Lightning Round: BlackRock should be bought, long-term it'll be a great position, says Cramer

Key Concepts

• Beat-up Stocks: Companies whose stock prices have declined despite good earnings.
• Healthcare Sector: Industry focused on medical services, equipment, and pharmaceuticals.
• Fintech: Technology applied to financial services.
• Tariffs: Taxes imposed on imported or exported goods.
• Pyramiding: Investment strategy of gradually increasing position size as the price moves in the desired direction.
• Residential Solar Installers: Companies that install solar panels on homes.
• Analytics and Data Services: Companies that provide data analysis and related services.
• Guidance: A company's forecast for future financial performance.

Stock Analysis and Recommendations

BlackRock (BLK)

• Question: Is BlackRock a good stock to buy or add to in the current environment, given that it's been "beat up" despite good earnings?
• Cramer's Response: He agrees that BlackRock should be bought. The stock has declined more than expected despite a decent quarter. He owns it for the travel trust and acknowledges being down on it. He believes it's a great long-term position, although he admits he has been wrong before.

Tempus Diagnostics (TSM)

• Question: Inquiry about Tempus Diagnostics, a healthcare sector stock that is currently not profitable.
• Cramer's Response: He is not recommending stocks that are losing money in the current "dicey environment." He emphasizes caution and prefers companies that are already profitable.

Sunrun (RUN)

• Question: How does Cramer feel about Sunrun, a top residential solar installer, given rising electricity rates and increased adoption of solar energy?
• Cramer's Response: He acknowledges that solar is a good company but states that the group is "fraught" right now. The stock was "clubbed" recently.

Undisclosed Analytics and Data Services Company

• Question: Inquiry about a mid-cap company in the analytics and data services sector that recently reported a great quarter and raised guidance.
• Cramer's Response: He likes the company and agrees that it's a solid fintech stock. He suggests having them on the show, indicating strong positive sentiment.

Union Pacific (UNP)

• Question: What is Cramer's take on Union Pacific, given concerns that it's in the "crosshairs of tariffs"?
• Cramer's Response: He suggests a "pyramiding" strategy for buying the stock. He recommends starting to buy at $214, with subsequent buys at $204 and $194. He advises starting with a small position and building it up gradually. He is also personally looking at the stock and likes the current level.

VMD (Venmo)

• Question: Thoughts on Venmo V.m.d. after a presentation at the Burkenroad Investment Conference at Tulane Business School.
• Cramer's Response: He is a "ResMed guy" and admits he hasn't done enough work on VMD to have a strong opinion. He notes that it's an interesting company from Lafayette, Louisiana.

Notable Quotes

• "I think it should be bought in the long term." (Regarding BlackRock)
• "We're not recommending stocks right now that are losing a lot of money because we think this could be a dicey environment." (Regarding Tempus Diagnostics)
• "I actually like it. I agree with you. It's one of the fintech stocks that's been proving to be a very solid." (Regarding the analytics and data services company)
• "Build a good base and start with small and build up in a pyramid." (Regarding Union Pacific)

Conclusion

Cramer provided a mix of bullish and cautious recommendations. He expressed confidence in BlackRock and an unnamed analytics company, while advising caution on Tempus Diagnostics due to its lack of profitability. He acknowledged the potential of solar energy but noted the current challenges facing the solar industry. For Union Pacific, he suggested a strategic buying approach to mitigate risks associated with tariffs. He also admitted a lack of familiarity with VMD, emphasizing the importance of thorough research.