Or Bill McDermott, the Co-CEO of SAP (SAP), comes on and, you know what, I think he's allowed to give his hard sell and deserves it when you consider the growth that he is having now in Europe and the share he is taking from everyone else. If only that stock would pull back? I doubt it. We just had a pullback to $77 and it lasted about as long as the blink of an eye.
Then there's Dunkin' Brands (DNKN). People wanted to throw doughnuts at Nigel Travis because international wasn't that strong. I think when he says, as he did on the call, that he has a personnel change that could make things better, I want to give him the benefit of the doubt. The stock's not cheap. But neither was Domino's (DPZ) at $30 and look where that went.
In other words, when I break the market down into its pieces, it just doesn't seem as nasty to me as Doug would make it sound in its entirety.
Just too many stocks like KeyCorp, SAP and Dunkin' out there to make my mouth water ... while I wait for the, ahem, proverbial pullback.At the time of publication, Action Alerts PLUS, which Cramer co-manages as a charitable trust, was long KEY.
For Facebook, It's All in the Eye of the Beholder Posted at 11:41 a.m. EST on Thursday, Jan. 31 Facebook's (FB) great. Facebook's horrible. Facebook's cheap. Facebook's expensive. Facebook's growing like a weed. Facebook's growth is already slowing. Which is true? How could there really be such extremes in sentiment here? Believe me when I say I am only hearing extremes, as there seems to be no middle ground at all with this stock. The answer? It's all in the eye of the beholder. People are seeing what they want to see in Facebook. Let me give you the bear case, which puts you in the head of the sellers. Then I'll give you the bull case, which allows you to understand it from the perspective of the buyers. It's the only way, frankly, to explain the stock's wild ping-pong game: First it'll hang in, even after a huge rally, then it'll give up the ghost before it settles in where it was a fortnight ago -- before the big price spike.
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