Edwards Life Sciences: “I like Edward Life Sciences, but you must understand that right now that stock is going to be under distribution … because it is not fitting with the awaken-America trade, but I bless it when it comes down because they’ve got the best, absolute best, medical equipment.”
Flex: “They were in the dog house for a while for accounting, ubt I think everything’s come around and I still see them being used by a lot of companies. I’m going to say that’s a buy. I like that idea.”
Microsoft: “I think Microsoft fits the pattern of what this market wants even as it is not a deep cyclical.”
Oracle: “For the long term it’s OK. … There’s so many others that I think are better.”
Roku: “You want to be long Roku. I’m fine with Roku. I think it’s good, but, again, Roku is a stay-at-home stock in an era where we’ve suddenly decided we don’t have to stay at home anymore, so I expect it to be under pressure short term.”
Akamai Technologies: “I don’t blame you for being conflicted because, you know, the stock’s had a very big run and it seems it’s kind of stalled out … I’m not going to rave about it.”
Disclosure: Cramer’s charitable belief owns shares of Microsoft.