CNBC Investing Club: Cramer’s Morning Take on Eli Lilly 3/18/26

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Jim Cramer (0:45)

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 1020 AM. Visit cnbc.com/morningtake to sign up today. That's one word, morning take.

The decision that the United States made to actually hit an oil facility, that's something that was unusual, and it drove the oil futures up, which then drove the stock market down. And I have to tell you, I feel a little bit more bullish than most because I've seen this movie before. In a couple days, we're going to forget that they did that, and you want to be a buyer of stocks.

SPEAKER_5 (1:27)

Yeah, oil back WTI 99, so look, maybe $100 is a psychological threshold.

Jim Cramer (1:35)

Yes, I think so.

SPEAKER_5 (1:35)

Maybe that creates maybe some volatility in the markets, but maybe we'll see more action from the government to stabilize markets, so have to keep an eye on that. In terms of the oscillator, it actually made a pretty big move yesterday despite little movement in the S&P 500, 5.18%. So, still technically oversold.

Jim Cramer (1:56)

Right, that's why I came to you and I said, listen, you know I want to be as big as possible in Cardinal Health. You could say we started too early. I'd say we used the pyramid and we buy here down from our last purchase, and I think that that group is under fire because health care is under fire.

SPEAKER_5 (2:09)

Yeah, interestingly enough, you would think health care would do a little bit better due to all these tensions overseas, oil prices, yet health care has been under the gun the last few days.

Jim Cramer (2:19)

Including Eli Lilly, where you get that pill, they start taking the share once again from Novo, and people historically have wanted to downgrade Lilly because they say it's up a lot, and yet I'm talking a multi-year view on those.

SPEAKER_5 (2:32)

Yeah, it's been a tough year yet that HSBC downgraded yesterday, saying the TAM isn't as large as people think.

Jim Cramer (2:38)

You know, I think that that's just fanciful. I mean, the TAM, look, there are other people who say everybody in the world might have taken it. Right.

SPEAKER_5 (2:49)

The health benefits are enormous.

Jim Cramer (2:51)

Yeah, I mean, it's kind of across the board. The body should have had it. I mean, it's kind of interesting.

SPEAKER_3 (2:59)

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.

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