Alphabet is not making enough money

Morgan Stanley: “I want you to hold it. I think it’s terrific at $89.”

SLB: “[Russia] pretty much made a deal between our Western allies and us that allows them to overproduce [oil], which is going to cause Schlumberger to roll down another maybe $5, $6 before we’re interested in buying it.”

Alphabet Class A: “The company has got to cut costs, cut costs, cut costs. … It is not making enough money.”

Sprout Social Inc: “Another enterprise software company. Next. But I promise to go back and look at it again.”

GrowGeneration Corp: “We had that one. We nailed that. We got that right in a buy, we got that right in a sell, and what we did is we never looked back.”

Walt Disney Co: “I think Disney is a triple buy.”

Disclaimer: Cramer’s Charitable Trust owns shares of Alphabet, Disney and Morgan Stanley.

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