Jim Cramer's Best Blogs
Then there is Mellanox Technologies(MLNX) . This is a tech company that fills a hole in big data/cloud equipment that has been ceded to it by Intel(INTC) , its companion in the data center through Intel's powerful Romley chip. I featured this one on "Mad Money" recently, suggesting that it could be the home run again for the second half of the year after blowing away numbers the previous quarter.
Well, guess what? It did it again and I have to tell you that I was aghast when the public, our viewership at "Mad Money," vastly underestimated this company's ability to repeat and instead voted almost overwhelmingly to anoint Arena Pharma(ARNA) the second-half winner.
So, chartists wrong, analysts wrong, public wrong.
No wonder we saw such huge gains!
Action Alerts PLUS, which Cramer co-manages as a charitable trust, is long EBAY.
Coca-Cola's Triumphant Quarter
Posted at 6:23 a.m. EDT on Wednesday, July 18
Sometimes brands and management can triumph over pretty much everything. That's how I felt when listening to the Coca-Cola(KO) call last night. Here's a company that's dealing with economic and currency headwinds globally -- a company that, given the circumstances, could have easily delivered a number that was merely fine.
It did just the opposite. Coca Cola exceeded plan pretty much everywhere, and it was almost a throwback to the old days -- because the areas that were most exciting, that had the best growth, were none other than Brazil, Russia, India and China.
Remember BRIC? Remember when BRIC used to save the day?
Plus, the traditionally tough markets, like Germany, Japan and U.S. -- meaning, markets where there is competition and little growth -- were actually exceptionally good vs. expectations, with one believing it came at the expense of Pepsico(PEP) . I don't know that for sure, and I know Pepsi isn't that big in Germany anyway. It would offer more of a challenge in Russia and China. Still, the aggressive nature of this old-line company in these mature markets took my breath away.