Jim Cramer - Mad Money
Member since: Sep '20
Mad Money Host at
CNBC
CNBC
848 Opinions
Latest Top Picks
Signal
Opinion
Expert
Chart
COMMENT
COMMENT
January 20, 2021
Biden's inauguration and 2021 investing themes The Trump era is over, so how to prepare for the Biden era? The markets roared today, partially because nothing crazy (violent) happened at the inauguration. Biden should do a better job than Trump in rolling out the vaccines and this alone will be crucial. The biggest investing theme for 2021 is e-commerce. Many are nervous that e-commerce will fade with the end of the pandemic, but he thinks this is only the start. For example, Choptle is using an app to boost its revenues. Then, there's Amazon, Apple and other big tech names which led today's markets. Salesforce and Adobe, too. Then, there are cybersecurity plays like Crowdstrike. He likes them all. Add to this the 5G roll-out stocks, like Taiwan Semi and Qualcomm. Biden's stimulus plans will benefit Dollar General, Walmart and other retailers. Biden, he expects, will build warmer relations with China, which businesses want; Apple, Boeing and Starbucks will benefit. Work from home will continue this year, so Wayfair, Zoom Video and Amazon are picks here. Biden will encourage the EV trend (Ford is a pick here). For all of them: buy on pullbacks when others are scared.
Show full opinionHide full opinion
Biden's inauguration and 2021 investing themes The Trump era is over, so how to prepare for the Biden era? The markets roared today, partially because nothing crazy (violent) happened at the inauguration. Biden should do a better job than Trump in rolling out the vaccines and this alone will be crucial. The biggest investing theme for 2021 is e-commerce. Many are nervous that e-commerce will fade with the end of the pandemic, but he thinks this is only the start. For example, Choptle is using an app to boost its revenues. Then, there's Amazon, Apple and other big tech names which led today's markets. Salesforce and Adobe, too. Then, there are cybersecurity plays like Crowdstrike. He likes them all. Add to this the 5G roll-out stocks, like Taiwan Semi and Qualcomm. Biden's stimulus plans will benefit Dollar General, Walmart and other retailers. Biden, he expects, will build warmer relations with China, which businesses want; Apple, Boeing and Starbucks will benefit. Work from home will continue this year, so Wayfair, Zoom Video and Amazon are picks here. Biden will encourage the EV trend (Ford is a pick here). For all of them: buy on pullbacks when others are scared.
BUY
BUY
January 20, 2021
The cannabis sector under Biden and the Democrats He likes the long-term in cannabis. Canopy has the capital and strong management to stay in the long game. Also, he likes Aphria.
Show full opinionHide full opinionThe cannabis sector under Biden and the Democrats He likes the long-term in cannabis. Canopy has the capital and strong management to stay in the long game. Also, he likes Aphria.
Healthcare
COMMENT
COMMENT
January 20, 2021
Is there a relationship between the hot EV craze, Biden in office now and ESG with WM, America's biggest recycler? Doesn't see a connection. WM makes the most business out of home building and construction, instead. Also in fuel cells and methane, but those just aren't ESG. He likes WM though.
Show full opinionHide full opinionIs there a relationship between the hot EV craze, Biden in office now and ESG with WM, America's biggest recycler? Doesn't see a connection. WM makes the most business out of home building and construction, instead. Also in fuel cells and methane, but those just aren't ESG. He likes WM though.
environmental
COMMENT
COMMENT
January 20, 2021
As an e-vehicle play If GM renamed themselves "General Motors Electrical Corp" then their market cap would jump from $79 billion to $100 billion. The CEO is smart and doing the right things, so he likes GM.
Show full opinionHide full opinionAs an e-vehicle play If GM renamed themselves "General Motors Electrical Corp" then their market cap would jump from $79 billion to $100 billion. The CEO is smart and doing the right things, so he likes GM.
Automotive
COMMENT
COMMENT
January 20, 2021
A biotech that's up 342% in the past week, because yesterday they announced they're working on a 2nd-generation Covid vaccine. They already an agreement with the National Institute for Allergy and Infectious Diseases to start testing it. Their immunotherapy-based vaccine could be a game-changer even in phase 1 testing.
