Sarepta Therapeutics: “I really think you should own it. I prefer Vertex, by the way. I would swap out of it into Vertex, but I think you’ve got a good one.”
Lumentum: “It’s a smoke show right now. … This group has always hurt me when it’s gotten this hot, so I want to be careful.”
Royalty Pharma: “You want to own this one. If anything, you want to buy some. It’s coming in nicely. It’s a good opportunity.”
American Airlines: “I agree with that. I like American. Now, I’m a big Southwest fan, but I saw American breakthrough that $12 level and I said: ‘You know what, I think that one can put some points on.'”
TJX Companies: Buy.
Southern Company: “The group is signaling that we’re about to get an acceleration in the economy. You don’t want to buy that stock right now. If you need a utility, you buy Sempra.”
Disclosure: Cramer’s charitable trust owns shares of TJX.
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