Align Technology: “Now, understand that I’ve gotten this one wrong before … but I still think there is too much competition in the align-technology business.”
LCI Industries: “This is RV related. I have felt that the RV business has gotten too cyclical, so I want to stay away, especially after this nice run.”
OneMain: “I’ve always felt this is a financial services company where I can’t really understand what they have inside their business. It just had a very big run, ’cause interest rates dropped. I’m going to say stay away.”
Vertiv: “I want to bank with Dave Cote, the man who turned Honeywell into a powerhouse from a disaster, which means i want to buy Vertiv.”
Veeva Systems: Buy.
Exxon Mobil: “Exxon Mobil is, obviously, a fossil fuel company. I think these are sells as they rally, and they can rally because they’re so heavily shorted negative. But I cannot condone buying Exxon Mobil. Fossil fuels are a thing of the past, not the future.”
Disclosure: Cramer’s charitable trust owns shares of Honeywell.
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