This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
EXCLUSIVE OFFER: Jim Cramer's Protégé, Dave Peltier, only buys Stock Under $10 that he thinks could potentially double or triple in the next 6 to 12-months. See what he's trading today with a 14-day FREE pass.

Jim Cramer's Best Blogs

NEW YORK (TheStreet) -- Jim Cramer fills his blog on RealMoney every day with his up-to-the-minute reactions to what's happening in the market and his legendary ahead-of-the-crowd ideas. This week he blogged on:

  • why Yum! Brands' recent results shouldn't sour you on China;
  • how to play IZOD's recent sales growth; and
  • on feeling smacked by the roller coaster that is fiscal cliff negotiations.

Click here for information on RealMoney, where you can see all the blogs, including Jim Cramer's -- and reader comments -- in real time.


Don't Let Yum! Turn You Into a Chicken

Posted at 11:15 a.m. EDT on Friday, Nov. 30

Did they turn on the Colonel in China? The shocking news of a decline in KFC sales in the People's Republic sent shockwaves through parent Yum! Brands (YUM), as well as the usual suspects that have great Chinese franchises, including Coach (COH), Starbucks (SBUX) and Nike (NKE).

The comparisons that Yum! was going against were staggeringly fabulous, virtually unbeatable, a 21% comp store rate, but that doesn't mean we can excuse a minus 4% number. Remember, as much as Yum! is based in the U.S. and has iconic names such as Pizza Hut and Taco Bell under its roof as well as KFC, China accounts for 44% of its sales, and we think of Yum! as a Chinese dog with an American tail.

So does this mean that China, which has been showing signs of life, is backsliding and that all of the big expansionist data we have been getting are false tells?

I am going to put it on the line: absolutely not. There are too many good things happening in China, including a series of bank reserve injections that have really boosted industrial growth.

As for the U.S. companies that are linked with China, it's been a real mixed picture of late. Nike, for example, has had a very nice run in the U.S., but China has been a big disappointment, including concerns of too much inventory. Coach continues to have a robust business in China and is expanding rather rapidly there. Its recent weakness comes from the U.S., not China.

Starbucks? I think China is the growth story there, with the biggest issue being the very high-quality problem of lines that are too long. I think we will hear amazing things about China when Howard Schultz has his analyst conference in New York on Dec. 5. In fact, I would use any weakness in Starbucks off Yum! to buy Starbucks ahead of the meeting. With Europe under control, U.S. doing quite well, China expanding and India blooming, not to mention the splendid addition of Teavana to the family, Starbucks has a terrific story to tell.

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
DOW 16,912.11 -70.48 -0.42%
S&P 500 1,969.95 -8.96 -0.45%
NASDAQ 4,442.6980 -2.2110 -0.05%

Our Tweets

Brokerage Partners

Top Rated Stocks Top Rated Funds Top Rated ETFs