If we get a China deal,
@jimcramer
knows we get that trade in better balance, we get equipment not just soybeans, we get China buying Apple $AAPL products. Then this rally is in its infancy.
The Chinese have overplayed their hand according to
@jimcramer
, and execs in the U.S. are willing to see their own earnings cut for a greater good even if they hate Trump. Yeah, it's that bad with the Chinese, it really is that bad.
Elon Musk, One, SEC Nothing. To recap, the SEC and Tesla $TSLA settled on a procedure that would allow Musk to tweet after vetting. The tweets that needed vetting were those involving material information
@jimcramer
knows this is a huge win for Musk
The Fed is in listening mode. It will be patient. That's exactly what's necessary to sustain the expansion and not end the cycle and
@jimcramer
applauds Fed Chief Jay Powell for wanting to be more flexible than he has been.
Patient. One word. "The Fed will be patient as we see how the economy evolves." Those sweet words from Fed Chair Jerome Powell were all that was needed to ignite a rally that almost no one, not even
@jimcramer
, saw coming.
Buy Aurora Cannabis $ACB.
@jimcramer
says buy it because Nelson Peltz is now an advisor to the company with options to buy 20 million shares at a minimum. Buy it because Nelson's contacts are vast and he knows consumer packaged goods incredibly well.
Elon Musk is helping to fund Tesla's $TSLA needs by borrowing $1.6 billion at 2% in the form of a convertible bond offered by Goldman Sachs $GS. That's incredibly cheap money.
@jimcramer
salutes
@elonmusk
for what he did
Some things are constants in this market, even when you may not want them to be. The biggest constant? FANG, Facebook, Amazon, Netflix and Alphabet and sometimes Apple. $FB $AMZN $NFLX $GOOGL $AAPL
@jimcramer
John Roberts, the CEO of J.B. Hunt Transportation Services $JBHT, didn't mince words when he noted that business has cooled off
@jimcramer
says trucking is a huge tell of the real economy, which has definitely slowed.
By now you have heard of FOMO, or Fear of Missing Out.
@jimcramer
knows it's what happens when you watch stocks go ever higher. We don't have FOMO now. We've got FOBS, Fear of Big Sellers, and its coloring everything and every sector.
This morning
@TheStreet
's
@DougKass
warned Real Money Pro members that $NFLX may report bad subs data. Said he expected streaming companies to get hit and sold $DIS. He tried to warn us!
“While everyone else seems to be focused on tariffs, trade and Turkey, waiting for our internationally oriented companies to see their earnings collapse, I am much more worried about spending patterns at home”
@jimcramer
The $12 billion cannabis industry could rise to around $630 billion over time, according to Seaport analysts. Here are their top 4 picks from
@WallandBroad
Patience is a virtue. Fed Chief Jay Powell decided to embrace patience and the stock market roared. All day long
@jimcramer
had to listen to critics opine that Powell is going against his doctrine or caving.
Amid all the controversy surrounding Tesla's $TSLA conference call from last night,
@jimcramer
has a dramatically different opinion, stating this was "Musk's best conference call, ever"
Did you ever think that the top business story of the day would be Jeff Bezos standing up to the alleged blackmailers at the National Enquirer?
@jimcramer
was shocked.
“Monday's gains are a recognition that without saber-rattling on trade, we revert to what the employment numbers dictate. And right now, they're dictating that you buy the stocks of companies that are doing well."
@jimcramer
Will Trump walk away from Xi?
@jimcramer
sees signs in the market that the China trade talks may not be going as well as thought, or at least that some believe that Trump thinks he has the upper hand.
"Trump's fixated on autos, on steel and aluminum, on tech and on intellectual property," according to Jim
@jimcramer
Cramer. Read more about why "Trump's Trade Fight Is Just Beginning"
“The problem is that on up days like today you find yourself saying "don't people get what we are trying to do? We are trying to guide our company not for the present, but for the future.”
@jimcramer
“Do the performances of individual chief executive officers matter again? Can we go back to a world where 50% of a stock's direction can be traced to the hard work of a management team and 50% to a sector and its relation to the overall market?”
