Crowdstrike: “Crowdstrike is the single-best cybersecurity company to play for the revolution of being online, in the cloud, working at home. I like it very much.”
Camping World: “They’re making a comeback, and I’ve got to tell you I know that it’s been rocky, I know this stock’s been down a lot, but I do think that camping is coming back now that they’re opening the economy.”
Apache: “You caught a double from the end of the quarter. Let’s just scram.”
Lam Research: “Lam is in the cross hairs of the president of the United States of America. Every time he doesn’t say anything bad about China, the stock goes up ’cause it’s the finest semiconductor equipment company in the world. Every time he says something bad about China, the stock goes down, so I think it’s just been too ping pong. It’s long been a Cramer fave, but if it comes back I can’t recommend it here as long as the trade tensions are as high as they are right now.”
General Dynamics Corp.: “You have to take a long view on GD ’cause it’s not the favorite one right now. It’s not the loved one and the whole group is a little under pressure, but I think General Dynamics is a very good long-term hold.”
United Natural Foods: “It’s too hard for me and I’m going to have to take a pass on it.”
Source: Business - cnbc.com
