Then Thursday we will receive income from Walgreens (WBA) – Get the report et Morgan Stanley (SP) – Get the report. Cramer was bullish on Morgan Stanley, but said Walgreens need to share their plan for growth.
On Friday we will hear from the oil services company, Schlumberger (SLB) – Get the report, which could see a rebound on rising oil prices. Clothing Manufacturer VF Corp (VFC) – Get the report will also report, but Cramer said he loved Levi Strauss (LEVI) – Get the report et Lululemon Athletica (LULU) – Get the report plus.
Cramer and the AAP team are looking at everything from profits and tariffs to the Federal Reserve. Find out what they are saying to their investment club members and join the conversation with a free trial subscription to Action Alerts Plus.
Executive decisions: Okta
In his first “Executive Decision” segment, Cramer spoke with Todd McKinnon, Co-Founder and CEO of Okta (OKTA) – Get the report, the cybersecurity company with shares up 104% on the year.
McKinnon explained that Okta has started providing workforce identity solutions, helping employees connect securely with their employer. But today, he noted, everyone is going digital and businesses also need secure ways to connect with their customers. That’s why Okta also has tools that allow businesses to interact with their customers in a precise and secure manner.
McKinnon added that personalization is increasingly important to the customer experience and that this level of customer service isn’t possible if you don’t know who your customers are and who exactly you are interacting with.
Okta is also active in this year’s election, sponsoring vote.gov, a website designed to make it easier to register to vote. McKinnon said 92 million eligible voters did not vote in 2016 and vote.gov is hoping to change that.
Don’t miss the best of Cramer, every day, with quick and actionable strategies: StreetLightning.
Sure Real money, Cramer identifies the companies and CEOs he knows best. Get more of his information with a free trial subscription to Real Money.
Executive decision: Visby Medical
For his second segment ‘Executive Decision’, Cramer also spoke with Dr Adam De La Zerda, CEO of the private company Visby Medical, who has just received emergency use authorization for a personal COVID-19 test. single use that delivers results in just 30 minutes.
De La Zerda explained that Visby’s PCR test uses all of the same steps as large PCR machines, only the process has been miniaturized to fit in the palm of your hand. He said their test provides the speed and accuracy people demand for COVID-19, but it can also be used for bacteria and viruses of all kinds.
The aim is to decentralize PCR testing, De La Zerda said, so that the tests can be readily available at hospitals, nursing homes and major events around the world. Visby is ramping up production as quickly as possible. De La Zerda said they are adding 25 people per week to their team and working with great partners.
“I’m a big fan of speculation,” Cramer told viewers, but only if it’s educated speculation. Concrete example: hydrogen. For years, investors have been losing money betting on hydrogen as a bridge fuel to a renewable future. But now the technology may have finally caught up with the hype, making hydrogen fuel cells worthy of speculation.
Cramer a dit Linde (LIN) – Get the report is the sure way to play in the hydrogen market. The company has tested hydrogen buses and trains in Germany and China for the past 18 months and even if 1% of all heavy trucks were converted to hydrogen, it would create a $ 20 billion opportunity for Linde. .
The second more speculative way to play with hydrogen is with Plug Power (PLUG) – Get the report. Cramer said the company has been making hydrogen forklifts for 20 years. The company’s products charge much faster than their fully electric counterparts and are already in use in major warehouses around the world. Cramer said Plug Power is riskier than Linde, which is why it should only be bought in the event of a setback.
Fear Factors Portfolio
In his No-Huddle Offense segment, Cramer said it would be great if we all had President Trump’s healthcare plan, a plan that flies us to world-class medical centers where we can all receive treatment. experimental and return to work a few days later. But until we have a vaccine, it’s productive to have a portfolio of fear factors, which is taking advantage of the ongoing pandemic.
Cramer included 10 stocks in his portfolio. They included Amazon (AMZN) – Get the report, Costco (COST) – Get the report, Year (YEAR) – Get the report, Peloton (PTON) – Get the report, Etsy (ETSY) – Get the report, Thor Industries (THO) – Get the report, Take-Two Interactive (TTWO) – Get the report, Pizza Domino (DPZ) – Get the report and the two UPS (UPS) – Get the report et FedEx (FDX) – Get the report. These are 10 stocks that will help you sleep at night until the pandemic is finally behind us.
Here’s what Jim Cramer had to say about some of the actions that callers offered during the Mad Money Lightning Round Friday night:
Trane TT: “I like Trane. It is an American company that does great things. ”
Equinix (EQIX) – Get the report: “This is the best managed data center REIT. ”
Guardian health (GH) – Get the report: “This one is awesome. I will throw Illumina (ILMN) – Get the report as well as. “
Elanco Animal Health (ELAN) – Get the report: “It’s a pet story that I really like. ”
Ncino (NCNO) – Get the report: “It’s a great little company and I like it. ”
AT&T (T) – Get the report: “I’m getting nervous. I don’t know how they’re really doing. I prefer Verizon (VZ) – Get the report. »
Nokia (NOK ADR) : “Nokia doesn’t have the quality we need. ”
Look up Jim Cramer’s ‘Mad Money’ trading recommendations using our “Mad Money” stock selector.
To watch reruns of Cramer’s video segments, visit Page de Mad Money on CNBC.
To sign up for Jim Cramer’s free Booyah! newsletter with all its latest articles and videos please click here.
At the time of publication, Cramer Action Alerts PLUS held a position in GS, JNJ, JPM, AMD, GS, AMZN, COST.