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Inverse Cramer Weekly Update — Jul 23

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

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Monday Jul 17

I still like them here, it’s valued very low, given the fact that it is a colossus. It also has an amazing quarter.

-On JP Morgan ​($JPM​)

I believe that as much as you tell a positive story about nuclear power, it is still not coming back the way that you like. I actually prefer natural gas to nuclear power. Buy Cortera $CTRA, you gotta Dollar Cost, and sell it for 2, I like that business.

-On Uranium Energy (​$UEC​)

The reason why I don’t recommend Apollo, even though it’s been a good stock, is I don’t know how the hell it makes money. I don’t know what it owned, so I’m gonna have to take a pass.

-On Apollo Global (​$APO​)

Tuesday Jul 18

Jimmy Chill is not going to fall prey to the idea that bad stocks are gonna be better long term. I like better companies including one that’s going to report soon, and that is Tesla.

-On AST Spacemobile (​$ASTS​)

Ever since the late Michael Neidorff passed away, I have not been has involved or liked it. I think his the driving force behind $CNC. He’s now gone, he’s a great man.

-On Centene (​$CNC​)

It’s a good company. It’s been in a really bad downturn, but I do think it’s a speculative company that’s been working right now, and it doesn’t lose money. So I’m okay with it.

-On Incyte (​$INCY​)

Wednesday Jul 19

I don’t think they’re good enough. I prefer Booking. And Brian Chesky is putting together amazing numbers for Airbnb.

-On TripAdvisor (​$TRIP​)

I feel terrible about Luminar, I think it’s going lower.

-On Luminar Technologies (​$LAZR​)

I like it. It’s just too cheap. People don’t believe in them, but I think it’s wrong, you got a winner.

-On Stellantis (​$STLA​)

Yeah, it’s just a way to be able to own oil without owning oil. I think it’s a smart way, and I’m behind it 100%.

-On Vitesse Energy (​$VTS​)

Robinhood’s Sherwood Media created this cool/uncool and trustworthy/untrustworthy matrix.

Sorry Jim 🙃 We still love ya ✊

Thursday Jul 20

Something amazing happened; Today, they have a disappointing number. The stock got hammered immediately and then it reverses and goes up. It is time to buy the stock (BUY, BUY, BUY), which is an excellent company.

-On KeyCorp (​$KEY​)

You’ve done incredibly well (BUY, BUY, BUY). The new management is the entire change going towards the entire electric vehicles. You are smart.

-On Eaton Corp (​$ETN​)

I liked it before and after they went private. But the problem now is there are too many companies that are doing exactly what it does and they do it very well. That’s what’s causing the problem, and that’s what keeps me away from saying Buy, Buy, Buy.

-On Informatica (​$INFA​)

The quarter was good but it didn’t matter. Because Taiwan Semi said they don’t need as much capital equipment, and they’re the largest in the country. I think you need to wait 3 days before it bottoms, probably get it around $600.

-On ASML Holding (​$ASML​)

Friday Jul 21

No show Friday.

Cramer Classic

Weekend Bonus

Americans, be happy: You’re one of the few countries in the world that has fixed-rate mortgages to begin with!

🕊️ Time for an olive branch. All dogs go to heaven.

Sorry, Jim. RIP little buddy.

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 our friends at ​Otherweb​
  • Our ​ALTS 1 Fund​ has no holdings in any companies mentioned in this issue
  • I am long Pfizer.

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Inverse Cramer

Inverse Cramer

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