Jim Cramer - Mad Money
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STRONG BUY
STRONG BUY
April 12, 2021
Grace: https://www.anandtech.com/show/16610/nvidia-unveils-grace-a-highperformance-arm-server-cpu-for-use-in-ai-systems Nvidia today announced new server CPU called Grace. They are challenging all peers. The CEO Jensen Huang, whom he already admires, outdid himself. The company also announced sharply better numbers. Shares popped over 5% today. The company innovates, reinventing itself every year to become America's most powerful semi-conductor company. This stock seems expensive, but it keeps beating the street and will appear cheaper a year from now. NVDA will see analyst upgrades after today's news.
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Grace: https://www.anandtech.com/show/16610/nvidia-unveils-grace-a-highperformance-arm-server-cpu-for-use-in-ai-systems Nvidia today announced new server CPU called Grace. They are challenging all peers. The CEO Jensen Huang, whom he already admires, outdid himself. The company also announced sharply better numbers. Shares popped over 5% today. The company innovates, reinventing itself every year to become America's most powerful semi-conductor company. This stock seems expensive, but it keeps beating the street and will appear cheaper a year from now. NVDA will see analyst upgrades after today's news.
computer software/processing
BUY
BUY
April 12, 2021
Today it announced it was buying Nuance, a healthcare AI tech company. MSFT is swimming in cash, and can absorb the price tag. MSFT's CEO told him today that this deal could double MSFT's total addressable market. It's MSFT's biggest deal since LinkedIn.
Show full opinionHide full opinionToday it announced it was buying Nuance, a healthcare AI tech company. MSFT is swimming in cash, and can absorb the price tag. MSFT's CEO told him today that this deal could double MSFT's total addressable market. It's MSFT's biggest deal since LinkedIn.
computer software/processing
BUY
BUY
April 12, 2021
Honeywell enjoyed two upgrades last Friday and the stock surged over 3% to a new high. It's an industrial powerful exposed to aerospace, specialty chemicals, healthcare, automation equipment and many other areas. Many segments got hammered last year in the pandemic, but the safety and productivity division boasted a 30% growth rate by making PPP. Also, their warehouse division gave them healthy e-commerce exposure. The rest of the company is turning around due to this great reopening. Their climate control business is roaring as companies will invest in better ventilation systems, which will reduce greenhouse gases as well as Covid. Their aerospace division will boom along with the rise in air traffic. Their specialty chemical business has good exposure to the energy markets which are rallying now. A recent upgrade felt that HON's recent underperformance is ridiculous. Another analyst feels that HON is set up for a great cyclical run for the next 3-4 years as earnings rise 15-20% annually.
Show full opinionHide full opinionHoneywell enjoyed two upgrades last Friday and the stock surged over 3% to a new high. It's an industrial powerful exposed to aerospace, specialty chemicals, healthcare, automation equipment and many other areas. Many segments got hammered last year in the pandemic, but the safety and productivity division boasted a 30% growth rate by making PPP. Also, their warehouse division gave them healthy e-commerce exposure. The rest of the company is turning around due to this great reopening. Their climate control business is roaring as companies will invest in better ventilation systems, which will reduce greenhouse gases as well as Covid. Their aerospace division will boom along with the rise in air traffic. Their specialty chemical business has good exposure to the energy markets which are rallying now. A recent upgrade felt that HON's recent underperformance is ridiculous. Another analyst feels that HON is set up for a great cyclical run for the next 3-4 years as earnings rise 15-20% annually.
INDUSTRIAL PRODUCTS
BUY
BUY
April 12, 2021
Boeing last Friday announced electrical problems with its 737 Max and shares fell. But Boeing has too much going for a headline to spook investors. He'd still buy it. Don't sell. It remains a great reopening industrial stock. Repairs to these planes will take days at the most. The 737 Max is back, enjoying recent orders. Airline demand in the U.S. is nearly back to pre-Covid levels with U.S. airlines ordering planes again, like Southwest and Alaska Air. Definitely buy in this current pullback.
