🙃 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