Where To Invest Summer 2014

Deutsche Bank downgraded Dollar General on margin concerns,but Goldman Sachs said the stock is too low,and we're gonna stand by it,CNBC host Jim Cramer said.Too many people downgraded it on what turned out to be a decent quarter.*
Target stores are looking a little dowdy.*
Teen apparel retailer Quiksilver,Inc's balance sheet's not that good there.They lost their surfer spokesman Kelly Slater.*
Union Pacific said autos are great.Once they start ramping up those factories so they can run more,it looks really good for the economy-sorry to be so cheerful.*
Salesforce.com is in that very challenged area.You saw that software as a service got hammered yesterday.It's not the place to be.*
Ford's May sales were up 3.0%,beating the Edmunds estimate of 0.9;GM's were up 12.6%.GM totally blew their numbers away.It's been a monster bad stock.My charitable trust owns it.It's been very low in relation to its sales.*
I went to the Ford F-150 plant,and that is a winner.They make a big margin on the F-150.*
I don't know golfer Phil Mickelson from Adam.FBI agents walked up to him at a tournament.Listen,when the FBI shows up like that,they're making a statement,a frightening statement.*
I like First Solar very much,but they've been eviscerated by Chinese dumping.We're in a bit of a war with China financially.*
One of the things that happens in a bull market is,a guy upgrades a stock and it goes higher.Every one of the health maintenance stocks is on fire.Wellpoint is higher,and I think it deserves to be.You have takeovers,you have analysts making big calls,and it's working.There was a lot of fear and a lot of pain about that stock.I think you'll see the analysts come out of their foxholes and their pillboxes.*
AT&T expects to save 1.6 billion dollars in content costs after year 3 of the DirectTV deal,a 20% cut,adds Cramer colleague David Faber.It is certainly front and center for many of these companies as they see the Comcast-Time Warner Cable and AT&T-DirectTV mergers come into effect.One day CBS and Viacom coul come back together,but I don't want to get too far ahead of myself.Disney is by itself.It's so much bigger than everybody else.They have so many different parts.They have the theme parks.*
Rite-Aid is back.It's no longer a turnaround;it's an earnings per share story.I buy my beer at Rite-Aid.I'm not kidding.When you go into your drugstore,they don't look like they used to,CNBC Wall Street expert Jim Cramer pointed out.*
AT&T(T),Rite Aid Corporation(RAD),Ford Motor Company(F),Dollar General(DG),General Motors(GM),Walt Disney(DIS)