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Inverse Cramer Weekly Update — May 5

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

Monday, Apr 29

That is the best of the pot stock. You’ve got to understand, cannabis is actually a big piece of its own. We don’t think it’s worth all that much but we do think it’s the best of that line.

-On Canopy Growth (​$CGC​)

Illumina is a good company but it’s not well run. That’s why I’m recommending Danaher which is better run. They acutally have the same kind of science, which is gene sequencers. I don’t want to own a company that’s poorly run, because the stock gets hurt.

-Illumina (​$ILMN​)

Very inexpensive stock, less expensive than Citi. I do prefer other banks. Big ones aren’t my favorite, less put it that way.

-On Bank of America (​$BAC​)

Morgan Stanley put out this ‘incrementally more bullish’, it was the name of the piece today about Palo Alto, and I thought it was exceptional, more reasons to buy. Big position from our trust (Buy, Buy, Buy), we’ve bought from the hit. I would be a buyer of Alto Palto right here, right now.

-On Palo Alto Networks (​$PANW​)

Tuesday, Apr 30

Its digital platform is working. It is doing fantastic. Jeff Green, remarkable job, but a lot of people prefer Google. So even though it’s a very inexpensive stock, it is a good stock. I would not sell it. I’m more inclined to buy it in the $80 level.

-On Trade Desk (​$TTD​)

I like Delta very much, and United too, they are both good. Now remember, they are an inexpensive stock but they trade widely.

-On Delta Air Lines (​$DAL​)

Wednesday, May 1

You’ve got to ring the register there my friend. You’ve got a winner. You’re a winner, you’ve got the chicken dinner.

-On Matterport (​$MTTR​)

I’m a believer of their product. I think it’s a buy (Buy, Buy, Buy). I will not mess around. I think you buy more.

-On Nextracker (​$NXT​)

If Trump wins, they probably roll back in a least polluting as possible, that’ll be good. More importantly we need a buyback from Ford. Until we didnt get that, we won’t get nothing.

-On Ford (​$F​)

Thursday, May 2

That high yield tells me that it’s a little bit riskier that people would like. I think the feds is going to lower rates so I think it’s gonna work for you.

-On Onemain Holdings (​$OMF​)

I like GM very much, it’s inexpensive (Buy, Buy, Buy), i think you’re in good shape there.

-On General Motors (​$GM​)

It’s a very good regional bank. It’s got good numbers and very conservative. I think you’re in good hands with that one.

-On Heartland Financial (​$HTLF​)

Friday, May 3

Last quarter is good. I’m gonna go with it. I know it’s a little bit uneven last year, but it’s been a great long term horse.

-On HCA Holdings (​$HCA​)

This is an interesting stock because right now it’s a play on natural gas distribution. It’s got nuclear but it’s natural gas, and believe it or not, it’s very strong. I think the stock is a buy, but it may not be the environmental play that people think it is.

-On GE Vernova (​$GEV​)

If it weren’t for the fact that I fear government investigation, i’d say buy buy buy because they really own the problem. But i think that’s the problem, the government don’t want to own the market.

-On Live Nation (​$LYV​)

Weekend Bonus

That’s a wrap. As always, we’ll be following ramer’s every move so you can do the opposite.

Enjoy the week ahead.

-IC

Disclosures

  • This issue is sponsored by Portless
  • 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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