Jim Cramer Says Don't Sell Match Group: 'You've Just Got A Very, Very Smart Investor In There'
Portfolio Pulse from Avi Kapoor
Jim Cramer provided insights on various stocks during CNBC's 'Mad Money Lightning Round.' He recommended holding Match Group due to activist investor involvement, expressed preference for Palo Alto Networks over Fortinet, and highlighted Linde as a better-run company compared to Air Products. Cramer also commented on Sarepta Therapeutics, BJ's Wholesale, Toast, Teva Pharmaceutical, and Viking Therapeutics.
July 17, 2024 | 12:55 pm
News sentiment analysis
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NEGATIVE IMPACT
Jim Cramer believes Linde is a better-run company compared to Air Products, which may explain why Air Products isn't performing as well.
Cramer's negative comparison to Linde could lead to a less favorable view of Air Products among investors.
CONFIDENCE 75
IMPORTANCE 50
RELEVANCE 60
NEGATIVE IMPACT
Jim Cramer does not favor Fortinet, and Barclays analyst Saket Kalia lowered the price target from $75 to $70, maintaining an Equal-Weight rating.
Negative sentiment from both Jim Cramer and a lowered price target from Barclays could put downward pressure on Fortinet's stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
Jim Cramer is cautious about investing in Toast due to its exposure to the retail sector, which he currently wants to avoid.
Cramer's caution regarding Toast's retail exposure could lead to a negative sentiment among investors.
CONFIDENCE 70
IMPORTANCE 50
RELEVANCE 60
NEUTRAL IMPACT
Jim Cramer acknowledges BJ's Wholesale as very good but prefers Costco as the best option in the sector.
While Cramer acknowledges BJ's Wholesale's quality, his preference for Costco may lead to a neutral impact on BJ's stock.
CONFIDENCE 70
IMPORTANCE 50
RELEVANCE 60
NEUTRAL IMPACT
Jim Cramer views Sarepta Therapeutics as a speculative but promising biotech company with great science, though he personally finds it too risky.
Cramer's mixed view reflects the high-risk, high-reward nature of biotech investments, which may not significantly impact the stock price in the short term.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 70
NEUTRAL IMPACT
Jim Cramer considers Teva Pharmaceutical to be okay but prefers best-of-breed companies like Eli Lilly.
Cramer's lukewarm view on Teva may result in a neutral impact on its stock price.
CONFIDENCE 70
IMPORTANCE 50
RELEVANCE 60
POSITIVE IMPACT
Jim Cramer praises Linde as a much better-run company compared to Air Products, contributing to its strong performance.
Positive remarks from Cramer could enhance investor confidence in Linde, potentially boosting its stock price.
CONFIDENCE 75
IMPORTANCE 50
RELEVANCE 60
POSITIVE IMPACT
Jim Cramer recommends holding Match Group due to the involvement of activist investor Starboard Value, which holds a 6.6% stake and has outlined actionable opportunities for enhancing shareholder value.
The involvement of a significant activist investor like Starboard Value often leads to strategic changes that can enhance shareholder value, making the stock more attractive.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 100
POSITIVE IMPACT
Jim Cramer prefers Palo Alto Networks over Fortinet and holds it in his charitable trust.
Cramer's preference and holding in his charitable trust could positively influence investor sentiment towards Palo Alto Networks.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 70
POSITIVE IMPACT
Jim Cramer praises Viking Therapeutics as terrific and places it at the top of the heap along with Royal Caribbean.
Cramer's strong endorsement of Viking Therapeutics could positively influence investor sentiment and boost its stock price.
CONFIDENCE 75
IMPORTANCE 50
RELEVANCE 60