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ActionAlertPLUS!

Tyler Durden's picture




 

Posted 24 hours ago at TheStreet.com. No comment necessary.

Insight from TheStreet's Research Team:

Twitter is a core holding of Jim Cramer's Action Alerts PLUS Charitable Trust Portfolio. During the most recent weekly roundup, this is what Jim Cramer, Portfolio Manager & Jack Mohr, Director of Research - Action Alerts PLUS had to say about the stock:

Twitter (TWTR:NYSE; $50.82; 1,400 shares; 2.69%; Sector: Technology): The shares traded higher this week following strong performance and underlying trends seen in both Facebook's (FB) and Google's (GOOGL) results. We believe Twitter is partially out of the sentiment doghouse heading into first-quarter 2015 results next week, but is still largely under-owned relative to most large-cap Internet stocks.

 

Twitter has likely the greatest array of company-specific catalysts of any company in its sphere this year, including Periscope, core monthly active user (MAU) acceleration from the Google partnership, and new core features like embedded video. Industry channel checks point to solid uptake of Twitter's new targeting features and formats in the first quarter, but the greatest lever the company can pull, in our view, is the pace of on-boarding of new advertiser demand. For some perspective, we estimate that Google generates half of its revenue from smaller advertisers who spend less than $250k per year, which make up 95% of the 8 million-plus AdWords accounts, so building out the "tail" should allow Twitter to grow well-above average over the next several years. With a global ad load between 1% to 2% and 85% from mobile, we think TWTR has more revenue runway than any other company in the Internet space. Our target is $55.

     - Jim Cramer and Jack Mohr, 'Weekly Roundup' originally published 4/24/2015 on ActionAlertsPLUS.com.

 

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Tue, 04/28/2015 - 16:05 | 6039832 Caveman93
Caveman93's picture

DOT COM 2.0 is here ladies.

Tue, 04/28/2015 - 16:08 | 6039855 TeamDepends
TeamDepends's picture

What does TWTR make again?

Tue, 04/28/2015 - 16:11 | 6039872 kaiserhoff
kaiserhoff's picture

Twats.

Everbuddy knows dat.

Tue, 04/28/2015 - 16:23 | 6039946 NoDebt
NoDebt's picture

"If you liked it at 50, you're gonna love it at 40!"

Tue, 04/28/2015 - 16:24 | 6039960 Groundhog Day
Groundhog Day's picture

Keep dollar cost averaging sheep, 

Tue, 04/28/2015 - 22:05 | 6041215 max2205
max2205's picture

Wait till ICann tweets his buy....400 like NFLX 

Tue, 04/28/2015 - 16:12 | 6039876 KnuckleDragger-X
KnuckleDragger-X's picture

Bullshit, in large quantity's.....

Tue, 04/28/2015 - 16:15 | 6039890 XqWretch
XqWretch's picture

TWITTER? nah, it's all about the SHITTER: http://southpark.cc.com/clips/m31v1z/its-called-shitter

Wed, 04/29/2015 - 04:07 | 6041758 legend247
legend247's picture

Since I started freelancing I've been bringing in $90 bucks/h… I sit at home and i am doing my work from my laptop. Th? best thing is that i get more time to spent with my family and with my kids and in the same time i can earn enough to support them... You can do it too. Start here... www.globe-report.com

Tue, 04/28/2015 - 16:06 | 6039833 kaiserhoff
kaiserhoff's picture

A new species discovered...

Shiteaticus Maximus.

Tue, 04/28/2015 - 16:13 | 6039883 KnuckleDragger-X
KnuckleDragger-X's picture

World class sheepherder and fornicator thereof.....

Tue, 04/28/2015 - 16:08 | 6039835 Squid Viscous
Squid Viscous's picture

Up Periscope!

more like a colono-scope for any retards that listened to Cramer...

Tue, 04/28/2015 - 16:06 | 6039838 kw2012
kw2012's picture

If he loved it at $51 he will really love it down at $42.

Tue, 04/28/2015 - 16:09 | 6039860 taketheredpill
taketheredpill's picture

it's gotta be PLUSPLUSPLUS now!

Tue, 04/28/2015 - 16:06 | 6039840 williambanzai7
williambanzai7's picture

Tue, 04/28/2015 - 16:06 | 6039841 Chuck Knoblauch
Chuck Knoblauch's picture

Satanists and Nazis love Jim.

Tue, 04/28/2015 - 16:06 | 6039844 Caveman93
Caveman93's picture

icrappledagoogleandtwitteredapets.com /tangible

Tue, 04/28/2015 - 16:06 | 6039847 NoDebt
NoDebt's picture

Speaking of snake oil salesmen, what's Gartman been up to lately?

 

Tue, 04/28/2015 - 16:11 | 6039874 Dr. Engali
Dr. Engali's picture

Flip flopping.

Tue, 04/28/2015 - 16:07 | 6039849 Rainman
Rainman's picture

Charitable Trust Portfolio = Slush Fund

         .... everybody knows that now.

Tue, 04/28/2015 - 18:42 | 6040561 SDShack
SDShack's picture

He should merge with the Clinton Charitable Trust.... just think of all the good they could do!

Tue, 04/28/2015 - 16:08 | 6039854 Sands8oo
Sands8oo's picture

Bu Bu Bu Bu Bu Bu BUY BUY BUY!

Cramer you fucking asshole

 

We have millions of people unemployed in this country, and this guy still has a (high paying) job...  AMAZEBALLS

Tue, 04/28/2015 - 16:16 | 6039911 e_goldstein
e_goldstein's picture

 booyah!

Tue, 04/28/2015 - 16:08 | 6039856 Yen Cross
Yen Cross's picture

   Boo Yahh... Did you see the bid/ask spread when the humans were taking orders? LMFAO, it was like 38/43. 10-15% spread.

 That's price discovery people... Gartman was in there trying to buy 2k shares the according to the blowhorn... I almost sharted myself, from laughing so hard...

Tue, 04/28/2015 - 16:16 | 6039907 Squid Viscous
Squid Viscous's picture

back in the day i thought he was a commodities guy, red winter wheat crop etc... now he's a tech/social media guru as well? amazing...

Tue, 04/28/2015 - 16:19 | 6039932 Yen Cross
Yen Cross's picture

  What a schmuck, Gartman is. Who in their right fucking mind would buy a stock with a spread like that, expecting the gap to close in his direction.

Tue, 04/28/2015 - 16:15 | 6039894 Bunga Bunga
Bunga Bunga's picture

Come on, a charity is not there to make people rich. 

Tue, 04/28/2015 - 16:17 | 6039918 Karl von Bahnhof
Karl von Bahnhof's picture

Damn these buy recommendation texts must be computer generated.

Tue, 04/28/2015 - 16:26 | 6039970 Honey Badger
Honey Badger's picture

Cramer has been looting before it became popular. 

Tue, 04/28/2015 - 16:34 | 6040020 SERReal1
SERReal1's picture

Cramer will claim TWTR to $100 by 4Q 2015!

Tue, 04/28/2015 - 16:46 | 6040071 The Axe
The Axe's picture

That advice is worth ...well you know!

Tue, 04/28/2015 - 18:01 | 6040389 Automatic Choke
Automatic Choke's picture

HAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHA......<sniff>....

 

Tue, 04/28/2015 - 22:52 | 6041343 401K of Dooom
401K of Dooom's picture

You know at the end of his show, they post a disclaimer.  CNBC claims that the information provided by Kramer is for entertainment or opinion or something to that effect.  Well if it is not for making actuall investment decisions, why do they market it as such?  Don't flame me for stating the obvious but I wanted to put that in there just to get it in the record. 

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