Key insights
- Cramer's lightning round offered mixed signals. Negative takes on Scotts Miracle-Gro and Alexandria Real Estate Equities, and a sell recommendation for half of Altria Group positions, suggest caution. While positive on Banco Santander and somewhat positive on NextDecade and Mastec, the overall tone leans slightly bearish due to concerns about weather dependency, overvaluation, and parabolic moves. The impact on the broad US market is limited.
In this article
Scotts Miracle-Gro Company: "It's too risky...my problem is if the weather is not good, they do bad."
Banco Santander: "I not only liked the acquisition [of Webster Bank], but I thought it was so good that I actually wrote to the chairman Ana Botin, saying that is some franchise because I owned it when I was a hedge fund manager, 20 years ago. Buy Banco Santander."
USA Rare Earth: "No, the only one we're recommending in that area is MP Materials."
Alexandria Real Estate Equities: "I say [sell, sell, sell]."
NextDecade: "I think you can go higher because the need for more LNG, I think it's an okay idea. Not great. I happen to like others better. But you know what? It's fine. It's a nice spec."
Maxlinear: "Max linear has probably gone more parabolic than any other stock in the market. So therefore, I have to say, you have to wait for that thing to come down."
Altria Group: "Altria is, you know, that's Marlboro. I don't recommend the tobacco stocks. I will tell you, since you have already, it has gone parabolic too and I think you should ring the register in half the position."
Mastec: "We had Mr. Mas on when we did the University of Miami show, which was so terrific. And I would tell you this, it is another company that I would have included at the top because it's such a great one for the data center."
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