Show full opinionHide full opinionA biotech that's up 342% in the past week, because yesterday they announced they're working on a 2nd-generation Covid vaccine. They already an agreement with the National Institute for Allergy and Infectious Diseases to start testing it. Their immunotherapy-based vaccine could be a game-changer even in phase 1 testing.
biotechnology
BUY WEAKNESS
BUY WEAKNESS
January 20, 2021
Streaming continues to be strong this year from 2020. Doubters felt streaming was a zero-sum game, but that isn't so. Money migrated to Roku from Netflix and other streamers. Roku was up 150% in 2020. But last night, Netflix reported a huge paid subscriber additions beat, so the streamers are not going away. NFLX shot up almost 17% today. Netflix also said they're getting close to breaking even in free cash flow, so they can pay down debt, fund their content and maybe even buy back shares.
Show full opinionHide full opinionStreaming continues to be strong this year from 2020. Doubters felt streaming was a zero-sum game, but that isn't so. Money migrated to Roku from Netflix and other streamers. Roku was up 150% in 2020. But last night, Netflix reported a huge paid subscriber additions beat, so the streamers are not going away. NFLX shot up almost 17% today. Netflix also said they're getting close to breaking even in free cash flow, so they can pay down debt, fund their content and maybe even buy back shares.
Unknown
COMMENT
COMMENT
January 20, 2021
Disney+ Their streaming service, Disney+, is taking over the world, but DIS is more of a reopening play, but streamers are here to stay.
Show full opinionHide full opinionDisney+ Their streaming service, Disney+, is taking over the world, but DIS is more of a reopening play, but streamers are here to stay.
entertainment services
BUY WEAKNESS
BUY WEAKNESS
January 20, 2021
Roku has become the preferred way to stream through devices or software built it into more and more smart TVs. It's jumped nearly 30% in the past 12 trading days. Two weeks ago, Roku released early quuarterly data which was terrific including over 50 million users. The stock declined, then rallied to this day. JPM started coverage of ROKU with an overweight rating and price target of $475. There's upside here, but ROKU now trades at 20x sales, which is expensive in this sector. If you've made money, then take some profits.
Show full opinionHide full opinionRoku has become the preferred way to stream through devices or software built it into more and more smart TVs. It's jumped nearly 30% in the past 12 trading days. Two weeks ago, Roku released early quuarterly data which was terrific including over 50 million users. The stock declined, then rallied to this day. JPM started coverage of ROKU with an overweight rating and price target of $475. There's upside here, but ROKU now trades at 20x sales, which is expensive in this sector. If you've made money, then take some profits.
computer software
BUY
BUY
January 20, 2021
TTD helps companies manage data-driven ad campaigns on streaming video. Advertisers love streaming video. TTD sruged 280% last year, but has pulled back a lot since Christmas. Doesn't know why. Their last quarter was very good.
Show full opinionHide full opinionTTD helps companies manage data-driven ad campaigns on streaming video. Advertisers love streaming video. TTD sruged 280% last year, but has pulled back a lot since Christmas. Doesn't know why. Their last quarter was very good.
COMMENT
COMMENT
January 20, 2021
A new advertising technology play (like TTD). Two months ago, they reported a surprise profit so the stock leapt from $9 to $34, but early this month a short-seller accused them of inaccurate reporting. The shorts have been steamrolled.
Show full opinionHide full opinionA new advertising technology play (like TTD). Two months ago, they reported a surprise profit so the stock leapt from $9 to $34, but early this month a short-seller accused them of inaccurate reporting. The shorts have been steamrolled.
communications/media
COMMENT
COMMENT
January 20, 2021
A bundled streaming play. He warned against this because it hit the end of its lock-up period in December. Also, a short-seller has targeted Fubo, though the stock popped 34% last Tuesday which hammered the shorts. Why? Fubo just bought a sports-betting company. What does streaming have to do with betting? He doesn't know why.
Show full opinionHide full opinionA bundled streaming play. He warned against this because it hit the end of its lock-up period in December. Also, a short-seller has targeted Fubo, though the stock popped 34% last Tuesday which hammered the shorts. Why? Fubo just bought a sports-betting company. What does streaming have to do with betting? He doesn't know why.
Broadcasting
COMMENT
COMMENT
January 20, 2021
Biofuels, based in vegetable oils for example, will benefit from Biden's green energy plan. REGI is the biggesT producer of bio-diesel and could benefit.
