Latest news with #drugdistribution
Yahoo
19-05-2025
- Business
- Yahoo
Jim Cramer Notes Super Micro Computer (SMCI) Is 'Relatively Cheap Versus the Whole Cohort'
We recently published a list of . In this article, we are going to take a look at where Super Micro Computer, Inc. (NASDAQ:SMCI) stands against other stocks that Jim Cramer discussed recently. On Wednesday's episode of Mad Money, Jim Cramer reviewed the recent developments affecting drug distribution companies and laid out why he is turning cautious on the group. He pointed out that stocks of major drug distributors have retreated from their all-time highs. 'Most of the time, that's because of vague, amorphous concerns that some type of regulatory crackdown will force them out of business or, at the very least, make them a lot less profitable.' READ ALSO Jim Cramer Put These 8 Stocks Under a Microscope Recently and Jim Cramer Commented on These 6 Natural Gas Players Cramer referenced the executive order signed by the President last week aimed at lowering drug prices, which triggered a sell-off across the drug distribution sector. He explained that the order would effectively require pharmaceutical companies to offer the U.S. government drug prices that match the lowest rates charged in other advanced economies. Cramer said the market's fear is straightforward: if drugmakers are forced to cut prices for their government customers, then drug distributors could see their margins shrink. 'The bottom line: No matter how well the drug distributors have been doing, I do not want to stick my neck out for an industry that now seems to be hated by both the Democrats and the Republicans. It seems like the only thing they agree on, doesn't it? There are so many potential winners in this market, I say, why take the risk?' For this article, we compiled a list of 8 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on May 14. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2024, which was taken from Insider Monkey's database of over 1,000 hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). Number of Hedge Fund Holders: 45 A caller asked if they should take a look at getting rid of Super Micro Computer, Inc. (NASDAQ:SMCI), and Cramer replied: 'No, no. To tell you the truth, I mean, this one had some accounting issues. They do seem to be now long enough behind them that analysts are starting to recommend the stock again. It's relatively cheap versus the whole cohort. If you want to consider the cohort… like a CoreWeave or, of course, an NVIDIA, and I would tell you, it is more expensive than Dell. I do like Dell more, but I think you could do a lot more… with Super Micro. But let me tell you something, you've got more product knowledge than I do, and I like what you had to say.' Super Micro Computer (NASDAQ:SMCI) designs and produces high-performance server and storage hardware for demanding computing needs. Overall, SMCI ranks 3rd on our list of stocks that Jim Cramer discussed recently. While we acknowledge the potential of SMCI as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than SMCI but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at .
Yahoo
19-05-2025
- Business
- Yahoo
Jim Cramer Highlights Cencora (COR) 'Knocked It Out of The Park'
We recently published a list of . In this article, we are going to take a look at where Cramer noted that while Cencora, Inc. (NYSE:COR) stands against other stocks that Jim Cramer discussed recently. On Wednesday's episode of Mad Money, Jim Cramer reviewed the recent developments affecting drug distribution companies and laid out why he is turning cautious on the group. He pointed out that stocks of major drug distributors have retreated from their all-time highs. 'Most of the time, that's because of vague, amorphous concerns that some type of regulatory crackdown will force them out of business or, at the very least, make them a lot less profitable.' READ ALSO Jim Cramer Put These 8 Stocks Under a Microscope Recently and Jim Cramer Commented on These 6 Natural Gas Players Cramer referenced the executive order signed by the President last week aimed at lowering drug prices, which triggered a sell-off across the drug distribution sector. He explained that the order would effectively require pharmaceutical companies to offer the U.S. government drug prices that match the lowest rates charged in other advanced economies. Cramer said the market's fear is straightforward: if drugmakers are forced to cut prices for their government customers, then drug distributors could see their margins shrink. 'The bottom line: No matter how well the drug distributors have been doing, I do not want to stick my neck out for an industry that now seems to be hated by both the Democrats and the Republicans. It seems like the only thing they agree on, doesn't it? There are so many potential winners in this market, I say, why take the risk?' For this article, we compiled a list of 8 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on May 14. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2024, which was taken from Insider Monkey's database of over 1,000 hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). Number of Hedge Fund Holders: 58 Cramer noted that while Cencora, Inc. (NYSE:COR) 'knocked it out of the park' with its earnings report, the stock always seems to be in danger. 'These stocks, namely Cardinal Health, Cencora, and McKesson, are seemingly perpetual residents on the new high list. Over the long haul, they're some of the best performers out there, and they've done great this year, as is pretty much always the case. And yet, doesn't it always feel like the drug distributors are just one bad day away from falling apart… Cencora… knocked it out of the park when they reported last Wednesday… Posted a slight top line miss but monster 31 cent earnings beat off of $4 [and] 11 cent basis. Cencora (NYSE:COR) distributes pharmaceutical products and provides healthcare services across global markets. The company supports providers through pharmacy operations, clinical trial assistance, and focused logistics solutions. Overall, COR ranks 5th on our list of stocks that Jim Cramer discussed recently. While we acknowledge the potential of COR as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than COR but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
