Cramer's Lightning Round – Vale Is A House Of Pain (7/1/13) + MORE

Ron Baron isn’t as famous as Warren Buffett or Peter Lynch, but the founder of Baron Capital Group deploys an investment philosophy that’s not unlike the better-known investment giants: Start with in-depth research, ignore short-term market volatility and think long term.
It sounds so simple, yet the average individual investor and most professional investment managers are incapable of ignoring short-term market-moving events…

July 2 (Bloomberg) — John Schwinghamer, portfolio
manager at ScotiaMcleod Inc., and author of “Purple Chips”,
discusses investing in the best of blue chip companies.
Schwinghamer talked with Bloomberg’s Pimm Fox and Carol Massar
on Bloomberg Radio’s “Taking Stock” on July 1st.

When it comes to analyzing balance sheets, there are retailers, and there is everyone else. 
Retail-based businesses need to worry about inventory levels, sales markdowns, cash balances and many other balance sheet items throughout the year, especially as many are profitable only during the holidays…

Six months have passed in 2013 and the financial world has had plenty to buzz about. From a bull run in U.S. to worries over the stability of the global economy, the first half of the year has been one of the most memorable stretches the investing world has seen in a long time.    

Filed under: Investing

Yesterday, the Winklevoss Bitcoin Trust filed a registration statement with the SEC to offer an exchange-traded fund that if approved will give mainstream investors easier access to the controversial cyber-currency. But even if the ETF gets regulatory approval, you shouldn’t invest before you know all the risks involved…

EmergDoc wrote:That’s a cool trick. If I could figure out how to make a pack with 20 lbs of camping gear and 30 lbs of climbing gear in it feel weightless it would really improve the quality of my trips. Maybe I should do some more pack shopping. Mine is 20 years old. I’d be willing to spend a few hundred bucks to cut off 5 lbs…

The misadventures of Hewlett-Packard (HPQ) in the mobile space are well documented. But apparently the company hopes to change its fortunes, as indicated by hints at an HP smartphone to get back in the mobile game.
Will it work? Well, there’s no way of making a real guess since there’s only rumor and speculation thus far…

Sometimes, looking at the fine print tells you everything you need to know.    

By SA Editor Miriam Metzinger: Stocks discussed on the Lightning Round segment of Jim Cramer’s Mad Money Program, Monday July 1. Bullish Calls:
Walgreen (WAG), CVS Caremark (CVS), Bed Bath & Beyond (BBBY): “Walgreen is a good stock. CVS is cheaper, though. BBBY is a stock everyone has written off…