On CNBC’s “Mad Money Lightning Round,” Jim Cramer said recommended buying Vertiv Holdings Co VRT, saying it has “come down enough.”

On July 24, Vertiv said second-quarter net sales rose 13% Y/Y to $1.953 billion, beating the consensus of $1.939 billion. Organic orders (excluding foreign exchange) rose 57% Y/Y in the quarter. The book-to-bill ratio stood at 1.4x in the quarter.

AES AES is “good,” Cramer said. “It’s very inexpensive, let’s go for it.”

On Aug. 1, AES reported mixed financial results for the second quarter. AES reported quarterly earnings of 38 cents per share which beat the analyst consensus estimate of 37 cents per share. The company reported quarterly sales of $2.94 billion which missed the analyst consensus estimate of $3.19 billion.

When asked about NextEra Energy NEE, “I don’t get this. I’ve got to find out what’s the truth, and then we’ll come back with a more considerate opinion.”

On Sept. 3, Wells Fargo analyst Neil Kalton maintained NextEra Energy with an Overweight and raised the price target from $95 to $102.

“That stock really does have me very concerned,” Cramer said when asked about Hertz Global Holdings, Inc. HTZ.

On Aug. 1, Hertz reported second-quarter revenue of $2.4 billion, missing the consensus estimate of $2.46 billion, according to estimates from Benzinga Pro. The company reported an adjusted earnings loss of $1.44 per share, missing analyst estimates for a loss of 90 cents per share.

Price Action:

• AES shares gained 0.1% to settle at $16.20 on Monday.
• NextEra Energy shares rose 1.5% to close at $81.19 during Monday’s session.
• Vertiv shares gained 3.8% to close at $74.48 during Monday’s session.
• Hertz gained 4.1% to settle at $2.82 during the session.

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