Show full opinionHide full opinionBiofuels, based in vegetable oils for example, will benefit from Biden's green energy plan. REGI is the biggesT producer of bio-diesel and could benefit.
Energy
DON'T BUY
DON'T BUY
January 20, 2021
It's one of many speculative EV plays. He prefers others in this space, but an investor can be overwhelmed with all these EV plays.
Show full opinionHide full opinionIt's one of many speculative EV plays. He prefers others in this space, but an investor can be overwhelmed with all these EV plays.
Automotive
DON'T BUY
DON'T BUY
Likes it, but the EV group has gotten frothy.
Automotive
COMMENT
COMMENT
January 20, 2021
They do cybersecurity technology, but he doesn't know much about their contracts or clients. But cybersecurity is here to stay.
Show full opinionHide full opinionThey do cybersecurity technology, but he doesn't know much about their contracts or clients. But cybersecurity is here to stay.
Technology
COMMENT
COMMENT
January 20, 2021
Everyone asks him why this has stalled out, given that the housing and mortgage markets are strong. Maybe because investors are buying banks instead or buying fintechs, but they don't consider RKT a fintech name. He's neutral about RKT.
Show full opinionHide full opinionEveryone asks him why this has stalled out, given that the housing and mortgage markets are strong. Maybe because investors are buying banks instead or buying fintechs, but they don't consider RKT a fintech name. He's neutral about RKT.
paper products/business forms
BUY WEAKNESS
BUY WEAKNESS
January 20, 2021
He just heard of this. They went public only last month. It's had an insane move in recent days for no reason, which is a problem. Buy this under $30.
Show full opinionHide full opinionHe just heard of this. They went public only last month. It's had an insane move in recent days for no reason, which is a problem. Buy this under $30.
Technology
COMMENT
COMMENT
January 19, 2021
Intraday reversals (like today) happen all the time, so avoid buying when the futures are up and selling when they go down. The stock market is not a casino....FAANG stocks don't thrive only during lockdowns and are not meant to be sold in signs of recovery....Treasury secretary Janet Yellen in testimony today embraced globalism which will help stocks like Apple.
Show full opinionHide full opinionIntraday reversals (like today) happen all the time, so avoid buying when the futures are up and selling when they go down. The stock market is not a casino....FAANG stocks don't thrive only during lockdowns and are not meant to be sold in signs of recovery....Treasury secretary Janet Yellen in testimony today embraced globalism which will help stocks like Apple.
BUY
BUY
January 19, 2021
A play on the stay-at-home economy. You can count on this.
Show full opinionHide full opinionA play on the stay-at-home economy. You can count on this.
misc consumer products
COMMENT
COMMENT
January 19, 2021
He's a Wix customer for his restaurant. Some Wix customers (i.e. restaurateurs) are shut down because of Covid lockdowns, so don't be discouraged by recent weakness in the stock.
Show full opinionHide full opinionHe's a Wix customer for his restaurant. Some Wix customers (i.e. restaurateurs) are shut down because of Covid lockdowns, so don't be discouraged by recent weakness in the stock.
COMMENT
COMMENT
January 19, 2021
A past pick from summer 2020 when we started turning the corner on the pandemic He picked 11 stocks that would soar once we got vaccinations, and this is one of two that did not. 3M soared in late-November 2020, but lost momentum, then lost all gains. Problem is 3M has serious legacy issues, including huge environmental problems. Management failed to solve those. 3M reports next Tuesday. He expects another good report like the last one.
Show full opinionHide full opinionA past pick from summer 2020 when we started turning the corner on the pandemic He picked 11 stocks that would soar once we got vaccinations, and this is one of two that did not. 3M soared in late-November 2020, but lost momentum, then lost all gains. Problem is 3M has serious legacy issues, including huge environmental problems. Management failed to solve those. 3M reports next Tuesday. He expects another good report like the last one.
mngmnt/diversified
COMMENT
COMMENT
January 19, 2021
A past pick from summer 2020 when we started turning the corner on the pandemic All credit card companies have been losing ground recently, pressured by online payments stocks like PayPal and Square. He expected this to reverse once we got vaccinations, but then the banks caught fire and ignored credit cards. He thinks MA is a great company, but Wall Street disagrees. Cross-border travel, when it returns, may help MA. Maybe.
