Jim Cramer - Mad Money
Member since: Sep '20
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CNBC
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DON'T BUY
DON'T BUY
April 16, 2021
They report Wednesday. Will this stock ever move up? It's stuck and feels more like a bond, than stock. He expects nothing new. He prefers T-Mobil.
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They report Wednesday. Will this stock ever move up? It's stuck and feels more like a bond, than stock. He expects nothing new. He prefers T-Mobil.
telephone utilities
BUY
BUY
April 16, 2021
They report Wednesday. The stock has been hanging around all time highs, but he expects a breakout after the report, which he thinks will be a blow-out given a pick-up in business.
Show full opinionHide full opinionThey report Wednesday. The stock has been hanging around all time highs, but he expects a breakout after the report, which he thinks will be a blow-out given a pick-up in business.
food services
BUY
BUY
April 16, 2021
It hasn't done much lately. Pepsi reported a good quarter and gained a bit of market share from other peers. COKE reports Monday and he expects good numbers along with food service reopenings, but doesn't know if it will do as well as Pepsi
Show full opinionHide full opinionIt hasn't done much lately. Pepsi reported a good quarter and gained a bit of market share from other peers. COKE reports Monday and he expects good numbers along with food service reopenings, but doesn't know if it will do as well as Pepsi
food processing
BUY
BUY
April 16, 2021
They report Monday and he expects them to comment on the coming boom, like Delta did. This is up 30% YTD and will continue to climb.
Show full opinionHide full opinionThey report Monday and he expects them to comment on the coming boom, like Delta did. This is up 30% YTD and will continue to climb.
Transportation
COMMENT
COMMENT
April 16, 2021
They report Monday. The stock has been hanging in there and lately older tech names have been strong like Dell. Maybe IBM joins them.
Show full opinionHide full opinionThey report Monday. The stock has been hanging in there and lately older tech names have been strong like Dell. Maybe IBM joins them.
electrical/electronic
BUY
BUY
April 16, 2021
They report Tuesday. They've done great work with their Covid test that they will likely hit it out of the park.
Show full opinionHide full opinionThey report Tuesday. They've done great work with their Covid test that they will likely hit it out of the park.
biotechnology/pharmaceutical
BUY
BUY
April 16, 2021
They report Tuesday. The CDC, he feels, has unfairly punished JNJ over its Covid vaccine. He expects JNJ to release a strong quarter and pipeline of drugs.
Show full opinionHide full opinionThey report Tuesday. The CDC, he feels, has unfairly punished JNJ over its Covid vaccine. He expects JNJ to release a strong quarter and pipeline of drugs.
biotechnology/pharmaceutical
DON'T BUY
DON'T BUY
April 16, 2021
They report Tuesday. They face tough comps vs. the stay-at-home numbers, and too much competition to pass higher costs to consumers.
Show full opinionHide full opinionThey report Tuesday. They face tough comps vs. the stay-at-home numbers, and too much competition to pass higher costs to consumers.
misc consumer products
BUY
BUY
April 16, 2021
They report Tuesday. They usually beat their numbers and they enjoy talking about their business and forthcoming releases.
Show full opinionHide full opinionThey report Tuesday. They usually beat their numbers and they enjoy talking about their business and forthcoming releases.
Unknown
BUY
BUY
April 16, 2021
They report Wednesday. It had a great week. LAM is the answers to the semiconductor shortage by making the equipment needed to make these chips. Smart manager and great execution.
Show full opinionHide full opinionThey report Wednesday. It had a great week. LAM is the answers to the semiconductor shortage by making the equipment needed to make these chips. Smart manager and great execution.
Technology
BUY
BUY
April 16, 2021
They report Thursday. They have a high-growth healthcare business that they partly picked up from GE for a song. He expects a great quarter.
Show full opinionHide full opinionThey report Thursday. They have a high-growth healthcare business that they partly picked up from GE for a song. He expects a great quarter.
machinery
BUY
BUY
April 16, 2021
They report Thursday. He expects the steelmaker to report incredible numbers.
Show full opinionHide full opinionThey report Thursday. He expects the steelmaker to report incredible numbers.
steel
BUY WEAKNESS
BUY WEAKNESS
April 16, 2021
They report Thursday. It's now led by a new CEO who's doing a terrific job inspiring people inside and outside the company. If the stock falls, buy. The CEO can turn the company around on a dime, but will turn it.
