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Inverse Cramer Weekly Update — May 12

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

Monday, May 6

I like the gold stocks and I do like gold very much here.

-On Agnico Eagle Mines (​$AEM​)

Nutanix is a perfect enterprise software company for the moment, because of its cloud enterprise software, and that’s what people want. It’s very inexpensive, but it’s going higher, I think.

-On Nutanix (​$NTNX​)

They’re so good. Isn’t it incredible, Quanta is such a terrific company. I always say, let’s get in, let’s get in, but we don’t.

-On Quanta Services (​$PWR​)

Tuesday, May 7

Kid’s got horse sense, I like it so much I’m gonna let you keep it.

-On Caterpillar (​$CAT​)

I just don’t know how to value that stock because they lose a lot of money. So I’m gonna take a hard pass.

-On C3.AI ​($AI​)

You’ve got to stick with it. Good earnings will prevail in the end. I like that company very very much.

-On CME Group (​$CME​)

People ask for too much, I like that conference call very very much. I wanna go to one of those booth camps and do a big piece on it. I say not to worry, that company is a good company to own, right here right now.

-On Palantir (​$PLTR​)

I’m struggling with Tesla because even after this decline it’s still a billion dollar company. I happen to think that there are problems in China, problems in Germany, problems in United States, problems with National Health, and problems with the robot, otherwise that is dynamite.

-On Tesla (​$TSLA​)

Wednesday, May 8

I don’t think Matthew Prince lost has its charm. I’d say, you buy (Buy, Buy, Buy) right here.

-On Cloudflare (​$NET​)

Niche company…. I kind of like it, makes money.

-On Cognex ($​CGNX​)

They just clean up, you gotta (Buy, Buy, Buy). I’ll give you a twofer, I’m throwing in Cintas. I’m giving you Ecolab and Cintas, kings of the small business world.

-On Ecolab (​$ECL​)

That’s not the one that I’ve been recommending. Let me do some more work because the one that I’m stuck with it is Uranium Energy Corp because it makes money, that’d be my fave.

-On Energy Fuels (​$UUUU​)

Thursday, May 9

Lisa Su is doing a terrific job. There’s room for both Lisa Su and Jensen Huang from Nvidia. Let’s do some buying.

-On Advanced Micro (​$AMD​)

Corsair is a second-rate Logitech.

-On Corsair Gaming (​$CRSR​)

Friday, May 10

I’m not impressed by what they are doing. I think Eli Lily is gonna crush them in this business and I’d rather see you on that one.

-On Biogen (​$BIIB​)

We recommended that repeatedly when it was at $12 and it did nothing for so long. I’m glad it finally moved but lets keep it at the size that you have it. Because that’s had a very very nice move and I don’t wanna come on top of it.

-On Kratos Defense (​$KTOS​)

I like Micron, I like Sanjay (Buy, Buy, Buy). This is a stock ,by the way that, when it starts rolling it doesn’t roll for a quarter or two, it rolls for a couple of years. We’re on the mid of that move.

-On Micron (​$MU​)

Bank of America hit a 50 week high today. It yields two and a half. It is still way too cheap at 11x earnings (Buy, Buy, Buy).

-On Bank of America (​$BAC​)

I’ll give you two animals. I’ll give you Frog and Datadog. Both that turned out to be too expensive. I would be a seller of almost all of the enterprise software companies right here. They are not where to be, they are yesteryear.

-On JFrog (​$FROG​)

Weekend Bonus

Cramer Classics

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 Sweater Ventures
  • 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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