We're starting to see a glimpse of what the post-COVID world will look like and it looks fantastic, Jim Cramer told his Mad Money viewers Monday, after the markets ended the day higher.
With the news that we could soon have three vaccines that are more than 90% effective, investors should start making their list of "return-to-normal" stocks they can buy on any future market weakness.
Cramer offered a long list of possible stocks to buy, starting in aerospace with Boeing (BA) - Get Boeing Company Report, suppliers like Honeywell (HON) - Get Honeywell International Inc. Report and airlines such as United Airlines Holdings (UAL) - Get United Airlines Holdings, Inc. Report. In retail, Cramer liked Macy's (M) - Get Macy's Inc Report, L Brands (LB) - Get L Brands, Inc. Report, Gap Stores (GPS) - Get Gap, Inc. Report and Ulta Beauty (ULTA) - Get Ulta Beauty Inc Report. He also recommended retail REITs like Federal Realty Trust (FRT) - Get Federal Realty Investment Trust Report.
Restaurants made Cramer's list, including Darden Restaurants (DRI) - Get Darden Restaurants, Inc. Report. For entertainment, Walt Disney Co. (DIS) - Get Walt Disney Company Report is the logical choice, along with Norwegian Cruise Line Holdings (NCLH) - Get Norwegian Cruise Line Holdings Ltd. Report.
In the oil patch, Cramer continued his recommendation of Pioneer Natural Resources (PXD) - Get Pioneer Natural Resources Company Report and Chevron (CVX) - Get Chevron Corporation Report, while Tesla (TSLA) - Get Tesla Inc Report made his list for autos.
Rounding out the list were semiconductors like NXP Semiconductor (NXPI) - Get NXP Semiconductors NV Report and financials like Visa (V) - Get Visa Inc. Class A Report and MasterCard (MA) - Get Mastercard Incorporated Class A Report.
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Executive Decision: Utz Brands
In his first "Executive Decision" segment, Cramer spoke with Dillon Lissette, CEO of Utz Brands (UTZ) , the snack food maker that came public earlier this year and has seen its shares surge 43%.
Utz recently announced the acquisition of Truco Enterprises, makers of On The Border tortilla chips. Tortilla chips is the fastest growing segment of the snack food world, Lissette said, and the acquisition gives Utz a huge boost to what was just 0.3% market share in the category.
On The Border is the third largest tortilla chip brand, Lissette added, and sales are growing by 20%.
Beyond tortillas, Lissette was also bullish on the other brands under the Utz umbrella. He said his company's Power Brands were another strong area of opportunity, one that the company will be investing heavily in with innovation and new marketing initiatives. Utz plans to emphasize digital and social media to target younger consumers.
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Off the Charts
In the "Off The Charts" segment, Cramer checked in with colleague Larry Williams over the seasonal Thanksgiving Day retail trade that has proven to be very profitable in years past. Williams focused on retailers with large online operations, as e-commerce now tops 16% of all retail business.
Williams first looked at Amazon (AMZN) - Get Amazon.com, Inc. Report, noting the e-commerce giant typically struggles from Thanksgiving through the new year. This year however, shares are up slightly, giving him hope the remainder of the year will also be stronger than normal.
Next, he looked at Walmart (WMT) - Get Walmart Inc. Report, Home Depot (HD) - Get Home Depot, Inc. Report and Costco (COST) - Get Costco Wholesale Corporation Report, three retailers which are historically strong between November and December. He expected 2020 will be another great year for these stocks as well.
Executive Decision: AMN Healthcare
For his second "Executive Decision" segment, Cramer spoke with Susan Salka, chairman and CEO of AMN Healthcare Services (AMN) - Get AMN Healthcare Services, Inc. Report, the healthcare staffing provider that's answering the call of the COVID pandemic.
Salka explained that the pandemic has accelerated and amplified the shortage of nurses and medical practitioners in our country. There continues to be a huge demand for healthcare professionals as a growing percentage of nurses are burning out, retiring early or choosing to stay home to protect their own health.
AMN has been active in supporting nurses and healthcare workers in any way they can, including expediting onboarding, assisting with credentials and offering mental health services to help them cope with the pandemic.
When asked what people can do to help, Salka said to give thanks and show your appreciation wherever you can and also write to your lawmakers to help make credentialing and licensing easier so healthcare workers can move around and provide care wherever it's needed most.
How Vaccines Might Be Distributed
In his No-Huddle Offense segment, Cramer reviewed the coming distribution challenges of the COVID vaccines. He said we simply don't know yet how these vaccines will be distributed or what the supply chain will look like.
As far as we know right now, the U.S. military will begin the distribution chain, handing supplies over to drug distributors like McKesson. The drug distributors will in turn be using the cold supply chains of FedEx (FDX) - Get FedEx Corporation Report and UPS (UPS) - Get United Parcel Service, Inc. Class B Report to get supplies into the hands of drugstore chains like CVS Health (CVS) - Get CVS Health Corporation Report and Walgreen Boots Alliance (WBA) - Get Walgreens Boots Alliance Inc Report. We assume that front line workers and high-risk patients will be first in line to receive the vaccine, but we still don't even know how many Americans will be willing to even take the needed two doses.
Here's what Cramer had to say about some of the stocks that callers offered up during the Mad Money Lightning Round Monday evening:
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At the time of publication, Cramer's Action Alerts PLUS had a position in HON, DIS, AMZN, COST, AAPL, CVS.