Entegris Inc: “I like Entegris. It’s very out of favor, it’s got a little too high multiple, but it does a lot of nuts and bolts that you need to make semis, so that’s okay by ...
Tag: ZIM Integrated Shipping Services Ltd
Chart Industries is not a buy
Carvana Co: “I do not want you in Carvana. I have disliked this stock for ages, and I reiterate that I still dislike it.” Chart Industries Inc: “This is not the time to go into a rea...
Teladoc Health is not a good situation
PagSeguro Digital Ltd: “We have to remember it’s from Brazil, so therefore it’s politically unstable. I hate to just be so broad-sweeping as that. … These are political issues....
I can’t recommend Penn Entertainment
Penn Entertainment Inc: “Everybody’s in this darn business. … I do like Penn. They’re good guys, but I cant recommend the stock right now.” Symbotic Inc: “They̵...
Harmonic is not a buy
Harmonic Inc: “Sells way too high on a price-to-earnings multiple for me to recommend when there’s so many cheaper stocks out there.” Cloudflare Inc: “It is okay to buy. I know...
Matterport is not a buy
Rivian Automotive Inc: “I think Ford stock’s very cheap. They’ve got to sell the rest of [its shares of] Rivian.” Freeport-McMoRan Inc: “Not the time to buy it. I think t...
Cramer’s lightning round: Don’t sell Marvell Technology
OptimizeRx Corp: “There’s not enough there at that company. … Can’t go there.” SoFi Technologies Inc: “Here’s the problem. This thing was built as a way to be...
Bausch Health is a buy
SoFi Technologies Inc: “[CEO] Anthony Noto is not a loser, he is a winner and he will get this thing going. It is very low at $8 and yet I like it.” Zim Integrated Shipping: “It̵...