DocuSign: “I think it’s a fantastic product and the company continues to do great. Docusign. By the way: there’s a good example of something that can be a stay-at-home stock.”
Penn National Gaming: “The problem is that any place that is a gathering place, even as good as Penn National Gaming, which does not have China [exposure] … is going to be suspect. Gathering, no. At home, yes. But this one has Barstool and it will only be a matter of time before it comes back.”
Chewy: “I think now is a time to buy Chewy. … I think that Chewy is a good buy because I see all those boxes, like everybody else. I know their sales are going up.”
Tyson Foods: “Tyson is uniquely challenged in the sense that my charitable trust bought it and all it does is go down and I do believe the company is a better story than it’s telling. If I worked at Tyson I would talk about the long-term future, not the short-term, but they are totaling emphasizing the short-term and it’s beginning to get me discouraged.”
Sirius XM Holdings: “The stock has suddenly come down a lot and I think this stock is back in my zone where I want to buy it. I think you’ve got a good one.”
Occidental Petroleum: “I think it can bounce, but I’m worried about that balance sheet and I’m worried about the price of oil. … I think it’s too dicey to reach for that yield, frankly.”
Disclosure: Cramer’s charitable trust owns shares of Tyson Foods.
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