Stock Opinions by Jim Cramer - Mad Money

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BUY

As demand for agentic AI explodes, demand for CPUs will also soar. CPU's are Intel's speciality. Also, their chip business is thriving. US companies seek a US-based supply to avoid political risk--another tailwind. Intel is building a new chip foundry and started production of an advanced chip, which could result in an Apple deal.

BUY ON WEAKNESS

Is up 27% over the last 6 months. Always buy on dips, because it always recovers.

BUY

They use strong technology to improve oil and gas performance. Digital services make sup 7% of business, but boasts the widest margins.

BUY

Five years ago, Ford invested in battery plants in Kentucky and Tennessee, but EV demand plunged in the US while China captured the market. Ford's EV sector lost $17 billion over 4 years. Late last year, they scaled back their EVs Ford pivoted to supplying energy storage for data centres, using the Kentucky plant. Shares have slid in the past month. Ford can become a player in battery storage. Trades at a low 8x PE and pays a 4.3% dividend. Core car sales were -4%, but revenues were +6%. Oil and interest rates will come down, which makes this a buy.

BUY

Is down 10% this year, partially due to an imperfect quarter in early May. They bought Tate & Lyle which would make them a powerhouse in the ingredients space.

DON'T BUY

They market thinks AI will hurt them. He likes them, but he can't recommend them.

DON'T BUY

He's wrong about this. Stryker hasn't been consolidating in this space.

BUY

Is up 13% in the past week. Banks tend to do well when rates rise moderately higher; the rates they charge borrowers rises faster than they rates they pay customers for their deposits. There are signs that the Fed will raise rates later this year. COF offers higher interest-rate credit cards.

BUY

Mergers are increasing, and banks like GS makes advisory fees from them. Also, the banks have been rallying since oil slumped, and will benefit further from rising interest rates, which appears will happen later this year. Plus, hyperscalers may need to keep borrowing money to keep competing with each other.

BUY

Mergers are increasing, and banks like MS makes advisory fees from them. Also, the banks have been rallying since oil slumped, and will benefit further from rising interest rates, which appears will happen later this year. Plus, hyperscalers may need to keep borrowing money to keep competing with each other.

BUY

Are buying Webster Financial. A brilliant move. Banks as a whole are benefitting from rising interest rates, expected later this year.

DON'T BUY

They reported a miss and their CFO announced he's leaving yesterday. The stock cannot lift.

DON'T BUY

They report Thursday. Given inflation, they have to pass their higher costs onto their customers. This will shrink margins.

DON'T BUY

 They report Thursday. Has fallen 36% in a year, because the market perceives a serious threat from AI.

BUY

Their earnings and drugs are coming through. They have momentum and are building factories to produce their GLP-1 weight-loss drug. Is a huge holding for him.

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