Alphabet is not making enough money
Morgan Stanley: “I want you to hold it. I think it’s great for $89.”
SLB: “[Russia] basically an agreement between our western allies and us that allows them to overproduce [oil]that̵[ads1]7;s going to make Schlumberger roll down another maybe $5, $6 before we’re interested in buying it.”
Alphabet class A: “The company needs to cut costs, cut costs, cut costs … It’s not making enough money.”
Sprout Social Inc: “Another enterprise software company. Next. But I promise to go back and look at it again.”
GrowGeneration Corp: “We had it. We got it right. We got it right in a buy, we got it right in a sell, and what we did was we never looked back.”
The Walt Disney Co: “I think Disney is a triple buy.”
Disclaimer: Cramer’s Charitable Trust owns shares in Alphabet, Disney and Morgan Stanley.
