Tandem Diabetes: “This thing’s heavily shorted. It’s wrong. They had a great quarter earlier this week. DexCom’s my fave … but this Tandem is a good company.”
Scorpio Tankers: “These are trading stocks. We should always know that the tankers are traders and they don’t offer necessarily a lot of value or necessarily do the right thing at various times, so you have to be very careful.”
LPL Financial Holdings: “It’s a financial. It says everything you need to know. We are not recommending any financial on this show … except for the fintech stories.”
Carvana: “They have to start making money and they do have a very interesting model that is not clear to me how soon they’ll make money, but it’s very convenient.”
JPMorgan Chase: “That right now is an out-of-favor stock. One day it will be back in favor after the pandemic ends.”
CoStar Group: “It’s kind of a fintech, but there’s only a couple fintechs I’m recommending and I know it’s not in the same exact industry, but I like Mastercard more.”
Disclosure: Cramer’s charitable trust owns shares of JPMorgan Chase and Mastercard.
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