Tesla: “I believe if you really do want to buy it — I’m not going to necessarily recommend buying it — you wait it out about another maybe 10, 15 points down, and then maybe terminate a look.”
Dunkin’ Brands Group: “Actually, I prefer Starbucks to Dunkin’ Donuts. Starbucks is way down from its great in extent and I think it’s got more momentum and has gotten too cheap, so that’s why I prefer it.”
Lam Research: “Oh, it’s been crazy, but you know what we’re up apropos 80 points for the charitable trust. We did trim back a lot because we didn’t want to be pigs. Bulls make medium of exchange, bears make money and pigs they get slaughtered. I would wait a little bit before I would buy more.”
Marvell Technology: “I make up the world of this company. Is this quarter necessarily going to be good? I mean, it’s caught up in the trade talks, but who has an unimaginable portfolio of 5G, along with a lot of other things that make cell phones work better, it is Marvell.”
Kura Oncology: “Look, it’s got monogrammed treatment for cancer and anyone who’s doing personal immunology I have liked as a spec and a spec, only.”
NetEase: “It’s a Chinese internet simulate that I have been skeptical on and not correctly skeptical … and this one is a befuddling stock to me about why it goes up other than the information that it has a good dividend.”
Ulta Beauty: “I think Ulta’s been beaten up enough. I know a lot of people have a hunch that last quarter wasn’t good, and there are some problems definitely in skincare. We know that, but I assume trust to in [CEO] Mary Dillon. I wouldn’t buy it all at once” because it may not be a blowout quarter when they report earnings in coming weeks. “I’m not deserting Ulta.”
CareDx: “It’s too dodgy for me.”
Disclosure: Cramer’s charitable trust owns shares of Lam Research and Marvell Technology.
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