Advertising

Latest Stock Buy or Sell?

Today, Jim Cramer - Mad Money commented about whether ON-Q, ETSY-Q, TTWO-Q, NUE-N, CLF-N, TSE-N, LUV-N, F-N, KBH-N, LYB-N, UBER-N, WMT-N, HOOD-Q are stocks to buy or sell.

BUY
Boring, since it's a chemical company, but it trades at 5x this year's earnings and pays a 4.7% dividend yield. Offers fine cash flow and management. It's cheap and undervalued.
INDUSTRIAL PRODUCTS
BUY
Trades at less than 7x earnings. Cheap. This and its peers are pricing in a much higher mortgage rates and no customers in the future. So, they don't reflect the current rampant demand for new homes. If the Fed's Jay Powell keeps interest rates low, homebuilding stocks will roar. The U.S. is currently building 1.6 million homes, but demand is for 2 million.
contractors
BUY
It's trading around 8x earnings amid the chip shortage. Cars now are being snapped up at full price, no discount. Ford boasts a rapidly improving balance sheet while CEO Farley is turning around the company.
Automotive
BUY
Reopening stocks have come off as the Delta variant increase Covid cases. As cases peak, caller expects another run-up, so is it too early start a position in LUV? No, it isn't. Buy this. The CEO is doing a great job. The stock is selling over fears of no travellers, but the TSA travel numbers disprove this--people are travelling.
Transportation
BUY
A plastic company trading at less than 5x earnings. Not sexy and unliked by the street, but undervalued.
INDUSTRIAL PRODUCTS
DON'T BUY
Trades at around 4-5x earnings. Has a not-so-good balance sheet.
steel
BUY
Trades at around 4-5x earnings with a terrific balance sheet and pays a healthy dividend. Still has room to run. Even if the Delta variant crushes the market and this stock, NUE will still be trading cheaply.
steel