Jim Cramer's Lightning Round: Stocks like Cerence, Aurora Cannabis, and Skyworks Solutions

Stock Picks and Analysis

• 💡 Aurora Cannabis (ACB) is described as a nice speculative stock that you can own, with Cramer not fighting its recent upward movement.
• 📌 Skyworks Solutions is noted as being very cheap, but lacking a clear catalyst, with a preference for owning Nvidia instead.
• 🚀 Sezzle had a strong past performance, but Cramer suggests it may have already peaked and is not recommending it higher at this point.
• 🐻 Build-A-Bear Workshop is considered a company to watch, with Cramer being a holder rather than a buyer after a recent spike, but would consider buying on a dip.

Company Highlights and Cramer's Views

• ✅ Cerence is identified as a winner, with Cramer liking the company and its CEO, Brian Crooks, noting that they make money and are not expensive.
• 📈 Highpeak Energy is seen as a winner if oil prices are expected to rise, as the company is highly leveraged to oil prices.
• 🌟 Republic Services (RSG) is praised as an exceptionally good company with a long history of strong average annual gains and a low beta.

Investment Strategy and Market Commentary

• 🧠 Cramer emphasizes the importance of owning the best of breed when choosing stocks.
• ⚠️ He advises caution on stocks that have recently spiked, suggesting a holding strategy unless the price dips, making them a potential buying opportunity.
• 📊 The performance of stocks is often tied to broader market conditions, such as the price of oil.