Jim Cramer - Mad Money

They report Tuesday. It still trades at a premium multiple when the packaged goods sector has fallen out of favour. Is -10% this year and well off its highs. Spices are a great trade-down for consumers wanting to save money in food. This could bounce, but he doesn't trust this sector. Food is a tough business.

Is a leader. It works with Nvidia to integrate AI, generate strong business. They hold an analyst meeting on Tuesday.

They will spin off a company in advanced materials. This will create in HON a pure-play aerospace company and a building automation company with great tech.  Spinning off Solstice is a bold move (Solstice as an investor day on Wednesday).

They report Thursday. They've had it tough lately, but have a strong Frito-Lay snack franchise. Also pays a solid 4% dividend. However, the younger generation is watching their health, and people are taking weight-loss drugs, GLP-1 which diminishes cravings. PEP is -7% this year vs. Coke +7%.

They report Thursday. One of the best stocks in airlines, but is still -5% this year. There's still demand for travel, though the consumer is weaker. Caveat: airlines are tough to own, since so much can go wrong.

They report Thursday. Is reliable, despite tariffs. It hit a 52-week high today, and is +41% this year. He expects another good quarter.

Their last quarter was shockingly bad. You need to wait for their next one to see if they have got it together.

It's a football stock--everyday there's a short crushing it or a bull going long on it. A hard stock to own.

Ring the register after the run-up due to the Sweeney TV ad. That event is over, and the company isn't doing well. 

Is a long-time SOFI bull. Shares are +137% in the last 6 months. Still has upside, driven by genuinely great numbers: membership has soared from 5.22 million in 2022 to roughly 12.99 million today while revenue has more than doubled in that time. Also, is enjoying excellent earnings growth, and the company is now profitable. It looks pricey at 81x PE, but is reasonable at 107% earnings growth. SOFI has beaten sales and EBITDA ever since going public in 2021. They keep expanding their banking services until it's become more of a full-service financial institution, trusted by younger customers. Good to buy now after a pullback. Don't expect another rally like this year, but will perform well over 3-5 years.

Is -6.92% in one year. Ever since rallying in September, shares have tanked 28%. September is important in sports betting, because it's the start of football season. A year ago, DKNG suffered because more of the favourites were winning, so DKNG was paying out more. Meanwhile there is more betting (on anything) on the internet in prediction markets like Kalshi, offering strong competition to DKNG. He still believes in this, though you can wait until they report at the end of the month.

This pullback allows you to buy some shares now, then wait if it falls again. He believes in it; their numbers are good,.

Too risky. They don't offer the guidance he wants to hear. Shares are falling. Restaurant stocks are not doing well, because of food inflation.

They produce coal and rare earths. Is up 362% since April 1, hitting an all-time high today. Until Trump launched his trade war, there was little US demand for domestic rare earths leading to analyst upgrades. But he can't recommend this after a parabolic move. It doesn't have a stable core business that provides steady profits and cash flow, and their core coal business is really bad. Their Wyoming rare earth mine looks encouraging but is too early. Also, their dual class structure is confusing. Finally, this is the kind of company that Trump would take a stake in; whenever he does this a stock initially skyrockets.