On CNBC's Mad Money, Jim Cramer said that Palo Alto Networks Inc PANW is expensive and that the whole group is for sale. Despite some weaknesses, he doesn't want to sell Palo Alto Networks at its current price level.
Cramer thinks First Republic Bank FRC is a good stock and he would hold it.
Cypress Semiconductor Corporation CY is a takeout candidate, thinks Cramer. He is a little bit concerned about Ventas, Inc. VTR, because he is concerned about the real estate investment trust.
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