Jim Cramer - Mad Money

A fine company with a stock that has wilted, though still +9% so far this month. If it keeps delivering (with earnings on Wednesday), then it won't part of the frothy trade now. Own it, don't trade it, but don't have any expectations for this quarter.

Down 10.5% today, but still up 10% for February, down because it's had a parabolic move. It needs big contracts to re-set the narrative.

It doesn't do anything with Amazon, contrary to rumours. Shares are down 5% in the past week, but the CEO is doing a fine job. 

They had a solid top and bottom line beat last week, and announced they were buying another sugar-free drink company. Shares jumped.

They reported last Thursday fine results, but guidance was awful. Three analysts then downgraded it. Growth and margins are sinking,

Reported last Thursday with awful guidance. Also, EPAM has a major presence in Ukraine, where Trump wants to pull the plug on assistance.

The whole freight sector has been terrible for a while, then TFI recently reported a lousy quarter. XPO is -15% in one week, despite reporting okay earnings earlier this month.

Budget cuts at the Pentagon and their chief accountant quitting were headwings. Also, shares were parabolic and became expensive.

It's -19% in the last week, mostly after strong numbers last Thursday and analysts raised estimates. But their full-year forecast was low, suggesting slowing growth this year. Also, this momentum stock went up too fast. 

It's fallen 15% in the past week after rallying 18% this year. They offer cheaper weight-loss drugs than peers, until last Friday, the FDA said it couldn't sell them anymore (Novo Nordisk's shortage is over).

Is -14% after they reported a solid quarter with conservative guidance, as more concerns for AI data centres emerged. Near its 52-week low, so maybe it's a buy on weakness.

Is -17% in the past month, after they failed to delivered big numbers in their last quarter, a bad quarter.

Agriculture has been struggling from geopolitical worries, low prices for key crops and high interest rates. They reported a revenue miss and earnings miss this month, but trimmed costs with a mixed forecast.

The street decided this is part of the data centre trade (getting punished now), and their CEO just sold a lot of shares. Shares are falling.

They will spend over $500 billion in the US in the next 4 years to manufacture in the US. Have faith in CEO Tim Cook, given his track record.