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Stock Opinions by Jim Cramer - Mad Money

COMMENT
It drives him nuts that the bears are taken more seriously than the bulls. It's easy to find the super-rich bears, since they've made their money already and are parking their money in bonds, so they worry about only inflation (which erodes their wealth). This inflation includes wages which cuts into margins. He feels that higher wages means a stronger market.
Unknown
BUY
TAN: Tesla, Amazon & Netflix Few stocks have been derided like Tesla: Musk is going to jail, it can't make payroll, the cars blow up, etc. but all such claims were bogus. Tesla is an engineering marvel whose time has come. The bears and shorts were wrong.
0
BUY
TAN: Tesla, Amazon & Netflix They all just reported, rallied and are some of the most successful stocks of all time. A bookseller that borrowed billions to be the global retailer, but their AWS business (cloud) is superb. Moderna used their cloud to crack the code of Covid to produce their vaccine, doing this in a few months rather than a few months.
specialty stores
BUY
TAN: Tesla, Amazon & Netflix Netflix began by mailing DVDs, then sold content via subscription by pioneering streaming. Bears have whined about them burning through money to pay for programming, but NFLX offers a tremendous breadth of entertainment and disrupted the movie business. Nobody who has shorted NFLX will publicly admit it. Why did this sell off after a good earnings report? NFLX benefited from the Delta variant, because people stayed home. Also, their content has attracted viewers: Seinfeld and the hit Korea show, The Squid Game that two-thirds of all subscribers have watched (it's #1 in 94 countries). Buy this dip. Their headline numbers were solid with revenues blowing out expectations and driven by subscriber growth, which stalled earlier this year and kept the share price flat. Their Q3 subs of 4.4m beat estimates of 3.5m, though Europe, Asian and Middle East accounted for this beat and not North America. NFLX has risen because of sub growth, but North American subs are stagnating. He thinks that in the future the street will expect NFLX to monetize, starting with video games and merchandising. NFLX is up 16% YTD. NFLX's recent rally was merely catching up to FAANG after stagnating most of this year. He sees more growth ahead.
Unknown
BUY on WEAKNESS
They've been open about supply chain disruption. The whole sector is out of fashion, but when it returns, this is the first to buy. Buy below $400
household goods
COMMENT
He spoke to the CEO today. Every analyst feels that MU is shot. He disagrees. He sees 3 points down, then it will shoot up. They make not only D-RAM, but also Flash chips, though both are declining in price which will compress profits and by extension the stock. But the bearish argument doesn't make sense to him.
computer software / processing
DON'T BUY
It worries him. PayPal may be buying Pinterest, their competitor. He feels Twitter has become too disgusting, nasty and horrible.
0
BUY
A management software company that was spun off from SAP earlier this year; shares popped to the mid-50s before plunging to the mid-30s. XM does experienced management for employees and customers, valuable during the current labour shortage. They blew out their report today with a surprise profit and raising their full-year forecast. The stock has been rallying in recent months, but he sees more runway ahead.
Technology
BUY
Hain has thrived despite fears that the packaged food stocks will suffer because of inflation. HAIN sells organic foods. The stock sold off hard in late August as sales came in weaker than expected and management warned of inflation. But it's up 17% in the past month and erased all those losses. Management also announced achievable long-term growth and margin targets.
Consumer Products
WEAK BUY
It's an interesting, quirky idea like Crocs. Sure, he likes it.
clothing
DON'T BUY
People desperately want a rare Earth play, but it needs to get away from China. MP needs to do more work, still a diamond in the rough.
Mining
COMMENT
A good packaging company, but it's up 400% so be careful.
packaging / containers
DON'T BUY
Just because it's a feel-good story doesn't mean it can't go down 65%.
agriculture
DON'T BUY
He thought their story was okay, but turned out not to be. He was wrong.
Automotive
BUY
The price keeps going up and up. Still a winner and not expensive.
chemicals
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