- some important breakouts in the market;
- why there's plenty of space for the Kindle and the iPad; and
- why Apple's iPhone 5 will win.
The Market's Unheeded Flashing Signals Posted at 3:44 p.m. EDT on Friday, Sept. 7 Sometimes I feel that I am the only guy looking at stuff, because the moves are so breathtaking, I think no one should be talking about anything else. I am talking about the gigantic breakout moves in copper and the euro today. These are big billboards saying "Buy China" and "Buy international companies with big European businesses," and I think not everyone is seeing it right. First, 40% of copper is used by China. You can't get this lift unless something is really happening there, something meaning a lot more than what we have currently heard about. > > Bull or Bear? Vote in Our Poll Second, so many of our companies are using $123 on the CurrencyShares Euro Trust ( FXE) as the benchmark for the quarter that if this keeps up, we are going to have revisions upward for Procter & Gamble ( PG) and Kimberly-Clark ( KMB) and Coca-Cola ( KO) and Johnson & Johnson ( JNJ), and they aren't moving up enough right now on that good news. Sure, Caterpillar ( CAT) and Freeport-McMoRan ( FCX) are roaring. I like that. The coal plays have traction. But these are breakout moves that are game-changers. So much of what has stalled this market had to do with a breakdown of both of these. What if we get a breakout? I think there are plenty of stocks as diverse as United Technologies ( UTX) and 3M ( MMM) to Alcoa ( AA) and Boeing ( BA) that don't reflect either move. Nah, the people I talk to? Everyone hates this market today as much as they hated it before. Like it doesn't matter. Like nothing matters. Action Alerts PLUS, which Cramer co-manages as a charitable trust, is long BA.
The Kindle Doesn't Threaten the iPad Posted at 1:54 p.m. EDT on Thursday, Sept. 6 There's room for more Amazon ( AMZN) Kindles and more Apple ( AAPL) iPads. There just may not be as much room for personal computers.
The iPhone 5 Still the De Facto Winner Posted at 8:04 a.m. EDT on Thursday, Sept. 6 You can read all about the Nokia ( NOK) and the Motorola phones and think that maybe these are, at last, the Apple ( AAPL) rivals that people want. To me, that means that the Nokia and Motorola supporters are dismissing two key points: 1. The youthful demographic likes the Apple ecosystem. They want their music on their phone. They want all things Apple because they like the look and feel of what Steve Jobs created. 2. The big telcos have to get behind Apple, not Motorola and Nokia, because otherwise customers will switch to Sprint ( S), which is coming on strong with the heavily-subsidized Apple offerings. Sprint is the third player that neither Verizon ( VZ) nor AT&T ( T) thought could still be a third player -- and it is doing so with Apple. No kidding that the prospect of the new iPhone5 is freezing the old 4S. We know that the hole in the release that could end in September will define Apple's fourth quarter. But more important, the Nokia and Motorola offerings don't seem to have anything that is so fabulous that you want to go with theirs and not Apple. Nokia's being downgraded all over the place because Windows 8 doesn't seem to be grabbing people. Motorola? After the Verizon/ATT/Sprint subsidy, Motorola's just not good enough to switch. It's not game-set-match Apple because people like the Google ( GOOG) operating system too, and, of course, Google is Motorola. But Apple's iPhone5 is the de facto winner simply because these new competitive iterations don't have anything on the Apple 4S, and that's the old Apple phone. Action Alerts PLUS, which Cramer co-manages as a charitable trust, is long AAPL.