Jim Cramer's Top Takeaways: General Mills, Randgold

Cramer says General Mills is healthy thanks to natural and organic foods while Randgold keeps shining through ratings downgrades.
By Scott Rutt ,

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Did you miss last night's "Mad Money" on CNBC? If so, here are Jim Cramer's top takeaways for today's trading.

General Mills (GIS) - Get Report : Every time you think the natural and organic food trend has peaked, think again, Cramer told viewers. Just look at the incredible turn happening at General Mills, a stock that's up over 25% so far in 2016.

General Mills did an amazing thing, Cramer continued: It listened to its customers. The company began removing artificial colors and flavors from cereals like Trix and Lucky Charms, and made them gluten free. The result? Cereal sales made an abrupt turn from a 6% decline to an increase of 8%.

General Mills also sold off legacy brands such as Green Giant and invested in natural brands including Annie's, which it purchased in 2014.

General Mills is not alone, Cramer concluded. Look at the takeover bid for WhiteWave Foods (WWAV) , an Action Alerts PLUS holding, or the resurgence of Whole Foods Market (WFM) and it's easy to see that natural and organic foods are here to stay.

Randgold Resources (GOLD) - Get Report : When a stock gets downgraded and doesn't flinch, investors should take notice, Cramer told viewers. That's why Cramer took notice of Randgold Resources back in March when the company received five downgrades, but still continued to head still higher. In fact, shares of Randgold are now up 35% in recent weeks.

Why did the analysts get it wrong? Cramer said after a good run in the stock, many analysts felt the easy money had already been made. They worried about seasonal pressures and the company's ability to deliver after an 11% production cut in the first quarter.

But Cramer said few analysts factored in that Randgold's production issues were only temporary, and the company has a long track record of being run well. Being among the few players that operate in the most difficult regions of the world, Randgold is uniquely able to ramp up production when demand is greater, such as the recent Brexit fiasco.

With shares up 35%, Cramer said he'd wait for a pullback before beginning a position in Randgold, but he also reiterated that gold has a place in every portfolio.

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At the time of publication, Cramer's Action Alerts PLUS had a position in WWAV.

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