WEDNESDAY JUN 4 I like Dominion. It’s fine. For a while, I was worried about the balance sheet. I think we’re ok with Dominion. -On Dominion Energy ($D) No, not a fan. Yield too low. -On Iron Mountain ($IRM) That’s a wrap. As always, we’ll be following Cramer’s every move so you can do the…
TUESDAY JUN 3 If you have not something good to say, don’t say it at all. -On GoodRX ($GDRX) It doesn’t make any money. I just don’t know if it has the horses. -On Arrowhead ($ARWR) Ramaswamy. The guy is cerebral, and he’s got a real good closing sense, and man, does he ever have…
MONDAY JUN 2 I’m not fighting it. You can own it. It’s a nice speculative stock. -On Aurora Cannabis ($ACB) It’s very cheap, but I don’t have a catalyst. I would still rather own Nvidia than I would Skyworks. Got to go with the best of breed. -On Skyworks Solutions ($SWKS) We think Sezzle’s had…
FRIDAY MAY 30 I think this stock actually is going to go higher. Why? Because it’s Brad Jacobs. He will not let it stay down here. The man is billions. -On QXO ($QXO) I cannot believe how low it’s gotten. It’s a very good company. -On Gentex ($GNTX) ET is an absolute terrific company. It’s…
THURSDAY MAY 29 I think with the ones that is out there, this is the best. The stock would probably go to $25. -On D-Wave Quantum ($QBTS) This one has too big a run, and I’m not there for it. 40x earnings is a lot to pay for that kind of company. I just can’t…
I like it. I am worried that the defense budget may be cut, but this is homeland security. I think it’s a good opportunity, the stock’s come down a great deal. Let’s pull the trigger (Buy, Buy, Buy).
-On Leidos Holdings ($LDOS)
TUESDAY MAY 27 I’d rather be in the Phillips, the PSX. We’‘ll see what happens. I think Valero’s already had too much of a run. -On Valero Energy ($VLO) It’s so high, and it’s losing so much money. But it’s quantum. It’s too speculative for me. -On IONQ ($IONQ) That stock is a rocketship. Again,…
MONDAY MAY 19 Zoom’s last quarter is pretty good. They do have some good apps. I think they’re doing a lot right, but it’s taking them a very long time. -On Zoom Communications ($ZM) IBRX is not a good stock. They’re losing money forever. I’m not in their camp. -On Immunity Bio ($IBRX) They’re now…
FRIDAY MAY 23 We’ve bought some just the other day for the capital trust. I just think this is a decent level to start a position if you don’t have any (Buy, Buy, Buy). -On Eli Lilly ($LLY) That one’s done. I say take your money out that you put in and then you can…
THURSDAY MAY 22 It’s actually the, I think the best of the lot these days. I just don’t want to stick my head out and get it cut off at a time when I think that OPEC+ is going to do another big slug of oil. -On ConocoPhillips ($COP) I like Vertiv. It bounced well…