🙃 Inverse Cramer Weekly Update – May 25
MONDAY MAY 19
Zoom’s last quarter is pretty good. They do have some good apps. I think they’re doing a lot right, but it’s taking them a very long time.
-On Zoom Communications ($ZM)
IBRX is not a good stock. They’re losing money forever. I’m not in their camp.
-On Immunity Bio ($IBRX)
They’re now in a good zone.
-On Edward LifeSciences ($EW)
I was late to this one. It’s a very very good company. I really like them, and money is finally coming through.
-On Sterling Infrastructure ($STRL)
TUESDAY MAY 20
No. I don’t like that, and that dividend is a sucker’s play. I don’t want you in that stock.
-On ZIM Integrated ($ZIM)
I’m going to have to say (Don’t buy, Don’t buy) because it’s just up too much.
-On Mosaic ($MOS)
It’s dead money. I don’t see much happening in the veterinary or livestock market at this very moment that’s going to help them.
-On Zoetis ($ZTS)
WEDNESDAY MAY 21
Marvell is right to be bought here (Buy, Buy, Buy). This level at $60 is a (Buy, Buy, Buy)
-On Marvell Technology ($MRVL)
It had great revenues. You can ride it. This is a young person stock. It’s not clear that this stock is sustainable, but it’s a nice call.
-On Pony AI ($PONY)
That business is dynamite. Pan American silver is the best silver mine, so I think you’ve got something going there (Buy, Buy, Buy).
-On Pan American Silver ($PAAS)
I think it is getting a little toppy…I sense that there is a trade here, not an investment, for the moment. You need to do a little kaching-kaching.
-On Micron ($MU)
THURSDAY MAY 22
It’s actually the, I think the best of the lot these days. I just don’t want to stick my head out and get it cut off at a time when I think that OPEC+ is going to do another big slug of oil.
-On ConocoPhillips ($COP)
I like Vertiv. It bounced well of the bottom. This company has incredible demand, and therefore I want to own the stock.
-On Vertiv Holdings ($VRT)
No, too much risk. Don’t be fooled, don’t reach for yield. If you need yield, just buy Realty Income.
-On Medical Properties Trust ($MPW)
I want you to own this for the long term. I think it would be a terrific situation.
-On Nucor ($NUE)
FRIDAY MAY 23
We’ve bought some just the other day for the capital trust. I just think this is a decent level to start a position if you don’t have any (Buy, Buy, Buy).
-On Eli Lilly ($LLY)
That one’s done. I say take your money out that you put in and then you can let the rest ride. Play with the house’s money.
-On Navitas Semiconductor ($NVTS)
Take your profit right now. Mr Cooper is done.
-On Mr Cooper ($COOP)
Rocket is a very fine company.
-On Rocket Companies ($RKT)
I like Rio Tinto, I like the yield, I like the company. It’s a globe throttling company. I like those guys.
-On Rio Tinto ($RIO)
Here’s where I am in Crypto. I am an owner of Bitcoin, I’m not going to deviate. I would be a buyer of Bitcoin.
-On DeFi Development ($DFDV)
CRAMER CLASSICS
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