Inverse Cramer Weekly Update — Mar 31

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

Monday, Mar 25

They’re very good at what they do. I’ve known them for 40 years. They are just really good. Stock has a big run now. I think they could make more money than they have.

-On KKR & CO (​$KKR​)

The stock has been getting crushed. It’s really inexpensive. I think it’s a buy. It’s been flat for months, I think it’s time to buy the stock.

-On Becton Dickinson (​$BDX​)

This is the hottest stock. It’s going to make money. It’s really good. This is a dev ops shop, where they can develop hardware software in a platform. People love these kinds of stocks, they can’t live without them.

-Samsara (​$IOT​)

It’s a great company to buy here. A mineral company is a terrific idea.

-On Rio Tinto (​$RIO​)

I think this company is a buy (Buy, Buy, Buy). Wes Edens is absolutely terrific to what he does.

-New Fortress Energy (​$NFE​)

Tuesday, Mar 26

No. I actually want earnings leverage right now, it’s why people like Citi. I like Wells Fargo and Morgan Stanley.

-On State Street (​$STT​)

I like Visa very much here. I like that settlement that was announced today. It’s gonna clear their heads a little bit. Visa is too close to its all-time high. If it comes a little, I’ll be a buyer.

-On Visa (​$V​)

This is a very good navy contractor that I have liked ever since the spin-off dating years and years ago. Now it had a very big run, but I think it can go higher. It’s a winner, not a loser.

-On Huntington Ingalls (​$HII​)

I discovered this stock. This was a company that we owned for a long time. It is absolutely terrific, it sells 14x its earnings. You’re on a good one. It’s good for industrial gases. Stay on that stock.

-On Chart Industries (​$GTLS​)

Wednesday, Mar 27

I can’t recommend that stock. It just has no earnings power. There are so many good stocks right now, we don’t need that.

-On Archer Aviation (​$ACHR​)

I think that Greyhound bus has left the station, and I’ve got to wait. The thing doubled in no time. We don’t buy doubles here.

-On Robinhood (​$HOOD​)

Jennifer Rumsey is doing such a fabulous job. I don’t want you to sell on the Cummins. You just got to pull extra money and buy the GE. As a matter of fact, I forbid you from selling Cummins, but you can buy GE.

-On Cummins (​$CMI​)

Actually at this level with a 6% yield, I would buy some more. It’s good idea, and I haven’t felt that way with Crown Castle for ages.

-On Crown Castle (​$CCI​)

Thursday, Mar 28

Pfizer has been the worst. Let’s get Pfizer a chance. They got this really good acquisition Seagen. Let’s give it some time here.

-On Pfizer (​$PFE​)

Leidos is a great defense contractor that is actually not struggling to get money out of Congress. It’s a winner. I don’t want to get out of that horse yet.

-On Leidos Holdings (​$LDOS​)

Friday, Mar 29

Good 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 is 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.

Share

Author

Picture of Inverse Cramer

Inverse Cramer

language and dialect of spain

Portem bikinis

This week, we revisit Spain’s distorted housing market, unpack how Franco-era policy still shapes property today, and what that means for investors, renters, and BTR.

Álvaro López​

Altea Update: May 11

This week’s Altea Community spotlights new SPVs spanning Spanish multifamily, persimmon farmland, and rare earths, while expanding member incentives through a revamped affiliate program.

SEC

SEC investigates private credit fraud

This week’s Alts Cafe tracks mounting stress in private credit, follows institutional capital flooding into sports and AI, and maps shifting power across alternative markets.

Puig Campana

Let’s climb a mountain

Today’s a bit more personal and possibly a bit hopeful. We’re talking about cancer. What’s getting better, what’s getting worse, and what you can do today to make a small difference.

Recently Published

Unique investment ideas worth exploring

Our newsletter is everything. Start here.

    Join thousands of subscribers.
    Absolutely spam-free.