Sporting 17% growth in ATM sales, and access to the developing-world market, NCR is making money hand-over-fist, and the addressable market is far from saturated. In eastern Europe, there are only 500 ATMs per million people. In China, there are even fewer.
On Oct. 31, NCR reported its first quarter without Terradata and blew it out of the water, beating expectations by 13 cents. With great international growth and a cleaned-up balance sheet, NCR is a sleeper stock that deserves more attention, Cramer said.Kodak Comeback
At a couple points above a 52-week low, Eastman Kodak might not seem like a good buy, but there is huge upside potential in the stock, Cramer said. Cramer has been betting against Kodak since he started his hedge fund. The company has been a short for 25 years, Cramer said. Nevertheless, he believes the company is about to turn around. It lost focus but never lost the power of the Kodak name. After years of losses, its balance sheet is "now healthy," sporting $6 of net cash per share. The company freed up the money by dumping its stagnant health care imaging division. CEO Antonio Perez has been leading a digital push at Kodak since he took over in 2003, but the real moneymaker for Kodak is in the commercial printer business. Perez has tied the company's future to inkjet printing.- Loading Comments...
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