Financial News from Mad Money from 9/1/2009

Oracle Corporation (ORCL) Discussed on CNBC's Mad Money

Oracle Corporation is in the news. Find out how this impacts ORCL trading on Ockham Research.

Shepard now you now the playbook for being a market ORACLE, look into the crystal ball and spotting news before it happens. Now you can call bottoms, tops, sector rotation, but most importantly, the holy grail. You know how to predict earnings estimate revisions before it hits. You've got your edge. Now what I want you to do is go out there and beat wall street at its own game. Because you have exactly what I had when I performed at my hedge fund. Yeah, you've got the playbook I always like to say there's a bull market somewhere, and I promise to find it just for you

“… visions before it hits. You've got your edge. Now what I want you to do is go out there and beat wall street at its own game. Because you have exactly what I had when I performed at my hedge fund. Yeah, you've got the playbook I always like to say there's a bull market somewhere, and I promise to find it just for you …”

Cisco Systems, Incorporated (CSCO) Discussed on CNBC's Mad Money

Cisco Systems, Incorporated is in the news. Find out how this impacts CSCO trading on Ockham Research.

Here i'm thinking about applied materials, kla tencor and novellus. Something happens when the telephone companies do well, they buy equipment. When you see them doing well, you've got tot buy nortel, maybe jdsu and CISCO before they start placing orders. You sell when the analysts start to rub up against your picks. Don't listen to the analysts. Don't listen to your friends. Don't listen to me if i'm contradicting this stuff without watch the indicators. Stay disciplined. The rest of the market will that's the situation you want to be in. The bottom line -- the lead dog might be lonely, but it's got the best view. More "mad money" after the break.

“… You sell when the analysts start to rub up against your picks. Don't listen to the analysts. Don't listen to your friends. Don't listen to me if i'm contradicting this stuff without watch the indicators. Stay disciplined. The rest of the market will that's the situation you want to be in. The bottom line -- the lead dog might be lonely, but it's got the best view. More "mad money" after the break. …”

JDS Uniphase Corporation (JDSU) Discussed on CNBC's Mad Money

JDS Uniphase Corporation is in the news. Find out how this impacts JDSU trading on Ockham Research.

Here i'm thinking about applied materials, kla tencor and novellus. Something happens when the telephone companies do well, they buy equipment. When you see them doing well, you've got tot buy nortel, maybe JDSU and cisco before they start placing orders. You sell when the analysts start to rub up against your picks. Don't listen to the analysts. Don't listen to your friends. Don't listen to me if i'm contradicting this stuff without watch the indicators. Stay disciplined. The rest of the market will that's the situation you want to be in. The bottom line -- the lead dog might be lonely, but it's got the best view. More "mad money" after the break.

“… You sell when the analysts start to rub up against your picks. Don't listen to the analysts. Don't listen to your friends. Don't listen to me if i'm contradicting this stuff without watch the indicators. Stay disciplined. The rest of the market will that's the situation you want to be in. The bottom line -- the lead dog might be lonely, but it's got the best view. More "mad money" after the break. …”

KLA-Tencor Corporation (KLAC) Discussed on CNBC's Mad Money

KLA-Tencor Corporation is in the news. Find out how this impacts KLAC trading on Ockham Research.

When semiconductors do do well, they like to raise money to buy equipment, so when you see them doing pretty strongly, but before they place their order, you load up on the suppliers. Here i'm thinking about applied materials, KLA TENCOR and novellus. Something happens when the telephone companies do well, they buy equipment. When you see them doing well, you've got tot buy nortel, maybe jdsu and cisco before they start placing orders. You sell when the analysts start to rub up against your picks. Don't listen to the analysts. Don't listen to your friends. Don't listen to me if i'm contradicting this stuff without watch the indicators. Stay disciplined. The rest of the market will that's the situation you want to be in. The bottom line -- the lead dog might be lonely, but it's got the best view. More "mad money" after the break.