19-05-2025
- Business
- Yahoo
Jim Cramer On Omega Healthcare (OHI) Investors: 'You're Right To Be Worried'
We recently published a list of . In this article, we are going to take a look at where Omega Healthcare Investors, Inc. (NYSE:OHI) stands against other stocks that Jim Cramer discussed recently. On Wednesday's episode of Mad Money, Jim Cramer reviewed the recent developments affecting drug distribution companies and laid out why he is turning cautious on the group. He pointed out that stocks of major drug distributors have retreated from their all-time highs. 'Most of the time, that's because of vague, amorphous concerns that some type of regulatory crackdown will force them out of business or, at the very least, make them a lot less profitable.' READ ALSO Jim Cramer Put These 8 Stocks Under a Microscope Recently and Jim Cramer Commented on These 6 Natural Gas Players Cramer referenced the executive order signed by the President last week aimed at lowering drug prices, which triggered a sell-off across the drug distribution sector. He explained that the order would effectively require pharmaceutical companies to offer the U.S. government drug prices that match the lowest rates charged in other advanced economies. Cramer said the market's fear is straightforward: if drugmakers are forced to cut prices for their government customers, then drug distributors could see their margins shrink. 'The bottom line: No matter how well the drug distributors have been doing, I do not want to stick my neck out for an industry that now seems to be hated by both the Democrats and the Republicans. It seems like the only thing they agree on, doesn't it? There are so many potential winners in this market, I say, why take the risk?' For this article, we compiled a list of 8 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on May 14. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2024, which was taken from Insider Monkey's database of over 1,000 hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A modern REIT investment portfolio board and its financial documents with a bold headline. Number of Hedge Fund Holders: 21 Expressing concerns about the safety of its dividend due to potential cuts to Medicaid, a caller inquired about Omega Healthcare Investors, Inc. (NYSE:OHI). In response, Cramer said: 'I think you're right to be worried. I think you're right to be worried. Why? Because of exactly what you said. That's why I've always liked Ventas because I think that Deb Cafaro can navigate through anything, but the yield is much lower. I don't want to reach for yield.' Omega Healthcare Investors (NYSE:OHI) is a real estate investment trust (REIT) that offers capital and financing to the long-term care sector. It focuses mainly on skilled nursing facilities in the United States and the United Kingdom. The company recently reported its results for the first quarter of 2025. Omega Healthcare Investors (NYSE:OHI) reported net income of $112 million, $0.33 per share, which was an increase from the same period in 2024, when net income totaled $69 million, or $0.27 per share. Year-to-date, the company completed $423 million in new investments through April. Overall, OHI ranks 7th on our list of stocks that Jim Cramer discussed recently. While we acknowledge the potential of OHI as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than OHI but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
19-05-2025
- Business
- Yahoo
Jim Cramer On Astera Labs (ALAB): 'Good Place to Buy'
We recently published a list of . In this article, we are going to take a look at where Astera Labs, Inc. (NASDAQ:ALAB) stands against other stocks that Jim Cramer discussed recently. On Wednesday's episode of Mad Money, Jim Cramer reviewed the recent developments affecting drug distribution companies and laid out why he is turning cautious on the group. He pointed out that stocks of major drug distributors have retreated from their all-time highs. 'Most of the time, that's because of vague, amorphous concerns that some type of regulatory crackdown will force them out of business or, at the very least, make them a lot less profitable.' READ ALSO Jim Cramer Put These 8 Stocks Under a Microscope Recently and Jim Cramer Commented on These 6 Natural Gas Players Cramer referenced the executive order signed by the President last week aimed at lowering drug prices, which triggered a sell-off across the drug distribution sector. He explained that the order would effectively require pharmaceutical companies to offer the U.S. government drug prices that match the lowest rates charged in other advanced economies. Cramer said the market's fear is straightforward: if drugmakers are forced to cut prices for their government customers, then drug distributors could see their margins shrink. 