Taiwan Semiconductor: Good company, good company, but I prefer Nvidia or, on this dip, Marvell Technology."
GasLog Partners: "I think that that dividend is suspect. I wouldn't touch it."
Bed Bath & Beyond: Buy. "Even though I know Target is gunning for them, there's room for two."
Valley National Bancorp: "I know it's sleepy ... but it's a very good company and it's in a growth state."
Wendy's: "You should buy Wendy's here ahead of the launch for the breakfast because it's going to be terrific."
Disclosure: Cramer's charitable trust owns shares of Marvell Technology and Nvidia.
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