“… ething happens when the telephone companies do well, they buy equipment. When you see them doing well, you've got tot buy nortel, maybe jdsu and cisco before they start placing orders. You sell when the analysts start to rub up against your picks. Don't listen to the analysts. Don't listen to your friends. Don't listen to me if i'm contradicting this stuff without watch the indicators. Stay disciplined. The rest of the market will that's the situation you want to be in. The bottom line -- the lead dog might be lonely, but it's got the best view. More "mad money" after the break. …”

Applied Materials, Incorporated (AMAT) Discussed on CNBC's Mad Money

Applied Materials, Incorporated is in the news. Find out how this impacts AMAT trading on Ockham Research.

As soon as the analysts start when semiconductors do do well, they like to raise money to buy equipment, so when you see them doing pretty strongly, but before they place their order, you load up on the suppliers. Here i'm thinking about APPLIED MATERIALS, kla tencor and novellus. Something happens when the telephone companies do well, they buy equipment. When you see them doing well, you've got tot buy nortel, maybe jdsu and cisco before they start placing orders. You sell when the analysts start to rub up against your picks. Don't listen to the analysts. Don't listen to your friends. Don't listen to me if i'm contradicting this stuff without watch the indicators. Stay disciplined. The rest of the market will that's the situation you want to be in. The bottom line -- the lead dog might be lonely, but it's got

“… , kla tencor and novellus. Something happens when the telephone companies do well, they buy equipment. When you see them doing well, you've got tot buy nortel, maybe jdsu and cisco before they start placing orders. You sell when the analysts start to rub up against your picks. Don't listen to the analysts. Don't listen to your friends. Don't listen to me if i'm contradicting this stuff without watch the indicators. Stay disciplined. The rest of the market will that's the situation you want to be in. The bottom line -- the lead dog might be lonely, but it's got …”

Honeywell International, Incorporated (HON) Discussed on CNBC's Mad Money

Honeywell International, Incorporated is in the news. Find out how this impacts HON trading on Ockham Research.

A store and watch the register, you can try to anticipate spending cycles. The airlines have an incredibly predictable spending cycle. When you see boeing getting a lot of orders, you need to buy the suppliers. HONEYWELL, which makes the cockpit. People don't see it. As soon as the analysts start when semiconductors do do well, they like to raise money to buy equipment, so when you see them doing pretty strongly, but before they place their order, you load up on the suppliers. Here i'm thinking about applied materials, kla tencor and novellus. Something happens when the telephone companies do well, they buy equipment. When you see them doing well, you've got tot buy nortel, maybe jdsu and cisco before they start placing orders.

“… on't see it. As soon as the analysts start when semiconductors do do well, they like to raise money to buy equipment, so when you see them doing pretty strongly, but before they place their order, you load up on the suppliers. Here i'm thinking about applied materials, kla tencor and novellus. Something happens when the telephone companies do well, they buy equipment. When you see them doing well, you've got tot buy nortel, maybe jdsu and cisco before they start placing orders. …”

The Boeing Company (BA) Discussed on CNBC's Mad Money

The Boeing Company is in the news. Find out how this impacts BA trading on Ockham Research.

Was at goldman sachs. This is time consuming but if you're retired like I am go for if you don't have time to sit in a store and watch the register, you can try to anticipate spending cycles. The airlines have an incredibly predictable spending cycle. When you see BOEING getting a lot of orders, you need to buy the suppliers. Honeywell, which makes the cockpit. People don't see it. As soon as the analysts start when semiconductors do do well, they like to raise money to buy equipment, so when you see them doing pretty strongly, but before they place their order, you load up on the suppliers. Here i'm thinking about applied materials, kla tencor and novellus. Something happens when the telephone companies do well, they buy equipment. When you see them doing well,

“… n you see BOEING getting a lot of orders, you need to buy the suppliers. Honeywell, which makes the cockpit. People don't see it. As soon as the analysts start when semiconductors do do well, they like to raise money to buy equipment, so when you see them doing pretty strongly, but before they place their order, you load up on the suppliers. Here i'm thinking about applied materials, kla tencor and novellus. Something happens when the telephone companies do well, they buy equipment. When you see them doing well, …”

Goldman Sachs Group, Incorporated (GS) Discussed on CNBC's Mad Money

Goldman Sachs Group, Incorporated is in the news. Find out how this impacts GS trading on Ockham Research.

