A man named Jim Cramer really likes some companies. One company is called Arm and it makes computer stuff. Another company is called Energy Transfer and it helps with moving things like oil. Jim Cramer also likes a company called Paychex that helps other companies with important stuff like paying people. And finally, he likes a company called RTX that helps keep us safe by making things like weapons. These companies have gone up or down in price lately and Jim Cramer thinks they are good to buy. Read from source...

the unexpected actions of Jim Cramer that disregard official policies.

neutral

Article discusses various stocks, which include Arm Holdings, Energy Transfer LP, Paychex, and RTX Corporation. The sentiment is neutral as it doesn't provide a clear positive or negative outlook on these stocks. Rather, it provides a mix of both bullish and bearish sentiments for the stocks mentioned.

Jim Cramer likes defense stocks, specifically RTX Corporation (RTX). In the recent second-quarter results, RTX reported adjusted net sales increase of 8% YoY to $19.791 billion, and adjusted EPS grew 9% to $1.41, both beating consensus estimates. The company also raised its 2024 outlook. This suggests that RTX could be a promising investment opportunity for those interested in defense stocks.

Cramer also mentioned Arm Holdings plc (ARM) as a semiconductor stock that has come down a great deal but may be accelerating its business. On August 8th, Bernstein upgraded ARM from Underperform to Market Perform and raised its price target from $92 to $100. This indicates potential growth for the stock.

Cramer recommended Paychex, Inc. (PAYX) with a 3% yield. Although JPMorgan analyst Tien-Tsin Huang maintained Paychex with an Underweight rating and raised the price target from $120 to $128 on August 20th, Cramer believes the company is excellent and recommends buying now, waiting for analysts to knock it down, and buying even more.

As for Energy Transfer LP (ET), Cramer believes its dividend is safe due to coverage, and the stock is inexpensive. However, ET announced a secondary public offering of 38,755,996 of its common units on August 9th, which may dilute shareholders' ownership and impact the stock price.

Investors should also consider risks associated with each investment, such as market volatility, economic conditions, and company-specific factors. It's essential to conduct thorough research and consider seeking advice from financial advisors before making investment decisions.