Cramer's Fantasy Team: Quarterback
Football season is almost upon us, and that means all week Cramer is drafting his "Fantasy Stock Portfolio" for 2014. In his quarterback position this year, Cramer drafted Home Depot and Under Armour (UA - Get Report) , two consistent stocks he said know how to put numbers on the board.
Home Depot just delivers and delivers, Cramer said. While its 2200 locations were hurt by weak housing, that's no longer the case. Today's news of a possible credit card breach will not deter this hot stock, he continued, and has created a terrific buying opportunity. Home Depot has strong leadership, a generous stock buyback program and, most important, is almost all domestic and not tied to the crisis in Ukraine.
Then there's Under Armour, another Cramer fave and stealth technology play that also continues to deliver quarter after quarter. In fact, the company has posted 17 quarters in a row with growth over 20%. Shares do trade at a lofty 58 times earnings, but Cramer noted that's what investors need to pay to own such a beloved brand.