🙃 Inverse Cramer May 5
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MONDAY MAY 5
It’s too risky. I would use natural and organic this year. My problem is that if the weather is not good, they do bad, and my tomatoes rot.
-On ScottsMiracle-Gro ($SMG)
I thought it was so good that I actually wrote the CEO saying that is some franchise. I own it when I was a hedge fund manager twenty years ago. Buy Banco Santander.
-On Banco Santander ($SAN)
No. The only one we are recommending in that area is MP Materials.
-On USA Rare Earth ($USAR)
No. As a matter of fact both Don said last night that he was so glad that he didn’t get into this life science world. I know that Debra Cafaro didn’t either. They know more than I do, I say (Sell, Sell, Sell)
-On Alexandria Real Estate ($ARE)
It can go higher, because the need for more LNG. I think it’s an ok idea, not great. I happen to like others better. But you know what, it’s fine. It’s a nice spec.
-On NextDecade ($NEXT)
MaxLinear is going more parabolic than any other stock in the market. Therefore, you’ve got to wait for that thing to come down.
-On MaxLinear ($MXL)
It is another company that I would have included at the top, because it’s such a great one for the data center.
-On Mastec ($MTZ)
That’s a wrap. As always, we’ll be following Cramer’s every move so you can do the opposite.
See you tomorrow,
-IC