🙃 Inverse Cramer Weekly Update – Dec 19
MONDAY JAN 13
That’s the worst collection of brands I’ve ever seen. I think those guys should continue to go lower. And they’re living up to the recommendations.
-On Kraft Heinz ($KHC)
They’ve got tremendous design. Patrice Louvet is a dynamite. You’ve got a winner there.
-On Ralph Lauren ($RL)
You need the fed to cut rates 17 times for that to happen – I mean maybe 42 times. I would be very slow in buying that stock.
-On Aspen Aerogels ($ASPN)
They are so good. This is there moment. I think you’ve got a total winner. I would stick with it.
-On Alaska Air Group ($ALK)
I like the stock very much (Buy, Buy, Buy). These guys are so smart. I would be a buyer.
-On KKR & Co ($KKR)
TUESDAY JAN 14
Christine is doing a remarkable job with Dutch Bros. You buy some now and you buy some lower.
-On Dutch Bros ($BROS)
I’m not a fan of most of the container and commercial cargo ships because they tend to be too episodic for me. I’m going to take a pass.
-On Ardmore Shipping ($ASC)
That is a sell – it doesn’t matter. Accounting irregularities equals sell.
-On SMCI ($SMCI)
WEDNESDAY JAN 15
The RNA-based therapeutics companies are not doing well. I wonder if this is like a reverse halo effect because of Moderna. It’s troubling – I don’t want to be there.
-On Sarepta Therapeutics ($SRPT)
I want you to sell Viking therapeutics and roll it into Viking Holdings. It does not save lives, it does not lower your blood pressure, but darn to have a good time.
-On Viking Thera ($VKTX)
No, no, no. I do not dig RIG. I’m going to take a big serious pass on your stock.
-On Transocean ($RIG)
I say you hold on to DuPont, it’s very cheap versus the rest of the group.
-On DuPont ($DD)
THURSDAY JAN 16
This is a multi year move. We’re not going to look at it on a quarter by quarter basis. I think it’ll be higher long term.
-On Amazon ($AMZN)
By all means, if you love Bitcoin, you’ll really love that stock.
-On MicroStrategy ($MSTR)
It’s a very inexpensive fintech company. I think you should buy the stock. It has always been a good buy for as long as I can remember.
-On Virtu Financial ($VIRT)
I feel very strongly that Best Buy is very cheap down here.
-On Best Buy ($BBY)
FRIDAY JAN 17
Put half on it and wait for a 10% decline (Buy, Buy, Buy).
-On Robinhood Markets ($HOOD)
It’s been a horse. It’s been a great stock. I say you to stick with it.
-On Lousiana Pacific ($LPX)
(don’t buy, don’t buy)
-On Easterly Government Properties ($DEA)
I think Adobe has come so far down. I’m going to call it a buy.
-On Adobe ($ADBE)
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