The opposite move can be seen in the consumer staple stocks like Clorox (CLX), Procter & Gamble (PG) and Pepsico (PEP), 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 Federal Reserve 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 US Airways (LCC) remains his favorite among the major airlines but Delta Airlines (DAL) and United Continental (UAL) are both in excellent shape. Cramer again recommended regional carrier Spirit Airlines (SAVE) as another great way to get into the airlines after decades to turning up our noses.Lightning Round
In the Lightning Round, Cramer was bullish on Interpublic Group of Companies (IPG) and Intel (INTC). Cramer was bearish on WebMD Health (WBMD), Westport Innovations (WPRT), Johnson & Johnson (JNJ), Angie's List (ANGI) and Calgon Carbon (CCC).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 Celestial (HAIN) and Annie's (BNNY) to see which one makes the grade.Select the service that is right for you!
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