Lightning Round: Hold on to Texas Instruments, says Jim Cramer
Speakers
Jim Cramer
— Host, Mad Money
Summary
Jim Cramer took listener calls in the Mad Money Lightning Round, covering NewtekOne, Texas Instruments, Crane, Catalyst Pharmaceuticals, and GPCR. He said he would research NewtekOne, told a caller to hold Texas Instruments, endorsed Crane and Catalyst Pharmaceuticals, and avoided GPCR because its Roche deal is fully priced while calling Eli Lilly the GLP-1 gold standard.
- Cramer said he would do more work on NewtekOne, a high-yield bank he does not know.
- He told a Texas Instruments holder to keep holding, citing a coming rotation to the lagging semiconductor.
- He liked Crane as a diversified manufacturer at a 52-week high, outside the data-center trade.
- He liked Catalyst Pharmaceuticals for its real earnings and inexpensive valuation.
- He called GPCR a legitimate Roche-linked oral GLP-1 idea but said the stock fully reflects the deal, so he would avoid it.
- He said Eli Lilly remains the gold standard in GLP-1.
Ideas
Hold Texas Instruments for semiconductor rotation
Hold Texas Instruments: every other semiconductor has ignited while Texas Instruments has not yet, and he expects it to come around on a specific rotation; he likes the story.
Like Crane as non-data-center manufacturer
Crane is a good diversified manufacturer hitting a 52-week high, and investors currently want diversified manufacturers that are not necessarily part of the data center trade.
Like Catalyst Pharmaceuticals on cheap earnings
Likes Catalyst Pharmaceuticals because it has real earnings and is a very inexpensive stock; if you have a winner, stick with it.
Avoid GPCR; Lilly remains GLP-1 gold standard
GPCR is a legitimate idea with a Roche deal and oral GLP-1, but the stock already fully reflects that deal so he does not want to touch it; Eli Lilly remains the gold standard in GLP-1.
Avoid GPCR; Lilly remains GLP-1 gold standard
GPCR is a legitimate idea with a Roche deal and oral GLP-1, but the stock already fully reflects that deal so he does not want to touch it; Eli Lilly remains the gold standard in GLP-1.
