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NEW YORK (TheStreet) -- It's time to start circling back to the best-performing stocks, Jim Cramer told his "Mad Money" TV show viewers Wednesday. Cramer said that when the bad news from Syria finally begins to subside, the stocks with the best earnings will be the first to rebound.
It may not be time just yet, but Cramer said he'd have money at the ready to buy stocks including TJX Stores (TJX) and Urban Outfitters (URBN), two of the best-performing retail stocks of this quarter. He was also bullish on Celgene (CELG) and Gilead Sciences (GILD) among the biotech group.
Stocks with meaningful buybacks, such as Viacom (VIA), are buys, said Cramer, especially if the market takes shares lower. He was also a fan of Humana (HUM) in the health care group and both EOG Resources (EOG) and Pioneer Natural Resources (PXD) in the oil patch.In the packaged foods sector, Cramer said B&G Foods (BGS), down 10% from its highs with a 4% yield, is very attractive, as is Starbucks (SBUX) and Whole Foods Markets (WFM). Other potential buys on Cramer's list include Boeing (BA), LinkedIn (LNKD) and Yelp (YELP).
Executive Decision: Richard SmithIn the "Executive Decision" segment, Cramer sat down with Richard Smith, chairman and CEO of Realogy Holdings (RLGY), the real estate giant that lpays a part in nearly 26% of all existing homes sold in the U.S. Realogy last reported in July, posting a 22-cents-a-share earnings beat on a 17% rise in revenue. Shares trade at 15.5 times earnings with a 22% growth rate. Smith said that despite the recent rise in interest rates, there's still enormous pent-up demand for homes at a time when interest rates are still very cheap historically. He said that coming out of what was a seven-year downturn will take years, so the recovery is still in the early innings. When asked about home prices, Smith said valuations are still far from fair value. In some local markets, he said prices have snapped back a bit, but overall, there's still a long way to go. Smith also noted that prices are not responding to the recent rise in interest rates.
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