Posts Tagged ‘recommendation’

While not all of Jim Cramer’s stock picks always perform as you would expect, CramerEffect.com has singled out ten of Cramer’s best bullish stock picks from the last month.

By our estimates, oil prices averaged 38% higher in the second quarter compared to the weak first quarter. This should help drive strong results in the important E&P segment.

Management mentioned that last quarter ended stronger than it began and all evidence would indicate that those trends have only grown stronger over the last few months.

Based on our analysis, we are expecting Citi to report disappointing results that fail to meet Wall Street’s consensus expectations.

While Starbuck’s has desperately to control costs, we believe that declining store traffic combined with higher commodity costs could continue to pressure margins.

While we expect Yahoo to report disappointing Q4 results based on the challenging economic environment, the real story will be in the company’s 2009 guidance and strategy for the future.

While the company’s online advertising revenues have held up better than their peers, management has also been proactive in reducing their cost structure.

The Knot relies on display advertising for a majority of their revenues and it is clear that prices are dropping for this inventory. We would expect evidence of the declining levels of traffic monetization to become apparent in the fourth quarter results.

The company has done a remarkable job of consistently exceeding Wall Street’s estimates. However, it is very clear the company is facing some severe economic headwinds.

In 2009, we expect that consumer spending on leisure travel will continue to be tempered.