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wrote a post · Jul 17 09:48
Cramer’s Lightning Round: Don’t sell Match Group
$Fortinet (FTNT.US)$ : “I think Fortinet is not my favorite. Palo Alto is, we own it for the Charitable Trust.”
$Air Products & Chemicals (APD.US)$ : “You really don’t want to be in Air Products, you want to be in Linde. Linde’s a much better run company, and that’s why Air Products isn’t doing as well , and Linde’s doing spectacularly.”
$Sarepta Therapeutics (SRPT.US)$ : “I think Sarepta is a speculative situation where they have great science. I am never going to bet against a biotech company with great science, therefore I bless owning the stock. It’s too risky for me, but it’s ok if you want to be there.”
$Match group (MTCH.US)$ : “Don’t sell Match, you’ve just got a very, very smart investor in there. You’ve got Starboard, there’s been other activists there too, and I think the Starboard letter, which I read this morning, is superb. And Match has to make the changes that Starboard recommends.”
$Toast (TOST.US)$: “The problem with that is, is that you are investing in retail by doing that. And I do not want to be as exposed to retail right now, and so that’s the only reason why I do not want to own the stock of Toast.
$Viking Holdings (VIK.US)$: “I think Viking’s terrific. I would put Royal Caribbean and Viking at the top of the heap. They are both excellent.”
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LELT : In practice co diversity the security risk. This preclude Fortinet and Fortinet has solid FS