Show full opinionHide full opinionBoeing last Friday announced electrical problems with its 737 Max and shares fell. But Boeing has too much going for a headline to spook investors. He'd still buy it. Don't sell. It remains a great reopening industrial stock. Repairs to these planes will take days at the most. The 737 Max is back, enjoying recent orders. Airline demand in the U.S. is nearly back to pre-Covid levels with U.S. airlines ordering planes again, like Southwest and Alaska Air. Definitely buy in this current pullback.
Transportation
BUY
BUY
April 12, 2021
Enjoyed an upgrade today and a higher earnings estimate. CMG is the last man standing in the restaurant industry as peers as closed during Covid. CMG took greater market share. It's up 21% in the past year.
Show full opinionHide full opinionEnjoyed an upgrade today and a higher earnings estimate. CMG is the last man standing in the restaurant industry as peers as closed during Covid. CMG took greater market share. It's up 21% in the past year.
food services
BUY
BUY
April 12, 2021
It's taken more market share during Covid and is pulling away from the pack. The CEO said that the first thing people do when they get vaccinations is to go to a restaurant. The pandemic has lasted just long enough to wipe out the little guys and left the bigger players to dominate.
Show full opinionHide full opinionIt's taken more market share during Covid and is pulling away from the pack. The CEO said that the first thing people do when they get vaccinations is to go to a restaurant. The pandemic has lasted just long enough to wipe out the little guys and left the bigger players to dominate.
food services
BUY
BUY
April 12, 2021
The pandemic has closed the smaller players and SBUX's e-commerce has thrived. This should do well during the reopening.
Show full opinionHide full opinionThe pandemic has closed the smaller players and SBUX's e-commerce has thrived. This should do well during the reopening.
food services
BUY
BUY
April 12, 2021
They delivered 17% sales growth, with food, liquor, fresh food and other categories way up. Will consumers continue to stuff their pantries? Yes. Wall Street missed the fact that CST is the last man standing, that smaller peers have closed during the pandemic so there's less competition now. Also, strong membership sign-up numbers helped. Great managers. COST is still growing like crazy, and it's still building its e-commerce operation.
Show full opinionHide full opinionThey delivered 17% sales growth, with food, liquor, fresh food and other categories way up. Will consumers continue to stuff their pantries? Yes. Wall Street missed the fact that CST is the last man standing, that smaller peers have closed during the pandemic so there's less competition now. Also, strong membership sign-up numbers helped. Great managers. COST is still growing like crazy, and it's still building its e-commerce operation.
department stores
BUY
BUY
April 12, 2021
It's picked up and retained new customers during the pandemic. Also, Friday its unionization drive in Alabama failed.
Show full opinionHide full opinionIt's picked up and retained new customers during the pandemic. Also, Friday its unionization drive in Alabama failed.
specialty stores
DON'T BUY
DON'T BUY
April 12, 2021
He likes the product--and the wealthy will continue to buy their bikes and now their treadmills--but he doesn't like its high market cap.
Show full opinionHide full opinionHe likes the product--and the wealthy will continue to buy their bikes and now their treadmills--but he doesn't like its high market cap.
Consumer Products
BUY
BUY
April 12, 2021
A resto chain that survived the pandemic and will do well in this reopening. (See his comments about Darden and Chipotle.)
Show full opinionHide full opinionA resto chain that survived the pandemic and will do well in this reopening. (See his comments about Darden and Chipotle.)
COMMENT
COMMENT
April 7, 2021
Hybrid, a world where stay at home habits have some staying power, but we'll still be going out during the reopening. Don't bother guessing what consumers will do with mass vaccinations. Instead, stick with good stocks on both sides of the trade. A hybrid economy. Like JPM's CEO said today that he expects a mix of workers staying at home some of time and returning to the office some of the time.
