Jim Cramer's Lightning Round: Devon Energy, Harrow, Pfizer, and More

Energy Sector Analysis

• ⚡ Energy Transfer is viewed positively due to its strong business in pipelines and a 7.6% yield, despite missing earnings for four consecutive quarters before a recent report met expectations.
• ⚠️ Devon Energy (DVN) is described as a "nightmare" and a "poor performer," with Cramer advising against investing more despite potential signs of a bottom.

Real Estate and REITs

• 🏢 Harrow Inc. (H) is considered a company that will make money, with its eye care business being strong. Cramer is "okay with it" and advises against selling before an earnings breakout.
• 📈 Iron Mountain is not recommended, with Cramer suggesting there are "better places to be" and mentioning Kimco as offering a better yield.

Pharmaceuticals and Healthcare

• 💊 Pfizer is believed to be able to "bottom here." Cramer still believes in the CGEN acquisition and sees "a lot of good stuff" within the company, advising to "keep it here."
• 🛡️ ADT is a company Cramer has not looked at recently, having previously considered it a "major short." He acknowledges it seems to be "coming back" but needs to do more work to provide an answer.

Insurance and Financials

• 🏦 Kinsale Capital Group is described as a "very good group" and a "very good stock," particularly in specialty insurance, which is a good business right now. Cramer would "own the stock."
• 💰 Manulife Financial is considered good, with a good yield, and part of the insurance sector that is performing "terrific right now."