The opposite move can be seen in the consumer staple stocks like
Procter & Gamble
, said Cramer, as investors are pulling their money out of these defensive names and placing bets on more economically sensitive names.
The economy is clearly doing better and investors know it, Cramer concluded. That means it will only be a matter a time before the
knows it, too, and does something about it.
Banking on Oligopolies
Monopolies may not be the best things for consumers, but for investors there's nothing like limited competition to pad your portfolio, Cramer told viewers. In the absence of a good monopoly, however, there's another great way investors can make money and that's with a good oligopoly, where handful of companies control an entire industry. That's why Cramer kicked off a week-long series of oligopolies investors can bank on.
First up, the airlines, a group to which Cramer has only just recently warmed. For decade, the airlines simply were not investable, Cramer told viewers, because competition was killing off the carriers one by one. But thanks to several high-profile mergers and bankruptcies, competition is all but a thing of the past and airlines are once again in a position to make money.
When it comes to the airlines, it's all about capacity, said Cramer, and with fewer airlines in the sky, planes carry more passengers and make more money with every flight. He said
remains his favorite among the major airlines but
are both in excellent shape.
Cramer again recommended regional carrier
as another great way to get into the airlines after decades to turning up our noses.
In the Lightning Round, Cramer was bullish on
Interpublic Group of Companies
Cramer was bearish on
Johnson & Johnson
Hain Celestial vs. Annie's
In the battle for natural and organic food supremacy, there are many contenders, but only one winner, Cramer told viewers, as he examined the stocks of
(HAIN - Get Report)
to see which one makes the grade.