World Wrestling Entertainment: “No. I know they’ve cut costs a lot, but you know what let’s stick with video games. I think those are the best ways to play” the lack of sports entertainment.
Dow Inc.: “I think the numbers are probably too high, which does worry me, so I think you have to hold off buying it, but I do think that [CEO] Jim Fitterling is doing an excellent job at Dow Chemical.”
Dover: “It’s an excellent industrial. If the economy comes back, you’re going to be sitting pretty. That’s a big if.”
New Mountain Finance: The 19% dividend yield “is a definitive red flag and I don’t want to touch it.”
Broadcom: “Oh man, I like Broadcom so much.”
Datadog: “I like Datadog.”
Bed Bath & Beyond: “The quarter was okay, but remember any retailer pre-Covid and post-Covid are very different, with the exception of the ones with the biggest balance sheet.”
Dave & Buster’s: “Being in the restaurant business myself it is just too hard right now to try to figure out whether the profitability isn’t just going to be crimped big time by both stay-at-home but also social distancing. So I’m going to say no.”
Disclosure: Cramer’s charitable trust owns shares of Abbott Laboratories and Broadcomm.