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This rotation is especially vicious because it's a heads or tails zero/sum game. If a stock doesn't have a yield or isn't involved with housing, then it is clobbered, especially semis. Usually, at this point in the cycle, instead of being clobbered, it just doesn't go up that…
— Jim Cramer (@jimcramer) August 27, 2024
These are stocks that Jim says to buy or hold, so you shouldn’t
ELF
SOFI
DELL
These are stocks Jim says to avoid or sell, so you shouldn’t
BGS
JNJ
UVMC
SYM
ACAD
LCID