A past pick from summer 2020 when we started turning the corner on the pandemic All credit card companies have been losing ground recently, pressured by online payments stocks like PayPal and Square. He expected this to reverse once we got vaccinations, but then the banks caught fire and ignored credit cards. He thinks MA is a great company, but Wall Street disagrees. Cross-border travel, when it returns, may help MA. Maybe.
other services
COMMENT
COMMENT
January 19, 2021
A past pick from summer 2020 when we started turning the corner on the pandemic It has outpaced the S&P since last summer. Like all rails, UP has been on fire the last couple of months. They report Thursday morning.
Show full opinionHide full opinionA past pick from summer 2020 when we started turning the corner on the pandemic It has outpaced the S&P since last summer. Like all rails, UP has been on fire the last couple of months. They report Thursday morning.
Transportation
BUY
BUY
January 19, 2021
A past pick from summer 2020 when we started turning the corner on the pandemic
It got a huge boost with vaccine news. They reported a great quarter last November and benefitted from the Democrats winning the Georgia Senate run-offs. A strong Chinese economy is another tailwind, because EMR has a lot of exposure there. Today, EMR made a new high. This has more room to run. A new CEO may break this company up, so he's excited.
Show full opinionHide full opinionA past pick from summer 2020 when we started turning the corner on the pandemic
It got a huge boost with vaccine news. They reported a great quarter last November and benefitted from the Democrats winning the Georgia Senate run-offs. A strong Chinese economy is another tailwind, because EMR has a lot of exposure there. Today, EMR made a new high. This has more room to run. A new CEO may break this company up, so he's excited.
machinery
BUY
BUY
January 19, 2021
A past pick from summer 2020 when we started turning the corner on the pandemic The best of the American steelmakers. NUE has been lifted by vaccine news and after the Democrat Blue Wave. Infrastucture is expected to pop, and infrastructure needs steel. A cyclical that still has room to run.
Show full opinionHide full opinionA past pick from summer 2020 when we started turning the corner on the pandemic The best of the American steelmakers. NUE has been lifted by vaccine news and after the Democrat Blue Wave. Infrastucture is expected to pop, and infrastructure needs steel. A cyclical that still has room to run.
steel
COMMENT
COMMENT
January 19, 2021
A past pick from summer 2020 when we started turning the corner on the pandemic It's on fire. Are heavily exposed to the red-hot car industry. Well-run. It's been on a tear, so hold onto it.
Show full opinionHide full opinionA past pick from summer 2020 when we started turning the corner on the pandemic It's on fire. Are heavily exposed to the red-hot car industry. Well-run. It's been on a tear, so hold onto it.
INDUSTRIAL PRODUCTS
BUY
BUY
January 19, 2021
A past pick from summer 2020 when we started turning the corner on the pandemic
Not a good time for movie-going, but Disney's popular streaming service is keeping the stock up. Now with vaccines, Disney is treated like a reopening play. The PE looks pricey, but he still likes it.
Show full opinionHide full opinionA past pick from summer 2020 when we started turning the corner on the pandemic
Not a good time for movie-going, but Disney's popular streaming service is keeping the stock up. Now with vaccines, Disney is treated like a reopening play. The PE looks pricey, but he still likes it.
entertainment services
BUY
BUY
January 19, 2021
A past pick from summer 2020 when we started turning the corner on the pandemic The stock is now pricey, but Nike keeps shooting the lights out with super digital sales growth. Well-run. They sell directly to consumer and cut out the middleman. Stick with this.
Show full opinionHide full opinionA past pick from summer 2020 when we started turning the corner on the pandemic The stock is now pricey, but Nike keeps shooting the lights out with super digital sales growth. Well-run. They sell directly to consumer and cut out the middleman. Stick with this.
misc consumer products
BUY WEAKNESS
BUY WEAKNESS
January 19, 2021
A past pick from summer 2020 when we started turning the corner on the pandemic The good news has been baked in, so if this sells off another $5-10, he'd buy.
Show full opinionHide full opinionA past pick from summer 2020 when we started turning the corner on the pandemic The good news has been baked in, so if this sells off another $5-10, he'd buy.
chemicals
BUY
BUY
January 19, 2021
A past pick from summer 2020 when we started turning the corner on the pandemic All apparel got lifted by the Pfizer vaccine in November. Great management and trading at 14x next year's earnings. Managers have made good moves in direct-to-consumer sales.
