🙃 Inverse Cramer July 16
TUESDAY JULY 16
Fortinet is not my favorite, Palo Alto is. We own it for the capital trust.
-On Fortinet ($FTNT)
Sarepta is a speculative situation where they have great science. I’m never going to bet against a biotech company with great science. Therefore, I bless owning the stock but it’s too risky for me.
-On Sarepta Therapeutics
No, don’t sell Match. They just got a very smart investor in there. You’ve got Starboard and there’s been other activist too. I think the Starboard letter is superb.
-On Match Group ($MTCH)
The problem is you are investing in retail. I do not want to be as exposed to retail right now.
-On Toast ($TOST)
I agree with you, Viking is terrific. I’ll put Viking and Carribean at the top of the heap. They are both excellent.
-On Viking Holdings ($VIK)
That’s a wrap. As always, we’ll be following Cramer’s every move so you can do the opposite.
See you tomorrow,
-IC