Norwegian Cruise: "If you play the long game, the way [CEO] Frank Del Rio does, you could catch a double in a couple of years."
Bristol-Myers Squibb: "I think that Bristol Myers is incredibly cheap. ... I say buy, buy, buy."
NCino: "Cloud banking — they own it."
Raytheon Technologies: "Raytheon is good."
Disclosure: Cramer's charitable trust owns shares of Bristol-Myers Squibb.