There's a lot more good than bad in the stock market, Jim Cramer announced to his Mad Money viewers Tuesday, and that's why this rally is likely to continue. For all the talk of tariffs, trade and impeachment, stocks still have lots to look forward to and Cramer had a list of 10 things that are keeping the rally alive.
First, despite the predictions to the contrary, the sky isn't falling with increased tariffs, and most companies have handled them really well. Next, while enterprise spending has slowed due to increased uncertainty, the consumer is alive and well, which is why Best Buy (BBY) - Get Report soared 9.8% today and Dick's Sporting Goods (DKS) - Get Report rallied 18.6%.
Speaking of trade, the third reason is market keeps rallying is that trade talks continue, giving at least a glimmer of hope for a resolution. Fourth, the markets have been greeted with upside surprises on the earnings front, while disappointments like Palo Alto Networks (PANW) - Get Report aren't common. Fifth, Cramer noted that impeachment process continues to proceed along party lines, making it ultimately a non-issue.
Sixth, the Democratic presidential candidates are softening their stance on healthcare, giving that sector a much needed boost. Cramer still liked UnitedHealth Group (UNH) - Get Report and Centene (CNC) - Get Report . The IPO market has also cooled, giving investors time to absorb a mountain of new shares. This has been aided by No. 8 on Cramer's list, a pickup in mergers taking shares off the market for gigantic premiums.
Rounding out the list was the calendar, which is moving into a seasonally bullish season, and finally, strong employment, a rising tide that lifts all boats.
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Executive Decision: Agnico Eagle Mines
Boyd explained that Agnico Eagle's strong performance has been driven by investments it has made in its pipeline which are now ready to ramp up. The company now operates mines in Canada, Finland, Mexico, Sweden and the U.S., avoiding controversial and difficult areas of the world.
When asked why mines are so expensive, Boyd said that in many areas, they need to build all of the infrastructure. They must build roads, power plants and all of the other infrastructure needed before they can begin mining, which can extend to more than three kilometers below the surface.
Finally, Boyd noted that Agnico Eagle is proud of its dividend, which has run continuously for the past 36 years.
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Competition for Online Brokerages
What really drove Charles Schwab (SCHW) - Get Report to merge with TD Ameritrade (AMTD) - Get Report ? In a word, disruption. Cramer said the writing is on the wall for the online brokerages. There's a new game in town and its called Robinhood, the commission-free trading platform that's enticed a whole new generation of millennial investor.
The privately-held Robinhood last raised $912 million at a $7.6 billion valuation. For context, E-Trade Financial (ETFC) - Get Report is currently valid at just $10 billion. Cramer said while the earnings at E-Trade were strong and the company laid out a plan to compete in this new, commission-free world, the appeal of Robinhood, and others like it, may be too great for them to overcome.
If the Shoe Fits, Buy it
In a special interview, Cramer spoke with Tony Hsieh, CEO of Zappos, and author of the new book, The Power of WOW. Zappos, an online shoe and clothing retailer owned by Amazon (AMZN) - Get Report , is celebrating 20 years in business.
Hsieh said that Zappos remains committed to its company culture and all of its successes stems from that focus. His new book outlines the company's continued innovation and thought leadership in the area of company structure and culture.
Zappos got rid of traditional manager roles in 2013 in favor of a self-organizing system that continues to bear fruit. He noted the interesting dichotomy that when cities grow in population, everything they do becomes more efficient, from transportation to sanitation. But as companies grow, they become less efficient.
When asked about tariffs, Hsieh said that in Zappos's experience, customers are willing to pay higher prices and offset the price of tariffs as long as they're getting the excellent service they expect.
Off the Tape: Full Harvest
In his "Off The Tape" segment, Cramer sat down with Christine Moseley, founder and CEO of the privately-held Full Harvest, a company dedicated to solving the problem of food waste.
Moseley explained that every year, over 20 billion pounds of produce goes to waste because it isn't perfectly shaped or in perfect condition. She said in this time of abundance, the consolidation of the food industry has changed the way we harvest. Nearly one-third of all produce intended for human consumption is not even harvested.
Full Harvest was called a technology pioneer by the World Economic Forum for helping farmers increase their profits per acre by 12% by more efficiently routing their non-perfect produce for juices and other products.
Full Harvest is a private company doing the right things, Cramer concluded.
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At the time of publication, Cramer's Action Alerts PLUS had a position in UNH, AMZN.