TUESDAY JUN 10 Joby is good, and I’m going with it. Joby is ok. -On Joby Aviation ($JOBY) You’re in good shape. That’s Rene Haas. His stock is doing very well. He is a partner of Nvidia, and they forget he used to worked in Nvidia. -On Arm Holdings ($ARM) I think it’s a wait…
MONDAY JUN 9 That’s a rough one for me. I don’t see what they have that I’d like to see. -On Wingstop ($WING) It’s a very, very good company and a very good stock. I just can’t get behind it because of what they do. -Philip Morris ($PM) I don’t know if it goes up…
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 JUN 6 I know it looks cheap, but when I read what Mark Zuckerburg has to say, he’s talking about disintermediating ad firms. I’m afraid he’s too powerful, I’m not going against him. -On Omnicom ($OMC) I want you to stay in it. If anything, I’d like you to buy more. We don’t care…
THURSDAY JUN 5 RELX is two thumbs up (Buy, Buy, Buy). -On RELX ($RELX) I personally would not own Altria Group. -On Altria Group ($MO) No, we’re not going to recommend that stock. -On Lincoln National ($LNC) I don’t want to do a lot of China right now. I’m not getting that vibe. -On EHang…
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…