WEDNESDAY MAY 21 Marvell is right to be bought here (Buy, Buy, Buy). This level at $60 is a (Buy, Buy, Buy) -On Marvell Technology ($MRVL) It had great revenues. You can ride it. This is a young person stock. It’s not clear that this stock is sustainable, but it’s a nice call. -On Pony…
TUESDAY MAY 20 No. I don’t like that, and that dividend is a sucker’s play. I don’t want you in that stock. -On ZIM Integrated ($ZIM) I’m going to have to say (Don’t buy, Don’t buy) because it’s just up too much. -On Mosaic ($MOS) It’s dead money. I don’t see much happening in the…
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…
MONDAY MAY 12 7.6% yield (Buy, Buy, Buy). The pipes are a great business here. They really are. -On Energy Transfer ($ET) I think it can bottom here. I still believe on the Seagen acquisition. Keep it here. -On Pfizer ($PFE) Very good stock. I would own the stock. -On Kinsale Capital ($KNSL) All the…
FRIDAY MAY 16 I think it continue to go higher. It fits the thesis of what we expect in the era of AI and the need to be in your game in non-AI jobs. -On Universal Technical ($UTI) I think Sezzle is in a crowded space. I would actually ring the register on some Sezzle….
THURSDAY MAY 15 No, there couple of quarters had been week. If you want in that industry, you have to buy Lam Research. That’s the best one. -On ASML Holding ($ASML) No. You want to buy the one that’s not going to stock split, which is AutoZone. -On O’Reilly Automotive ($ORLY) No. Engineering and construction,…
WEDNESDAY MAY 14 You’ve got the right to be worried. -On Omega Healthcare ($OHI) Astera Labs is a company that is incredibly well run that has tremendous growth. I think it’s a good place to buy. -On Astera Labs ($ALAB) That’s a wrap. As always, we’ll be following Cramer’s every move so you can do…
TUESDAY MAY 13 I like SoFi (Buy, Buy, Buy). I think it goes to new highs. -On SoFi Technologies ($SOFI) The stock has some upside. They’re doing some consistent streaming so I’m okay with it. -On Roku ($ROKU) It’s inconsistent and too controlled by China, not America. So, I am not going to be a…
7.6% yield (Buy, Buy, Buy). The pipes are a great business here. They really are -On Energy Transfer ($ET)
MONDAY APR 28 This stock is trying to bottom. I think if you want to put a small position on LULU, you can do it now. -On Lululemon ($LULU) Take-Two is going up and has been going up endlessly because Grand Theft Auto new edition comes out this year. Why are we constantly focused on…