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Cramer’s lightning round: Merck is a buy

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Teladoc Health stock performance year to date.

Teladoc Health: “What’s going on there, now we have this Cathie wood, she sells the stock almost every day. She bought a lot more of it, it’s very painful to watch.”

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Year-to-date performance of Fortinet stock.

Fortinet: “Fortinet reported a very good quarter… I remain committed to Nikesh Arora and Palo Alto Networks, which I think is doing the best of all.”

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Year-to-date performance of Enova International stock.

Enova International: “Enova, a little shocking. A little shocking because it’s a non-traditional loan. I’m just a traditionalist. I say go with the stocks that have crashed in the last week, go with Wells Fargo.

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GE Healthcare stock performance year to date.

GE Healthcare: “They had a decent quarter, they got hurt by China… I bought the worst of the three and I’m not proud of myself.”

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Year-to-date performance of Bentley Systems stock.

Bentley Systems: “This is enterprise software, and you know, more money is lost in enterprise software in 2024 than any other sector, so I can’t play, sorry.”

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Merck’s stock performance year-to-date.

Merck: “You should buy Merck. I have tremendous confidence in what Robert Davis is doing.”

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Stock performance from Monolithic Power Systems to date.

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Disclaimer CNBC Investing Club Charitable Trust owns shares of Palo Alto Networks, Wells Fargo and GE Healthcare.

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