TheStreet Search RSS Feed: Debra Borchardt

Game On For Video Game Stocks

Tue, 21 May 2013 07:49:55 EDT

NEW YORK (TheStreet -- It will soon be game on for the game companies.

Activision and Electronic Arts have both seen the stock prices rise recently, but every summer these stocks pull back. That's when investors, who haven't gotten into the game, should consider getting into these stocks. Especially this year because the holiday season is shaping up to be a huge one.

First, the pull back. Each summer over the past five years, these stocks experience a period of selling during June. June is typically a bad month for tech stocks. Even in positive years the SPDR XLK sees some selling in mid-June. Activision stock has run up 42% year-to-date chasing away lots of fresh cash. However, the company recently reported its earnings and analysts were spooked by the drop in Warcraft subscribers and so it sold off 6%. The company was also cautious about the upcoming console cycle and gave general market warnings. This has primed the pump for some selling in early June. ...

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Cramer Won't Wait For Tesla

Thu, 09 May 2013 16:25:05 EDT

NEW YORK (TheStreet --

Debra Borchardt:

It seems everyday we're getting good news about Tesla . Whether it's the earnings or Consumer Reports giving it almost a perfect score. Well, let's talk about Tesla. I'm with Jim Cramer. So Jim, you know, they came out with their quarterly earnings, definitely surprised the market. ...

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Investors Lose In Crowdfunding

Wed, 24 Apr 2013 06:00:00 EDT

NEW YORK (TheStreet) -- The crowd that crowdfunding helps is not the investor crowd, but the company crowd. The crowdfunding concept has always been first and foremost about business assistance -- not helping out newbie venture capitalists. It was born after all out of the Jumpstart Our Business Startups (JOBS) Act -- not the Let's Look Out For Small Investors Act.

The rules and regulations have yet to be determined by the Securities and Exchange Commission; however, some movement has been detected for crowdfunding guidelines with accredited investors.

The issuance of two no-action letters by the SEC for AngelList and The FundersClub gives the market an idea of where the SEC's thinking is and how the companies plan to make money. Basically, the two companies submitted their business plans, and the SEC came back and approved those plans, essentially saying it would take "no action" if they proceeded with those plans. ...

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Marijuana Goes Corporate on 420

Sat, 20 Apr 2013 08:00:00 EDT

NEW YORK (TheStreet --It wasn't long ago that April 20th was just another day. Now, it's become the de facto National Marijuana Celebration day, and companies are lining-up to sponsor a 420 event.

The origin of the use of 420 as a code word for pot has been debated. Some attribute it to the time of day when high schoolers at San Rafael High School in California got together to smoke, others to High Times editor Steve Hager suggesting that 4:20pm is an ideal time to get stoned. For a long time, it was thought to be a police code for marijuana smokers but that myth debunked.

Regardless, 420 is now becoming the subject of festivals and concerts, especially in Colorado and Washington state, where medicinal marijuana is legal. Even in Texas, which hasn't relaxed its marijuana laws, there are at least 10 events in Houston alone featuring the 420 moniker. ...

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Cramer: 'Realogy Is For Real'

Fri, 19 Apr 2013 16:26:13 EDT

NEW YORK (TheStreet --

Debra Borchardt:

Realogy is going to be reporting their earnings on May 1, but ahead of that we're going to talk about this hot real estate stock. Jim, we all know that the real estate market has been definitely on a path to recovery. ...

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Don't Toss Those Stadium Giveaways

Wed, 17 Apr 2013 12:58:42 EDT

NEW YORK (TheStreet -- People love to hate on stadium giveaways. What is the appeal of a reusable bag from the NY Jets with "The Alliance for Lupus Research" plastered all over it? Or how about a toiletry bag from the Chicago Cubs?

The New York Knicks recently celebrated the 40th anniversary of their NBA championship and the giveaway that night was a replica champ ring. No offense, but what does a person do with that?

Well, it turns out you can sell it. There is an active market for stadium giveaways on eBay , with more than 600 items listed for sale. Also see: New York Knicks Tickets: 'Tantalizing' >> ...

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EVERTEC Gets Boost From Puerto Rico Tax Gift

Fri, 12 Apr 2013 14:28:48 EDT

NEW YORK (TheStreet -- EVERTEC shares were gaining 3.8% to $20.75 on the San Juan, Puerto Rico-based company's first day of trading on the New York Stock Exchange.

Debra Borchardt:

Evertec is a transaction processing company. It just went public today on the New York Stock Exchange . I'm here with the CEO, Peter Harrington. So your company is based mostly in the Caribbean area and this is an area that really has not gone as full force into electronic payments as say America so it seems like it's really got a high growth area for you. ...

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Cramer: Microsoft Is Not a Sell

Fri, 12 Apr 2013 11:24:15 EDT

NEW YORK (TheStreet --

Debra Borchardt:

Goldman Sachs and Nomura both downgraded Microsoft based on slowing PC sales. So Jim, no surprise that PC sales are down because of the tablet buying that's been going on, but certainly no one's seeing anyone in their IT departments going to the desks in the offices ripping out their desktops and slapping tablets on the table. ...

