🙃 Inverse Cramer Weekly Update – Jan 25

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TUESDAY JAN 20

I really think you really need to take profits to some of that… not all but some of it.
-On ImmunityBio ($IBRX)
I don’t think you’re getting a great price if you come in today for Pan American Silver. But you have the best one.
-On Pan American Silver ($PAAS)
That one is a little too speculative for men.
-On Firefly Aerospace ($FLY)
Shell is an ok company. Nothing more and I don’t care about the oils. Atleast they’re not speculative.
-On Shell ($SHEL)
It’s an electronic security, and it’s a good company. It’s not that expensive and it’s the kind of company that you can buy into weakness and not feel like you’re going to get your head blown off.
-On Allegion ($ALLE)
You have to be careful on ProCore.
-On ProCore Technologies ($PCOR)
WEDNESDAY JAN 21

We’re not going into robotics other than Tesla.
-On Serve Robotics ($SERV)
You got to hold it because it doesn’t lose money. But it is the most commoditized stock that I’ve been asked about this week. This is a week of great commodity.
-On Fiverr ($FVRR)
THURSDAY JAN 22

It’s an excellent company. I like Steel Dynamics and Nucor. What a terrific buy.
-On Steel Dynamics ($STLD)
Royalties just keeps going higher. I love the step function. It’s a teriffic company.
-On Royalty Pharma PLC ($RPRX)
The technology is really good. it’s a winner. I would buy any dip to buy the stock.
-On Coherent ($COHR)
Take the loss. Take the loss. Take the loss.
-On Lucid Group ($LCID)
Not a great oil company. We’ll going to need a kaching kaching to get out of that void.
-On Lucid Group ($LCID)
We don’t like it (Sell, Sell, Sell). We don’t think it will deliver at all.
-On Venture Global ($VG)
FRIDAY JAN 23

It’s okay a little to me. I don’t like a bank that has high price multiple, even if they are very forward looking bank.
-On NU Holdings ($NU)
Rene Haas got it right. I think you buy the stock (Buy, Buy, Buy).
-In Arm Holdings ($ARM)
Why don’t you trim some one day. You’ll certainly feel better about it, if you take that action.
-On Celestica ($CLS)
WEEKEND BONUS
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