Today, Jim Cramer - Mad Money and Jerome Hass commented about whether FRU-T, DSG-T, AC-T, LSPD-T, ATRL-T, LIF-T, EFN-T, WCP-T, FFH-T, PPL-T, SOBO-N, CGX-T, GSY-T, CAE-T, SES-T, DHT.UN-T, MEQ-T, PEP-Q, WMT-N, BN-T, WHR-N, PYPL-Q, TSLA-Q, MSFT-Q, TXRH-Q, EQT-N, DVN-N, SMCI-Q, TTD-Q, DELL-N, NVDA-Q, LOW-N, CAVA-N, WDAY-Q, SRE-N, PLNT-N, HD-N, HIMS-N, O-N, CTRA-N are stocks to buy or sell.
One, a monster quarter, which he expects including a little lift in their Azure cloud business. MSFT is talking a lot about quantum computing, and a lot of people see them as the reserve for quantum (and be the Defense Dept.'s go-to for quantum, which he doesnt buy), but estimates in this area are low, which could be another catalyst.
Believes Donald Trump is likely to follow through on tariffs in order to assert dominance. As a result, is starting to build up cash in the portfolio and take defensive position. However, tariffs on energy sector will be very hard to manage from a US perspective (critical part of economy). Is surprised that the market continues to rise in the face of tariff threat. One explanation for rising stock market is the perception that Trump will cut taxes, and deregulate industry.
Excellent company that is founder led (lots of skin in the game). Expecting shortage of affordable housing to be very good for business. Ability o acquire new properties, and fix them up is very good. Rising population without rent control is good for profit margins. Zero equity raises since original IPO is incredible track record.
World leader in flight simulation business. Strong company with recent performance in the stock market. Latest quarter has had a bit of a slowdown on sales, but overall the business is strong. Evolution of new pilots that will require new training will be good for business. Expecting high single digit revenue growth. Would recommend holding.
A longtime fan of this stock and their restaurants. Yesterday, they posted a pretty good quarter with a clean top and bottom line beat and higher same-store sales. But shares were dragged today by management's commentary about the choppy month of February and today's broad sell-off. The sell-off since November has been overdone. He owns a small position that he wants to build.