Jim Cramer, the host of CNBC's Mad Money, shared his thoughts on several aerospace and industrial stocks during his lightning round segment. He advised selling Honeywell Aerospace, quoting his mother's advice: 'If you don't have a good word to say about someone, then don't say it.' This cautious stance suggests he sees little upside in the stock.
Cramer expressed a preference for FTAI Aviation and Howmet over Honeywell Aerospace, noting that Howmet is in better shape. He also commented on Dow, highlighting its exposure to China, stating, 'It's so levered to China. We need China to do better.' This indicates his concern about the company's reliance on the Chinese market.
Turning to BigBear.ai, Cramer was critical, saying, 'I just don't like those guys because they're losing a lot of money.' His remarks reflect skepticism toward the company's financial health and future prospects.