🙃 Inverse Cramer Weekly Update – July 29
MONDAY JULY 22
We’ve owned it for a long time. It’s been a huge winner, but I think its a hole here. I would own the stock.
-On Salesforce ($CRM)
Congratulations, that’s been a rocket. If I were you, honestly, I would take some off the table because you’ve got it already. Play with the house’s money and never ever worry. I do like this kind of biotechnology company. Take a little bit of the table so that I could sleep at night, for your own sake.
-On ADMA Biologics ($ADMA)
Everyone is turning on the data center trade. I think it’s the wrong thing to turn into. I would hold on to that stock. I would not sell that stock.
-On Vertiv Holdings ($VRT)
This one had a very big run. It’s up %86, and a lot of stocks that had a very good runs are coming in for sale. It’s only $9 billion company. It’s gonna have multiple year of goodness. I would just hold on to this stock, and if it drop some more, I would do some buying.
-On Cava Group ($CAVA)
You should be buying it hand over fist (Buy, Buy, Buy). I think this btw along with Reddit is the new companies that you have to be in because of the advertising dollars. I like Pinterest very much.
-On Pinterest ($PINS)
TUESDAY JULY 23
This is one of the companies with a remarkably high dividend yield. As long as it has a dividend yield, the stock will stay up. But when things start going bad, and they always do in this business, that yield starts going down. Beware. Right now, it’s still going up, but these things are slopes, and they just crash when that dividend goes down.
-On TORM ($TMRD)
Hard to stop the Trane, now that company will report soon, and the stock is straight up. Once it’s been straight up, it’s been selling off. But believe me, Trane is for real.
-On Trane Technologies ($TT)
We had Christian Klein on recently, and the guy was so impressive. But because it’s a German company, people don’t want to buy it. This stock is incredible. SAP is not done going higher.
-On SAP ($SAP)
This is central nervous system (CNS). If you can make a breakthrough in CNS, your stock will double, if not, it will just go down. That is a double-or-nothing stock right there.
-On Axsome ($AXSM)
WEDNESDAY JULY 24
In the same Venn diagram I would actually put TradeDesk TTD, which is down very badly today. That’s the one you want to buy.
-On Adeia ($ADEA)
I’ve been always a believer in the gold stocks. It’s now always working out but right now it is. Yours is good. But I prefer a mutual fund, that would be the best way.
-On Hecla Mining ($HL)
I’ve been always a believer in the gold stocks. It’s now always working out but right now it is. Yours is good. But I prefer a mutual fund, that would be the best way.
-On Hecla Mining ($HL)
All I know is that drones are working and therefore it’s a buy.
-On Aerovironment ($AVAV)
THURSDAY JULY 25
Yes, it’s absolutely a buy (Buy, Buy, Buy). I cannot believe that these thing has given up so many points. It is such a good company, even without these AIs. So yes, you want to buy it.
-On Dell Technologies ($DELL)
I am very mystified by Five Below. I don’t know what happened there. There are many operational problems, the CEO leaves, they don’t really explain what’s going on. They rushed opening stores. Until they get their act together, I’ve got nothing good to say about them.
-On Five Below ($FIVE)
I don’t really want Toyota stocks right here. They become way to dicey, prices are coming down, let’s say no to the autos.
-On Toyota Motors ($TM)
Crowdstrike is gonna bottom here. They are 97% through this problem. George is doing an admirable job. I don’t want to write this company off, Kurtz is too good.
-On Crowdstrike ($CRWD)
It’s kind of interesting. It’s a single family homes-I like that business very much. People really don’t know the company. I think your kid has got horsesense.
-On Dream Finders Homes ($DFH)
FRIDAY JULY 26
No calls.
WEEKEND BONUS
CRAMER CLASSICS
That’s a wrap. As always, we’ll be following Cramer’s every move so you can do the opposite.
See you tomorrow,
-IC