This article originally appeared on Jan. 30, 2014, on RealMoney.com. To read more content like this plus see inside Jim Cramer's multimillion-dollar portfolio for FREE... Click Here NOW.
Now the C's
14. Nope, the market hated Intel (INTC). Nothing it liked. Didn't like personal computers. Didn't like the plans to get rid of extraneous businesses. Didn't like the fact that the company is actually predicting a good year but nothing that can't be beaten, for once. Its biggest issue: a huge number of upgrades going into the quarter without an upside surprise. We bought yesterday for the trust. Why not? It is de-risked and yields a very safe 3.65%.
15. Did anyone even care that McDonald's (MCD) disappointed AGAIN? I can't think of a reason to buy it at $93, but nobody seems to be able to find a reason to sell it, which is perhaps because of its above-average yield. McDonald's is always one quarter's worth of good numbers away from $100 and that's how I would approach this stock.
16. When I went over AT&T (T), I have to tell you that I was pained to think that it was nearly as bad as the naysayers on the conference call thought. There's no worry about the dividend here, given the bountiful cash flow, but management seemingly couldn't convince anyone of that and that's why the stock has been a huge bust. But it's the highest yielder in the Dow at 5.5% and I didn't hear a thing that made me feel like it can't boost that dividend. Yes, there could be some M&A here with Vodaphone, but the growth that would come from that acquisition would send the stock higher, not lower.