I am looking for tech deals and oil deals,said CNBC host Jim Cramer.Oracle should buy Concur Solutions-it's such a great company,I can't believe it's still independent.Anadarko Petroleum's now a clear story.It's one of the great oil stocks that's been held back by litigation.
Hillshire Brands-this is Sara Lee.Sara Lee,congratulations."We break out Hillshire Brands and we see the hidden value in Hillshire." Now Pilgrim's Pride and Tyson Foods want to acquire Hillshire.
With Twitter,a lot of what's going on is,people realise the shares lockup has expired.If you can make Twitter into something that you don't have to tweet,but still use as your personal news service,then I am positive on Twitter.*
There's been significant buying of Interpublic Group,and people are saying it's by Elliot Management Group,points out Cramer's colleague David Faber;while Beats was bought by Apple for three billion.Apple seeks the most innovative products and services.They got Dr.Dre and Tommy Iovine in the Beats deal.It's a play for wearable tech.*
Fundamentally,inflation is picking up across the board,said John Brynjolfsson of Armored Wolf Investments.Wage inflation is picking up.
I don't think Fed policy has untimately changed the laws of physics.It doesn't make sense to have a zero percent Fed funds rate.It's not a logical equilibrium.I'm long bunds right now,short treasuries.I'm very uncomfortable with the size of the Fed's balance sheet.It can't get out of hand.That's why it's better to tighten sooner,rather than later.*
Apple(AAPL),Hillshire Brands(HSH),Anadarko Petroleum(APC)
No comments:
Post a Comment