CNBC Investing Club: Cramer’s Morning Take on Chevron 4/8/26

Dr. Guy Winch (0:00)

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Jim Cramer (1:03)

Jim Cramer here to share a short preview of my take on the market from today's members only CNBC Investing Club morning meeting. Join the club for full access to the morning meeting every day at 10 20 a.m. Visit cnbc.com/morningtake to sign up today. That's one word, morning take.

Jeff Marks (1:25)

You know, Jim, we don't own any oil stocks, didn't chase them higher into this rally throughout the war. But maybe if you're soon to get home on a Chevron, on an Exxon, on a Cotera, what would you do?

Jim Cramer (1:41)

I want to stay on Chevron.

They've got very steady growth. Exxon lost a lot of their supply, about 6% of their supply has been cut out. And Cotera is more natural gas. And I think that natural gas is here to stay. But the stock reflects as if it's oil. And it isn't. And I would sell Cotera. That's the one to buy.

Jeff Marks (2:00)

So we threw up Home Depot there. Stock that's rallying. Many industrials doing well. I mean, you could really just go down.

Jim Cramer (2:07)

I mean, this is the day where Eaton has a great run. And you can say, well, do you sell some Eaton? But as we discussed earlier, the fact is that the thesis is still very much intact.

Jeff Marks (2:17)

I mean, we'll think about it. But obviously, we held strong through the conflict. So now, you're left with the decision. Do you want to take something off? Because it is a two-week ceasefire. You always have to keep in the back of your mind, well, what happens if there's one rogue, well, that's why I mean, to me, I would sell some of this.

Jim Cramer (2:40)

I think it makes sense. I would also even trim some broker. I don't know. I just feel like some of these stocks, you know, I look at them and I don't like the way they act. By the way, I don't like the way NVIDIA acts, but I want to stick with NVIDIA.

SPEAKER_3 (2:55)

All opinions expressed by Jim Cramer on this podcast and in connection with the CNBC Investing Club are solely Cramer's opinions and do not reflect the opinions of CNBC or its parent company or affiliates and may have been previously disseminated by Cramer on television, radio, internet or another medium. No specific outcome or profit is guaranteed in connection with your reliance upon or other use of the content from Cramer. The opinions offered in connection with this podcast and the CNBC Investing Club are not an attempt to induce any particular trading behavior, investment or strategy. To view the full CNBC Investing Club disclaimer, please visit cnbc.com/investingclubdisclaimer.

Dr. Guy Winch (3:27)

Men are struggling with their mental health at some of the highest rates we've ever seen, but most aren't getting the support they need and that needs to change. I'm Dr. Guy Winch, your host for season three of The Visibility Gap presented by Cigna Healthcare. This season, we're focusing on men's mental health, bringing together real stories and expert insight to explore the pressures men face every day, and why opening up can feel so difficult. Join us for the new season wherever you stream your podcasts.