What Cramer is watching Monday — Time to get back into this reliable pandemic play?
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Amazon’s fulfillment center in Robbinsville saw packages moving along a conveyor on Cyber Monday. Monday, November 29th, 2021.
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Here is what I see December 20, 2021.
- Is omicron bad for tech, retail, or travel? If we’re vaccinated ?… can it quickly immunize us? We have not seen omicron hit the more unvaccinated portion of the country yet… BBB will be revised, most likely, to include health care measures but not environmental… I think travel is short-term loser… Powell re-think???…Manchin defeated the current $2.2 trillion package, but it will still be there, though it will be smaller because it can easily disintegrated…
- Barclays upgrades AT&T (T) To buy from Hold… I agree as this has overshot…better positioned than cable…
- Omicrons are easy to catch and you will be keen to have one. Amazon (AMZN)People are suggesting it is weakening of late. They are still pre-omicron number…
- Jefferies to sell and hold on Boston Beer (SAM)Seltzer data toping down at 60% %…
- Citi puts a buyRated on Sofi (SOFI)Differentiated technology…targets high earning individuals not being well served (HENWS).-Yes, there is an acronym…
- Canopy Growth (CGC)Piper Sandler sells and claims there’s a $5-$6 split value… Stock at $9…continues losing share
- Moderna (MRNA)” it works against omicron…
- Guggenheim starts Tesla (TSLA) Lucid (LCID) With neutrals… long-term crowded …. Tesla’s near term strategy
- Omicron brings back Zoom (ZM)?
- Citi increases its $184-$232 price point Zoetis (ZTS) — seems very immune to the crisis…companion animal doing better…
- Adobe (ADBE)… lowered PT $678 to $611…second conseq quarter of softer than expected quarters…
- Darden (DRI) PT $179 to $173 at Barclays—worries about inflation and omicron…
- Eli Lilly (LLY)Barclays: $280-325 PT… Hints of the Great Diabetes Drug…
- FedEx (FDX)… PT starts at $330 to 336 at Credit Suisse… We prefer United Parcel Service (UPS)—a charitable trust name…
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