"Home Depot (HD) - Get Report post-Nardelli has really cleaned up its act," said Jim Cramer on Tuesday's "Stop Trading!" segment on CNBC. "It's made the stores better. It got rid of some divisions that weren't working."
He said that while Robert Nardelli was the CEO of Home Depot,
was the better company, but now HD is "a better-run company" than it was.
"This is a new, invigorated Home Depot, and it's better than Lowe's," he said. "I think Lowe's better get its act together." He added that he thinks Home Depot's dividend is safe.
Cramer said that what
have in common is that "they have very little or no credit risk," adding that "Goldman's cleaned it up."
"MasterCard is breaking out here in a very bad market," he said. As for Visa, he said that in a year, when people think about financial stocks they want to own, "it's going to be Visa."
In another notable company rivalry, Cramer said that
loses right now to
, which he owns for his
charitable trust. "Coke had a good quarter," he said. "Pepsi had a blowaway quarter."
He said that Coca-Cola is "doing a lot of things right," but because of Frito-Lay, Pepsi is "what you really want," and the stock could break out from here.
At the time of publication, Cramer was long Pepsi and Goldman Sachs.
Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for
Action Alerts PLUS. Watch Cramer on "Mad Money" weeknights on CNBC. Click
here to order Cramer's latest book, "Mad Money: Watch TV, Get Rich," click
here to order his book, "Real Money: Sane Investing in an Insane World," click
here to get his second book, "You Got Screwed!" and click
here to order Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column by
TheStreet.com has a revenue-sharing relationship with Traders' Library under which it receives a portion of the revenue from Traders' Library purchases by customers directed there from TheStreet.com.