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CNBC Mad Money October 25, 2013

The next minute its good. Oils bad. Sell, sell, sell. Wait. Oils good. Buy, buy, buy. Housing is horrendous. The house of pain. Wait a second. Housing is fabulous. Transports are awful. Or maybe theyre terrific. Hallelujah perhaps we should dispense with these sectorbased labels and Start Talking about individual managements, individual companies, and execution. This earnings season weve seen a remarkable divergence in individual sectors, more than weve seen in 25 years. We believe stocks in the sectors should trade in unison, were missing important opportunities to earn the stocks of companies that are deliberate. Rather than etfs meant to capture broadbased moves. Those arent working. Weve become so conditioned to playing certain trends with certain stocks that we forget sometimes the facts about the actual companies can get in the way of the stories. You know why that is . Its because the performance of management varies tremend ....

United States , District Of Columbia , United Kingdom , Green Mountain , New Orleans , North Dakota , Jim Cramer , Abercrombie Fitch , Floyd Wilson , Rick Hamada , Nelson Peltz , Aubrey Lee , Ellen Kullman , Bny Mellon , Start Talking , Stocks Companies , Companies Get , Performance Management , Much Better , Construction Equipment , Performance Management Team , Management Team , Team Running , Great American , Obvious Company , Company Makes ,

CNBC Mad Money October 24, 2013

Oils bad. Sell, sell, sell. Wait. Oils food. Buy, buy, buy. Housing is horrendous. The house of pain. Wait a second. Housing is fabulous. Transports are awful. Or theyre theyre terrific. Hallelujah perhaps we should dispense with the sector based labels and Start Talking about individual managements, individual companies, and execution. This earnings season weve seen remarkable d remarkable divergence in individual sectors in 25 years. We believe stocks in the sectors should trade in unison, were missing important opportunities to earn the stocks of companies that are deliberate. Rather than etfs meant to capture broadbased moves. Those arent working. Weve become candidate to playing certain trends with certain stocks we forget sometimes the facts about the actual companies can get in the way of the stories. You know why that is . Its because the performance of management varies tremendously from company to company. Some guys get i ....

United States , District Of Columbia , United Kingdom , Green Mountain , New Orleans , North Dakota , Jim Cramer , Abercrombie Fitch , Floyd Wilson , Mike Rowe , Ellen Kullman , Start Talking , Stocks Companies , Companies Get , Performance Management , Much Better , Construction Equipment , Performance Management Team , Management Team , Team Running , Great American , Obvious Company , Company Makes , United Rentals , Equipment Rental , Oil Going ,