Merck Has The Best Anti-Cancer Portfolio - Cramer's Lightning Round (7/6/18)

Summary

• Cara Therapeutics is a good buy.
• Stay away from Annaly Capital Management.
• Accounting irregularities equal to sell.

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Friday, July 6.

Bullish Calls

Cara Therapeutics (CARA): The stock is back to $20, and Cramer had recommended it at $17-18. It's a good buy here.

Merck & Co. (MRK): It has the best anti-cancer portfolio, and the company is not promotional. The stock yields 3%, and Cramer likes it.

IBM Corp. (IBM): Buy half now and half when it goes lower. The 4.4% yield is good, and Cramer expects the next earnings quarter to be okay.

FactSet Research Systems (FDS): "You’ve got smart money because I like that stock. I wish more people liked it. I’d put that in the fintech category. Boy, do people love fintech."

Bearish Calls

Yirendai (YRD): Cramer does not want to recommend Chinese stocks other than Alibaba (BABA) and Baidu (BIDU).

Annaly Capital Management (NLY): It has a big yield, but the company is opaque. Cramer does not recommend it.

SMART Global Holdings (SGH): Cramer thinks HP, Inc. (HPQ) is a much better buy.

PPG Industries (PPG): Out of discipline, Cramer does not buy stocks of companies with accounting irregularities.

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Comments

[mhinchey03]

Cramer hit the wall.

[biochemist]

What exactly is Cramer basing his MRK "has the best anti-cancer portfolio" on? Does he do any research on anything. Has he heard of companies like BMY, Roche, NVS, AZN, or JNJ? I like MRK and I think that Keytruda is a game-changing, and life-changing, new cancer therapeutic, but as far as I can see that is the totality of the Merck anti-cancer portfolio at present. If you want to include the joint ventures with AZN (olaparib) and Eisai (lenvatinib) it is early days for those anti-cancer therapies.

[paul j schupf]

dislike cramer shrieked a buy recommendation when nly was more than 50% higher the guy is a pastiche

[Michael Delaney]

We get it Pauly. You have told us 14 times since May 1 that Cramer is a pastiche and you don't like him. How about offering up some actionable recommendations of your own on individual equities or investing in general?