• Subscribe
  • Log In
  • Home
  • Daily Diary
  • Asset Class
    • U.S. Equity
    • Fixed Income
    • Global Equity
    • Commodities
    • Currencies
  • Sector
    • Basic Materials
    • Consumer Discretionary
    • Consumer Staples
    • Energy
    • Financial Services
    • Healthcare
    • Industrials
    • Real Estate
    • Technology
    • Telecom Services
    • Transportation
    • Utilities
  • Latest
    • Articles
    • Video
    • Columnist Conversations
    • Best Ideas
    • Stock of the Day
  • Street Notes
  • Authors
    • Bruce Kamich
    • Doug Kass
    • Jim "Rev Shark" DePorre
    • Helene Meisler
    • Jonathan Heller
    • - See All -
  • Options
  • RMPIA
  • Switch Product
    • Action Alerts PLUS
    • Quant Ratings
    • Real Money
    • Real Money Pro
    • Retirement
    • Stocks Under $10
    • TheStreet
    • Top Stocks
    • Trifecta Stocks
  1. Home
  2. / Investing
  3. / Consumer Discretionary

Cramer: 16 Things I Am Watching Right Now

Here are some things that could move stock prices today.
By JIM CRAMER Aug 12, 2016 | 11:25 AM EDT
Stocks quotes in this article: JWN, ACIA, BABA, GS, JPM, INFN, CIEN, FNSR, LITE, JCP, GM, OPCO, HD, AMAT, DKS, GOOGL, MNK, TWLO, NVDA, HPE, SGI, BRCM, EXPE, NFLX

Nordstrom (JWN) , Acacia Communications (ACIA) ; CPI down 0.4% -- retail sales flat (food and drink)

  1. Return to the halcyon days of the department store?
  2. Multiple upgrades of Alibaba (BABA) -- the Chinese stock to own; buy to conviction buy, Goldman Sachs (GS) ; JPMorgan (JPM) $96 to $129.
  3. Acacia Communications -- disruptive telco equipment play with scorching q. Using silicon (siliconization) helps web 2.0 content providers and traditional service providers build fiber optic networks at lower cost, while increasing network capacity substantially to meet the bandwidth drivers like Internet of Things. Strong demand from China; strong demand from metro and inter-data center networks. Long haul and metro and inter-data center networks. Step function increase in demand. Good visibility and ongoing demand. 100G Ethernet is gold standard for internet speed and Acacia makes products that make it possible. Read-throughs: Infinera (INFN) , Ciena (CIEN) , Finisar (FNSR) , Lumentum (LITE) ; 101% revenue growth-actual GAAP income ($23 m). China, 50% surge in orders, metro core demand. ZTE big customer -- 46% rev backbone build out. $116/77 v.$85.
  4. J C Penney (JCP) -- appliance rollouts; new Sephora, instore.com fulfillment, 52% improvement. Comps will be 3-4%; General Motors (GM) 10 to 30 bps., EBITDA-$1b.
  5. OurPet's Company (OPCO) says buy Home Depot (HD) $150 to $154.
  6. Citi C says top pick in semi equipment is now Applied Materials (AMAT) , Lam has moved down.
  7. Stifel goes $50 to $60 Dicks Sporting Goods (DKS) . What a problem Sports Authority was; UBS says accelerating gains.
  8. RBC Mahany says will be no Alphabet (GOOGL) slowdown.
  9. Stifel says Mallinckrodt (MNK) is a buy $95 as it transforms generic controlled substances and nuclear imagers to durable specialty and hospital based treatments.
  10. Twilio (TWLO) on move again.
  11. Nvidia (NVDA) -- monster -- deep learning, self-driving cars, gaming, data center, virtual reality chips.
  12. Hewlett Packard Enterprise (HPE) buys Silicon Graphics International (SGI) -- high performance computing for deep learning. In memory high performance analytics.
  13. JWN--$56 to $63 -- Piper.
  14. Broadcom (BRCM) -- Baird- starts with outperform.
  15. Expedia (EXPE) large cap pick at RBC.
  16. RBC says Netflix (NFLX) can overcome headwinds.
Get an email alert each time I write an article for Real Money. Click the "+Follow" next to my byline to this article.

