in

Выбор Крамера

Dunkin’ Brands $DNKN: «Честно говоря, я думаю, что это нормально продавать его.”Virgin Galactic $SPCE: «Это очень спекулятивные акции. Вы знаете, что он пробежал весь путь вверх — у него был невероятный пробег, честно говоря, — он поднялся до 42 долларов, но это было короткий забег. Было так много людей, которые ставили против него. На этих уровнях он прошел весь путь вниз. Я говорю, что это приличная спецификация. Это не мой выбор, если вы хотите спекуляций, я бы на самом деле пошел с Tesla $TSLA .”Marathon Oil $MRO : «Если вы хотите владеть нефтью, а я этого не поощряю, единственный, кто, как мне кажется, имеет баланс, чтобы пройти через этот период невредимым, — это Chevron $CVX, и он дает 7,5%, и они глубоко привержены этому дивиденду.”Idexx Laboratories $IDXX: «Мне нравится Chewy $SCHW, который я думаю, помогает получить … корм для домашних животных с доставкой. А еще мне нравится Nestle $NESN… Есть много замечательных историй о гуманизации домашних животных, связанных с ними.”Procter & Gamble $PG: «У Procter & Gamble были невероятные цифры. За последние два месяца цифры там, вероятно, сильнейшие для их бизнеса, чем я когда-либо припоминаю. Procter & Gamble с доходностью 2,7% и отличным балансом — это покупка.”First Horizon National $FHN: «Брайан Джордан (ген.директор) потрясающий. Эта штука дает 8% прибыли… Брайан управляет фантастическим банком в самой сильной части страны. Я понимаю, что должно быть прощение кредита, но я думаю, что на 8 долларов, Вау, я имею в виду 7 долларов, достаточно. Хватит с меня этих продаж.”Apache $APA : «Это самые худшие акции в S&P… Это просто не очень хорошая ситуация.”

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