ah cramer bukannya suka banyakan hebohnya
On Wed, Sep 3, 2008 at 8:55 AM, James Arifin <[EMAIL PROTECTED]> wrote: > Cramer: Too Much Negative Is a Positive > Posted By:Tom Brennan <http://mail.google.com/id/15837548/cid/97524> > Topics:Housing <http://mail.google.com/id/15837548/cid/97069> | Stock > Picks <http://mail.google.com/id/15837548/cid/97326> | Stock > Market<http://mail.google.com/id/15837548/cid/97322> > Sectors:Travel and Leisure <http://mail.google.com/id/15837548/cid/97149> > | Food and Beverage <http://mail.google.com/id/15837548/cid/97102> | > Retail <http://mail.google.com/id/15837548/cid/97133> | Financial > Services<http://mail.google.com/id/15837548/cid/97075> > Companies:Carnival Corp <http://mail.google.com/id/15837548/cid/97708> | FedEx > Corporation <http://mail.google.com/id/15837548/cid/97804> | United Parcel > Service Inc <http://mail.google.com/id/15837548/cid/98072> |Kimberly-Clark > Corp <http://mail.google.com/id/15837548/cid/97872> | HJ Heinz > Company<http://mail.google.com/id/15837548/cid/97844> > | Research in Motion Limited<http://mail.google.com/id/15837548/cid/103789> > |Apple Inc <http://mail.google.com/id/15837548/cid/97062> | Best Buy Co > Inc <http://mail.google.com/id/15837548/cid/97689> > > http://www.cnbc.com/id/26510603 > > > > When market expectations are this low, expect to be surprised. In fact, > start buying. > > That was Cramer's message for Monday's show. A *story in this morning's Wall > Street Journal <http://online.wsj.com/article/SB122030946509188529.html> *– > about how stocks won't see a full rebound until the middle of 2009 – today > has him thinking that negative sentiment on Wall Street is "totally > overblown." > > A longstanding Mad Money rule has been that when these types of stories > start to appear in the paper, investors should break out their stock > shopping lists and get ready. Because despite all the talk, the market's > ready to move. > > How does Cramer know? Well, for one thing the housing index, HGX, is up big > to 131 from its 52-week low of just under 94. That's a great sign. It would > be hard to have any kind of legitimate recovery as long as housing was > unable to find its footing. > > Also a model for dealing with failing banks is coming to shape. Just look > at Regions Financial's acquisition of Integrity. The FDIC keeps the bad > loans and Regions buys the good parts that are left. This should keep the > number of foreclosures hitting the market at lower than expected, which is > an extremely positive development. > > Cramer's also a firm believer that lower gas prices – maybe as much as $3 a > gallon? – will boost consumer spending, propping up for names like *Best > Buy*[BBY 45.79 1.02 (+2.28%) ] <http://data.cnbc.com/quotes/BBY>, * > Apple *[AAPL 166.19 -3.34 (-1.97%) ]<http://data.cnbc.com/quotes/AAPL> > and*Research in Motion* [RIMM 118.35 -3.25 (-2.67%) > ]<http://data.cnbc.com/quotes/RIMM> > . > > Deflation is key here, too. As commodities decline in price, the Federal > Reserve can worry less about raising interest rates, in turn saving banks > and maybe even keeping mortgage rates low enough to draw some bargain > hunters into the housing market. > > Commodity costs, specifically their decline, also helps the companies that > were forced to raise prices when those costs were higher. Because the > companies won't reduce prices in tandem with that decline. That means more > profits and better-than-expected earnings. Watch for reports from *Heinz* > [HNZ 52.05 1.73 (+3.44%) ] <http://data.cnbc.com/quotes/HNZ>, * > Kimberly-Clark* [KMB 62.88 1.20 (+1.95%) > ]<http://data.cnbc.com/quotes/KMB> > , *UPS *[UPS 65.01 0.89 (+1.39%) ] <http://data.cnbc.com/quotes/UPS> > , *FedEx* [FDX 84.67 1.85 (+2.23%) ]<http://data.cnbc.com/quotes/FDX> > and *Carnival Cruise* [CCL 39.13 2.07 (+5.59%) > ]<http://data.cnbc.com/quotes/CCL> > . > > "I think there are just too many positives, including the pervasive > negativity," Cramer said, "for you to be really bearish right now. The turn > you saw earlier today when the Dow was up big is for real – although it was > up too much – so don't be fooled by the decline that followed." > > > > > *Questions for Cramer? [EMAIL PROTECTED] <[EMAIL PROTECTED]> > > *Questions, comments, suggestions for the Mad Money website?** > [EMAIL PROTECTED] <[EMAIL PROTECTED]> > > > > > > > > > > > > >
