🙃 Inverse Cramer Weekly Update – Nov 17
MONDAY NOV 11
No Show
TUESDAY NOV 12
I want to tell you to (Buy, Buy, Buy) ET.
-On Energy Transfer ($ET)
Let it run (Buy, Buy, Buy). I think it’s a winner. I’m trying to get people to stay in great situations, not trade around them. Great job.
-On T-Mobile US ($TMUS)
I think it still works higher (Buy, Buy, Buy). Data centers are using too much energy; they’ve got a solution. I’ve liked them for a long time.
-On Constellation Energy ($CEG)
I want you to buy a little tomorrow, wait literally for down 10, and then buy a little. Get a full position by the time it goes 50, and you and I will do very well with ISRG.
-On Intuitive Surgical ($ISRG)
WEDNESDAY NOV 13
I think it’s fine… It’s consistent. Take a look at the long term, this one is pretty terrific. I like it.
-On American Water ($AWK)
They’re crushing it this holiday season. These guys are doing so many things right. That last quarter was tremendous. But the key is Europe. That’s the delta that’s going to move it higher.
-On Amazon ($AMZN)
It shouldn’t take a beating. It did a good job (Buy, Buy, Buy). The sellers are wrong-headed, and you know what? The stock is starting to make me, and you look good.
-On Microsoft ($MSFT)
This is a very hard stock to value, and maybe it’s a keepsake. I can’t figure out how to put a number to it. That said, it sure does trade like crazy, doesn’t it?
-On Trump Media & Tech
You get a nice trade if you buy the stock at $5 and $6.
-On SoundHound ($SOUN)
THURSDAY NOV 14
Altria is undervalued, but I can’t recommend it because I won’t recommend tobacco stocks. I just don’t think I should recommend something that’s too bad for you.
-On Altria ($MO)
Accounting irregularities equal (Sell, Sell, Sell)-The whole way until it’s cleared up, and these guys didn’t clear up anything.
-On Super Micro Computer ($SMCI)
This thing broke down so badly…This company is going to lose money for a long time. I prefer not to be in stock that will lose a lot of money for a long time.
-On Boeing ($BA)
It’s disturbing to me. I just don’t know what is wrong. I know they have some failures, but my god, this thing is going lower.
-On AstraZeneca ($AZN)
FRIDAY NOV 15
I’ve been behind this stock for a very,, very long time, even since the previous CFO. This stock finally made a major move, and it’s not done.
-On Block ($SQ)
It’s very good, but I’ll tell you what we’re buying for the capital trust.. which is BlackRock. It’s gotten better growth and more consistent management.
-On Northern Trust ($NTRS)
Dow is very hard to own here. Dow has to do an upside surprise. Dow has to get the cost lower. Dow has to see an order increase, but they don’t have that right now.
-Dow ($DOW)
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