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.”
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.