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Don't panic if tech's not your cup of tea. These brokers are on fire and I believe they still have legs because their price-to-earnings multiples are low. That TD Ameritrade (AMTD - commentary - Cramer's Take) trade was bountiful. Schwab (SCHW - commentary - Cramer's Take) looks great, too. JPMorgan (JPM - commentary - Cramer's Take), a real broker buried within a bank, should do the same.
Airlines still have upside, even though no one wants to go there because they have advanced so much. That's a mistake, because I believe that when this cycle has worked, you get stock appreciation beyond belief and this is the best I have ever seen for this group. AMR (AMR - commentary - Cramer's Take) is up huge here. Credit Gordon Bethune, whom I had the privilege of talking to last week, for the rational world that developed and giving you the best vehicle to play it, Continental (CAL - commentary - Cramer's Take). Larry Kellner's shepherded it to the next level, of course. And let's not forget restaurants, the primary beneficiary of lower oil prices. McDonald's (MCD - commentary - Cramer's Take) keeps putting good points on the board. That is an up stock, as is Darden (DRI - commentary - Cramer's Take). I am even warming to Yum! Brands (YUM - commentary - Cramer's Take)! Finally, let's not forget the shippers who benefit from this decline in oil, too. UPS (UPS - commentary - Cramer's Take) seems to be the way to go there.
Random musings: Don't overlook the aerospace bull market. Just take a look at the Parker Hannifin (PH - commentary - Cramer's Take) number and consider GE's (GE - commentary - Cramer's Take) buy! And consider Boeing (BA - commentary - Cramer's Take) again. I have to believe this can get to the $90 strike off of Airbus' endless problems. General Electric owns CNBC, for which Cramer is a featured commentator. At the time of publication, Cramer had no positions in any of the stocks mentioned.
Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for Action Alerts PLUS. Watch Cramer on "Mad Money" weeknights on CNBC. Click here to order Cramer's latest book, "Mad Money: Watch TV, Get Rich," click here to order his book, "Real Money: Sane Investing in an Insane World," click here to get his second book, "You Got Screwed!" and click here to order Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column by clicking here. TheStreet.com has a revenue-sharing relationship with Traders' Library under which it receives a portion of the revenue from Traders' Library purchases by customers directed there from TheStreet.com.
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