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Inverse Cramer Weekly Update — Jul 30

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 24

The stock is losing money hand over fist. While I did introduced it and wrote articles several times, I have to admit I’m mystified why it’s not doing better despite the fact it has something interesting, and the answer is I don’t think the company is all that well run.

–On Seres Therapeutics (​$MCRB​)

Walk away from it. The company is poorly managed.

-On AT&T (​$T​)

I’m not a believer in Uranium. I do not want to be associated with Uranium because I just don’t think it has any staying power, given the fact that we’re all scared of nuclear power even though we shouldn’t be.

-On Centrus Energy (​$LEU​)

What a great company, it’s terrific. There are no flaws in it, and it’s really well-run. I’d recommend the stock.

-On SLB (​$SLB​)

Tuesday Jul 25

It’s time to turn on the jets. I’d say (BUY, BUY, BUY).

-On Zimmer Holdings (​$ZBH​)

I’ve looked at it and I’m gonna tell you ‘I don’t share your enthusiasm’. I do prefer, as you know, because your a member of the club, Pioneer $PXD. It is the fastest-growing, It got the cheapest, and it’s fine. It’s the best way to go.

-On Vital Energy (​$VTLE​)

There are sellers. There are companies that are shorting it. Hedge funds don’t like it. And I’m gonna tell you, Insiders are buying the stock, and I’m a believer in HighPeak Energy. I think it’s a great situation to be a buyer right here, tho it’s speculative.

-On HighPeak Energy (​$HPK​)

We ring the cash register for Activision, and then we roll right into Take-Two Interactive. It is incredibly cheap right now, and they’re doing a terrific job.

-On Activision Blizzard (​$ATVI​)

Wednesday Jul 26

It’s a transplant therapy that is so vital in this country. It transcends earnings, and I do like the story.

-On Transmedics (​$TMDX​)

Yeah, you’ve got a big menu there. A lot of choices, and that’s okay. My take is, I like Chipotle more; it went down a lot today. It’s the one you want to go with.

-On Cheesecake Factory (​$CAKE​)

It’s impressive. I just went fishing in Panama. It’s one of the great alternatives. I think it’s a great situation that people don’t know about.

-On Copa Holdings (​$CPA​)

It’s a good one. But you know, it’s second to NVIDIA, as a way to play AI. Remember, you’re in the number 2, not in the number 1.

-On Super Micro (​$SMCI​)

Let’s move on from Rocket Labs. Let’s move on from losing money in space system stock that’s up almost 100%. It’s not my cup of tea (SELL, SELL, SELL)

-On Rocket Lab (​$RKLB​)

I think it’s reinventing itself and doing a great job. I want you to hold the stock.

-On Merck (​$MRK​)

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Thursday Jul 27

It’s disappointing, and it’s rather strange because the business itself is very good. I think you should buy the stock.

-On Topgolf Callaway (​$MODG​)

I don’t like Lucid. I like Rivian, it’s real, it’s delivering exactly what you want. And they’ve got a team there that’s better than people realize.

-On Lucid Group (​$LCID​)

This is so tough for me because Alibaba is the only one I think that has momentum in China. They’re also dividing into two, you can get their cloud, which is really terrific.

-On JD.com (​$JD​)

Friday Jul 28

No show Friday.

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Incredible, absolutely legendary call right here 👇

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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 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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