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Stock Opinions by Jim Cramer - Mad Money

BUY
Thoughts on FedEx Today, there was a nasty downgrade of UPS, a stock and CEO he likes. He believes UPS and FedEx will do well this holiday season.
Transportation
COMMENT
Those who panicked and sold Friday were ruled by fear, not rationality. Biden ruled out a return to lockdowns, and markets rose. It's likely that an Omicron variant case will occur on American soil, and markets will sell-off again, but do not panic! Remember that technology developed a Covid vaccine in record time; what once took months and years, now takes weeks. Also, there's no wider systemic risk in the current market. Panic is not a strategy. Besides, we've seen this movie before (the Delta variant).
Unknown
HOLD
Now, it's three companies in airlines (which won't happen during Omicron), power (what's the catalyst in this industry?) and healthcare (he'd buy that). He'd hold. Many are unhappy with the spin-offs, but he's fine with them.
electrical / electronic
BUY
Don't fear a shutdown, but a slowdown due to the new Omicron variant. So, take advantage by looking at cloud stocks, which is why the Nasdaq roared today. His top pick here is Amazon, a company that does well when people are afraid to go the mall, but also benefits because of its dominance in cloud computing.
specialty stores
BUY
Don't fear a shutdown, but a slowdown due to the new Omicron variant. Their products sold well at the start of the lockdown and continued through the pandemic and reopening then Delta. Software upgrades like a future Windows 15 will be a tailwind. Their cloud business has tremendous growth, while their Microsoft Teams pops up automatically and so is used a lot.
computer software / processing
BUY on WEAKNESS
Don't fear a shutdown, but a slowdown due to the new Omicron variant. It's a juggernaut, performing better than the other FAANGs in today's bounce. Wait for a dip. Own it, don't trade it.
Business Services
BUY
Don't fear a shutdown, but a slowdown due to the new Omicron variant. Buy the utilities. This pays a 3.75% dividend. It's now between its high and low. The Fed won't raise rates anytime soon, so you can't go wrong with this.
electrical utilities
BUY
Don't fear a shutdown, but a slowdown due to the new Omicron variant. Best among the health insurers. He also likes Centene. If you can, buy a fractional share, if the price is too high.
medical services
BUY
Don't fear a shutdown, but a slowdown due to the new Omicron variant. Homebuilders thrive during fears of a variant, because people will stay at home working. Lennar is the top pick in this space. It's up 40% this year, though down 7% from its peak. Also likes Toll Brothers.
REAL ESTATE
BUY
Don't fear a shutdown, but a slowdown due to the new Omicron variant. Just reported a strong quarter. Workers during a slowdown will stay at home and will need a safe work station.
0
BUY
Don't fear a shutdown, but a slowdown due to the new Omicron variant. Don't fear a shutdown, but a slowdown due to the new Omicron variant. Lowes as well as Home Depot and Tractor Supply reported good earnings. The group will benefit from a slowdown. Lowes was slow to run up vs. these peers, and is still cheaper than HD
misc industrial products
BUY
Don't fear a shutdown, but a slowdown due to the new Omicron variant. The only stock around that benefits from the migration out of cities to farms. Reported a good quarter. TSCO is still unknown by snobby money managers, so it's a good opportunity to enter this.
merchandising / lodging
BUY
Don't fear a shutdown, but a slowdown due to the new Omicron variant. A winner according to the home-as-office thesis. It also enjoy a B2B kicker. It's cheapest stock in its group.
specialty stores
BUY
If the Omicron variant does not slow down the economy and the market snaps back, then buy... It's committed to 100% vaccinations by passengers, so it's safe. It's been hammered, but it's a buy opportunity.
0
PARTIAL BUY
If the Omicron variant does not slow down the economy and the market snaps back, then buy... It's fallen in the past month due to the payment-stocks sell-off and Omicron. This benefits because people will go out and spend. If you're risk-averse, but partially now then buy when America sees the first Omicron case.
investment companies / funds
BUY on WEAKNESS
If the Omicron variant does not slow down the economy and the market snaps back, then buy... Wait for the first Omicron case in the US to buy a good entry point.
lodging
BUY
If the Omicron variant does not slow down the economy and the market snaps back, then buy... Delivered a super quarter. When tourists come back to Macy's flagship store, the stock will have a great quarter.
department stores
BUY
If the Omicron variant does not slow down the economy and the market snaps back, then buy... They had the bad luck of reporting at the same time as The GAP. AEO is a much better operation. They have enough infrastructure to handle expansion of online and offline selling.
clothing stores
BUY
If the Omicron variant does not slow down the economy and the market snaps back, then buy... It'll become the only major competitor to Tesla. It's a very cheap stock and he expects it to be re-rated upwards when the electric F150 is released. He expects them to sell their shares of Rivian and make a fortune from that, too.
