And we are eyeing Twitter for a hyper-growth basket in our technology weighting.
It's not the Fed, the dollar or interest rates. It's supply.
But you can dance until the music stops, in mid-October.
We're starting a new position in this restructuring story. We'll also buy more AIG and trim Cigna.
We like its restructuring, and we see growth and a higher stock price ahead.
The acquisition is a symbol of a much bigger trend.
We like the cheap valuations and growth potential.
The deal reached on MBS is positive for the bank.
Catch up on Jim Cramer's thinking over the last week about Bank of America's settlement and using trains as an indicator.
We are keeping our strategy focused on industrials, financials and technology.