Show full opinionHide full opinionHybrid, a world where stay at home habits have some staying power, but we'll still be going out during the reopening. Don't bother guessing what consumers will do with mass vaccinations. Instead, stick with good stocks on both sides of the trade. A hybrid economy. Like JPM's CEO said today that he expects a mix of workers staying at home some of time and returning to the office some of the time.
BUY
BUY
April 7, 2021
It's still worth buying home improvement stocks like this despite a big run-up. People will continue to spend on their homes, seeing it as an investment, not as an expense. In any home boom, like now, people spend on home improvement. Also, we're entering gardening season.
Show full opinionHide full opinionIt's still worth buying home improvement stocks like this despite a big run-up. People will continue to spend on their homes, seeing it as an investment, not as an expense. In any home boom, like now, people spend on home improvement. Also, we're entering gardening season.
specialty stores
BUY
BUY
April 7, 2021
It's still worth buying home improvement stocks like this despite a big run-up. People will continue to spend on their homes, seeing it as an investment, not as an expense. In any home boom, like now, people spend on home improvement. Also, we're entering gardening season.
Show full opinionHide full opinionIt's still worth buying home improvement stocks like this despite a big run-up. People will continue to spend on their homes, seeing it as an investment, not as an expense. In any home boom, like now, people spend on home improvement. Also, we're entering gardening season.
misc industrial products
BUY
BUY
April 7, 2021
WMT is now in seasonality. It'll also benefit from selling home improvement products as people will continue to spruce up their homes. The current housing boom fuels this. It's an ideal hybrid stock, because people go here to get jabbed. Hybrid means it's a lockdown as well as reopening play. He expects market upgrades.
Show full opinionHide full opinionWMT is now in seasonality. It'll also benefit from selling home improvement products as people will continue to spruce up their homes. The current housing boom fuels this. It's an ideal hybrid stock, because people go here to get jabbed. Hybrid means it's a lockdown as well as reopening play. He expects market upgrades.
department stores
BUY
BUY
April 7, 2021
Like Home Depot, SWK is still worth buying home improvement stocks like this despite a big run-up. People will continue to spend on their homes, seeing it as an investment, not as an expense.
Show full opinionHide full opinionLike Home Depot, SWK is still worth buying home improvement stocks like this despite a big run-up. People will continue to spend on their homes, seeing it as an investment, not as an expense.
misc industrial products
BUY
BUY
April 7, 2021
Will benefit as people return to the malls. They have a thriving e-commerce trade, too. Another tailwind is the home improvement boom (riding the housing) boom as the economy reopens.
Show full opinionHide full opinionWill benefit as people return to the malls. They have a thriving e-commerce trade, too. Another tailwind is the home improvement boom (riding the housing) boom as the economy reopens.
specialty stores
COMMENT
COMMENT
April 7, 2021
MKC sells spices, so it's widely viewed as a lockdown stock. And yet, restaurants will fully reopen and restos make up 20% of their business. This is a hybrid stock, benefiting from the reopening but also lingering stay-at-home habits as people will continue to cook at home but also dine out.
Show full opinionHide full opinionMKC sells spices, so it's widely viewed as a lockdown stock. And yet, restaurants will fully reopen and restos make up 20% of their business. This is a hybrid stock, benefiting from the reopening but also lingering stay-at-home habits as people will continue to cook at home but also dine out.
Consumer Products
BUY
BUY
April 7, 2021
They'll do well selling seeds as we enter gardening season. A wider tailwind is the continuing home improvement boom. Etsy now sells home improvement and gardening products.
Show full opinionHide full opinionThey'll do well selling seeds as we enter gardening season. A wider tailwind is the continuing home improvement boom. Etsy now sells home improvement and gardening products.
