Merck — Jim Cramer described Merck's results as a "monster quarter," pointing out cancer drug Keytruda, which saw sales up double digits on a percentage basis.
The CNBC Investing Club portfolio owns a few health- and drug-related stocks, including the outperforming Eli Lilly .
It had been a "miss, miss, miss," but now that Covid is over people are doing things they put off.
Steinberg "helped turnaround Pinterest," Jim said, adding that he sees Etsy at around $73 per share as a buy.
Jim said, "It's a show me story and they have not shown me yet."
Persons:
Merck, Jim Cramer, Eli Lilly, Jim, he's, Marc Steinberg, Elliot, Steinberg
Organizations:
CNBC, Club, Royal Caribbean, Elliot Management