Kratos Defense: "When we recommended this stock at $9, many short sellers told me we didn't know what we were talking about. This is a very, very good defense contractor. Lo and behold, it's at $25 and I'm sticking with it."
Mckesson: "I think they're doing great. They're actually the lynchpin of getting us the vaccine and I think they're doing a very good job. I like that stock for more than just the vaccine. I think that that stock's time has come."
Spirit Airlines: "I think that when we get the vaccines, people are going to travel again. I do like some more than others. My favorite is Southwest, LUV, and then United for when we start going overseas."
Kimball: "Herman Miller was a big disappointment today, and that was a bit of a surprise, so I'm going to have to say I think you're barking up the wrong tree there. I don't want to be in that group. Frankly, I don't mind At Home."
Cisco Systems: "No, it's fine. I keep waiting for the earnings breakout there, but the last quarter was very good and the dividend's very good and they've got a lot of cash and they're reinventing the company, so I'm fine with it."
SiteOne Landscape Supply: "I like Tractor Supply, SiteOne Landscape Supply's fine with me too, and by the way can I reiterate that Lowe's and Home Depot are really inexpensive, even though they've run a lot."
DocuSign: "I think it's revolutionizing the way we buy everything. … I love it."
CVS Health: "Let's just go buy it."
Disclosure: Cramer's charitable trust owns shares of CVS Health.
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