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:
- How the rebound is real
- How no one knows about the best tech story around
Click here for information on RealMoney, where you can see all the blogs, including Jim Cramer's -- and reader comments -- in real time.
Interest rates are going up, which satisfies those who own the bank stocks and gives you hope about rate hikes. Deere (DE) put up numbers this morning that made it clear that its construction cycle has most clearly bottomed and is going much higher, putting a bid under the cyclicals. The oils have come alive over OPEC shortseller bad mouthing, and natural gas has garnered fans because of the heat.
Meanwhile one of the most hard hit sectors besides oil of late has been drug distributors. We have liked Cardinal (CAH) after its disappointment and today Mckesson (MCK) delivers fabulous guidance and some encouraging discussion about some of its new programs including one with Walmart (WMT) .
Meanwhile how about that delicious breakout in Starbucks (SBUX) for the patient, as we grow ever more confident that the mobile ordering problem is solved and the selloff seems over. Perhaps domestic same-store sales are indeed turning up.