Harley-Davidson is not a buy


Ciena: “I like [CEO] Gary Smith. He’s been absent from this show for years, but Gary rocks and so does Ciena.”

Compugen: “It’s a spec. … I think it’s worth it, for a spec,” here.

Clorox: “Clorox is fantastic. They have a high-quality problem. They have more business than they can handle.”

ON Semiconductor: “I think it’s fine … but I’ve got so many better ones. I’ve got Nvidia, I’ve got AMD — I think those are both better.”

Harley-Davidson: “No, I don’t like the demo. It’s the demographic that matters. Demographic is mine and that’s too old.”

Cloudera: “I think you have a winner there in Cloudera.”

International Paper: “The problem with International Paper [is] it’s got no growth and that whole industry has got too much capacity. So, I’m going to say ‘no’ to International Paper.”

Disclosure: Cramer’s charitable trust owns shares of Nvidia.

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