimates on weak PC sales, and the stock has continued to trend lower trending lower since.

OptionMonster's tracking systems detected the purchase of 13,000 September 25 calls for $0.03 and the sale of 13,000 September 19 puts for $0.02. So the trader is paying a penny to ride a rally through the long calls, but the short puts mean that he or she would be on the hook to buy shares around $19 if they fall below that level by expiration in mid-September.

»Read more
  Friday, 16 Aug 2013 | 3:39 PM ET

General Mills stock could get soggy: Pro

Posted By: Justin Menza
Food stocks stand outs
Are food stocks overvalued? Jefferies downgraded General Mills on Friday. Thilo Wrede of Jefferies explains his call on the stock, and which other food stocks stand out.

Investors have flocked to packaged food stocks given their stable earnings and attractive dividend yields. But with stocks looking pricey and companies having cut back on marketing, there's risk that volumes could fall, says one analyst.

"What's unique about the packaged food space is year-to-date they've done really well because investors were looking for yield and because of a buyout of Heinz," Jefferies analyst Thilo Wrede told CNBC on Friday. "Those supports are starting to fade."

Fundamentals are also starting to get more challenging as the consumer outlook weakens. Over the past few years, the big packaged food companies have reduced marketing expenses as a way to protect their profitability against rising food prices.

»Read more
  Friday, 16 Aug 2013 | 10:19 AM ET

Best ideas in a 'stock picker' market: Pros

Posted By: Paul Toscano
Summer sell-off triggers triple-digit tantrum
Jason Trennert, Strategas Research Partners, and Mark Okada, Highland Capital, provide investment strategies in a volatile market, as investors wrestle with taper fears and interest rate worries.

With the Fed's taper plans looming, investors can expect more big declines after the latest market sell-off, but that could create opportunities for stock pickers, top strategists told CNBC on Friday.

A long/short investment strategy can be highly profitable with an environment of heightened volatility, Mark Okada, co-founder and CIO at Highland Capital, said Friday on "Squawk Box."

"There is a lot of money that needs to be repriced and move into different places," Okada said. He also suggested that retail investors look into buying bank debt through ETFs or managed funds as broad economic factors improve.

»Read more
  Thursday, 15 Aug 2013 | 12:18 PM ET

Bulls mining Alpha Natural Resources

Posted By: Mike Yamamoto | Managing Editor, OptionMonster
Jon C. Hancock | Bloomberg | Getty Images

Coal miners have been showing signs of life after getting hammered all year, and bullish traders are now focusing on Alpha Natural Resources.

More than 12,000 Sept. 7 calls traded in a strong buying pattern on Wednesday as prices doubled from 12 cents to 24 cents, according to OptionMonster's real-time tracking systems. The volume was well above the strike's previous open interest of 8,648 contracts, indicating that new positions were initiated.

These calls lock in a $7 purchase price for the stock through mid-September no matter how far it might rise, but they will expire worthless if shares remains below that level. Wednesday's action followed heavy short-term call buying in contracts that expired last Friday, which resulted in many trades that saw exponential gains.

»Read more
  Thursday, 15 Aug 2013 | 10:15 AM ET

Cramer: 'Giant reset' looming for markets

Posted By: Paul Toscano
Thursday's market roadmap
The "Squawk on the Street" news team reports on today's top business headlines, including Wal-Mart's mixed earnings, and Cisco's looming layoffs.

A "giant reset" is looming for the markets because the improving economy is simply not trickling down to companies' bottom lines, CNBC's Jim Cramer said Thursday.

»Read more

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