🙃 Inverse Cramer Sep 17
TUESDAY SEP 17
I like Pfizer here. I like the 5.6% yield, their cancer strategy, and what Dr. Bourla is doing. The answer is yes, buy more.
-On Pfizer ($PFE)
First Solar is a stock. I like that. Let’s throw in Nextracker. You’ve got to stick with Shug, NXT. It’s much cheaper than First Solar.
-On First Solar ($FSLR)
This has just been a merger from hell. I’m not into the stock; I’m not into the growth rate. I actually prefer—and I’m not jerking around—the stock of Disney, and that is saying something.
-On Six Flags Entertainment ($FUN)
Total winner. That is an amazing stock. It still has about a 3.3% yield. You can still make money on it. I know it’s up huge, but boy, talking about a housing shortage, talking about apartment complexes, it’s got them all.
-On Equity Residential ($EQR)
Moderna has been a big disappointment with all that money. I thought they would come up with it.
-On Moderna ($MRNA)
I don’t understand the short position because this is a very well-run company. It’s terrific and not expensive because maybe it’s been exposed to some oil and gas. I think Powell is a buy. I reiterate it’s a buy, and I think it’s an opportunity to buy it right now.
-On Powell Industries ($POWL)
That’s a wrap. As always, we’ll be following Cramer’s every move so you can do the opposite.
See you tomorrow,
-IC