Cramer's Morning Take: Coterra Energy 7/9/25
Squawk on the Street
CNBC
4.1 • 567 Ratings
🗓️ 9 July 2025
⏱️ 4 minutes
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| 0:00.0 | I'm Jim Kramer and you're about to hear a sample taken directly from today's |
| 0:06.5 | CMEC Investing Club morning meeting. |
| 0:08.3 | Ocelator, still a little bit overbought. |
| 0:12.0 | We did make a sale, a trim yesterday. |
| 0:14.5 | We've been trimming so many winners, have to also trim the losers, right? |
| 0:18.1 | That's portfolio management. |
| 0:19.5 | If you only sell your winners, you'll just be stuck with a bunch of losers. |
| 0:22.6 | So we trimmed Kotaera Energy. |
| 0:24.6 | Stock has been very disappointing. |
| 0:26.6 | It's like Kota and I like the natural gas story. |
| 0:30.6 | You know, they're natural gas and they have oil, but they've not benefited from the rise in natural gas at all. |
| 0:36.6 | And they've had some series of executions. |
| 0:38.9 | It's very unfortunate in oil. |
| 0:40.8 | That's how you lose me as someone who's a backer. |
| 0:43.9 | Absolutely. |
| 0:44.9 | There were some good news from Starbucks this morning. |
| 0:47.6 | They received potential offers for a potential stake sale in its China business per C&BC. |
| 0:53.1 | You could value the business up to 10 billion. |
| 0:55.4 | Exactly what we've wanted Brian Nicol do and said that he would do is he would explore everything. |
| 1:00.0 | If you don't own it, you should buy it. |
| 1:02.0 | Here's what's going on with Starbucks as I see it. |
| 1:04.5 | What he's doing is saying, you know what, if I can sell a piece of this thing for a nice chunk, |
... |
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