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Inverse Cramer Weekly Update — Apr 7

Welcome to Inverse Cramer by ​Alts.co​: Tracking Jim Cramer’s stock picks so you can do the opposite 🙃

Monday, Apr 1

That’s a very well-run company. I’ve got to tell you that government business is a good business. It’s a buy. I like it very much.

-On Tyler Technologies (​$TYL​)

You’re fine. I like the new deal. I think it’s gonna give a couple of quarters. It’s a good lift and you’ve got a 3% yield. I would certainly hold on to that.

-On Cisco Systems (​$CSCO​)

Let’s ring the register. That thing is a no. That stock has gone up too much. I’m kaching kaching on that one.

-On Kodiak Gas Services (​$KGS​)

I like it. They had a good quarter. They have a good defense business. I like IT defense work, and they own that franchise. It’s very very positive.

-On Palantir (​$PLTR​)

I think you’ve got a nice gain there. I would do some ka-chinging. I think it’s great but that’s an airline. All airlines are trades.

-On United Airlines (​$UAL​)

Tuesday, Apr 2

No. Take a look at how that stock has done over any period. It just goes down. I don’t want you to touch that stock.

-On AGNC Investment (​$AGNC​)

If you have to own one, it’s gonna be Alibaba. That is the one that has the most American-like financials. I’m not a fan of Chinese stocks but BABA is the one to own if you want to go there.

-On Alibaba (​$BABA​)

No, that’s an awful stock. I mean that may actually be the most awful stock that I know. I’ll put that in a pantheon of awful. Pantheon, Awful, Charter.

-On Charter Comms (​$CHTR​)

Wednesday, Apr 3

Nextracker is good. Shugar came on recently and told us a good story. I would be a buyer of that stock right here for $52.

-On Nextracker (​$NXT​)

Viper is a good stock. It’s got a good yield. It’s got mineral rights. I think it’s really an excellent idea right here, given the fact that we’re in an inflationary environment for minerals and oils. I think you’ve got a good one.

-On Viper Energy (​$VNOM​)

Norwegian is good, but Royal is better. RCL is my guy and sticking to it.

-On Norwegian Cruise Line (​$NCLH​)

Thursday, Apr 4

I didn’t like their last quarter. I went over to find toothcomb, there was nothing there that made me feel terrific about a high multiple stock.

-On GitLab (​$GTLB​)

Snapchat did not have a terrific quarter. You don’t have much luxury here. You’ve got about 3 weeks to make a move. If it bounces here, you can get it below $12.13, that’s what I prefer. Otherwise, it’s a couple of points downside from here.

-On Snap (​$SNAP​)

Friday, Apr 5

I like Uber. It’s very well run. The stock is a buy, buy, buy.

-On Uber (​$UBER​)

I feel better about Citi, I had it for a long time. But it doesn’t mean I’m not in favor of Wells Fargo.

-On Citigroup (​$C​)

Tesla got itself in some sort of like a House of Pain. He’s got to change.

-On Tesla (​$TSLA​)

SMCI is complicated, I’m an Nvidia guy hold it don’t trade it. I’m not gonna go on SMCI because it’s not as good as Nvidia.

-On SMCI (​$SMCI​)

No. I happen to have a blackberry for lunch and it doesn’t taste that good either.

-On Blackberry (​$BB​)

No, no, Illumina is not good. You want Danaher, same business, better company.

-On Illumina (​$ILMN​)

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That’s a wrap. As always, we’ll be following Cramer’s every move so you can do the opposite.

Enjoy the week ahead.

-IC

Disclosures

  • This issue is sponsored by Yieldstreet
  • Neither the author nor the ALTS 1 Fund has no holdings in any companies mentioned in this issue
  • This issue contains affiliate links to TradingView. If you sign up we get a few bucks.

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Inverse Cramer

Inverse Cramer

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