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Marvell Technology Inc: “They are the best when it comes to 5G, the best in high-performance computing. But remember, those things have fallen out of favor right now. … I’d like to buy more [for the Charitable Trust.] That’s the way to go.”
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Stem Inc: “It got very, very high. We moved away from companies that don’t make money. … We’re not recommending stocks that don’t [make] money.”
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AbCellera Biologics Inc: “They do make money, and I will give them that, although it’s not exciting when you’ve got so many great companies like Pfizer that make a lot of money and are inexpensive.”
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Starwood Property Trust Inc: “I would own that. … This is a very profitable company with a very good yield and a very good manager.”
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Capri Holdings Ltd: “I think it’s okay, but apparel is very out of favor with this market.”
Disclosure: Cramer’s Charitable Trust owns shares of Marvell Technology.
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