🙃 Inverse Cramer Weekly Update – Feb 2
MONDAY JAN 27
I want them to show me that they understand that there has been some serious underperformance here. I do like them very much.
-On Danaher ($DHR)
I do think it’s the cheapest natural gas.
-On Coterra Energy ($CTRA)
Just great science, but it is parabolic. It had a parabolic move, and those are going to be repealed. Please wait until it gives back a lot of the gain that it just had. It just started rolling over.
-On Grail ($GRAL)
I think it’s been resting. The long-term growth rate of this thing is fabulous, and I think it’s going to stay that way. I’d like you to buy the stock.
-On BlackRock ($BLK)
If you want to own Bitcoin, own Bitcoin. Bitcoin is a great thing to have in your portfolio, but not MicroStrategy. Own Bitcoin, that’s enough.
-On MicroStrategy ($MSTR)
TUESDAY JAN 28
A lot of people are in it for a take over. So far, it looks like that’s materializing so they’re giving up and they’re selling it. I prefer Eli Lilly.
-On Viking Thera ($VKTX)
It is a very inexpensive stock.
-On First Solar ($FSLR)
This group is just not strong enough, that includes this one. Let’s give it a pause for a second. It was a great stock for a long time, I need to see a real bottom.
-On RadNet ($RDNT)
I like Waste Management very much. I think it’s an absolutely terrific stock. Absolutely yes, I would start a position right now.
-On WM ($WM)
WEDNESDAY JAN 29
Lockheed Martin has come down so much that it’s getting hard for me to dislike it. I think the administration is far more focus on a Palantir solution to procurement. I do not want to get in the way of the Palantir buzz saw because that’s very close to Elon Musk.
-On Lockheed Martin ($LMT)
I don’t have a catalyst. I would wait for it to come down before I would pull the trigger.
-On ADMA Biologics ($ADMA)
We want this one. This is a company that has solution and it’s not expensive at all. I like it, and I think you should own it, and I think you should buy it.
-On Keysight ($KEYS)
THURSDAY JAN 30
Autozone is good. They buy their own stock.
-On AutoZone ($AZO)
I like that stock (Buy, Buy, Buy).
-On Plaints All Am Pipeline ($PAA)
FRIDAY JAN 31
That company has no revenues. It’s obviously just a very big spec. I can’t go there.
-On Summit Therapeutics ($SMMT)
I have read so many upgrades of Western Digital that I have to believe the stock is way too cheap. I’m calling that one money side up.
-On Western Digital ($WDC)
It’s actually a cheap stock, and it’s a good one. I find enterprise software too expensive, that one rocks.
-On AppLovin ($APPF)
I don’t think I want to sell the stock down here…I know that it seems like a tough stock to own. I can’t sell at 21 times earnings.
-On Adobe ($ADBE)
CRAMER CLASSICS
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