Nvidia Corp: “Nvidia is a terrific company but it sells at a very high price-to-earnings multiple. … We have pulled back a little bit [for the Charitable Trust].”
Blackstone Minerals Ltd: “I do not know Blackstone Minerals. I am going to have to do some more work on that situation.”
EVgo Inc: “Our biggest fear is, again, losing money, and it does not fit our criteria anymore for what we’re recommending.”
Energy Transfer LP: “ET is actually a very good stock. … Times change and it’s become a better, better stock.”
Medical Properties Trust Inc: “This one, I don’t like that particular part of the real estate investment trusts. I think that they are too high-yielding, which therefore causes me to be concerned that they will not be able to make the distribution.”
Axcelis Technologies Inc: “Some of these companies in this business are doing amazingly well. And you’ve got to hand it to them.”
Disclaimer: Cramer’s Charitable Trust owns shares of Nvidia.
