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, Jim Cramer said that institutional money is headed out of commodity stocks and into defensive names, including food and beverage stocks and drug stocks.
Stocks such as
should experience pressure, he said, while
should rally. Cramer owns Pepsi for his
On Thursday, Agrium closed down $1.50, or 3.5%, at $41.29; Mosaic lost 47 cents, or 1%, to $45.78; and Potash slid 57 cents, or 0.6%, to close at $95.02. Pepsi added $1.52, or 2.9%, to $54.49, and Wal-Mart closed up 12 cents, or 0.3%, at $48.68.
is too expensive vs.
On Thursday, Wendy's lost 13 cents, or 3.2%, on Thursday to close at $3.90, and McDonald's added 79 cents, or 1.4%, to $58.16.
is not the way to play the smartphone rally, Cramer said. He preferred
On Thursday, Amdocs slid 12 cents, or 0.6%, to $20.56, while Apple gained 30 cents, or 0.2%, to close at $135.88.
At the time of publication, Cramer was long Pepsi.
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