π Inverse Cramer Sep 18

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THURSDAY SEPT 18

Itβs got no growth. It got big yield but thatβs not what we want. We want growth. Growth and compounded income are how we make money here.
-On Western Union ($WU)
Johnson Controls has done a very good job of moving into the data center. I do like Vertiv more, but Johnson Controls is a very good company.
-On Johnson Controls ($JCI)
We have to see another quarter, because that was really a suboptimal situation. Iβm not going to back it. I love the business; I just need a good number.
-On MNTN ($MNTN)
No. Weβre not going to be in that thing.
-On Nordic American ($NAT)
You donβt want to be in it.
-On Occidental Petroleum ($OXY)
I donβt want to dump it right here. But I donβt expect a lot of upsides.
-On Kenvue ($KVUE)
That’s a wrap. As always, we’ll be following Cramer’s every move so you can do the opposite.
See you tomorrow,
-IC