Jim Cramer and Jeff Marks explain why they are selling shares of one semiconductor name in the portfolio as Jim calls it "sacrificing the pearls" due to changes in the business and political
environment between China and the U.S. They also break down big tech Trust holdings and reiterate the strength they see for specific stocks. Finally, Jim and Jeff talk about one retailer they say you must own.
Source: News Formal (newsformal.com)
AMD up 2.4%
WTF cares? buy Sears
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