🙃 Inverse Cramer Weekly Update – Oct 27
MONDAY OCT 21
Prices are low; business are high; I would buy LNG absolutely. The stock is up a great deal, but yeah it’s the right time.
-On Cheniere Energy ($LNG)
GE Vernova maybe one of the situations where it sells off on good news. I think you’re gonna get good news… The company is doing incredibly well. Be aware that they are the way that people are playing the power to the data centers.
-On GE Vernova ($GEV)
It’s really hard. It sells at high multiple. I think HubSpot is playing with fire frankly and I do not want to play with fire.
-On HubSpot ($HUBS)
That’s a small scale nuclear module reactor… That company is losing a lot of money. You might as well go again with GE Vernova, that’s something to fall back on and you still get the nukes.
-On NuScale ($SMR)
I have felt that company is overvalued. I keep waiting for Starlink to come out and get more involved. I cannot recommend AST SpaceMobile… It doesn’t make any money.
-On AST SpaceMobile ($ASTS)
TUESDAY OCT 22
This is a phenomenon stock. There’s no level at which the buyers won’t take this stock higher. I’m gonna hold into it as a spec and let them walk it up. I think the buyers want this to be the best-performing stock in the S&P 500. I’m not kidding; I think that’s their goal, and they will accomplish that.
-On Palantir ($PLTR)
I don’t think Stanley Black & Decker will give you a discouraging forecast. I’m going to say you’re fine because it also has a 3% yield. I’m going to continue owning it; we are not selling it.
-On Stanley Black & Decker ($SWK)
WEDNESDAY OCT 23
That one is the best-yielding company, so I think you can own it. It has a 5% yield, and it does have the money to pay for that, so I say you’re okay with that.
-On Viper Energy ($VNOM)
No, Nextracker is a mistake I made. It’s a stock that won’t do well if Vice President Harris doesn’t win. I made a mistake, and Nextracker is one of them. I’m holding it, waiting for the bounce, and then it’s goodbye.
-On Nextracker ($NXT)
That is what I say—an opaque company. There’s just not enough information. With no analyst, no coverage, I can’t get a beat on DJT.
-On Trump Media & Tech ($DJT)
I like the situation. Christine Barone tells a very good story; they are not being reckless anymore.
-On Dutch Bros ($BROS)
THURSDAY OCT 24
Enphase has just been clobbered already. I don’t want you to sell it all the way down here.
-On Enphase Energy ($ENPH)
Cigna is very well run, it’s pro shareholder. I like Cigna, it’s two thumbs up.
-On Cigna Group ($CI)
A lot of people feel that it’s Zim’s time. Historically I lose a lot of money that I made on shipping stocks. I say stay away.
-On Zim Integrated ($ZIM)
Buy. I like Broadcom.
-On Broadcom ($AVGO)
FRIDAY OCT 25
This company is the best in the business. They are terrific; They are partners with Nvidia, I think you should own it.
-On Taiwan Semi ($TSM)
It’s a spec…It’s losing money… And I think it’s too high.
-On EVgo ($EVGO)
They are overreaching talking about buying Intel. They’re on the wrong side of trade and lawsuit on Arm. I’m not a fan.
-On Qualcomm ($QCOM)
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