Skip to main content

5 Best Stories on Real Money: Cramer's 10 Investment Themes, 2021 Picks

Here are five must reads from Jim Cramer, Rev Shark, and the team at Real Money/Real Money Pro!
  • Author:
  • Publish date:

There are investment themes that Jim Cramer likes and will return to many times this year, especially when stocks go lower, and you need to be prepared to face each situation.

Concerned that SPACs have become a frenzy and that the sector will be disappointing? Here is a possible sector standout.

It is well known that Berkshire Hathaway has underperformed, but that will change quickly if the economy begins to show strength.

Walgreens Boots Alliance may be out of favor now but it's a stock to watch.

Oil is one of the few commodities that has been in perennial oversupply for years. Now the only reason oil is holding up is because of OPEC and friends getting together and limiting supplies to avoid prices collapsing.

It's all on Real Money right now.

Here are five must reads from the columnists of Real Money and Real Money Pro, our premium sites for Wall Street professionals and active investors:

Jim Cramer: 10 Investment Themes I Like in 2021

We're talking about themes that can stand the test not of today, or tomorrow, but for all of 2021 and beyond, writes Jim Cramer. So what are the themes that Cramer likes and will return to many times this year? Here's what you have to be thinking about.

Rev Shark: My Top SPAC Play for 2021

It is helpful to identify stocks with strong potential to put on your watch list and aggressively trade as technical conditions develop. First up is James "Rev Shark" DePorre's top play in the SPAC sector .

The quality of SPAC deals varies widely, and there will be many names with great fundamentals and valuations that will perform well regardless of what the overall sector might do.

Guilfoyle: I Dislike Picking a Top Pick for the Year, but Here Is Mine for 2021

It's a stock that underperformed the last two years but would likely excel in a year of renewed growth in economic activity, explains Stephen Guilfoyle.

The pick? Read here to find out as well as the runners-up. 

Price: I've Got a Prescription That Will Give Your Portfolio a Shot in the Arm

Drugstore giant Walgreens Boots Alliance  (WBA) - Get Free Report had a horrible 2020 as judged by its share price action. But it doesn't deserve disrespect based on its long-term record, notes Paul Price

Since bottoming, WBA quietly moved up by 23.2% by year-end 2020. 

Bengali: Oil Remains Stuck Between a Rock and a Hard Place

Oil prices are improving, but that only tends to encourage the release of more production, which then puts a damper on prices again, observes Maleeha Bengali.

This constant shift between macro tailwinds and micro headwinds will cause oil to struggle in the first half of this year until we see a solid demand response.

(JPMorgan Chase is a holding in Jim Cramer's Action Alerts PLUS member club. Want to be alerted before Jim Cramer buys or sells JPM? Learn more now.)

Real Money and Real Money Pro are TheStreet's premium sites for active traders. Click here to get great columns like these from Jim Cramer, Stephen "Sarge" Guilfoyle, Doug Kass and other writers each trading day.