Automotive
BUY
This topped $200 during the March reopening rally but fell to $147 today. He admits he called this too early and started buying in the $170s. What happened was that Delta derailed the theme parks and Disney+ subscriber numbers fell short. But the sell-off now is overdone though he doesn't know where this will bottom. However, consider where Disney will be a year from now. The cruises will do good business, Disney+ will raise subs, and the company will find a way for ESPN to benefit from sports gambling.
entertainment services
BUY
This topped $200 during the March reopening rally but fell to $147 today. He admits he called this too early and started buying in the $170s. What happened was that Delta derailed the theme parks and Disney+ subscriber numbers fell short. But the sell-off now is overdone though he doesn't know where this will bottom. However, consider where Disney will be a year from now. The cruises will do good business, Disney+ will raise subs, and the company will find a way for ESPN to benefit from sports gambling.
entertainment services
BUY
It got hit by the Covid variant and the Chinese government crackdown in Macau where WYNN has a lot of its operations. The valuation is so low now, so it's a bargain now. WYNN owns the most popular casino in Macau. You can buy some now and more when Omicron hits the U.S.
entertainment services
COMMENT
A winner during the pandemic and will thrive if Omicron makes an impact. They just had a huge Black Friday with $2.9 billion in sales, up 21% over last year though online sales declined YOY. Their last quarter was mixed to some analysts, management reiterated its full-year forecast, so shares didn't drop, though they did sell-off last Friday (along with the market).
0
BUY on WEAKNESS
It's come down enough. Buy.
Consumer Products
DON'T BUY
There are enough health insurance companies. Pass.
insurance
COMMENT
Wealth managers took profits on tech stocks today after tech's recent rally. The rest of the market today saw a catch-up in the Dow and S&P to tech, and this catch-up will continue..Jerome Powell's nomation by Biden to continue as the chair of the U.S. Fed was no surprise. You could buy on tech weakness, betting that those stocks will sharply rebound, but he'd rather buy companies that reporting strong quarters recently.
Unknown
BUY on WEAKNESS
They've done everything right,. but has been crushed by this inane rotation out of the financials. They trade at 12x earnings, a pittance compared to FAANGs and Nasdaq. It's so darn cheap. If shares keep falling, buy.
investment companies / funds
BUY
They delivered a strong quarter with great numbers, pushing shares from $180 to $210. It once hit $220, but the current level is good. He believes in the CEO and feels this will catch fire into the holiday season.
Transportation
BUY
It's a play on the weakness of the American electrical grid. Really likes it.
0
BUY
They spun off their growing pharma and packaged goods businesses. Shares spiked, but then plunged because of the rotation out solid Dow stocks and into semi stocks. It pays a 2.7% diviednd yield and has a good balance sheet. Trust the CEO and keep buying or don't sell. Their pharma spin-off will be the fastest-growing, largest drug company. Should be an instant market darling. Its valuation has been held back by the consumer product business being spun-off. Trades at only 16x earnings.
biotechnology / pharmaceutical
BUY
His favourite health insurer. CNC mostly manages government health plans, so it will benefit huge from any expansion of medicare. It down modestly from its high, but this boasts an ultra-low 14x earnings. Meanwhile, their acquisitions are working well and they're buying back lots of shares.
Healthcare
COMMENT
It went public in July. Last week, it reported better than expected sales, but not earnings which were way down, YOY. Shares fell from $19 to $14 in days, down 50% from August highs. He recommended this at higher levels, but still believes in this if they sort out their margin problems.
Consumer Products
BUY
Any company involved in logistics is a winner in a supply chain crisis. Zebra helps clients keep track of inventory, employees, equipment, medical supplies and data. They delivered a great quarter earlier this month, including organic growth, because of strong demand. Shares are flirting with all-time highs.
electrical / electronic
PARTIAL SELL
Take profits after the stock has been shooting up. Sell half. What they do is more commodity-oriented than people believe.
Technology
WEAK BUY
He can't believe this is down 30%. It has fine management and trades cheaply.
Healthcare
BUY
A play on their Alzheimer's drug. He's long liked this.
biotechnology / pharmaceutical
COMMENT
It's crazy that Americans sell stocks when there's a lockdown announced in Austria just because of some vaccine hold-outs. Sure, Covid remains a threat, but Americans can now get boosters and we're in the late innings of this pandemic. Those who sell open opportunities for buyers, particular in travel and leisure stocks. Sellers will get left behind, because markets will grind higher to the end of the year.
Unknown
BUY
It hit a new today and reported a clean beat in their quarter last night. It's been a winner for home and he expects this continue given the rise of the hybrid workplace to come. Businesses need to spend more money to protect their networks, and the CEO has been way ahead of his cybersecurity peers.
0
WATCH
It was once the hottest stock in the universe, but has become a total dog since it tanked a year ago. That said, could now be a buying opportunity if you feel Covid isn't going away. Let's hear what they say when they report late Monday. They have a lot of cash and opportunities. We'll judge then.
