Inverse Cramer Weekly Update – Sep 8
MONDAY SEP 2
Labor Day.
TUESDAY SEP 3
It’s been a rocket but I think if you’re gonna be in robotics, you’ve got to be in ISRG, I like them.
-On Procept Biorobotics ($PRCT)
I like Zoetis very much. I think the suprise might be the Jets. I think the Jets may have a quarterback that could be very good if he stays healthy. I also like the receiving quarter. The defense is the best in NFL.
-On Zoetis ($ZTS)
I like Con Ed for like 70 points. It’s got a great yield. I think the stock could project itself even higher.
-On Con Ed ($ED)
WEDNESDAY SEP 4
Moderna is a problem. They should be making money and be able to do more with their money. They have not succeeded. They are losing money hand over fist. They’ve got to clean that up because that stock will not rally.
-On Moderna ($MRNA)
This company is losing so much money hand over fist that I can’t even look at it.
-On Oklo ($OKLO)
KKR is an excellent firm. I’ve known them for years and years and years. They’ve delivered time and time again. I think it’s a buy.
-On KKR & Co ($KKR)
Here’s the problem with Coca-Cola: straight up, way too far, way too fast, good company, 20 times earnings. No, doesn’t work for me. Let it come in.
-On Coca-Cola ($KO)
THURSDAY SEP 5
Carnival is not the one I like right now, it is Royal Caribbean. Royal has the best systems right now. It’s got the best numbers, it’s the one you want, not Carnival.
-On Carnival Corp. ($CCL)
Too inconsistent, my friend. They don’t get my buy with that level of consistency. I suggest you do Stanley or Black & Decker, that’s the one my trust owns. They’re better operators.
-On Whirlpool ($WHR)
I did not care for that last quarter or the explanation of why things have slowed. I favor Abbott-better machine.
-On Dexcom ($DXCM)
FRIDAY SEP 6
I like that stock. We’re all looking for situations where we can play the environment and the corporations, and we’ve got it.
-On GE Vernova ($GEV)
Lam Research is going down too much. This is a dangerous thing to say, but when you have a phenomenal company like Lam Research, and it is down from $1100 to $730, that to me is an overreaction; I’d rather be a buyer. But buy it slowly; do not buy it all at once; that will only lead to pain.
-On Lam Research ($LRCX)
These are very smart guys. I think the stock with a 3$ yield is one of the better plastic stocks in the market.
-On Eastman Chemical ($EMN)
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