Nvidia Corporation: “Nvidia is a great company but it sells at a very high price-to-earnings multiple. … We’ve pulled back a bit [for the Charitable Trust],
Blackstone Minerals Limited: “I don’t know about Blackstone Minerals. I’ll have to do some more work on that position.”
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Evogo Inc: “Our biggest fear is, again, losing money, and it no longer fits our criteria for what we’re recommending.”
Energy Transfer LP: “ET is actually a very good stock. … Times change and it has become a better, better stock.”
Medical Properties Trust Inc: “This one, I don’t like that particular part of real estate investment trusts. I think they’re very high yielders, so I get worried that they’re not going to be able to deliver.”
Excelis Technologies Inc: “Some of these companies are doing amazingly well in this business. And you have to hand it to them.”
Disclaimer: Cramer’s charitable trust owns shares of Nvidia.
