KKR: "KKR is the foremost, the other one that I would recommend is Blackstone."
Ferguson: "I think Ferguson's a very, very good company, but if you want HVAC...then you got to own Trane...Or you have to own Carrier. And people don't want to own Ferguson."
Petroleo Brasileiro: "I will pay no amount for PBR."
Alliance Resource Partners: "It's had a very big run, ok. And I've got to tell you, it is coal-based. I know the yield looks great — I think you're peaking on a coal cycle here, I'm not going to get in front of a peak of a coal cycle."
Alibaba: "I think you're going to have to hold it here."
![Lightning Round: You've got to hold Alibaba right here, says Jim Cramer](https://cdn.statically.io/img/image.cnbcfm.com/api/v1/image/108002922-1720481278MM-E-070824.jpg?v=1720481277&w=750&h=422&vtcrop=y)
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