🙃 Inverse Cramer Aug 14
WEDNESDAY AUG 14
I don’t like the foundries business so much. It turns out that the only people that know how to make them cheaply is Taiwan Semis. Taiwan Semis is the way to do it.
-On GlobalFoundries ($GFS)
Linda Rendle has done a remarkable job. She did not get a good hand. I like her. I’m a buyer of Clorox (Buy, Buy, Buy).
-On Clorox ($CLX)
I’m not recommending any airlines.
-On Delta Air Lines ($DAL)
My least favorite in magnificent seven. Why? They don’t run the company well.
-On Alphabet ($GOOGL)
That’s a wrap.
As always, we’ll be following Cramer’s every move so you can do the opposite.
See you tomorrow,
-IC