Jim Cramer Says RTX Is His Favorite Defense Stock, Likes This Semiconductor Stock That 'Has Come Down A Great Deal'
Jim Cramer Says RTX Is His Favorite Defense Stock, Likes This Semiconductor Stock That 'Has Come Down A Great Deal'
On CNBC's "Mad Money Lightning Round," Jim Cramer said he likes Arm Holdings plc (NASDAQ:ARM). "The stock has come down a great deal, and yet, at the same time, I think its business is actually accelerating," he noted.
在CNBC的“疯狂金钱闪电轮”节目中，吉姆·克莱默表示他喜欢Arm Holdings plc（纳斯达克：ARM）。他指出：“股价大幅下跌，但与此同时，我认为其业务实际上正在加速发展。”
On Aug. 8, Bernstein upgraded the stock from Underperform to Market Perform and raised its price target from $92 to $100.
8月8日，伯恩斯坦将该股票的评级从表现不佳升级至市场表现，并将其价格目标从92美元提高到100美元。
When asked about Energy Transfer LP (NYSE:ET), he said, "I believe its dividend is indeed safe. I've been back and forth and back and forth on this, and I believe that they have the coverage, and it's an inexpensive stock, and I like the pipeline companies very, very much here."
在谈到Energy Transfer LP（纽交所：ET）时，他说：“我相信它的股息确实是安全的。我曾反复思考，但我相信他们有足够的覆盖，这是一只廉价的股票，我非常喜欢管道公司。”
On Aug. 9, Energy Transfer announced a secondary public offering of 38,755,996 of its common units.
8月9日，Energy Transfer宣布进行其普通单位的38755996股的二次公开发行。
The "Mad Money" host recommended buying Paychex, Inc. (NASDAQ:PAYX) with a 3% yield. "I would buy some here, and then wait for some analysts to knock it down, buy even more. The company's an excellent company," he added.
“疯狂金钱”节目主持人建议购买Paychex, Inc.（纳斯达克：PAYX），收益率为3%。他补充说：“我会在这里买入一些，然后等待一些分析师批评它，再买入更多。这家公司是一家优秀的公司。”
On Aug. 20, JPMorgan analyst Tien-Tsin Huang maintained Paychex with an Underweight rating and raised the price target from $120 to $128.
8月20日，摩根大通分析师黄天津维持Paychex的低配评级，并将价格目标从120美元上调至128美元。
Cramer said he likes defense stocks, and RTX Corporation (NYSE:RTX) is his favorite.
克莱默表示他喜欢军工股，RTX Corporation（纽交所：RTX）是他最喜欢的。
On July 25, RTX reported second-quarter results and raised its 2024 outlook. RTX's adjusted net sales increase 8% year-over-year to $19.791 billion, beating the consensus of $19.28 billion. Adjusted EPS grew 9% to $1.41, above the consensus of $1.30.
7月25日，RTX发布了第二季度业绩，并提高了2024年的展望。RTX的调整后净销售额同比增长8%至197.91亿美元，超过了192.8亿美元的共识。调整后每股收益增长9%至1.41美元，超过了1.30美元的共识。
Price Action:
价格行动：
- Arm shares gained 1.8% to settle at $131.20 on Tuesday.
- Energy Transfer shares fell 1.2% to close at $15.91.
- Paychex shares slipped 0.1% to close at $130.10.
- RTX shares gained 0.7% to settle at $119.49 on Tuesday.
- Arm股票在周二上涨了1.8%，收于131.20美元。
- Energy Transfer股票在周二下跌了1.2%，收于15.91美元。
- Paychex股票在周二下跌了0.1%，收于130.10美元。
- RTX股票在周二上涨了0.7%，收于119.49美元。
- Microsoft, Synaptics And 2 Other Stocks Executives Are Selling
- 微软、synaptics和其他2只股票的高管正在抛售
Photo: Shutterstock
Photo: shutterstock