Action Alerts PLUS, which Cramer co-manages as a charitable trust, is long GOOGL, C.

TAGS: Investing | U.S. Equity | Consumer Discretionary | Consumer Staples | Industrials | Healthcare | Technology | Telecom Services | Markets | Consumer | Economy | How-to | Jim Cramer | E-Commerce | Stocks

More from Consumer Discretionary

Holding Up a Mirror to Ulta Beauty and Seeing a Tricky Technical Position

Bruce Kamich
May 27, 2022 8:01 AM EDT

Solid first-quarter results are sending shares of the beauty products retailer higher, but the question is whether that strong move will hold.

I've Got Qualms About Giving Toll Brothers a Ringing Endorsement

Stephen Guilfoyle
May 25, 2022 10:45 AM EDT

The high-end builder just posted solid quarterly results, but there are internal and external factors that could weigh on its shares down the road.

Apple's Price Charts Are Getting Badly Bruised

Bruce Kamich
May 12, 2022 1:10 PM EDT

Here's what the odds favor.

RH and Its Charts Don't Have That Homey Feeling Right Now

Bruce Kamich
May 12, 2022 8:32 AM EDT

The technical signals of the home furnishings provider indicate more downside to come in its stock.

Crocs Is Still Slipping to the Downside on Its Charts

Bruce Kamich
May 11, 2022 7:44 AM EDT

The footwear maker isn't seeing a lot of technical support at this point.

Real Money's message boards are strictly for the open exchange of investment ideas among registered users. Any discussions or subjects off that topic or that do not promote this goal will be removed at the discretion of the site's moderators. Abusive, insensitive or threatening comments will not be tolerated and will be deleted. Thank you for your cooperation. If you have questions, please contact us here.

Email

CANCEL
SUBMIT

Email sent

Thank you, your email to has been sent successfully.

DONE

Oops!

We're sorry. There was a problem trying to send your email to .
Please contact customer support to let us know.

DONE

Please Join or Log In to Email Our Authors.

Email Real Money's Wall Street Pros for further analysis and insight

Already a Subscriber? Login

Columnist Conversation

  • 02:46 PM EDT STEPHEN GUILFOYLE

    We're Shedding Some of This Holding on Strength

    Check out the Stocks Under $10 portfolio here!
  • 11:33 AM EDT PETER TCHIR

    Thoughts Ahead of the Fed Minutes

    Recent economic and earnings issues are convincing...
  • 02:24 PM EDT PAUL PRICE

    An Interesting Chart

    I'm betting heavily that stocks will be way up aga...
  • See More

COLUMNIST TWEETS

  • A Twitter List by realmoney
About Privacy Terms of Use

© 1996-2022 TheStreet, Inc., 225 Liberty Street, 27th Floor, New York, NY 10281

Need Help? Contact Customer Service

Except as otherwise indicated, quotes are delayed. Quotes delayed at least 20 minutes for all exchanges. Market Data & Company fundamental data provided by FactSet. Earnings and ratings provided by Zacks. Mutual fund data provided by Valueline. ETF data provided by Lipper. Powered and implemented by FactSet Digital Solutions Group.

TheStreet Ratings updates stock ratings daily. However, if no rating change occurs, the data on this page does not update. The data does update after 90 days if no rating change occurs within that time period.

FactSet calculates the Market Cap for the basic symbol to include common shares only. Year-to-date mutual fund returns are calculated on a monthly basis by Value Line and posted mid-month.

Compare Brokers

Please Join or Log In to manage and receive alerts.

Follow Real Money's Wall Street Pros to receive real-time investing alerts

Already a Subscriber? Login