๐ Inverse Cramer June 28

FRIDAY JUNE 28

Another company that does processes and packaging for electricity and distribution. All of these companies are on fire. This is a good one.
-On Powell Industries ($POWL)
It didnโt have a great quarter. Weโd rather own TradeDesk, I like that.
-On DoubleVerify ($DV)
This is a really interesting situation. Letโs say I recommend that because it got the 9% yield, then it goes down, I have no idea what loans they have and whatโs inside that company. So, I cannot recommend it even though it has a good yield.
-On Ares Capital ($ARCC)
That’s a wrap. As always, we’ll be following Cramer’s every move so you can do the opposite.
See you tomorrow,
-IC