Lightning Round: You should own and buy Keysight, says Jim Cramer

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라이트닝 라운드 콜러 Q&A. 방산주(Lockheed Martin) 보유 콜러에게 Paler 관련 조달 방식 변화가 방산 기업들에 불리하다며 부정적 견해 제시. ADMA Biologics는 실적은 좋으나 PER 40배로 비싸 하락 시 매수 권유, 촉매 부족 언급. Novocure는 매출은 있으나 수익성 부족으로 수익 입증 전까지 관망. Keysight(KEYS)는 저평가·좋은 사업으로 보유·매수 권유. 내용 중 Keysight 외 대상 자산 중 명시적 예측은 없음.

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01. it is time it's time for the light bye D the light round C I'm going start with Jim in Georgia Jim hello Jim um I'm a club member three-time caller infantry veteran which will become uh that that'll you'll understand why I mentioned that in a minute um I um I started buying defense stocks back in late 23 and did pretty well uh once president Trump was elected though there came to be this um situation where you got Doge on the one hand looking for efficiency and nobody's ever um caused the military industrial complex to be efficient nobody's ever called him that and at the same time um you know it's a very dangerous world and the defense needs to be caught up so uh and the only thing we've heard in specifics is the Iron Dome which is I think and that's RTX yes and and and and L3 Harris um North Grumman RTX and then lock Martin which I'm asking you about specifically okay well first Jim I want to thank you for your service and I think your question and being a member of the club your question is an intriguing one lock Martin is a stock that frankly has come down so much that it's getting hard for me to dislike it with James taket at the top however I think the administration is far more focused on the idea of a paler like solution to procurement and that would be very bad for all the companies you just mentioned so I do not want to get in the way of the paler Buzz saw because that's very close to Elon Musk and that's where I am let's go to doy in Florida doy hi Jim how are you I am good Dy how about you I'm great uh first first of all I'd like to thank you for continually reminding us how to be good investors that's all I want all I want I bought adma biologics and about 14 it proceeded to go up to about 24 and then came down to 16 it beat its earning last quarter it guided up it has strong buys and buys on it shall I buy more sell or what okay so it does have earnings which is terrific differ it's not that much of a spec and it does great blood plasma work my problem is I don't have a a catalyst I I think the stock at 40 times earning is a little too rich I would wait for it to come down before I would pull the trigger let's go to Tom in Ohio Tom booah Jim nice to talk to you again yes it is it's great to have you on the show uh yeah I was considering purchasing a stock called Nova cure and what I like about it is their pipeline of pancreatic Cancer drugs um I know you're probably going to tell me to buy Eli Lily but I already own it and I'm looking to diversify and get some other biotech St I tell you I I used to be a very big fan of this company but you know what I have watched them for years and years and they're not making money and I just think that they should be making money they've got good revenues but they're kind of flat let's see some money made by novocure and then we can get behind it I need to go to Ben in Florida Ben Mr Kramer did you have a good Sunday afternoon you bet I did that was you bet I did thank you for referencing that I know if you're coming to nor Orleans now but make sure that you get noan Smith and jayen car on that plane you don't want I will be there uh I will be there to thank the team and thank you how can I help uh listen I've been sitting on Keys key site for about two years watched it go down bought some more to even down my price I'm now about dead either should I hold on or we want this one we want this one this is a company that has solu first of all it's not expensive at all and second anything that measures reminds me of like Adil that's another I like they are doing I have a terrific business nich business I like it and I think you should own it and I think you should buy it coming up as dry January comes to a close is now the time to invest in the wine and spirit stocks Kramer's giving you his take next tomorrow kick off the trading day with Squawk on the street live from post9 at the nysse somehow went from I don't even know from to to glassw works toat and dogs just Google the road maps and you'll see where I'm going you're on Uber switch he's goty one we do need AI to say what did Jim just say it all starts at 9:00 a.m. eastern