Cramer’s lightning round: Buy AMD over Intel


Teva Pharmaceutical Industries: “No. It’s a generic drugmaker and those stocks are all pretty awful when you’ve got such fabulous companies like a Merck, like a Pfizer, like a Bristol-Myers.”

Starwood Property: “I feel the same way. It’s down 44%, the yield is 13%, but this guy [CEO Barry] Sternlicht has always impressed me as a straight shooter. We need him on. … I’m getting to the bottom of this.”

Oxford Industries: “If you like apparel, you’ve got to buy PVH, [CEO] Manny Chirico. I don’t really care for apparel right now. Too much inventory.”

Amgen: “I like Amgen.”

Intel: “No, not right now because AMD‘s got some chips that are smokin’ hot that have come out and I think will take some share from Intel, so we’ll be a buyer of AMD.”

General Electric: “I think Mr. Culp is doing a fantastic job against tremendous circumstances, but I would — I think you’ll do OK, but I don’t really call that … the word diversification does not come to mind with that strategy.”

SpartanNash: “First time that’s been asked about. I like it a lot more than Aeromark, sorry Philadelphia’s own, and I think that if it hasn’t come down with — something must be going on there because almost everybody else in that business is getting crushed. I think he’s got a good one.”

Ingevity: “I think it may be time to do a little” selling because it’s a “pastiche, if not mosaic of industrial companies, of which I want you to sell half tomorrow morning and let the rest run.”

Disclosure: Cramer’s charitable trust owns shares of Bristol-Myers.

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