🙃 Inverse Cramer Weekly Update – Mar 15


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MONDAY MAR 9

No, because the company is too levered to private credit. We don’t want to go with private credit. The world has change, private credit is not a good thing.

-On Hamilton Lane ($HLNE)

You’ve got it. That’s like a mini Vertiv, good call.

-On Nvent Electric ($NVT)

I don’t think you need it. I would go.

-On Agilent Tech ($A)

Too much risk in there. I don’t want Google coming in after me.

-On AppLovin ($APP)

You stick with that one (Buy, Buy, Buy) it’s going to go higher.

-On Intuit ($INTU)


TUESDAY MAR 10

It’s oil and gas so you’ve got to trip. I want you to sell half.

-On EOG Resources ($EOG)

Go against the sellers (Buy, Buy, Buy). I would buy some right here, and leave some room, buy some at 290 and then get longer if it gets to 280. That’s how I play it.

-On American Express ($AXP)

You’re in a good one (Buy, Buy, Buy).

-On LyondellBasell ($LYB)


WEDNESDAY MAR 11

The last quarter was not to be liked. I want you to sell.

-On MongoDB ($MDB)

It’s good technology. It’s very expensive stock, but I’d think I would ride it through.

-On FormFactor ($FORM)

It’s a big let down.

-On Recursion-Pharma ($RXRX)

I don’t hesitate to recommend any oil and gas after this big run. But if it comes in, I’m going to say yes.

-On Devon Energy ($DVN)

I like the stock very much.

-On GE Vernova ($GEV)


THURSDAY MAR 12

This is the kind of stock that you want to own in this environment. I would buy some more if it came down.

-On Energy Transfer ($ET)

I do want to own Eaton.

-On Eaton ($ETN)

I want you to cut off it because it’s been not a great stock. Play the rest with the house’s money, see where it goes.

-On Nordic American Tankers ($NAT)

I would sell that stock. We’ve been around the block with those guys since forever, and I don’t like what they’ve done for years and years now. I don’t think it’s worth investing in.

-On B&G Foods ($BGS)


FRIDAY MAR 13


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

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