Jim Cramer’s Dogs of the Dow – Monday, December 2nd

On Monday night, Jim Cramer, reviewed the “Dogs of the Dow”, the five worst performing (from a price point of view) components of the DOW index: IBM, XOM, CAT, CSCO, T. I’ve gathered the relevant growth statistics in this article below and they are indeed a mixed bag – nothing really stands out as good. Jim was negative on all stocks save for Exxon Mobil. All of these stocks feature dividends, but only AT&T’s dividend is noteworthy.

I agree with Jim that XOM doesn’t look too bad here, its projected growth pattern is heading upward, but there is still a lot of uncertainty. Looking below, you can see that its growth expectations vary from positive to negative. If it can deliver at the high end of expectations, then you could see some real price appreciation, but the price has already run a bit from $86 to $93 and that makes me nervous, however, there has been a short term sell-off, so the bullish among you should enter now. XOM did clear its previous high of $94, technically, this is a good sign.

XOM

Caterpillar has perhaps the ugliest numbers I’ve assembled here, but this is a situation where the bad news has likely been priced in and the growth picture is projected to improve from its awful base.

Cramer noted that IBM has good EPS growth, but no Revenue growth, this coming from its stock buy backs, among other reasons. There is nothing in the future that indicates an improvement in the revenue picture.

Stock PE Price/Sales Div Yield (Trailing Annual) Volatility
T 25.78 1.4 5.1% 0.15
CAT 16.13 0.9 2.6% 0.18
XOM 12.21 1 2.6% 0.12
CSCO 11.56 2.3 2.4% 0.31
IBM 12.44 1.9 2.1% 0.22
Stock EPS Qtr. On Qtr. Growth Rev Qtr. On Qtr. Growth
T 14.3%   10/2013
7.6%   7/2013
11.7%   4/2013
N/A   1/2013
2.2%   10/2013
1.6%   7/2013
-1.4%   4/2013
0.2%   1/2013
CAT -42.9%   10/2013
-42.9%   7/2013
-44.7%   4/2013
-55.2%   1/2013
-18.4%   10/2013
-15.8%   7/2013
-17.3%   4/2013
-6.7%   1/2013
XOM -14.4%   10/2013
-54.5%   8/2013
6%   4/2013
11.3%   2/2013
-2.4%   10/2013
-16.4%   8/2013
-12.3%   4/2013
-4.4%   2/2013
CSCO -5.1%   11/2013
16.8%   8/2013
15%   5/2013
47.5%   2/2013
1.7%   11/2013
6.2%   8/2013
5.4%   5/2013
4.9%   2/2013
IBM 10.5%   10/2013
-12.9%   7/2013
3.4%   4/2013
11.2%   1/2013
-4.2%   10/2013
-3.3%   7/2013
-5.1%   4/2013
-0.6%   1/2013

 

Stock Current Qtr
EPS Growth
Forecast
Next Qtr
EPS Growth
Forecast
Current Qtr
Rev Growth
Forecast
Next Qtr
Rev Growth
Forecast
T N/A
N/A
N/A
7.5% ( High )
3% ( Ave. )
-7.5% ( Low )
2.9% ( High )
1.4% ( Ave. )
-1.3% ( Low )
4.3% ( High )
2.5% ( Ave. )
-0.3% ( Low )
CAT 33.5% ( High )
23.9% ( Ave. )
18.2% ( Low )
12.2% ( High )
-4.6% ( Ave. )
-14.5% ( Low )
-12.3% ( High )
-15.4% ( Ave. )
-20.8% ( Low )
3.7% ( High )
-1% ( Ave. )
-6.4% ( Low )
XOM 5.4% ( High )
-10.1% ( Ave. )
-20.6% ( Low )
4.7% ( High )
-6.1% ( Ave. )
-20.3% ( Low )
3.9% ( High )
-5.1% ( Ave. )
-14% ( Low )
9.1% ( High )
0.5% ( Ave. )
-5.8% ( Low )
CSCO -20.3% ( High )
-22% ( Ave. )
-23.7% ( Low )
8.7% ( High )
4.3% ( Ave. )
-2.2% ( Low )
-7.9% ( High )
-8.8% ( Ave. )
-10.1% ( Low )
-2.5% ( High )
-7% ( Ave. )
-10.4% ( Low )
IBM 19.4% ( High )
17.1% ( Ave. )
12% ( Low )
30% ( High )
21.5% ( Ave. )
12.2% ( Low )
-0.9% ( High )
-3.7% ( Ave. )
-7.8% ( Low )
1.2% ( High )
-0.4% ( Ave. )
-3% ( Low )

 

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