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Inverse Cramer Weekly Update — Feb 18

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

Monday, Feb 12

One of the greatest performers of all time. It really is, with all the guts of all data centers.

-On Vertiv Holdings (​$VRT​)

I like that CEO, he’s terrific. I think you stick with that thing, I really do. It’s not expensive at all.

-On General Dynamics (​$GD​)

It does seem that they have something. It’s a good spec but that’s what it is.

-On Altimmune (​$ALT​)

You’ve got a winner with Affirm (Buy, Buy, Buy). It’s constantly underrated. People don’t understand that the guy has got passion. They keep thinking it’s gonna bust, but they’re wrong.

-On Affirm Holdings (​$AFRM​)

Tuesday, Feb 13

I like that stock for a long time. It yields only 4%, why? Because the stock is going up so much. I reiterate that I like this stock.

-On Iron Mountain (​$IRM​)

It’s tough to be able to come in and buy a stock up $5. But I think Toyota is going higher. Buy some and wait for it to come down.

-On Toyota Motors (​$TM​)

The stock has run probably 15 points too many. You have to wait to come down. I hate a parabolic move and that’s exactly what you’re getting there. I don’t like it straight up. So, wait.

-On Dick’s Sporting (​$DKS​)

They need to come closer to profitability. They’re so far from profitability, I can’t recommend them.

-On Joby Aviation (​$JOBY​)

I think that Palantir quarter was good. I’d like it to come in a little, but it might not. Today is your chance to buy a little Palantir.

-On Palantir (​$PLTR​)

I like Sempra very very much. You know, it came down with good yield and some growth. I would actually pull the trigger and buy the stock right here. Sempra is for me.

-On Sempra (​$SRE​)

Wednesday, Feb 14

These are all Bitcoin plays. It doesn’t matter, they’re all going up. I say if you want to own Bitcoin, you should own Bitcoin. That’s my gift to you, and Happy Valentine’s Day.

-On Marathon Digital (​$MARA​)

I’ve been speaking about it with my partner for the investing club. I like Tim Wentworth so much that we have to buy it now for the trust. He said we’ve got to wait for another quarter. We do think that it’s coming near to where it is bottoming.

-On Walgreen Boots (​$WBA​)

My stepson works at Zoom. It’s such a great company. Eric Yuan is such a fabulous CEO. But I don’t know how it keeps on going, and it drives me crazy. Sometimes you want the good guys to really win, and I can’t think of a thesis to have it happen.

-On Zoom Video (​$ZM​)

Thursday, Feb 15

No show Thursday.

Friday, Feb 16

No show Friday.

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

  • This issue was sponsored by EquityMultiple
  • 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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