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Stock Opinions by Jim Cramer - Mad Money

WAIT
Next week is the most important week of earnings season. After hitting new highs this week, there's no room for error. Wait till their conference call and not just look at their headline numbers. Listen to hear how Berlin's doing, the pick-up truck outlook and about the Chinese government. Tesla is well off its highs. They report Monday.
0
BUY

They report Tuesday. Its brilliant CEO has surpassed Intel. He hopes the CEO announces an end date to the Xilinx deal.

electrical / electronic
PARTIAL BUY
They report Friday. Shares have declined given the delay in infrastructure spending, but he would nibble away at it now.
machinery
COMMENT
All the new models of phones on the market will support 5G, including Apple's, and there will be lots of phone upgrades. He hopes Apple breaks out the lifetime value of their customers this quarter, thanks to this sticky revenue stream.
electrical / electronic
BUY

They report Tuesday. He expects amazing numbers given Twitter and Snap's blow-out reports last night. GOOG has a booming ad business, YouTube is gangbusters and their cloud division is hitting.

Business Services
PARTIAL SELL
Makes up 27% of the caller's portfolio He doesn't know about veracity of the sexual harassment accusation and their alleged "frat boy culture" (the state of California has launched a suit this week), but all the video game companies are viewed as pandemic plays. Wait two more quarters. However, if you hold 27% of your portfolio in ATVI, trim it to 15%. ATVI is well run.
computer software / processing
COMMENT
20% of shares are shorted. Business is good, but he needs to research this name more.
Automotive
COMMENT
They report Wednesday. He expects them to deliver weak numbers and may need to raise more money. However, Air travel is already coming back and he expects the airlines to order a lot more planes.
Transportation
BUY
They report Wednesday. They'll guide up numbers and people will buy the stock. He predicts customers to come back.
food services
BUY
They report Wednesday. He expects them to talk about small business (FB sells a lot of ads to them) especially. He expects a fine quarter because online advertising is so strong.
0
COMMENT
They report Wednesday. The semis shortages has hurt car companies, including Ford. He may not expect this quarter to be good, but 2022 could be.
Automotive
BUY
They report Thursday. He expects them to tell a good story. It would benefit from cross-border travel.
other services
BUY
They report Thursday. He expects big numbers in their high-margin ad business as well as retail and cloud businesses.
specialty stores
BUY
They report Thursday. He expects them to surprise to the upside. It's the best company for companies to send messages to their customers.
0
COMMENT
They report Friday. Keep an open mind. The major oils are starting to make a serious effort to offset the damage of oil and shrink their large carbon footprints. This may make ESG money managers interested in buying their stock.
integrated oils
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