@jimcramer
Join
@jimcramer
May 5th for
@TheStreet
's 'Boot Camp for Investors' -- An exclusive investor summit that will give you a chance to hear the latest market insights and ask questions to top experts. Get More Info Here:
#CramerTeachIn
Given how much President Trump loves this fight, and how he will not back down, the companies that move out of China will get a higher multiple than those that don't.
@jimcramer
gives you 8 reasons why we shouldn't play this game with China
Nobody thought this could happen. Nobody but
@jimcramer
. The latest earnings report bears out what Jim Cramer keeps saying - services revenue is the future for Apple $AAPL
Trump blocking Broadcom's $AVGO acquisition of Qualcomm $QCOM was shocking but
@jimcramer
believes this is a clear message from
@realDonaldTrump
, 'China, Stay Out!'
There is a very interesting development unfolding with $OSTK on Tuesday. The company declared a stock dividend, but unlike traditional stock dividends, this one is being paid in a digital share.
@RetroWallSt
takes a deeper dive
“Let me give the context of conventional wisdom and then let me give you the overlay of how companies are doing versus that conventional wisdom.”
@jimcramer
reflecting on his interview today with
@larry_kudlow
. $BA $CAT $UTX $EMR $BAC $UAL $CSX $GOOGL $DAL
Apple $AAPL among many big winners in tariff delay.
@jimcramer
covers the other companies that will get a boost from pushing the tax on imports to mid-December
Etsy $ETSY should be bought says
@jimcramer
. The fact is that Etsy is ridiculously undervalued at $8 billion given the worldwide opportunity it has to match rabid sellers with rabid buyers.
We see signs that tell us not only is this market not expensive, but there are whole sections that might be ridiculously cheap.
@jimcramer
points to the recent merger announcements as a prime example
Why did we sell that stock? What was wrong? What were we thinking?
@jimcramer
is convinced that the stock market, because of the algorithms that control so much trading, has a terrible case of attention deficit order which often produces days like today.
In a confusing market, investors should always be prepared to fall back on long-term secular themes, like the coming 5G wireless build-out.
@jimcramer
added 3 names on Mad Money Friday.
@BruceKamich
takes a look at the charts for these 3 names
The definition of insanity?
@jimcramer
says it's pre-market trading -- much of it occurs when someone jumps the gun, deciding that the headlines must be traded without any knowledge of what is underneath them
“While there are certainly some real losers with tariffs and trade, we have struggled to pin the tail on the bears, as good companies have addressed the issues head on and so few can be considered knocked for a loop by current events.”
@jimcramer
Nvidia Corp. $NVDA is sliding as hopes of a trade war armistice have evaporated at the hands of President Donald Trump.
@KevinCurranRM
reports that chip stocks fell after the president's latest threats to impose higher and expanded tariffs on Chinese goods
Don't believe in the Trump floor?
@jimcramer
thinks you're missing out on terrific rallies like today. I say build the words of Larry Kudlow into your thinking, and don't stop being skeptical but stop allowing despair to be the watchword of your portfolio.
Is there a case to buy stocks? Yes,
@jimcramer
says, if you consider one of the most important indicators out there. The S&P's proprietary oscillator, the one that analyzes too much buying or too much selling.
Fears about McDonalds $MCD are overblown.
@jimcramer
told viewers that shares of the fast-food giant are off 11% from their January highs but the long-term story remains intact at McDonalds.
Buy more shares of CVS $CVS, says
@jimcramer
, "with alacrity" for his charitable trust if the health-care giant -- whose shares rallied 3.4% Friday to $65.52 -- falls back to $60.
Aurora Cannabis' $ACB rapid run on Wednesday has many assessing where the true value in cannabis lies.
@KevinCurranRM
saw the shares of the cannabis company surged 13.87% on the day, rising to their highest price in about five months.
Days like this are reminders of how important short-selling can be to an up market. That's right,
@jimcramer
blames the shorts for today's fantastic action, at least if you are bullish.