Cramer Says This Cybersecurity Company Is 'Doing Terrific,' He Expects A 'Very Good Quarter'
Portfolio Pulse from Lisa Levin
Jim Cramer discussed several companies on CNBC's 'Mad Money Lightning Round.' He sees Advanced Micro Devices (AMD) as a 'good hold' and expects Palo Alto Networks (PANW) to report a 'very good quarter.' He advised against buying Teladoc Health (TDOC) due to a crowded market impacting margins. Cramer doesn't find BRC Inc. (BRCC) inexpensive enough and is not interested in Howard Hughes Holdings (HHH) due to its 'break up story.' He recommends buying Uber Technologies (UBER) and prefers Coterra Energy (CTRA) over EQT Corporation (EQT) for its better assets and lower price. Cramer also finds SoFi Technologies (SOFI) 'incredibly inexpensive' after a great quarter.
November 13, 2023 | 2:05 pm
News sentiment analysis
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NEGATIVE IMPACT
Cramer does not see BRC Inc. as an inexpensive stock, which could suggest a neutral to negative outlook for the stock.
Cramer's view on the stock not being inexpensive may dampen investor enthusiasm, potentially leading to a neutral or negative short-term impact.
CONFIDENCE 75
IMPORTANCE 50
RELEVANCE 60
NEGATIVE IMPACT
Cramer is not interested in Howard Hughes Holdings due to its 'break up story,' which could imply a neutral to negative short-term impact on the stock.
Cramer's lack of interest due to the company's 'break up story' could be seen as a negative by investors, potentially impacting the stock negatively.
CONFIDENCE 75
IMPORTANCE 60
RELEVANCE 60
NEGATIVE IMPACT
Cramer advises against buying Teladoc Health due to increased competition and margin pressures, which could negatively affect the stock.
Negative comments from analysts can lead to a decrease in investor confidence and a potential drop in stock price, especially when related to fundamental issues like competition and margins.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
NEUTRAL IMPACT
Jim Cramer views Advanced Micro Devices as a 'good hold,' indicating a stable outlook for the stock.
Cramer's endorsement as a 'good hold' suggests confidence in AMD's stability but doesn't imply significant short-term price movement.
CONFIDENCE 80
IMPORTANCE 50
RELEVANCE 70
POSITIVE IMPACT
Cramer prefers Coterra Energy over EQT Corporation, citing better assets and a cheaper price, which could positively influence Coterra's stock.
A positive comparison to a competitor, especially on the basis of asset quality and stock price, can be a bullish signal for investors.
CONFIDENCE 80
IMPORTANCE 65
RELEVANCE 75
POSITIVE IMPACT
Cramer expects Palo Alto Networks to have a 'very good quarter' ahead of its earnings report, which could positively impact the stock.
Positive expectations from a high-profile analyst like Cramer ahead of an earnings report can lead to increased investor optimism and a potential stock price increase.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
Cramer finds SoFi Technologies 'incredibly inexpensive' after a great quarter, which could indicate a positive short-term impact on the stock.
Cramer's positive remarks on the stock's price and recent performance may lead to increased investor interest and a potential rise in stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Cramer recommends buying Uber Technologies, highlighting its potential to 'break away from the pack' after an 'amazing number,' which could lead to a positive short-term impact on the stock.
Cramer's recommendation to buy based on recent performance can influence investor sentiment and drive short-term stock price growth.
CONFIDENCE 85
IMPORTANCE 75
RELEVANCE 85