A past pick from summer 2020 when we started turning the corner on the pandemic All apparel got lifted by the Pfizer vaccine in November. Great management and trading at 14x next year's earnings. Managers have made good moves in direct-to-consumer sales.
household goods
BUY
BUY
January 19, 2021
A past pick from summer 2020 when we started turning the corner on the pandemic The parent of Calvin Klein and Hilfiger was struggling until Pfizer's vaccine news last November, then it leapt 20% in one day. It got another boost when it reported a good quarter in early December. Digital sales are up 70% YOY. With department stores opening in the future, PVH has room to run. Trades at a cheap 12x PE.
A past pick from summer 2020 when we started turning the corner on the pandemic The parent of Calvin Klein and Hilfiger was struggling until Pfizer's vaccine news last November, then it leapt 20% in one day. It got another boost when it reported a good quarter in early December. Digital sales are up 70% YOY. With department stores opening in the future, PVH has room to run. Trades at a cheap 12x PE.
COMMENT
COMMENT
January 19, 2021
CMG vs. MCD: Why don't the stocks move in tandem if they're in the same business? CMG is going all-in with tech. CMG is more technologically savvy than MCD, though MCD is a good business. MCD is a dinosaur in comparison. MCD, though, is a great company.
food services
COMMENT
COMMENT
January 19, 2021
CMG vs. MCD - Why don't the stocks move in tandem if they're in the same business? CMG is going all-in with tech. CMG is more technologically savvy than MCD, though MCD is a good business. MCD is a dinosaur in comparison. MCD, though, is a great company.
food services
DON'T BUY
DON'T BUY
January 19, 2021
They're not in warp speed now, given the problems in vaccine distribution in various states. Pfizer's problem is that it isn't innovative like Eli Lilly or Bristol-Myers.
They're not in warp speed now, given the problems in vaccine distribution in various states. Pfizer's problem is that it isn't innovative like Eli Lilly or Bristol-Myers.
biotechnology/pharmaceutical
BUY
BUY
January 19, 2021
They've thrived during Covid. Last night, they reported a great quarter with sales up 85%, beating EPS easily (more than doubled the street), and raised their full-year forecast. And yet, shares fell $3 today as investors fear that their business will cool down as society recovers. He disagrees.
Show full opinionHide full opinionThey've thrived during Covid. Last night, they reported a great quarter with sales up 85%, beating EPS easily (more than doubled the street), and raised their full-year forecast. And yet, shares fell $3 today as investors fear that their business will cool down as society recovers. He disagrees.
electrical/electronic
COMMENT
COMMENT
January 19, 2021
They don't have real revenues. People do like 3D systems, but there's a short squeeze going on which tend to have another leg-up, so be cautious.
Show full opinionHide full opinionThey don't have real revenues. People do like 3D systems, but there's a short squeeze going on which tend to have another leg-up, so be cautious.
Technology
BUY
BUY
January 19, 2021
Canopy is the way to play cannabis as we enter a Biden adminIstration. Also, Canopy has the interest of Constellation Brands.
Canopy is the way to play cannabis as we enter a Biden adminIstration. Also, Canopy has the interest of Constellation Brands.
Healthcare
SPECULATIVE BUY
SPECULATIVE BUY
January 19, 2021
He likes the CEO, and considers this a decent spec stock.
Show full opinionHide full opinionHe likes the CEO, and considers this a decent spec stock.
Financial Services
COMMENT
COMMENT
January 15, 2021
Biden announced a major stimulus package, but markets rolled over Friday. Puzzling--the market got what it wanted, yet sold. Why? Biden met, not beat, expectations. Also, bank earnings disappointed Friday.
Show full opinionHide full opinionBiden announced a major stimulus package, but markets rolled over Friday. Puzzling--the market got what it wanted, yet sold. Why? Biden met, not beat, expectations. Also, bank earnings disappointed Friday.
BUY WEAKNESS
BUY WEAKNESS
January 15, 2021
Best of breed. Reported good numbers, but the stock still sold down. JPM made a ton of money in the last quarter. If this hadn't run up to today's earnings, this would have rallied. Instead, it didn't blow away expectations. Wait three days for the price to drop further, then buy in.
