🙃 Inverse Cramer Weekly Update – Apr 27
MONDAY APR 21
I think Simon Property should be bought and bought right here.
-On Simon Property ($SPG)
I like aerospace very much. There’s no reason to descend to TransDigm when you have GE.
-On Transdigm ($TDG)
Gold is going higher still. And Barrick Gold has a lot more room to run, I think it’s doing better. I think GOLD is a good place to be.
-On Barrick Gold ($GOLD)
TUESDAY APR 22
It’s an interesting spec. I like the idea, I think it’s a good call.
-On Coupang ($CPNG)
Too speculative my friend.
-On USA Rare Earth ($USAR)
I’m a believer in data center, but I got to tell you, I feel very lonely in there. I’m not going to hang my hat on it.
-On Coreweave ($CRWV)
I think it’s a buy. I’ll take some right here.
-On Quanta Services ($PWR)
WEDNESDAY APR 23
I like Uber very much. I think it goes higher. Hold it for multiple years.
-On Uber ($UBER)
That’s a good space.
-On PayCom ($PAYC)
Arista Networks is down way too much. This stock is being treated as if it is a loser. I want to buy it at $70.
-On ANET ($ANET)
You got to tell him not to get near Venture Global.
-On Venture Global ($VG)
THURSDAY APR 24
I think Reddit is a very good stock. Management do a great job. I would be a buyer.
-On Reddit ($RDDT)
I’ll put a little here and wait for some.
-On Walmart ($WMT)
Too risky. I want you to get out of that right now.
-On OneMain Holdings ($OMF)
It doesn’t really have the sales that I really like, but I think it can bounce from here.
-On Harley-Davidson ($HOG)
FRIDAY APR 25
Do not sell it here.
-On Arm Holdings ($ARM)
No, no. Look, we like Bitcoin. We want Bitcoin, we buy Bitcoin.
-On MicroStrategy ($MSTR)
I think you got a good situation going there. I like BHP.
-On BHP Group ($BHP)
CRAMER CLASSICS
WEEKEND BONUS
That’s a wrap. As always, we’ll be following Cramer’s every move, so you can do the opposite.
See you tomorrow,
-IC