Show full opinionHide full opinionThey report Thursday. It's now led by a new CEO who's doing a terrific job inspiring people inside and outside the company. If the stock falls, buy. The CEO can turn the company around on a dime, but will turn it.
electrical/electronic
BUY
BUY
April 16, 2021
They report Thursday. The shorts, as they always do, will lean against SAM, because of their competition. SAM should do just fine, he thinks.
Show full opinionHide full opinionThey report Thursday. The shorts, as they always do, will lean against SAM, because of their competition. SAM should do just fine, he thinks.
Consumer Products
BUY
BUY
April 16, 2021
They report Friday. Great CEO. They're becoming building services play and fine healthcare company. He expects their numbers to go higher still.
Show full opinionHide full opinionThey report Friday. Great CEO. They're becoming building services play and fine healthcare company. He expects their numbers to go higher still.
INDUSTRIAL PRODUCTS
COMMENT
COMMENT
April 16, 2021
They report Friday. It's a barometer stock to determine the strength of the U.S. recovery--small business, travel and entertainment spending.
Show full opinionHide full opinionThey report Friday. It's a barometer stock to determine the strength of the U.S. recovery--small business, travel and entertainment spending.
investment companies/funds
COMMENT
COMMENT
April 16, 2021
They report Friday. He likes the CEO, but isn't sure if this stock can break from the pack.
Show full opinionHide full opinionThey report Friday. He likes the CEO, but isn't sure if this stock can break from the pack.
biotechnology/pharmaceutical
WEAK BUY
WEAK BUY
April 16, 2021
Competition literally came out of nowhere, but he expects AFRM to hold its own. It'll be fine, but won't roar.
Show full opinionHide full opinionCompetition literally came out of nowhere, but he expects AFRM to hold its own. It'll be fine, but won't roar.
Technology
WATCH
WATCH
April 16, 2021
SPACs have plunged in the past two months, but are now at attractive levels. One SPAC he's looking at is MILE. They're trying to disrupt the car insurance industry by charging for the actual miles you drive, not a flat rate. They're an e-insurer, boasting of 47% savings for customers. Mark Cuban are among their high-profile backers. The stock has plunged from $20 to $8 since it's debut. It's worth considering.
Show full opinionHide full opinionSPACs have plunged in the past two months, but are now at attractive levels. One SPAC he's looking at is MILE. They're trying to disrupt the car insurance industry by charging for the actual miles you drive, not a flat rate. They're an e-insurer, boasting of 47% savings for customers. Mark Cuban are among their high-profile backers. The stock has plunged from $20 to $8 since it's debut. It's worth considering.
insurance
COMMENT
COMMENT
April 16, 2021
EV SPACs are facing more scrutiny from aggressive short-seller. Yesterday, a short-seller accused QS of being a pump-and-dump scam, but didn't mention sources of information. QS defends itself as being highly transparent and stands by all its published data. The CEO even did a webcast to defend themselves today.
Show full opinionHide full opinionEV SPACs are facing more scrutiny from aggressive short-seller. Yesterday, a short-seller accused QS of being a pump-and-dump scam, but didn't mention sources of information. QS defends itself as being highly transparent and stands by all its published data. The CEO even did a webcast to defend themselves today.
INDUSTRIAL PRODUCTS
BUY
BUY
April 16, 2021
They report next week and he expects them to tout new efficiencies.
Show full opinionHide full opinionThey report next week and he expects them to tout new efficiencies.
Transportation
BUY
BUY
A smart, well-run company.
Consumer Products
BUY
BUY
April 16, 2021
A cannabis warehouse company and the best way to invest in this business.
Show full opinionHide full opinionA cannabis warehouse company and the best way to invest in this business.
REAL ESTATE
BUY WEAKNESS
BUY WEAKNESS
April 16, 2021
It was a dog, but has leapt 125%, so wait for a dip.
Show full opinionHide full opinionIt was a dog, but has leapt 125%, so wait for a dip.
merchandising/lodging
BUY
BUY
April 16, 2021
It's hugely shorted at 25%--that's the problem. It's a great AI credit company and he believes in the CEO when others don't.
Show full opinionHide full opinionIt's hugely shorted at 25%--that's the problem. It's a great AI credit company and he believes in the CEO when others don't.
Technology
WEAK BUY
WEAK BUY
April 16, 2021
They have a cool freelance model. He really likes it, but the stock is very expensive. That said, it keeps getting it right.
