Applied Materials: “Applied Materials is a really great company. … I am in the end a guy who likes AMD and who likes Nvidia, and I like Broadcom, and I think they’re all better than that. Now, those are semiconductors, not semiconductor equipment.”
Nu Skin Enterprises: “Nu Skin’s a direct seller, and I don’t comment on direct seller companies.”
OptimizeRx Corp: “I’m a GoodRx guy, I don’t need the OptimizeRx. I like the GoodRx that’s coming public soon.”
Blackstone: “I like Blackstone Group, you should do it. I mean, I think that they’re terrific managers. It’s the right time to be in it. The stock’s come down a little bit. It’s down 8% for the year. I’m game.”
Horizon Therapeutics: “Horizon Therapeutics has just had too big a run. It’s just up gigantically, it’s up almost 100%, so I’m going to have to say ‘no’ to these levels.”
Purple Innovation: “I have never made money in the mattress and bedding business.”
Disney: “I think it’s a great thing.”
Disclosure: Cramer’s charitable trust owns shares of Nvidia, Disney and Broadcom.
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