When something is flying off the shelves another something that isn't projected in the earnings, buy that stock. I did this duringwith reeboks when I was at GOLDMAN SACHS. This is time consuming but if you're retired like I am go for if you don't have time to sit in a store and watch the register, you can try to anticipate spending cycles. The airlines have an incredibly predictable spending cycle. When you see boeing getting a lot of orders, you need to buy the suppliers. Honeywell, which makes the cockpit. People don't see it. As soon as the analysts start when semiconductors do do well, they like to raise money to buy equipment, so when you see them doing pretty strongly, but before they place their order,

“… e to sit in a store and watch the register, you can try to anticipate spending cycles. The airlines have an incredibly predictable spending cycle. When you see boeing getting a lot of orders, you need to buy the suppliers. Honeywell, which makes the cockpit. People don't see it. As soon as the analysts start when semiconductors do do well, they like to raise money to buy equipment, so when you see them doing pretty strongly, but before they place their order, …”

The Procter & Gamble Company (PG) Discussed on CNBC's Mad Money

The Procter & Gamble Company is in the news. Find out how this impacts PG trading on Ockham Research.

Heavy equipment. That kind of thing. Then you've got your secular stocks, your secular growers. In addition to not keeping the sabbath these companies are sensitive to the underlying strength or weakness of the a generous mills, PROCTER & GAMBLE, brothers johnson, any of these utilities, these are secular growers. Although the utility obviously a slow secular grower. They won't be affected by the cycle because they don't stop buying band-aids just because we're low on cash. How do you spot these sector rotations before they start moving the stocks? How do you buy the secular growers before they go higher? How do you avoid the cyclicals before they go lower? At the top of the cycle, before you think a downturn is coming, maybe because the fed is raising rates, you load up on your

“… johnson, any of these utilities, these are secular growers. Although the utility obviously a slow secular grower. They won't be affected by the cycle because they don't stop buying band-aids just because we're low on cash. How do you spot these sector rotations before they start moving the stocks? How do you buy the secular growers before they go higher? How do you avoid the cyclicals before they go lower? At the top of the cycle, before you think a downturn is coming, maybe because the fed is raising rates, you load up on your …”

Wal-Mart Stores, Incorporated (WMT) Discussed on CNBC's Mad Money

Wal-Mart Stores, Incorporated is in the news. Find out how this impacts WMT trading on Ockham Research.

The other proshz retailers have with overexpansion is saturation. When you see a retailer already have stores in all 50 states, i'm calling a top right there. Running out of room to grow. No growth means the stock is about to take a long, maybe permanent slide down. Remember WALMART? The last timesign of an impending the government at the federal or state level can do more to hurt the company than any competitor. How do you spot this kind of top? Check out the front pages of the pages of the "wall street journal," the "usa today." i've seen a bunch there. I start my day with them electronically, inserting my stocks' names in their search engines to see what articles come up. Please don't just stay to the business section because it never pays enough attention to washington. Bottom line, if you want to spot

“… slide down. Remember WALMART? The last timesign of an impending the government at the federal or state level can do more to hurt the company than any competitor. How do you spot this kind of top? Check out the front pages of the pages of the "wall street journal," the "usa today." i've seen a bunch there. I start my day with them electronically, inserting my stocks' names in their search engines to see what articles come up. Please don't just stay to the business section because it never pays enough attention to washington. Bottom line, if you want to spot …”