Show full opinionHide full opinionThey have a cool freelance model. He really likes it, but the stock is very expensive. That said, it keeps getting it right.
Technology
COMMENT
COMMENT
April 14, 2021
Messianic thinking: Some believe it's a sin to sell any stock, because they feel buying stocks is a crusade. He's talking especially about cryptos, GameStop and the Reddit trade. Beware of putting your faith and money in just on sector of the market. And take profits where needed. Really, we're worshipping greed here. He would sell Bitcoin now.
Show full opinionHide full opinionMessianic thinking: Some believe it's a sin to sell any stock, because they feel buying stocks is a crusade. He's talking especially about cryptos, GameStop and the Reddit trade. Beware of putting your faith and money in just on sector of the market. And take profits where needed. Really, we're worshipping greed here. He would sell Bitcoin now.
BUY WEAKNESS
BUY WEAKNESS
April 14, 2021
He likes the 2.6% dividend yield and CEO. Hold or buy on pullback.
Show full opinionHide full opinionHe likes the 2.6% dividend yield and CEO. Hold or buy on pullback.
Transportation
BUY WEAKNESS
BUY WEAKNESS
April 14, 2021
2020 IPOs cost way too much, and are worth buying now that they are out of style and cheaper. They provide cloud-base banking software with few, if any, competitors. It IPO'd last July at $91, too high. He recommended $68. It zoomed up, then plunged to $57 last month--the buying price. It's rebounded to the low-$70s. You can buy it at current dips, but don't rush into it.
Show full opinionHide full opinion2020 IPOs cost way too much, and are worth buying now that they are out of style and cheaper. They provide cloud-base banking software with few, if any, competitors. It IPO'd last July at $91, too high. He recommended $68. It zoomed up, then plunged to $57 last month--the buying price. It's rebounded to the low-$70s. You can buy it at current dips, but don't rush into it.
Technology
BUY WEAKNESS
BUY WEAKNESS
April 14, 2021
2020 IPOs cost way too much, and now are worth buying. They are out of style and cheaper. With a triple-digit growth rate, it started trading last September at 100x sales. He got more comfortable with its valuation by Decemeber when recommended buying this at $300. Now, SNOW stock is at $229, down 25% below its opening-day trade. The fall is partially due to the recent stock rotation, but also there is no more lock-up on insider selling. Wait till this falls to just 50x sales or $190.
Show full opinionHide full opinion2020 IPOs cost way too much, and now are worth buying. They are out of style and cheaper. With a triple-digit growth rate, it started trading last September at 100x sales. He got more comfortable with its valuation by Decemeber when recommended buying this at $300. Now, SNOW stock is at $229, down 25% below its opening-day trade. The fall is partially due to the recent stock rotation, but also there is no more lock-up on insider selling. Wait till this falls to just 50x sales or $190.
Technology
BUY WEAKNESS
BUY WEAKNESS
April 14, 2021
2020 IPOs cost too much, and now are worth buying that they are out of style and cheaper. IT debuted in September at $64, now at $52. The valuation is a lot more reasonable now. There's no rush to buy these software stocks. Buy this at $43 or 20x sales (not earnings).
Show full opinionHide full opinion2020 IPOs cost too much, and now are worth buying that they are out of style and cheaper. IT debuted in September at $64, now at $52. The valuation is a lot more reasonable now. There's no rush to buy these software stocks. Buy this at $43 or 20x sales (not earnings).
Technology
DON'T BUY
DON'T BUY
April 14, 2021
2020 IPOs cost too much, and are worth buying now that they are out of style and cheaper. A telemedicine stock which had a phenomenal run during Covid. With the reopening now in full swing, this stock has lost two-thirds. Even at the current $17, avoid, because this is too much a lockdown stock. Avoid.
Show full opinionHide full opinion2020 IPOs cost too much, and are worth buying now that they are out of style and cheaper. A telemedicine stock which had a phenomenal run during Covid. With the reopening now in full swing, this stock has lost two-thirds. Even at the current $17, avoid, because this is too much a lockdown stock. Avoid.
Healthcare
BUY WEAKNESS
BUY WEAKNESS
April 14, 2021
2020 IPOs cost too much, and are worth buying now that they are out of style and cheaper. He uses their fabulous drug-comparison app which saves you a fortune. He's always suggested buying on lower levels. But it keeps facing headwinds: the rotation into reopening stocks, then the expiration of its lock-up and Amazon entering the health business. Buy ANY pullback.
