Alts Logo SVG
Upgrade to paid

Inverse Cramer Weekly Update — Mar 10

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

Monday, Mar 4

You’ve got to get them a couple of quarters because they have some issues involving their financial. On Mad Money, we don’t back companies with financials that are not pristine. So, we’re gonna hold off there.

-On Confluent ($CFLT)

It’s gotten too high for me. We had the company on, I loved it, but since then it tripled. I have to pull back on this one. This one is too sizzling.

-On Supermicro ($SMCI)

Stay interested in On Holding. We’ve got an interesting piece out today. It’s doing well for a very long time. I’m sticking with my view.

-On On Holding ($ONON)

The Indie Semi is too late in auto. I’m not interested, frankly, in self-driving. It doesn’t have the sport yet.

-On Indie Semiconductor ($INDI)

Tuesday, Mar 5

I wasnt a big fan of VICI. The last acquisition they made was a bowling alley deal and I’m not sure I like it. It’s a little too dicey.

-On VICI Properties (​$VICI​)

As long as the interest is low or lower, Generac is fine with me because the grid is awful. It turns out to be a finance play because you borrow so much money to get Generac.

-On Generac Holdings (​$GNRC​)

Just go buy the Bitcoin ETF. That’s what you do. Don’t fool around, own the pure.

-On Marathon Digital (​$MARA​)

I’ve lost faith in this management. They should be delivering better. The insiders are selling all all all. That company is overvalued. They need better earnings.

-On Portillos (​$PTLO​)

It’s going higher. Blackrock is the distinguishing event. It is the great financial repository for our nation, and you should own it. It is still inexpensive, great call by you.

-On Blackrock (​$BLK​)

Wednesday, Mar 6

If robotic process stocks finally make money, I’ll talk positively.

-On UiPath (​$PATH​)

I want you to buy it (Buy, Buy, Buy). Someone always gonna trifle Wes Eden’s brilliance, don’t count me as one of those people. I wanna buy Wes Edens and that’s New Fortress Energy.

-On New Fortress Energy (​$NFE​)

Thursday, Mar 7

I have to look at that company honestly because that’s in a hotspot. But the stock is not making money, that’s why I’ve said no. But doesn’t mean I have to be closed-minded because they are supposed to have an earning breakout. Let me do more work.

-On Sprout Social (​$SPT​)

MannKind has been hanging out there forever. Probably starting to look like it’s gonna have an earnings breakout, but I’m one of those people who’s jaundiced about it. Gotta wait and see if they’ll come up with something. I just can’t go in and say, you know what looking better. I’m not gonna go there.

-On MannKind (​$MNKD​)

If I want a Bitcoin miner, I’d rather just own Bitcoin or the Ethereum ETF. Either one of those rather than Riot Platforms.

-On Riot Platforms (​$RIOT​)

They had a big offering and the price held. The stock didn’t break down, maybe it’s finally turning. They over-expanded. I was upset they did that because it’s such a good brand. They seem to be getting more religion, they’re slowing things down. That’s gonna make it a stock to own.

-On Dutch Bros (​$BROS​)

What happened is the stock ran and they did this one-to-quarter convertible senior note and it crushed the stock. I don’t blame the people wanting to have that money at that price. but that’s what it hurt it, sir. I still believe.

-On SoFi Technologies (​$SOFI​)

Friday, Mar 8

You want a stock that goes higher? That’s GE Healthcare.

-On GE Healthcare ($GEHC)

I have no idea what they really own. I can’t get behind them because I could be surprised.

-On Ares Capital ($ARCC)

Turns out they are the storage winners. It took a while for the turn around but they are a winner.

-On Pure Storage ($PSTG)

It is a very very good company. You described it better than I possibly can. It’s a winner. I congratulate you.

-On Manhattan ($MANH)

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 has no external sponsors
  • 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.

Share

Author

Inverse Cramer

Inverse Cramer

Related Posts

equity

A massive Q1 for PE

“no signs of stagflation”, San Antonio is heating up, Peloton’s CEO stepped down, and many more.

May 6, 2024
Alts1 Fund Graphic Small

Recently Published

Unique investment ideas worth exploring

Our newsletter is everything. Start here.

    Join thousands of subscribers.
    Absolutely spam-free.

    Website
    Address
    651 North Broad Street, Suite 206 Middletown, DE 19709
    Subscribe to Newsletter
    Alternative Assets - Unique investment ideas worth exploring | Product Hunt
    Linkedin Youtube Instagram Podcast Tiktok Twitter
    © 2023 Alt Assets, Inc. All Rights Reserved

    Disclaimer: The authors of Alt Assets, Inc. are not finance or tax professionals. They are self-taught accredited investors, sharing information, research, and lessons learned. The published content is unique, based on certain assumptions and market conditions at the time of publishing and is intended to serve solely as research, not financial advice. Alts I LLC (the “Fund”) is an affiliate of Alt Assets, Inc. and the Fund has conducted a private placement offering under Rule 506(c) of Regulation D of the Securities Act of 1933, as amended. The Fund may invest in one, several or all of the alternative asset classes that Alt Assets, Inc. publishes content on its site. Any published articles on Alt Assets, Inc. that an alternative asset has a “buy”, “pass”, “overvalued” or “undervalued” designation does not factor into the asset classes that the Fund through its manager ultimately invests in, and thus, any of the Fund’s investments that have positive designations on the Alt Assets, Inc.’s site are purely coincidental as the Fund is actively managed and guided by its own investment parameters as summarized in the relevant private placement memorandum.