Cramer says the stock could bounce on a technical basis, but he points to Dollar Tree (DLTR) and Dollar General (DG) , the latter of which was upgraded twice on Monday because of its bid to merge with Family Dollar (FDO) . Cramer says Walmart is left out of the bottom and the top, so he does not want to own the stock until he sees some strategy that indicates the company has figured out how to operate dollar stores and high-end stores. He needs momentum in order to own a retailer, and Walmart does not have it in his opinion.
The next question asks about Yelp (YELP) . The stock was at $60 and went to $70. The company reported a very good quarter and rose to $75, but then dropped into the $60 range again and some investors felt the company was not expanding its local listings quickly enough. Cramer disagreed with this and thinks Yelp has gone for gross margins. The company made money, and Cramer believes in CEO Jeremy Stoppelman. Cramer suggests investors buy the volatile stock when it drops $2 or $3.
The next user owns Kinder Morgan Energy Partners (KMP) and plans to go into Kinder Morgan (KMI) at some point. This person wants to know if he should wait for the deal to go through or sell KMP and buy KMI now. Cramer suggests he wait because he's going to get KMI anyway, so he should not sell KMP. Cramer says this is not a complicated transaction and if investors own El Paso Pipeline Partners (EPB) or KMP, then they will get KMI and should just happily take it.
Next, Cramer says WhiteWave (WWAV) has more momentum than Hain Celestial (HAIN) because plant-based foods are so strong and it has the Horizon brand. Cramer says Hain, which is in the $80 range, has stalled with a lot of bears around the stock, but betting against CEO Irwin Simon has been a mistake and Cramer thinks the stock is just resting.
The next question asks if there is more risk in chasing Gilead Sciences (GILD) or continuing to hold Celgene (CELG) . Cramer says they are both terrific and undervalued in 2016 numbers compared to other big pharmaceutical companies. Cramer was surprised Gilead did not surge when it reported an amazing quarter thanks to its hepatitis C drug, Sovaldi. He thinks Celgene has a lot of irons in the fire and he wants to own both stocks.
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