Technology
DON'T BUY
DON'T BUY
April 7, 2021
Will benefit from the infrastructure program and economic reopening, so how much upside is here? The infrastructure will give you a 30% pop. He prefers peer, NUE, which doesn't need an infrastructure bill. X-N has made a comeback, but it isn't best of breed. He would look elsewhere.
Show full opinionHide full opinionWill benefit from the infrastructure program and economic reopening, so how much upside is here? The infrastructure will give you a 30% pop. He prefers peer, NUE, which doesn't need an infrastructure bill. X-N has made a comeback, but it isn't best of breed. He would look elsewhere.
steel
BUY
BUY
April 7, 2021
Cloud stocks have bounced back partially. OKTA got hammered in February and March, but has rebounded $20. This week, OKTA is announcing big new products, but the market doesn't care. Still, he thinks this is a good story though the stock is out of fashion.
Show full opinionHide full opinionCloud stocks have bounced back partially. OKTA got hammered in February and March, but has rebounded $20. This week, OKTA is announcing big new products, but the market doesn't care. Still, he thinks this is a good story though the stock is out of fashion.
Technology
BUY
BUY
April 7, 2021
On Monday, it hit an all-time high during a fabulous jobs report, but then yesterday the market didn't like its quarterly report, which beat in earnings, inline sales and slightly raised full-year forecast. He liked this report, but Wall Street didn't. PAYX shares plunged 5%. He saw this coming, because PAYX tends to report good numbers then sells off, which creates a buying opportunity before grinding higher.
Show full opinionHide full opinionOn Monday, it hit an all-time high during a fabulous jobs report, but then yesterday the market didn't like its quarterly report, which beat in earnings, inline sales and slightly raised full-year forecast. He liked this report, but Wall Street didn't. PAYX shares plunged 5%. He saw this coming, because PAYX tends to report good numbers then sells off, which creates a buying opportunity before grinding higher.
computer software/processing
BUY
BUY
April 7, 2021
You can buy this now at 20% below highs. SHOP is shooting the lights out.
Show full opinionHide full opinionYou can buy this now at 20% below highs. SHOP is shooting the lights out.
BUY
BUY
April 7, 2021
He likes this and CCIV. Both have been hammered but will be the winners. They're the best of this breed in EVs. This will get a boost if he gets a Washington subsidy.
Show full opinionHide full opinionHe likes this and CCIV. Both have been hammered but will be the winners. They're the best of this breed in EVs. This will get a boost if he gets a Washington subsidy.
Automotive
BUY
BUY
April 7, 2021
He likes it. It has lasting power. People have discovered golf and are never going back.
Show full opinionHide full opinionHe likes it. It has lasting power. People have discovered golf and are never going back.
Consumer Products
COMMENT
COMMENT
April 7, 2021
Their suite of products is better than it was, though competition is fierce. He prefers Cisco for its CEO.
Show full opinionHide full opinionTheir suite of products is better than it was, though competition is fierce. He prefers Cisco for its CEO.
electrical/electronic
DON'T BUY
DON'T BUY
April 7, 2021
They said a lot of good things on the recent investor day, though he's surprised the street didn't pay much attention. He likes this stock, but that said, he finds supermarkets now a questionable investment.
Show full opinionHide full opinionThey said a lot of good things on the recent investor day, though he's surprised the street didn't pay much attention. He likes this stock, but that said, he finds supermarkets now a questionable investment.
food stores
BUY
BUY
April 7, 2021
The market viewed this as too expensive. He consider their product, though, as a way to play the reopening, because their platform helps users keep track of bills. Their product has great value.
Show full opinionHide full opinionThe market viewed this as too expensive. He consider their product, though, as a way to play the reopening, because their platform helps users keep track of bills. Their product has great value.
Technology
DON'T BUY
DON'T BUY
April 7, 2021
The stock is better than its chart, but CHWY has more mojo in this space.
Show full opinionHide full opinionThe stock is better than its chart, but CHWY has more mojo in this space.
specialty stores
DON'T BUY
DON'T BUY
April 7, 2021
Don't buy. Look at Pioneer (PXD) instead which is doing an equity offering now.
