🙃 Inverse Cramer Weekly Update – Dec 14


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MONDAY DEC 8

Jim’s a no-show


TUESDAY DEC 9

The only thing worse than housing is cars. I’m going to have to stay away from that one.

-Dorman Products ($DORM)

There are better places to play the data center, but it’s doing very, very well.

-CoreWeave ($CRWV)

I think Alaskan’s good, but as a trading vehicle only.

-Alaska Air Group ($ALK)


WEDNESDAY DEC 10

Hexcel’s a very good company.

-On Hexcel ($HXL)

No, SoundHound doesn’t make any money.

-On SoundHound ($SOUN)

No, you got to keep looking in something else. It’s not going to do it for you.

-On Root ($ROOT)

The stock is going higher. I think Ernie Garcia has a better model than anybody else.

-On Carvana ($CVNA)

I’ve taken a liking to it down here. I think you’ve got a buying opportunity in AES.

-On AES ($AES)


THURSDAY DEC 11

I like Bitcoin and I think you should just own Bitcoin. I don’t want any derivative of Bitcoin, I just want Bitcoin.

-On Strategy ($MSTR)

I like BNS. It’s very good company. It yield 4%.

-On Bank of Nova Scotia ($BNS)

The space stocks are plain and simple specs. I’m not against it, but you have to understand that if it goes down, it’s speculative. You could lose a lot of money.

-On AST SpaceMobile ($ASTS)

It’s too rich a stock. I don’t want to own this stock.

-On Dexcom ($DXCM)

You’re going to get a Booyah…(Buy, Buy, Buy) I like the nuclear component there, I think it’s a very well-run company.

-On NRG Energy ($NRG)

That is such a good company (Buy, Buy, Buy). That is such a good company.

-On MercadoLibre ($MELI)


FRIDAY DEC 12

I like EPD. That’s your company. That’s the one you want to be in.

-On Enterprise Products Partners ($EPD)

I think it’s had such a run. I can’t say yes to that.

-On Lumentum Holdings ($LITE)

T-Mobile’s being hurt by the death star that’s Elon Musk, and, I have to tell you, I would be worried too. I have to wait, it has not settled down yet.

-On T-Mobile US ($TMUS)

Do not sell DuPont.

-On DuPont de Nemours ($DD)


CRAMER CLASSICS


That’s a wrap. As always, we’ll be following Cramer’s every move, so you can do the opposite.

See you tomorrow,

-IC

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