2020 IPOs cost too much, and are worth buying now that they are out of style and cheaper. He uses their fabulous drug-comparison app which saves you a fortune. He's always suggested buying on lower levels. But it keeps facing headwinds: the rotation into reopening stocks, then the expiration of its lock-up and Amazon entering the health business. Buy ANY pullback.
Healthcare
DON'T BUY
DON'T BUY
April 14, 2021
2020 IPOs cost too much, and are worth buying now that they are out of style and cheaper. They make work management software. It's a real rollercoaster. He still doesn't like its fundamentals--18x sales and a 38% growth rate.
Show full opinionHide full opinion2020 IPOs cost too much, and are worth buying now that they are out of style and cheaper. They make work management software. It's a real rollercoaster. He still doesn't like its fundamentals--18x sales and a 38% growth rate.
Technology
DON'T BUY
DON'T BUY
April 14, 2021
2020 IPOs cost too much, and are worth buying now that they are out of style and cheaper. This insurance disruptor was worth buying below $50, which happened two months after its IPO. Then, it took off, but down 50% from its peak now. He loves this company, but they're losing tons of money and the stock trades at 50x sales (not earnings).
Show full opinionHide full opinion2020 IPOs cost too much, and are worth buying now that they are out of style and cheaper. This insurance disruptor was worth buying below $50, which happened two months after its IPO. Then, it took off, but down 50% from its peak now. He loves this company, but they're losing tons of money and the stock trades at 50x sales (not earnings).
Technology
DON'T BUY
DON'T BUY
April 14, 2021
2020 IPOs cost too much, and are worth buying now that they are out of style and cheaper. It started at $68 and he called for a buy below $50 which never happened. Unity peaked at $175 in December and is now around $101. He would rather buy Roblox which is profitable, unlike Unity.
2020 IPOs cost too much, and are worth buying now that they are out of style and cheaper. It started at $68 and he called for a buy below $50 which never happened. Unity peaked at $175 in December and is now around $101. He would rather buy Roblox which is profitable, unlike Unity.
Technology
BUY WEAKNESS
BUY WEAKNESS
April 14, 2021
2020 IPOs cost too much, and are worth buying now that they are out of style and cheaper. He weakly recommended buying below $10, which happened in its first day of trading. This became a Reddit short, peaking at $45 in January stocking and has plunged to $24. It's a black box to really understand it. Buy below $20.
Show full opinionHide full opinion2020 IPOs cost too much, and are worth buying now that they are out of style and cheaper. He weakly recommended buying below $10, which happened in its first day of trading. This became a Reddit short, peaking at $45 in January stocking and has plunged to $24. It's a black box to really understand it. Buy below $20.
Technology
DON'T BUY
DON'T BUY
April 14, 2021
He misjudged the initial appetite for this stock. It's plunged since then. Now, it's a lockdown stock with too many competitors.
Show full opinionHide full opinionHe misjudged the initial appetite for this stock. It's plunged since then. Now, it's a lockdown stock with too many competitors.
food services
BUY WEAKNESS
BUY WEAKNESS
April 14, 2021
He really likes this true reopening stock, and long-term it will be a disruptor of accommodation. Soon, it'll be a victim of lock-up expiration when insiders sell their initial shares. Nibble at $157, but back up the truck if this falls to $117.
Show full opinionHide full opinionHe really likes this true reopening stock, and long-term it will be a disruptor of accommodation. Soon, it'll be a victim of lock-up expiration when insiders sell their initial shares. Nibble at $157, but back up the truck if this falls to $117.
Technology
DON'T BUY
DON'T BUY
April 14, 2021
Short seller Muddy Waters released a brutal report on them, accusing them of making up (faking) their sales pipeline. Managers failed to address this accusation well. Their guidance was drastically slashed in March, and the stock has plunged 50% since early March. Avoid.
Show full opinionHide full opinionShort seller Muddy Waters released a brutal report on them, accusing them of making up (faking) their sales pipeline. Managers failed to address this accusation well. Their guidance was drastically slashed in March, and the stock has plunged 50% since early March. Avoid.
Automotive
BUY
BUY
April 14, 2021
Run by a great CEO. It's one of the few SPACs he likes. Their batteries are good.
Show full opinionHide full opinionRun by a great CEO. It's one of the few SPACs he likes. Their batteries are good.
