Inverse Cramer Weekly Update — Aug 27

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

You are subscribed to get Weekly updates. ​Get Daily updates here​.

Monday Aug 21

They reported a monstrous quarter but it’s not done going higher (Buy, Buy, Buy). I think Gary is doing a super job. We wanna stay long on that one.

-On App. Materials (​$AMAT​)

Honestly, I think they’re a loser. They’re just doing a terrible job. We don’t need that, there are like 40 in the same space that doing better.

-On Telus International (​$TIXT​)

I think those guys are just where you should be right now. They’ve been in a funk, but they’re going to come out of this thing. It’s a small-cap stock, they’re going to get good contracts, and they’re going to do very well with all the Federal money.

-On Tutor Perini (​$TPC​)

Yes, it’s a good buy. They have a monstrous quarter but the stock has barely run. I’m gonna bless buying that stock.

-On Alphabet (​$GOOGL​)

No, no, no. We like companies that make money. That company is like sending money up smoking in space.

-On Rocket Lab (​$RKLB​)

I’m nervous about that one. The yield is actually too high and it makes me uncomfortable. Something is not right there.

-On Medical Properties (​$MPW​)

Tuesday Aug 22

It’s a very inexpensive stock. You should buy it here. I don’t mind having an independent energy company at any time. I have a couple for the trust, I like em.

-On Marathon Oil (​$MRO​)

What a mess… I have no idea what it is, no idea how it makes its money, it’s totally opaque. I say stay away.

-On Icahn Enterprises (​$IEP​)

Yeah, it’s a good time to buy Gold. I think Gold is an insurance company, it’s like you ask me if it’s a good time to buy an insurance company. I always want to own some Gold. Barrick Gold is a good company, but it’s not the best lately. It hasn’t run as well as it used to be. The merger has not been great.

-On Barrick Gold (​$GOLD​)

Wednesday Aug 23

This reminds me a bit too much of Pacific Gas and Electric. You’ve got to be very careful here. I don’t want to play it for the bounce. It’s way too risky.

-On Hawaiian Electric (​$HE​)

That stock is horrendous.

-On AT&T (​$T​)

We love that company. This is like the third time we had that call. I like it (Buy, Buy, Buy, Buy, Buy…)

-On RadNet (​$RDNT​)

Inverse Cramer merch!

Inverse Cramer merch is here.

Mugs, hats, shirts… ​Check it out​!

Thursday Aug 24

I’d rather see you in Nvidia. By the way, You own Nvidia, you do not trade it.

-On Super Micro Comp (​$SMCI​)

That’s a very tough one. They did not have a good quarter. When they don’t have a good quarter, there’s no stopping, and they’re on the move. I say re-circle the wagon and buy GE Health Care, which is much cheaper. Every time it goes down a dollar and a half, the charitable trust wants to buy it because it’s that inexpensive.

-On Zimmer Holdings (​$ZBH​)

It’s good, and they’re done really well. But I’ve got to tell you I like this new gang that runs Southern, with a 4% yield. I think that’s the way to go.

-On NRG Energy (​$NRG​)

They’re good company, but when we talk Insurance, we talk Chubb. Evan Greenberg knows insurance better than anyone in America.

-On Old Republic (​$ORI​)

Self-driving has hit a snag. I’m not going to recommend a self-driving-related Semi company. Just not here right now.

-On Indie Semiconductor (​$INDI​)

Friday Aug 25

No show

Cramer Classic

Weekend Bonus

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

Share

Author

Picture of Inverse Cramer

Inverse Cramer

California targets PE in healthcare

​The penny’s luck is running out, ​New imaging tech uncovered a hidden portrait​, Vietnam raised its 2025 GDP growth target to 8%, and More.

ron paul

Is the FDIC going away?

Federal Reserve Under Fire, Finally, Good News for US Steel, Tequila’s Brief Limelight, and More.

kabaddi sport

Let’s buy a Kabaddi franchise

The India Opportunity, PE & VC: The Growth Engine, Real Estate: They’re still not making any more of it, and More.

interests

The end of the carried interest loophole?

India cut rates for the first time in five years, Home prices rose in 201 of 226 metro markets, Stripe acquired Bridge Network for $1.1 billion, and More.

Recently Published

Unique investment ideas worth exploring

Our newsletter is everything. Start here.

    Join thousands of subscribers.
    Absolutely spam-free.