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Inverse Cramer Weekly Update — Feb 25

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

Monday, Feb 19

No show (President’s Day)

Tuesday, Feb 20

I like it very much. I like the pipeline. That’s like a fixed-income bond. It’s a very good situation.

-On MPLX (​$MPLX​)

We’re gonna let these stocks come in a little here. We’re seeing what’s happening – they’re rolling over. We’ll have to let them come down, and get great prices. We cannot be so eager to buy the first dip.

-On Taiwan Semi (​$TSM​)

You know what you gonna do there? Ring the register. Sell one-third of it. Celestica is in a very dicey situation, and it’s a contract manufacturing.

-On Celestica (​$CLS​)

Wednesday, Feb 21

Right now all I’ve got to say is we own the stock for the capital trust and stay tuned.

-On Walt Disney (​$DIS​)

They’re the best. It’s a good one to buy. It’s down now from $259 to $213. Dave once again brings a level of wisdom and patience to the product and I think his right.

-On Zscaler (​$ZS​)

This one is too hard. I’m now willing to say that this one is make or break. This one is too hard for me.

-On Supermicro (​$SMCI​)

Ford stalled. All I can come up with is it’s stalled.

-On Ford (​$F​)

Thursday, Feb 22

It’s an interesting stock. I’m not a big foundry guy unless it’s Taiwan Semi.

-On Global Foundries (​$GFS​)

What a comeback that Danaher has made. That thing has been a rocketship ever since the IPO market started falling. It could go higher.

-On Danaher (​$DHR​)

Unnecessary stock to own, frankly. Ineffectual, and not there for me, I do like Tyson on an evaluation discount.

-On Cal-Maine Foods (​$CALM​)

Workday, Salesforce, and ServiceNow are the three that have the models I like. They are true platform companies. We are behind them all the way. You’ve got three winners there.

-On Workday (​$WDAY​)

You play with a house of money. You’re in great shape. That quarter is magnificent. They have a fantastic management. They’re the guts of data centres. Stay long, and congratulations, great work.

-On Vertiv Holdings (​$VRT​)

They’ve gotten their act together. This has been an inconsistent company that is now an enterprise. They really do have it together. It’s a good one that I would not let go. It should have a higher multiple given its consistency.

-On Pure Storage (​$PSTG​)

Friday, Feb 23

I used their product. I’m a big gardener. Here’s my concern. If the weather is not good Scotts Miracle can go down and not do well enough, therefore I cannot recommend the stock.

-On Scotts Miracle-Gro (​$SMG​)

This will be another great year for them. They’re so well ahead of plan.

-On Live Nation (​$LYV​)

Parsons is one of a couple of infrastructure stocks that I look at myself and think why did I not have it? I’ve been the biggest bull in infrastructure. This is a great company. I actually know this company from the 50s. Anyway, I miss it, my bad, I think it can go higher.

-On Parsons (​$PSN​)

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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 was sponsored by Tuttle Capital
  • 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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