🙃 Inverse Cramer Sep 2
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TUESDAY SEPT 2
I don’t want you to buy more. It’s up 50%, let’s take a little off the table just to be prudent. It’s a monster stock and it’s very well run, but little off the table would certainly make you feel better.
-On Applovin ($APP)
Very good regional. I’m not going to recommend anything rather than owning bank stocks.
-On Ameris Bancorp ($ABCB)
This is a pure spec, ok. Own it, but count it as part of your speculative portfolio and no more than that.
-On 4D Molecular ($FDMT)
This is just a very good company. You’re with me.
-On SiTime ($SITM)
I like D.R. Horton. I see your D.R. Horton and I raise you with Toll Brothers.
-On D.R Horton ($DHI)
Typically I would not recommend advertising stock. It’s not my favorite, but I think advertising is not a good business, but is the best of the lot.
-On Lamar ($LAMR)
That’s a wrap. As always, we’ll be following Cramer’s every move so you can do the opposite.
See you tomorrow,
-IC