Show full opinionHide full opinionDon't buy. Look at Pioneer (PXD) instead which is doing an equity offering now.
integrated oils
COMMENT
COMMENT
April 5, 2021
Buy everything except the stay at home stocks, which is what happened today. We just saw blow-out jobs numbers. If everyone is vaccinated, we may return to record-low, pre-Covid employment levels, unless inflation spikes. These record highs have come at the expense of the stay at homes, which may see a comeback. But he thinks a slowdown won't happen. Meanwhile, he sees an uptick in index funds, which help lift FAANGs which are part of them. It's strange to see low-wage inflation now.
Show full opinionHide full opinionBuy everything except the stay at home stocks, which is what happened today. We just saw blow-out jobs numbers. If everyone is vaccinated, we may return to record-low, pre-Covid employment levels, unless inflation spikes. These record highs have come at the expense of the stay at homes, which may see a comeback. But he thinks a slowdown won't happen. Meanwhile, he sees an uptick in index funds, which help lift FAANGs which are part of them. It's strange to see low-wage inflation now.
BUY
BUY
April 5, 2021
It's come down hard because it's seen as a stay at home stock. But he sees more than that here, and would buy it.
Show full opinionHide full opinionIt's come down hard because it's seen as a stay at home stock. But he sees more than that here, and would buy it.
BUY
BUY
April 5, 2021
Facebook is trading at 27x earnings despite fast growth. It's now one the cheapest growth stocks around. It's where advertisers go.
Show full opinionHide full opinionFacebook is trading at 27x earnings despite fast growth. It's now one the cheapest growth stocks around. It's where advertisers go.
COMMENT
COMMENT
April 5, 2021
Not cheap, but it's down for the year. Looking at a post-pandemic America, he presumes Amazon to keep many of the customers they picked up during the pandemic. They spent $4 billion to protect their workers.
Show full opinionHide full opinionNot cheap, but it's down for the year. Looking at a post-pandemic America, he presumes Amazon to keep many of the customers they picked up during the pandemic. They spent $4 billion to protect their workers.
specialty stores
BUY
BUY
April 5, 2021
Got a lift after the CEO last weekend didn't deny he's getting into the e-car business. Also, Tesla reported good numbers over the weekend. Anything to turn Apple into a Tesla rival will get Apple stock moving. It's down 5% YTD as the S&P is up 8%.
electrical/electronic
BUY
BUY
April 5, 2021
It's up 26% YTD, but lagged last year so it's catching up now. Plenty of room. Like FB, this is a great platform for advertisers to reach consumers. Travel ads are returning hard to GOOG, so t isn't late to buy this.
Business Services
BUY
BUY
April 5, 2021
It will make its numbers no matter what and will blow them away if corporate sales pick up. FAANG and MSFT have been held back by inflation fears, but if wage inflation doesn't pose a problem, then these stocks can get a new lease on life.
Show full opinionHide full opinionIt will make its numbers no matter what and will blow them away if corporate sales pick up. FAANG and MSFT have been held back by inflation fears, but if wage inflation doesn't pose a problem, then these stocks can get a new lease on life.
computer software/processing
BUY
BUY
April 5, 2021
The chip shortage is getting worse, so the semis will go higher, maybe a lot. Last week, Micron said D-RAMs and flash memory chips are in short supply. Demand for cell phone parts is high; 5G is demanding more parts. There's not enough being manufactured.
Show full opinionHide full opinionThe chip shortage is getting worse, so the semis will go higher, maybe a lot. Last week, Micron said D-RAMs and flash memory chips are in short supply. Demand for cell phone parts is high; 5G is demanding more parts. There's not enough being manufactured.
computer software/processing
BUY
BUY
April 5, 2021
They're committed to making cars around the globe in places done profitably. (The old Ford used to make them in places at a loss.) He likes them. Autos are trading at low and so has room to run. He also likes GM.
