🙃 Inverse Cramer Weekly Update – Jul 12
MONDAY JUL 7
The missile story’s good. These are the kind of companies that are making a lot of people a lot of money.
-On Karman Holdings ($KRMN)
I have been against Annaly for many, many years. Because all these are a miss match of securities that I never know what they are. It’s got a big yield, but I want to own growth. Growth is the only safety in this market.
-On Annaly Capital ($NLY)
That’s where you want to be.
-On Lincoln Educational ($LINC)
TUESDAY JUL 8
Every time I think it will quit, it won’t quit. It’s a really good company.
-On Westinghouse ($WAB)
It became like a memestock. I’ve been a big believer in Robinhood for a long time; I’m not changing my view.
-On Robinhood ($HOOD)
I come back to say, ‘Own Bitcoin’.
-On Riot Platforms ($RIOT)
It’s just expensive, ok. And I don’t want you in it. I cannot recommend DigitalBridge, I am sorry.
-On DigitalBridge ($DBRG)
Keep watching, no pull trigger. Why? Because I do not like the oil stocks.
-On Schlumberger ($SLB)
WEDNESDAY JUL 9
One of the reasons why I don’t recommend these companies is because they lose so much money. That one is very speculative. It has lost a huge amount of money, so it’s very hard for me to get a handle on it.
-On Insmed ($INSM)
I don’t think that there’s anything investible in, honestly, in autonomous, other than Tesla. Waymo is not enough of an alphabet. I’m going to say no, too speculative.
-On Ouster ($OUST)
I like silver. First Majestic, not familiar with. The one that I’ve always recommended is Pan American because it’s been profitable for a very long time. PAAS, that’s the one you want to be in.
-On First Majestic Silver ($AG)
That company is losing money hand over fist. I just can’t go there. When it comes to AI, you know what I believe in. I believe in NVIDIA.
-On Tempus AI ($TEM)
THURSDAY JUL 10
I’m staying with Noto, other than the fact that I don’t like to see him on other shows. (Buy, Buy, Buy)
-On SoFi Technologies ($SOFI)
Goes higher (Buy, Buy, Buy). Hey, wait till they report then some clowns always sells, you can buy better then.
-On American Express ($AXP)
I think Fico’s fair. Isaac’s good.
-On Fair Isaac ($FICO)
Let’s wait for a pullback then let’s do some buying.
-On Lincoln Electric ($LECO)
FRIDAY JUL 11
It’s terrific. It’s the absolute best play for us to be able to build our ships, and we need a better Navy. I think it’s a buy.
-On Huntington ($HII)
This is one of the hottest stocks in the universe. It’s going to continue to be right. What can I say, I say (Buy, Buy, Buy).
-On Rocket Lab ($RKLB)
This thing is just a coiled spring when we get the new numbers. But don’t be too excited, there are many big studies coming down the pipe. How can you leave this one right here (Buy, Buy, Buy). I see people losing it and they shoudn’t.
-On Eli Lilly ($LLY)
Very tough situation. A company that has the answer about whether it has a problem problem paying the dividend or not, is a company that I say (Don’t buy, Don’t buy).
-On Conagra Brands ($CAG)
NXPI is the last of internet of things. I think you buy NXPI on Monday morning. I do not kid you, Monday morning, we’ll take a shot on that one (Buy, Buy, Buy, Buy, Buy).
-On NXP Semiconductors ($NXPI)
WEEKEND BONUS
CRAMER CLASSIC
That’s a wrap. As always, we’ll be following Cramer’s every move, so you can do the opposite.
See you tomorrow,
-IC