VMware: “I think many good things can happen to VMware. I don’t think Dell will ever hurt VMware. You know I like the management team there very much and I think you should buy more stock.”
Cyberark Software: “I’m going to say Cyberark’s still good.”
Snap: “Here’s why I like Snap: because Facebook keeps shooting itself in the foot, because people are worried about Twitter and, you know, a lot of hating stuff, so you end up thinking ‘well hold it, I’ll put some ads on Snap,’ and that’s what’s happening.”
Sorrento Therapeutics: “Sorrento is a longshot.”
Dominion Energy: “I like Dominion very much.”
Chubb: “If you like the insurers, it is the best insurer. … I’m not a huge fan about the insurers right now, but if I wanted to own an insurer it’s an easy call. The answer is Chubb.”
Penn National: “I think it’s terrific. I like the tie-in with Barstool. [Dave] Portnoy is exciting to me. I like the fact that sports are coming back … I think Penn Nat is diversified very well.”
Disclosure: Cramer’s charitable belief owns shares of Facebook and Costco.