Lightning Round: Hold on to Howmet Aerospace, says Jim Cramer
CNBC Television·2025-11-25 01:23

Stock Recommendations - Hold Howmet Aerospace (HWM), noting its strong performance even when major customers underperform [2][3] - Hold a stock that has fluctuated significantly, influenced by short sellers and a deal with Apollo FTI aviation, despite aviation sector challenges [5] - Sell Iron Mountain if it rallies, despite its 4% yield, due to a negative reevaluation [9][10] - Consider buying Jacobs Solutions at $132, supported by Goldman Sachs' recommendation and positive analyst views [8] - Recommend Booze Allen Hamilton (BAH), citing its low multiple and recovery from a previous issue [12] - Consider Spotify, highlighting its strong subscription business and potential for recovery [15] Investment Strategy & Market Analysis - CNBC Investing Club offers top takeaways and charitable trust moves [1] - Marvell is a good stock, but wait for takeover speculation to subside before recommending [4] - Astera Labs is considered overvalued at 82 times earnings, despite being a good company with triple-digit revenue growth [6][7] - Acknowledge a speculative stock (RKB) with potential, liking it at current prices [10][11] - Intrigued by Lemonade insurance, noting positive reports and its appeal to younger people, suggesting it may not be done growing [14]