Jim Cramer - Mad Money

It's become a nightmare, down 17.6% this year, but collect the 4% dividend and stay the course.

The company and CEO are doing everything right, but shares are highly undervalued.

The CEO is doing a fine job in a very difficult time with all these tariffs. A very good company though can't advise buying a stock that went up 10% today [note: the wider market was up 10% too].

In the last few days during all these tariffs, there's been a sudden, aggressive surge in treasury yields. That's probably a key reason why Trump shifted policy on tariffs today. The 10-year yield jumped from 4% last week to 4.3% which is a very big move. That is not supposed to happen when the stock market is stressed. We don't want these rates shooting up. Bad. The spike has been counter-intuitive due to selling treasuries. Keep an eye on this. This quirk should fizzle out though, especially with this 90-day tariff pause.

Garner feels that gold is very overvalued, not this bad since summer 2011 during the debt crisis. But gold plunged 45% from its euphoric high. If that happened now, gold would fall to $1,650/ounce. Historically, gold falls in and out of periods of correlation with other assets, namely stocks. When gold breaks out, then falls below support, this is a bull trap. Recently, we saw a euphoric peak above $3,000. A breakdown below $2,900 opens a trap door downwards. A gold rally has never survived an RSI reading above 70 without a correction. And this has happened 3 times over the past decade. She expects gold to fall.

Rare earths will do well under Trump, and he likes the CEO, though MP keeps losing money. This year, MP makes money or he turns against them.

Pays a 4.6% dividend yield. It bounced nicely today.  They keep buying back stock. A good CEO. He's not an oil bull, though.

Shouldn't it have rallied by now? It's only went down during the greatest revolution of all time. A hard pass.

Their balance sheet isn't too good, and if the car companies are cutting back their demand (caused by tariffs), then demand for steel will decline. This will fall to $6.5

At these levels, why buy this? Buy Bitcoin itself.

At these levels, you can buy this, not Coinbase.

Trades at 10x PE and pays a 4.75% dividend yield. Has fallen and is now cheap historically.

They delivered a solid quarter, sales strong with an earnings beat thanks to higher than expected margins. Guidance is unchanged. Shares are down 45% from highs last June, but showed life at today's close.

Is -28% from February's high. The fear is that tariffs will crush their core e-commerce business; most of their goods are made overseas which will get a lot more expensive. But they've become more of a consumer staples business like Walmart, and they have the scale to force the suppliers to eat the tariffs. They also have a sticky Prime business and AWS has enough to growth offset weakness in retail. Trades at 25x PE, half its historical average.

It appears to have little exposure to tariffs, because they sell advertising, but this could be a target of EU tariff retaliation or if the trade war leads to recession. Is -30% from highs, and these fears are baked into the stock. Trades under only 20x PE.