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Taylor Morrison's House of Mirrors Jumps on IPO

Wed, 10 Apr 2013 16:46:03 EDT

NEW YORK (TheStreet -- The market is apparently so thrilled to buy shares in newly listed homebuilder Taylor Morrison that investors seem reluctant to see what's behind the curtain.

Fresh on a successful initial public offering, shares of the Scottsdale, Ariz. homebuilder gained 4.7% on its first day of trading to close at $23.04.

Let's take a look at this company. First, the ownership structure warrants inspection. Taylor Morrison was acquired in 2011 by TMM, referred to as "affiliates of the principal equity-holders" in filings with the SEC. TMM then decided to make an acquisition that was rather pricey: a $1.2 billion deal for two homebuilders Taylor Woodrow Holdings and Monarch Corporation. ...

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Cramer Picks Gold Coins Over ETFs

Tue, 09 Apr 2013 16:08:57 EDT

NEW YORK (TheStreet --

Debra Borchardt:

It's time to revisit gold with Jim Cramer. If you've been watching the price of gold it has been coming down. We are down eighteen percent from those 2011 levels of eighteen ninety. ETF selling, everyone's out of gold now. They are dumping that gold like a hot potato and Jim, we know that of course gold is affected by the price of the dollar which has been strong and let's talk about gold because there are a lot of things going on here with gold. Like I mentioned the ETF selling and then we have this weird side note of the states starting pass legislation to make it legal tender which is kind of an odd side note. ...

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'General Electric Is a Buy' - Cramer

Tue, 09 Apr 2013 13:43:27 EDT

NEW YORK (TheStreet --

Debra Borchardt:

General Electric said that they were going to acquire Lufkin Industries for almost three billion dollars. Lufkin is an oil service company that makes lifts. Now you might want to know what a lift is. A lift is not a lift like a car lift, it's a pump and it's helping to pump the stuff out of the ground and get it to the surface. GE has a few years ago said that they wanted to go way more industrial and they've been shedding the assets that weren't industrial and this is part of this whole oil production servicing side. ...

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JOBS Act Creates Crowdfunding Industry but No IPOs

Thu, 04 Apr 2013 07:05:13 EDT

NEW YORK (TheStreet --- It's been one year since the Jumpstart Our Business Startups (JOBS) Act was passed with the intention to reduce red tape and costs for initial public offerings. The theory was that by doing this and creating crowdfunding for companies, the IPO market would take off. Unfortunately, the only thing created has been a crowdfunding cottage industry, but no crowdfunded IPOs.

Part of the problem is that the Securities and Exchange Commission hasn't passed any crowdfunding rules or regulations this year. Next week, Mary Jo White goes before the Senate for approval as SEC chief. She's expected to get the nod and would probably be at her desk by month's end. She has already stated that this is a priority for her and it would be an easy way to hit the ground running. Rules can be proposed and opened up for the public comment process and while that is happening the SEC can fix and tweak them. So it's realistic to think there will be rules by the end of the summer at best and the end of the year at worst.

In the meantime, many crowdfunding companies have been established as they gear up for the opening of the market. How these sites will make money is still unknown. Do they charge the investors? Do they charge the companies for listing? How do they pay for due diligence? Sara Hanks, CEO of Crowd Check, believes portals will be made to do something with regards to vetting companies. ...

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Cramer's Top Regional Bank Picks

Mon, 01 Apr 2013 16:56:06 EDT

NEW YORK (TheStreet --

Debra Borchardt:

A judge has dismissed anti-trust claims against the banks with regards to Libor. Jim, this effects 16 some odd banks saying that Libor does not harm competition. It's a cooperative endeavor and can't be viewed as competitive. So, this is clearly a positive for the banks because that was a little bit scary that anyone under the sun could sue them for Libor. ...

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Cramer Picks Safeway Over Whole Foods

Mon, 01 Apr 2013 16:16:26 EDT

NEW YORK (TheStreet --

Debra Borchardt:

We are going to talk about grocers. Jim normally grows all of his vegetables, but sometimes you've got to go to the grocery store, right? And when we look at grocery stocks, that is a whole lot different than the grocery store we like to visit. One of the names you like here is SafeWay over, say, WholeFoods . Now when you look at the chart on WholeFoods, it's a little wonky but SafeWay's been going up. ...

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Cramer: Dollar General, Five Below Are Buys

Tue, 26 Mar 2013 10:49:14 EDT

NEW YORK (TheStreet -- Debra Borchardt: Dollar General reported their earnings this morning and some have seen a cloud in these earnings, not the silver lining. I'm here with Jim Cramer. So Jim, I've got to say, listen, these earnings up 9.2%, revenue up. They beat the estimate. Sales growth 10 to 12% . . . I did not see a lot of bad in here.

Jim Cramer: There wasn't.

Debra Borchardt: And I was surprised that some people were pointing to it, "Oh, but it missed and it wasn't that great." Also see: Cramer Greets the 21st Century: Airbnb ...

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