INDUSTRIAL PRODUCTS
DON'T BUY
DON'T BUY
April 14, 2021
A tragic SPAC. They were supposed to make an e-pick-up truck. Great, but then last month a short-seller questioned their order book as largely fake. The CEO failed to answer this accusation and said that they are much further away from production as the public was lead to believe. Managers say they are on track for September, but he doesn't believe them.
Show full opinionHide full opinionA tragic SPAC. They were supposed to make an e-pick-up truck. Great, but then last month a short-seller questioned their order book as largely fake. The CEO failed to answer this accusation and said that they are much further away from production as the public was lead to believe. Managers say they are on track for September, but he doesn't believe them.
Automotive
DON'T BUY
DON'T BUY
April 14, 2021
They're developing a superior battery for e-cars. They overpromised and under-delivered. Their last report and guidance were horrifying, and you can't blame supply constraints. The stock spiked 60% last week after a long-term supply deal with a truckmaker, but RMO has given back nearly that because few trust this stock.
Show full opinionHide full opinionThey're developing a superior battery for e-cars. They overpromised and under-delivered. Their last report and guidance were horrifying, and you can't blame supply constraints. The stock spiked 60% last week after a long-term supply deal with a truckmaker, but RMO has given back nearly that because few trust this stock.
Automotive
DON'T BUY
DON'T BUY
April 14, 2021
The first e-car SPAC merger. A harsh short-seller report turned out to be mostly true. Nikola promised a lot. Too much hype. Nikola doctored a video to prop up their e-truck. They have new managers and the stock has plunged $12, but this makes it a spec stock at best. Otherwise, avoid.
Show full opinionHide full opinionThe first e-car SPAC merger. A harsh short-seller report turned out to be mostly true. Nikola promised a lot. Too much hype. Nikola doctored a video to prop up their e-truck. They have new managers and the stock has plunged $12, but this makes it a spec stock at best. Otherwise, avoid.
Automotive
BUY
BUY
April 14, 2021
It reported a strong beat today. It trades at a cheap 10x earnings. Plenty of upside to come. He targets $400 from the current $335.
Show full opinionHide full opinionIt reported a strong beat today. It trades at a cheap 10x earnings. Plenty of upside to come. He targets $400 from the current $335.
banks
BUY
BUY
April 14, 2021
He likes it. It debuted today. It's a real crypto company with real customers, real controls and real earnings.
Show full opinionHide full opinionHe likes it. It debuted today. It's a real crypto company with real customers, real controls and real earnings.
Financial Services
BUY WEAKNESS
BUY WEAKNESS
April 14, 2021
He likes the CEO, from American Tower. The stock pays a 2.6% dividend yield and boasts a great order book. Hold or buy on dips.
He likes the CEO, from American Tower. The stock pays a 2.6% dividend yield and boasts a great order book. Hold or buy on dips.
non-base metal mining
BUY
BUY
April 14, 2021
Own, don't trade Apple. It keeps producing innovative products like the Apple Watch and iPhone that users keep using and using. Forget analysts who advise selling this, then buying it later.
Show full opinionHide full opinionOwn, don't trade Apple. It keeps producing innovative products like the Apple Watch and iPhone that users keep using and using. Forget analysts who advise selling this, then buying it later.
electrical/electronic
DON'T BUY
DON'T BUY
April 14, 2021
In their December SPAC merger, they told the world they were focused on consumer cars and a subscription to sales model and to sell their modular technology to third parties. Last month, they ditch the entire plan. Then the CFO stepped down. Even worse, Canoe was hyping its Hyundai connection to develop an all e-car platform, but have since dialed that down this partnership. The stock has sunk from $15 to $9.
In their December SPAC merger, they told the world they were focused on consumer cars and a subscription to sales model and to sell their modular technology to third parties. Last month, they ditch the entire plan. Then the CFO stepped down. Even worse, Canoe was hyping its Hyundai connection to develop an all e-car platform, but have since dialed that down this partnership. The stock has sunk from $15 to $9.
Automotive
BUY
BUY
He can't wait for the AMD deal to close. Likes it.
electrical/electronic
BUY
BUY
April 14, 2021
Electronic measurements services is now a hot business like this stock, and he likes both.
Show full opinionHide full opinionElectronic measurements services is now a hot business like this stock, and he likes both.
SPECULATIVE BUY
SPECULATIVE BUY
April 14, 2021
It's a complete spec stock and NOT necessarily a great company.
Show full opinionHide full opinionIt's a complete spec stock and NOT necessarily a great company.
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.
Show full opinionHide full opinionGrace: 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
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