Automotive
BUY
BUY
April 5, 2021
This thrived during Covid lockdowns last year when MKTX's digital bond trading replaced the long tradition of doing it manually (70% of corporate bonds were before Covid). A great stock and soared in 2020, but it's stalled lately as the world expects a reopening. If you think bond traders will stay digital, this is a great long-term story.
Show full opinionHide full opinionThis thrived during Covid lockdowns last year when MKTX's digital bond trading replaced the long tradition of doing it manually (70% of corporate bonds were before Covid). A great stock and soared in 2020, but it's stalled lately as the world expects a reopening. If you think bond traders will stay digital, this is a great long-term story.
Financial Services
COMMENT
COMMENT
April 5, 2021
Their CEO published an open letter to the CDC today, essentially daring them to let them cruise again on June 4. Shares shot up 7% today. Can this plan work?
Show full opinionHide full opinionTheir CEO published an open letter to the CDC today, essentially daring them to let them cruise again on June 4. Shares shot up 7% today. Can this plan work?
COMMENT
COMMENT
April 5, 2021
The semi shortage is getting worse. AMAT has an analyst meeting tomorrow where he expects them to explain the status of the production of capital equipment (to make semis). He thinks semis rallied today in anticipation of this meeting.
Show full opinionHide full opinionThe semi shortage is getting worse. AMAT has an analyst meeting tomorrow where he expects them to explain the status of the production of capital equipment (to make semis). He thinks semis rallied today in anticipation of this meeting.
electrical/electronic
DON'T BUY
DON'T BUY
April 5, 2021
It's gotta come down. These EV stocks have gone way too up.
Show full opinionHide full opinionIt's gotta come down. These EV stocks have gone way too up.
Automotive
COMMENT
COMMENT
April 5, 2021
The new investors who fuelled the Reddit short squeeze seem to be bowing out. One reason is that some of their stocks got crashed. Meanwhile, professional money managers have moved onto reopening plays and increasingly more back into big tech stocks. Those young, new investors still holding those Reddit stocks are waiting for them to bounce back to former lofty levels, but he doubts they will. The lesson: an investors needs to diversify into financials, retails or the rails. Boring stocks, but you need them.
Show full opinionHide full opinionThe new investors who fuelled the Reddit short squeeze seem to be bowing out. One reason is that some of their stocks got crashed. Meanwhile, professional money managers have moved onto reopening plays and increasingly more back into big tech stocks. Those young, new investors still holding those Reddit stocks are waiting for them to bounce back to former lofty levels, but he doubts they will. The lesson: an investors needs to diversify into financials, retails or the rails. Boring stocks, but you need them.
BUY
BUY
April 5, 2021
He likes it, but it's caught up in the Zoom-Peloton trade. It's a high-multiple stock, but he wouldn't sell it. It has room to run, maybe not all the way back to previous highs.
BUY
BUY
April 5, 2021
Semis are the hottest business in the world, given the chip shortage that he expects to continue. TSM has a lot of orders.
Show full opinionHide full opinionSemis are the hottest business in the world, given the chip shortage that he expects to continue. TSM has a lot of orders.
electrical/electronic
DON'T BUY
DON'T BUY
April 5, 2021
An EV play--and this group has been beaten up lately and is a tough space to be in. Look at other businesses to make easier money.
Show full opinionHide full opinionAn EV play--and this group has been beaten up lately and is a tough space to be in. Look at other businesses to make easier money.
Automotive
COMMENT
COMMENT
March 31, 2021
Welcome to the counter-trend rally. Today, the battered growth tech stocks rebounded (about 1.5%). A trend or a short reprieve? Apple, Amazon and Adobe shares have been hammered, despite strong quarters, because Q1 was all about the Great Reopening, driven by vaccinations.