'The bottom line: No matter how well the drug distributors have been doing, I do not want to stick my neck out for an industry that now seems to be hated by both the Democrats and the Republicans. It seems like the only thing they agree on, doesn't it? There are so many potential winners in this market, I say, why take the risk?' For this article, we compiled a list of 8 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on May 14. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2024, which was taken from Insider Monkey's database of over 1,000 hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A team of semiconductor engineers hard at work in a modern lab to develop advanced chip products. Number of Hedge Fund Holders: 51 A caller asked about Cramer's opinion of Astera Labs, Inc. (NASDAQ:ALAB) during the recent episode, and he commented: 'Okay, Astera Labs is a company that is incredibly well run, that has tremendous growth, but like many other companies, that stock has come down in value. I actually think it's a good place to buy, given the fact that so many of these other stocks actually even have higher price-to-earnings multiples.' Astera Labs (NASDAQ:ALAB) develops and sells semiconductor-based connectivity solutions used in cloud and AI systems, including hardware products and software that support system management, resource optimization, and high-speed data transfer. Artisan Partners stated the following regarding Astera Labs, Inc. (NASDAQ:ALAB) in its Q4 2024 investor letter: 'Among our top Q4 contributors were Astera Labs, Inc. (NASDAQ:ALAB), Veracyte and Vita Coco. Astera Labs is a fabless provider of connectivity chips designed to address data, network and memory bandwidth bottlenecks in data centers. With increasingly powerful graphics processing units and central processing units—costing $5,000 to $40,000 and depreciating within 3–5 years—often operating at only ~50% utilization due to architectural constraints, Astera's products play a critical role in enhancing efficiency. As compute architectures become more heterogeneous across graphic processing units, central processing units and custom accelerators, Astera's solutions enable better collaboration between disparate chips. Recent earnings displayed strong momentum of its core products and benefited from adding new offerings to drive scale within the data center market, driving a strong rally in shares. After the strong rally, we trimmed our position based on valuation.' Overall, ALAB ranks 8th on our list of stocks that Jim Cramer discussed recently. While we acknowledge the potential of ALAB as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than ALAB but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at .
Yahoo
18-05-2025
- Business
- Yahoo
Jim Cramer Says 'No Problem Buying' Lockheed Martin (LMT)
We recently published a list of . In this article, we are going to take a look at where Lockheed Martin Corporation (NYSE:LMT) stands against other stocks that Jim Cramer discussed recently. On Wednesday's episode of Mad Money, Jim Cramer reviewed the recent developments affecting drug distribution companies and laid out why he is turning cautious on the group. He pointed out that stocks of major drug distributors have retreated from their all-time highs. 'Most of the time, that's because of vague, amorphous concerns that some type of regulatory crackdown will force them out of business or, at the very least, make them a lot less profitable.' READ ALSO Jim Cramer Put These 8 Stocks Under a Microscope Recently and Jim Cramer Commented on These 6 Natural Gas Players Cramer referenced the executive order signed by the President last week aimed at lowering drug prices, which triggered a sell-off across the drug distribution sector. He explained that the order would effectively require pharmaceutical companies to offer the U.S. government drug prices that match the lowest rates charged in other advanced economies. Cramer said the market's fear is straightforward: if drugmakers are forced to cut prices for their government customers, then drug distributors could see their margins shrink. 'The bottom line: No matter how well the drug distributors have been doing, I do not want to stick my neck out for an industry that now seems to be hated by both the Democrats and the Republicans. It seems like the only thing they agree on, doesn't it? There are so many potential winners in this market, I say, why take the risk?' For this article, we compiled a list of 8 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on May 14. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2024, which was taken from Insider Monkey's database of over 1,000 hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A military aircraft in flight, showing the strength of the company's combat & air mobility capability. Number of Hedge Fund Holders: 65 During the episode, a caller asked if they should buy more, sell, or hold Lockheed Martin Corporation (NYSE:LMT). Here's what Cramer had to say: 'Okay, so Jim Taiclet runs this company, and he's a terrific, honorable, good guy. It now yields almost 3%. You can say, well, that doesn't compensate, but it only sells for 16 times earnings. I think Lockheed Martin, you start a position right here. I would have no problem buying a stock that Jim Taiclet is in charge of and that… sells for only 16 times earnings.' Lockheed Martin Corporation (NYSE:LMT) is a global company focused on security and aerospace. The company creates, builds, and develops high-tech systems, products, and services used in defense and space operations. Overall, LMT ranks 1st on our list of stocks that Jim Cramer discussed recently. While we acknowledge the potential of LMT as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than LMT but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at .
