Lightning Round: Stryker's a good company, despite tariff impacts, says Jim Cramer

Key Concepts

• Dividend Stocks
• Long-Term Investments
• Tariffs
• Undervalued Stocks
• Upside Potential

Lightning Round Q&A

Tony in Florida: Terra Energy (Post-Dividend)

• Question: Tony bought Terra Energy stock at $70 before the dividend on February 18th. The stock has since declined, and he receives a 3.3% dividend. He wants to know if he should keep the stock.
• Cramer's Response: Cramer likes Terra Energy, calling it a "good environment" stock and the "exact kind of stock" he looks for in the club.
• Key Point: Cramer approves of Terra Energy as a dividend-paying stock.

Billy in Connecticut: BlackRock (BLK)

• Question: Will BlackRock ever become the "Golden Rock"?
• Cramer's Response: BlackRock is a long-term position in the Chapel Trust. He is betting on Larry Fink and the company's potential.
• Supporting Evidence:
  • BlackRock is switching to a more lucrative model.
  • They have great technology.
• Recommendation: "True buy and homework stock." Cramer advises doing due diligence.
• Key Point: Cramer is bullish on BlackRock for the long term.

Nick in Maryland: Stryker (SYK)

• Question: Nick is interested in Stryker.
• Cramer's Response: Cramer believes Stryker is a good company, especially a medical device company in the current environment.
• Counterargument & Rebuttal: Some might worry about tariffs affecting Stryker. Cramer is unsure if tariffs will significantly impact the company.
• Cramer's Stance on Tariffs: Cramer reiterates his stance that Germany, Japan, and Korea need to pay tariffs, referencing his previous statements.
• Key Point: Cramer is positive on Stryker despite potential tariff concerns.

Fritz in Illinois: FactSet vs. ICE

• Question: Fritz's friend believes FactSet is undervalued. What does Cramer think?
• Cramer's Response: Instead of FactSet, Cramer suggests buying ICE (Intercontinental Exchange).
• Reasoning: ICE has "a lot more upside" potential.
• Key Point: Cramer prefers ICE over FactSet due to its perceived higher upside.

Conclusion

The Lightning Round covered a range of stocks, from dividend payers like Terra Energy to long-term plays like BlackRock and growth opportunities like Stryker and ICE. Cramer provided quick takes and recommendations based on his analysis and market outlook. He emphasized the importance of due diligence ("homework") and highlighted specific factors like dividend yields, company leadership, technological advancements, and potential for growth.