Show full opinionHide full opinionWelcome to the counter-trend rally. Today, the battered growth tech stocks rebounded (about 1.5%). A trend or a short reprieve? Apple, Amazon and Adobe shares have been hammered, despite strong quarters, because Q1 was all about the Great Reopening, driven by vaccinations.
BUY
BUY
March 31, 2021
They mine and process iron ore. Not sexy, but when economies boom, buyers want stocks like this. Last night, CLF pre-announced a sharply better quarter. It jumped 17% today. A boom-and-bust cyclical, not a long-term holding.
Show full opinionHide full opinionThey mine and process iron ore. Not sexy, but when economies boom, buyers want stocks like this. Last night, CLF pre-announced a sharply better quarter. It jumped 17% today. A boom-and-bust cyclical, not a long-term holding.
steel
BUY
BUY
March 31, 2021
Question about Con Ed Better to buy American Electric Power, which offers better value.
Show full opinionHide full opinionQuestion about Con Ed Better to buy American Electric Power, which offers better value.
electrical utilities
DON'T BUY
DON'T BUY
March 31, 2021
A best in breed disruptor? It's very expensive, but its technology is terrific.
Show full opinionHide full opinionA best in breed disruptor? It's very expensive, but its technology is terrific.
computer software
COMMENT
COMMENT
March 31, 2021
Was today's tech rally a blip or does it have legs? NCNO is an example. They make cloud software for big banks and little credit unions. A terrific company. The stock has beens expensive since last summer's IPO, but it's gotten much cheaper recently. They just reported a strong quarter: 47% revenue growth and full year's sales forecast was higher than expected, but are guiding to a larger-than-expected loss. Now, Wall Street wants earnings, not revenue growth.
Show full opinionHide full opinionWas today's tech rally a blip or does it have legs? NCNO is an example. They make cloud software for big banks and little credit unions. A terrific company. The stock has beens expensive since last summer's IPO, but it's gotten much cheaper recently. They just reported a strong quarter: 47% revenue growth and full year's sales forecast was higher than expected, but are guiding to a larger-than-expected loss. Now, Wall Street wants earnings, not revenue growth.
Technology
BUY
BUY
March 31, 2021
There are too many SPACs and they're fading from favour, but a few are worth considering like this. Indie Semiconductor is in the process of merging with THBR. IS makes next-generation software and chips for the car industry with exposure to self-driving cars, connected cars, and user-interface technology. They have a $2-billion strategic backlog. There's a semi shortage in cars now, which will give INDI serious pricing power. The stock has fallen from $15 to 10, their original SPAC price. This will become INDI when the deal closes.
There are too many SPACs and they're fading from favour, but a few are worth considering like this. Indie Semiconductor is in the process of merging with THBR. IS makes next-generation software and chips for the car industry with exposure to self-driving cars, connected cars, and user-interface technology. They have a $2-billion strategic backlog. There's a semi shortage in cars now, which will give INDI serious pricing power. The stock has fallen from $15 to 10, their original SPAC price. This will become INDI when the deal closes.
computer parts mnfctr
BUY
BUY
March 31, 2021
There are too many SPACs and they're fading from favour, but a few are worth considering like this. Indie Semiconductor is in the process of merging with THBR. IS makes next-generation software and chips for the car industry with exposure to self-driving cars, connected cars, and user-interface technology. They have a $2-billion strategic backlog. There's a semi shortage in cars now, which will give INDI serious pricing power. The stock has fallen from $15 to 10, their original SPAC price. This will become INDI when the deal closes.
There are too many SPACs and they're fading from favour, but a few are worth considering like this. Indie Semiconductor is in the process of merging with THBR. IS makes next-generation software and chips for the car industry with exposure to self-driving cars, connected cars, and user-interface technology. They have a $2-billion strategic backlog. There's a semi shortage in cars now, which will give INDI serious pricing power. The stock has fallen from $15 to 10, their original SPAC price. This will become INDI when the deal closes.
computer parts mnfctr
BUY
BUY
March 31, 2021
They make small/medium-sized uniforms. He's worn them. Likes the stock. A recent merger gave CTAS a lot of firepower. Buy it and put it away.
