From: James Cramer Sent: Tuesday, June 26, 2012 1:35 PM To: Nicole Urken Subject: NEWS CORP

Let’s gather research on this breakup and review the performance of our other breakup plays

From: Nicole Urken Sent: Tuesday, June 26, 2012 3:35 PM To: James Cramer Subject: Re: NEWS CORP

Research attached along with list for performance of recent breakups — Fortune Brands, Tyco, Sara Lee, Marathon, Conoco, ITT, Covidien, Abbott, McGraw Hill, Kraft

From: James Cramer Sent: Tuesday, June 26, 2012 4:11 PM To: Nicole Urken Subject: Re: NEWS CORP

Let’s also look back at Viacom / CBS and Altria / Phillip Morris

Typically, when earnings season kicks off — as it did this past Monday with the report from Alcoa — analysis shifts marginally from top-down, macro-driven to a more bottoms-up (or company-centric) posture. However, this season we remain saddled with a multitude of global growth concerns … and so, macro continues to reign supreme. The parade launch of quarterly report cards was preceded by the dismal pre-earnings present we received from the U.S. Labor Department last Friday. And internationally, continued uncertainty in Europe is front and center, exacerbated by continued debate over whether or not China will face a hard landing.

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