Show full opinionHide full opinionBest of breed. Reported good numbers, but the stock still sold down. JPM made a ton of money in the last quarter. If this hadn't run up to today's earnings, this would have rallied. Instead, it didn't blow away expectations. Wait three days for the price to drop further, then buy in.
Financial Services
COMMENT
COMMENT
January 15, 2021
Has been a juggernaut, but it needs to massively beat the street, not meet its expectations. A normal beat is not enough. Also need to offer sunny guidance. They report Tuesday.
Show full opinionHide full opinionHas been a juggernaut, but it needs to massively beat the street, not meet its expectations. A normal beat is not enough. Also need to offer sunny guidance. They report Tuesday.
investment companies/funds
COMMENT
COMMENT
January 15, 2021
It pulled back 3% Friday, but doesn't expect it to much after it reports next week. US banks need to deliver a blow-out to impress investors. A simple beat isn't enough.
Show full opinionHide full opinionIt pulled back 3% Friday, but doesn't expect it to much after it reports next week. US banks need to deliver a blow-out to impress investors. A simple beat isn't enough.
banks
DON'T BUY
DON'T BUY
January 15, 2021
They report next week. The stock is seeing fatigue from all the competing streamers. For Netflix to rise, it must deliver a report blow-out, but he isn't holding his breath.
Show full opinionHide full opinionThey report next week. The stock is seeing fatigue from all the competing streamers. For Netflix to rise, it must deliver a report blow-out, but he isn't holding his breath.
Unknown
COMMENT
COMMENT
January 15, 2021
Reports Wednesday. For once, their numbers will be boosted by a strong US dollar, not pressured by a weak one. They move a ton of merchandise overseas.
Show full opinionHide full opinionReports Wednesday. For once, their numbers will be boosted by a strong US dollar, not pressured by a weak one. They move a ton of merchandise overseas.
misc consumer products
COMMENT
COMMENT
January 15, 2021
Reports Thursday. The railways are rallying no matter what. After their last report, it sold off, but the stock has come back. Efficiencies and expense controls have driven the stock.
Show full opinionHide full opinionReports Thursday. The railways are rallying no matter what. After their last report, it sold off, but the stock has come back. Efficiencies and expense controls have driven the stock.
Transportation
COMMENT
COMMENT
January 15, 2021
They just replaced their CEO after missing several sales misses. The new CEO did a good job at WMware.
Show full opinionHide full opinionThey just replaced their CEO after missing several sales misses. The new CEO did a good job at WMware.
electrical/electronic
BUY
BUY
January 15, 2021
Reports next week. The industrial cargo business is growing stronger. If this sells off in response to Union Pacific, then buy.
Show full opinionHide full opinionReports next week. The industrial cargo business is growing stronger. If this sells off in response to Union Pacific, then buy.
Transportation
COMMENT
COMMENT
January 15, 2021
The star of the oil service business. He doesn't expect them to report a strong quarter next week, but the rig count has been rising. Overall, he considers oils trades, not investment stocks.
Show full opinionHide full opinionThe star of the oil service business. He doesn't expect them to report a strong quarter next week, but the rig count has been rising. Overall, he considers oils trades, not investment stocks.
oil/gas field services
BUY WEAKNESS
BUY WEAKNESS
January 15, 2021
The solar energy stocks ran up, expecting a Biden win, so recently they have sold down.
Show full opinionHide full opinionThe solar energy stocks ran up, expecting a Biden win, so recently they have sold down.
Energy
COMMENT
COMMENT
January 15, 2021
Will introduce the new management team next week. Their moderate growth, big dividend story could attract conservative investors.
Show full opinionHide full opinionWill introduce the new management team next week. Their moderate growth, big dividend story could attract conservative investors.
electrical/electronic
BUY
BUY
January 15, 2021
A SPAC. They do home services network to help homeowners find movers and contractors, using back-end technology. They get a cut of any bookings. They did a reverse merger with a SPAC. They just pre-announced excellent Q4 numbers and raised 2021 revenue forecast.
Show full opinionHide full opinionA SPAC. They do home services network to help homeowners find movers and contractors, using back-end technology. They get a cut of any bookings. They did a reverse merger with a SPAC. They just pre-announced excellent Q4 numbers and raised 2021 revenue forecast.
Technology