Mad Money Lightning Round Recap: August 2 to 6 2021
Updated: Aug 14, 2021
“The following are stocks highlighted during the Mad Money segment called the "Lightning Round" on CNBC hosted by Jim Cramer at 6 pm most weeknights."
Monday, August 2
New York Community Bancorp.: “It’s got a good dividend, but it’s got no growth. I prefer growth to dividend.”
Coupang: “I actually really like the company very much. It is a gigantic company, and the financials there seem very, very American-like.”
Spirit Airlines: “The problem with Spirit is that it’s not a high-quality operator, and also what we’re looking for now are companies that are about to get international reopening and we don’t really have them. I want to steer clear of this group other than Southwest. I know Southwest is not doing well, but it’s the longer-term win. It’s kind of like Nucor. You have to own the longer-term, best-of-breed, and Southwest down here at $49 is very intriguing to me.”
Energy Transfer: “I don’t like the group. The group is this master limited partnership. It’s been a horrendous group for a very, very long time, and which ET is a big member of it. I say look, take some profits if you have them, but sell it. I do not like that management. There are others that are much, much better to buy.”
Plug Power: “They report soon. Plug Power has got to deliver the number... I hope they do not hurt you and do not let you down, as they have in the last few times.”
Tuesday, August 3
MKS Instruments: “I don’t understand why this stock is so cheap. It’s exactly in the sweet spot of semiconductors. I think it is a [buy].”
Aurinia Pharmaceuticals: “Immunosuppressant. They should be doing better. I mean that’s an unbelievable market. I wondering whether they have anything proprietary enough. I want to be careful about that stock.”
Sorrento Therapeutics: “I think Sorrento is overvalued. I don’t like the way they have handled themselves and I am in the [sell camp] when it comes to Sorrento.”
Palantir Technologies: “Palantir is a cult stock. The cult can take it up to $28 if it wants to. When I say a cult stock, there are people who don’t really know what Palantir does, but they own Palantir. My style is to know what they do, and then own it. I don’t know what Palantir does because it’s a secret, but people still like it.”
Gritstone Bio: “If you want to treat tumors, you want to own Novocure. Novocure is the way to go. Not that one.”
SoFi Technologies: “Frankly, I don’t understand why this stock is where it is. I think [CEO] Anthony Noto is doing a terrific job. I think at $15, you buy the stock. I think you just go buy it.”
Spirit AeroSystems: “If we’re going to do suppliers, you’ve got to do GE, you’ve got to do Raytheon. I prefer to actually own Boeing, which was down and one point hanging by a thread ... and reversed. I think Boeing is the one to buy.”
Wednesday, August 4
Electronic Arts: “That conference call is going on right now as I talk so I cannot be able to opine on it. ... I’ve got to do more work.”
Monster Beverage Corporation: “I think Monster Beverage is terrific. I also like Rockstar, owned by Pepsi, because that’s my compare.”
Fastly: “They blew it. Fastly, I don’t like Fastly. I didn’t like Akamai, and I didn’t like Fastly. Too many outages in that industry are causing people to be able to pull back. We’re seeing pullbacks in a lot of these very expensive stocks.”
ViacomCBS: “You know what, Viacom is an inexpensive stock in an industry that continues to consolidate.”
Archer-Daniels-Midland Company: “Always inexpensive. That’s kind of the problem, isn’t it? Just always inexpensive, but I wouldn’t mind it. Two-and-a half-percent yield, I think it’s fine, not my fav. Same thing with Tyson. Fine, not my fav.”
Sonic Automotive: “A lot of people feel this group has peaked, the dealer repair. My favorite is, I’m going to go back to AutoZone, AZO, with that great buyback and good numbers. People think it’s gone too far, I don’t think so.”
Microvast: “Well that juggernaut needs to be investigated further by me, because I am not on the juggernaut board and I do not want to be able to say, ‘Hey just get off there or not.’ We’ll do more work.”
Desktop Metal: “3D printing, I know [3D Systems Corporation] went up without me, but I am not going there, 3D printing.”
AT&T: “I do not like AT&T stock.”
Thursday, August 5
FMC Corporation: “I don’t know. They did have a cost problem. Fermium Research, whom I use, Frank Mitsch, downgraded it. I am with him. I am very sorry ... but no, I’ve got to go with Mitsch.”
The Blackstone Group: “Blackstone is the king. Jon Gray is great, not just because he’s a great [COO]... he happens to be a fabulous, fabulous charitable man. Blackstone is terrific.”
Welltower Inc.: “I like Welltower, but it’s not as good as Ventas and that’s [CEO] Deb Cafaro, who is money good with me.”
Golden Nugget Online Gaming: “You know I’m a believer in [Chairman and CEO Tilman Fertitta]. I mean, how can you not be? He’s a money maker, so I like Golden Nugget.”
Modine Manufacturing Company: “How could it blow the quarter? I mean, how could it have? They should be in the sweetest spot there is. No. ... They’re in the penalty box.”
Lordstown Motors Corp.: Asked if he would take a chance on the beleaguered company, “only because one of the great things about stock is they stop at $0.”
Oramed Pharmaceuticals Inc.: “Because of some of the things I’m doing with the American Migraine Foundation and some other things, that’s a good company, and I really like what they’re up to and I think you should go for it.”
Friday, August 6
No Show Aired on this date.
What time is mad money on?
Mad Money airs weeknights at 6 PM ET on CNBC and is hosted by Jim Cramer. However, although the show does air most weeknights it occasionally does not air episodes on some weeknights when the Host Jim Cramer is absent Additionally, the show also airs in Australia during the following times: Saturday 09:00, 22:00, 23:00 SYD, Sunday 22:00, 23:00 SYD, Monday 04:00, 05:00 SYD.
What channel is mad money on?
Mad Money airs on CNBC. Mad Money is a financial television show with segments such as the "Lightning Round" and I am I Diversified. The first aired on CNBC on March 15, 2005.
Disclosure: mysmallbank.com did not receive compensation from any company or security highlighted in this article, nor from CNBC as well. Consider this as basic information only and utilize professional services and additional sources before making an investment decision. Additionally please refer to the CNBC mad money website for any additional information regarding the stocks mentioned above. #stockstowatch #money #finance #investing