Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Jim Cramer - Mad Money commented about whether CRWD-Q, HD-N, DLTR-Q, DG-N, DELL-N, HPE-N, RCL-N are stocks to buy or sell.

BUY

They reported last week. Dell boasts $12.1 billion in AI systems orders. Expected to grow earnings 15%. Shares have fallen, so it's an opportunity now.

BUY

Yesterday they reported a fine quarter: beating revenue, 2.4% same-store sales growth (beating) with strength in every major product category, gross margins beat due to a theft crackdown. Earnings beat and were excellent. DG repeated tat they will keep prices low amid Trump tariffs. DG's customer survey revealed that 60% of their customers have less income than a year ago and will sacrifice some necessities in the coming year; this doesn't bode well for the economy, but make dollar stores compelling. DG is seeing more business from middle/high-income earners. Tariffs: DG imports 4% directly from China.

DON'T BUY

They reported today: sales grew 11.3% and beat and earnings beat. DT reports the highest growth coming from their richest customers, namely over $100,000 annual income. Unlike DG, Dollar Tree could be hurt by Trump's tariffs; TF said that this quarter their earnings could slide 45-50%, then re-accelerate later this year. Also, DT faces pressure from divesting Family Dollar, which didn't work out. Tariffs: DT imports 40% directly from China, so they are heavily exposed.

BUY

When interest rates stay stable this will be fine. Also gardening season is coming along. However, people look at the weak housing starts and don't buy HD. Don't be constrained by that.

BUY

They reported a solid quarter yesterday but shares slid 5.77% today. Well, the stock came in hot, rallying 64% from the April lows. It was priced for perfection. The report delivered in-line sales and an earnings beat, but next quarter's guidance was light. He raised his price target--the quarter was good.