Technology
BUY
They report Tuesday. He expects it to tell great stories and won't terrify with any stories about supply-chain woes.
merchandising / lodging
BUY
They report Tuesday. He expects it to tell great stories and won't terrify with any stories about supply-chain woes.
specialty stores
BUY
On Wednesday, they delivered a blow-out quarter: 50% revenue growth, 60% earnings growth and a super sales forecast for the next quarter. They have great gaming and data centre businesses. Also, their chips in the future will power everything from A.I., self-driving cars to the metaverse.
computer software / processing
BUY
They report Tuesday. It's one of the great internet of things companies. We'll see what they see about the semi shortage. They're in the catbird seat now.
electrical / electronic
HOLD
The competition has gotten steep in this business, when RNG used to have none. It's under a lot of pressure as investors abandon it. Hang onto it, though, and he doesn't think it'll necessarily bottom here.
Telecommunications
PARTIAL SELL
One of his favourite companies. It's one of the most richly valued companies he follows. If your shares have run up, take some profits.
Technology
PARTIAL SELL
A good position going into the holidays, but a bad one going out. Take some shares off the table next week, then more the following week and see what happens. Actually, he prefers William Sonoma in this space.
Consumer Products
BUY
Retail is on fire and has more room to run. Levis reported a blow out quarter over a month ago. Also, it has a huge sustainability operation by using fewer resources and generating less waste.
Consumer Products
BUY
Another retail winner. It delivered a very strong quarter last night with good e-commerce.
specialty stores
BUY on WEAKNESS
The chipmaker with huge exposure to the internet of things, smartphones and cars. Since peaking in April, shares have tumbled to $160. Reasons are supply chain woes and and fears that 5G wireless may be delayed. They delivered solid results two weeks ago, but their forecast was merely in line which wasn't enough to assure investors who are worried about production challenges with their top customer, Apple. Share sank from $171 to 164 and has been stuck there since. No, there's good news about the semis shortage.
electrical / electronic
BUY
With the rise of home offices, home computers are vulnerable to hackers. In offices, those computers are protected behind an office firewall, but home is more vulnerable. Okta protects. They handle anything to do with log-ins and credentials. This stock has rallied from $247 to 266 a month ago. This faces little competition in the online identity business.
Technology
BUY
It's been a rocket since it won the contract to be the sole operator of buy-now, pay-later for Amazon. The CEO believes the credit card companies will be roadkill. AFRM won't offer hidden charges and extort consumers with high interest rates who can't pay their bills in time, says the CEO. AFRM withstand the pandemic downturn last year. This company has a mission. It's winning big business.
Technology
COMMENT
It reported a mix quarter today: a small earnings beat and tiny revenue miss and disappointing guidance for this quarter, but not the year. Shares are down 6%. They're moving towards a software and subscriptions model.
electrical / electronic
BUY
It saves money for its customers, the CEO vows to not pass on inflation to customers, but big institutions are dumping this stock because they'd rather see this big retailer jack up prices and profits. He sold shares at higher levels, but wants to buy some of that back, because he believes in Walmart's strategy long-term, that this strategy will take market share.
department stores
DON'T BUY
The core business isn't that good. It's too late to sell, but don't buy any shares now.
Healthcare
SELL ON STRENGTH
The current EV rally Does this EV rally have staying power or is this like 1999? Tesla is driving this rally and everyone wants to own the next Tesla. You're betting on the momentum of these nascent EV stocks, years away from turning a profit, like Lucid. Remember that online Amazon was one of the few tech stocks from 1999 that survived and thrived. Suppose Tesla will be on the only survivor? Will Rivian? Remember to take profits on these nascent EV stocks--remember, hogs get slaughtered (out of greed). Sell half.
Automotive
BUY
If you want to buy an EV stock, buy Ford. It trades at 10x earnings. They sell a lot of cars and make a lot of money. It needs that money so it can build out its EV line next year. Ford has gotten a windfall from Rivian, of which it owns 11%.
Automotive
SELL ON STRENGTH
Does this EV rally have staying power or is this like 1999? Tesla is driving this rally and everyone wants to own the next Tesla. You're betting on the momentum of these nascent EV stocks, years away from turning a profit, like Lucid. Remember that online Amazon was one of the few tech stocks from 1999 that survived and thrived. Suppose Tesla will be on the only survivor? Will Rivian? Remember to take profits on these nascent EV stocks--remember, hogs get slaughtered (out of greed). Sell half.
Automotive
PARTIAL SELL
The Xilinx-AMD merger, which is supposed to close by year's end. Whoever owns Xilinx will make a lot of money. He recommends AMD over Xilinx, because he doesn't like arbitrage risk. Take some profits on Xilinx.
electrical / electronic
BUY
The Xilinx-AMD merger, which is supposed to close by year's end. Whoever owns Xilinx will make a lot of money. He recommends AMD over Xilinx, because he doesn't like arbitrage risk. Take some profits on Xilinx.
electrical / electronic
BUY
The company is in so many good businesses. He's long owned this and sees a lot of upside.
communications / media
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