Show full opinionHide full opinionThey make small/medium-sized uniforms. He's worn them. Likes the stock. A recent merger gave CTAS a lot of firepower. Buy it and put it away.
other services
DON'T BUY
DON'T BUY
March 31, 2021
A fiasco. Better to buy Alphabet, which will have unbelievable ad sales.
A fiasco. Better to buy Alphabet, which will have unbelievable ad sales.
Broadcasting
BUY WEAKNESS
BUY WEAKNESS
March 31, 2021
Some human behaviour will continue after Covid, including exercising to ward off a virus. When some of the froth comes off this, it's still a little high. The stock is down 25% for the year to date.
Show full opinionHide full opinionSome human behaviour will continue after Covid, including exercising to ward off a virus. When some of the froth comes off this, it's still a little high. The stock is down 25% for the year to date.
Consumer Products
BUY
BUY
March 31, 2021
Some human behaviour will continue after Covid (and fears of the next pandemic will linger), including exercising to ward off a virus. Years ago, CEO Tim Cook told him (Cramer) that says he hopes his legacy is pivoting Apple towards health. Apple Watch (he wears one) is essential to staying healthy. Apple is not a trade, but an investment.
Show full opinionHide full opinionSome human behaviour will continue after Covid (and fears of the next pandemic will linger), including exercising to ward off a virus. Years ago, CEO Tim Cook told him (Cramer) that says he hopes his legacy is pivoting Apple towards health. Apple Watch (he wears one) is essential to staying healthy. Apple is not a trade, but an investment.
electrical/electronic
SELL STRENGTH
SELL STRENGTH
March 31, 2021
It's been tough owning this. But don't sell it here. He expects a bounce; these stocks are way too low.
Show full opinionHide full opinionIt's been tough owning this. But don't sell it here. He expects a bounce; these stocks are way too low.
Automotive
COMMENT
COMMENT
March 29, 2021
A large hedge fund, Archegos, was forced to sell $20 billion of stocks which pressured some sectors of the U.S. market today. This and a stern CDC warning about Covid cases and for Americans to keep their guard up. The reopening trade took a breather today. He thinks Archegos will have limited impact. The fear of new Covid restrains is appropriate and some states have jumped the gun, even though there is progress on vaccinations. That said, he thinks it's unlikely the US will regress to a lockdown and recession like Germany.
Show full opinionHide full opinionA large hedge fund, Archegos, was forced to sell $20 billion of stocks which pressured some sectors of the U.S. market today. This and a stern CDC warning about Covid cases and for Americans to keep their guard up. The reopening trade took a breather today. He thinks Archegos will have limited impact. The fear of new Covid restrains is appropriate and some states have jumped the gun, even though there is progress on vaccinations. That said, he thinks it's unlikely the US will regress to a lockdown and recession like Germany.
BUY
BUY
March 29, 2021
Now, investors are throwing out the non-essential retailers, so he expects a few more days of selling. Also, BBBY went up because of the Reddit short squeeze, now fading. So, Wall Street now has to get long behind BBBY. So, if one big analyst gets behind BBBY, it could be a home run.
Show full opinionHide full opinionNow, investors are throwing out the non-essential retailers, so he expects a few more days of selling. Also, BBBY went up because of the Reddit short squeeze, now fading. So, Wall Street now has to get long behind BBBY. So, if one big analyst gets behind BBBY, it could be a home run.
specialty stores
COMMENT
COMMENT
March 29, 2021
Given more vaccinations and a recent upgrade, how is this stock long term? Uber consolidated in food delivery. He needs to see how Uber will do with the reopening; take-out and delivery may suffer a plunge as people want to eat in restaurants.
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