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wrote a post · Jul 19 10:25
Cramer’s Lighting Round: Ready Capital is ‘a little too opaque for me’
$SharkNinja (SN.US)$ : “SharkNinja is actually a very, very good company that I think can still come down a little bit more because it’s got a high price-to-earnings multiple, in light of what I saw with Helen of Troy, which makes similar products.”
$Ready Capital (RC.US)$ : “It does pay a good dividend, but the problem is we don’t know exactly what they own. It’s a little too opaque for me, but it will do better with lower interest rates.”
$American Superconductor (AMSC.US)$ : “When I see stocks like Nvidia and Broadcom go down huge, I cannot reach for American Superconductor. Not with these high-quality stocks that are just plain old on sale.”
$Owens & Minor (OMI.US)$ : “If I want medical device, and I want those kind of properties, I will buy Abbott Labs, which is down huge and is a much higher-quality company.”
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