Plug Power: “I like those two acquisitions, that’s why we had Plug Power on. I like the story, but I was hoping you were talking about Linde” because the company has “a lot of things going for it. We’ll do this: Linde for the people who want to be able to have some hydrogen” and “Plug Power for those who are young — or young at heart — and are willing to take a little speculative appeal.”
Huntington Ingalls Industries: “I am not going to endorse that. If I want a defense play, I’m going to go with Raytheon …. [or] Lockheed Martin.”
Gilead Sciences: “They have a gang that can’t shoot straight … I would skip it. This whole biotech group is down big. Why not take a look at Regeneron.”
International Flavors & Fragrances: “I think that this merger they’re going to be doing with DuPont … is going to be just terrific for IFF, and the stock is a buy right here at $122.”
Karyopharm: “Cancer spec. I never say no to those … I happen to think that if you want to speculate, you want to speculate oncology because there’s so much heartbreak and there’s so much need.”
Barrick Gold: “I actually am a very big fan of Barrick Gold. I think you buy half and then … you hope it comes in.”
Precigen: “I have to do some work on that one.”
Disclosure: Cramer’s charitable trust owns shares of DuPont.
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Source: Business - cnbc.com
