Winning Lineup: Cramer's 'Mad Money' Recap (Thursday  2/4/21)

Finance and football? Jim Cramer says knowing the stats for winning stocks is a great way to fill out your financial game plan.
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The stock market is back in rally mode, and with the Super Bowl just a few days away, Jim Cramer told his Mad Money viewers Thursday that it's time to nominate his starting lineup of stocks that are likely to score a touchdown for your portfolio.

This year's lineup started off with Apple  (AAPL) - Get Report at quarterback. Cramer said Apple is not only a seasoned veteran, it still has a lot of tricks left up its sleeve. For running back, Cramer nominated Nike  (NKE) - Get Report, another company that knows how to win.

Cramer's wide receivers included three tech giants, Amazon  (AMZN) - Get Report, Alphabet  (GOOGL) - Get Report and Tesla  (TSLA) - Get Report, while at center, Walmart  (WMT) - Get Report will be holding the line.

PayPal  (PYPL) - Get Report and Walt Disney  (DIS) - Get Report took the two guard positions, with another tech giant, Microsoft MSFT taking the tight end slot. Cramer's two heavyweight tackles were two retail giants, Home Depot  (HD) - Get Report and Costco  (COST) - Get Report.

Cramer needed a reliable kicker, which is why he chose the always reliable Chipotle Mexican Grill  (CMG) - Get Report. Rounding out the lineup on defense was Honeywell  (HON) - Get Report, the best industrial technology company money can buy.

If you're looking for an unbeatable team of stocks, you can't do better than the Mad Money starting lineup.

Executive Decision: Clorox

In his first "Executive Decision" segment, Cramer spoke with Linda Rendle, CEO of Clorox  (CLX) - Get Report, the consumer packaged goods maker that saw its shares plunge 6.3% despite posting a quarter that included 27% sales growth.

Rendle said that consumers have been changing their behaviors since the pandemic began. Not only are they paying more attention to cleaning and sanitizing, but they're also focused more on health and wellness and taking care of their home in general. All of these trends play into Clorox's long-term strategy.

When asked about vitamins, Rendle said that the vitamin category is an important one for Clorox. It's a small category currently, she said, but there are broad opportunities for growth and the company plans on capitalizing on them.

Clorox continues its long history of innovation, Rendle added. She said brands like Kingsford charcoal have seen a lot of recent innovations and Clorox continues pushing to play a bigger part in people's lives around the world.

Turning to the topic of dividends, Rendle said their top priority remains investing in their business, but excess cash will always be returned to shareholders.

Cramer and the AAP team are looking at everything from earnings and tariffs to the Federal Reserve. Find out what they're telling their investment club members and get in on the conversation with a free trial subscription to Action Alerts Plus.

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Spotlight on SPACs

It's time to have a serious talk about SPACs, the special purpose acquisition companies that have become all the rage. Cramer said the SPAC cycle is beginning to look like the IPO cycle. A few early deals were successful and now everyone is piling in with deals that are only getting worse and worse.

The SPAC market has gotten so bad that we now have celebrity SPACs, where investors seem to be trading the personalities behind them instead of the businesses themselves. In the sports world, Shaquille O'Neal now has a SPAC, while in the political world, a host of former Trump officials are piling into SPACs.

But Cramer warned that almost none of these deals and proposed deals have any real businesses behind them. Whether it's aviation, sports teams or space travel, these SPACs are beginning to turn into a joke for the super rich, Cramer concluded, and regular investors need to steer clear.

Executive Decision: Rockwell Automation

For his second "Executive Decision" segment, Cramer also spoke with Blake Moret, chairman and CEO of Rockwell Automation  (ROK) - Get Report, a company at the heart of the next industrial revolution.

Moret said he's very optimistic for the future. The pandemic has forced people to focus on the basics like food, clean water, health, safety and security, he said, and those are all of the areas where Rockwell is leading the field.

For customers like Thermo Fisher Scientific  (TMO) - Get Report, Rockwell plays a part in battling COVID-19. Rockwell's products assist with formulation, packaging and network security systems. Long-term clients like Kraft Heinz  (KHC) - Get Report also benefit from Rockwell's automation and network systems, he said.

The big focus for Rockwell is annual recurring revenues through on-going relationships and services, Moret added. Services will play a big part in Rockwell's future.

On Real Money, Cramer keys in on the companies and CEOs he knows best. Get more of his insights with a free trial subscription to Real Money.

Make Money, not Statements

In his No-Huddle Offense segment, Cramer reminded viewers that the goal of investing is to make money, not to make a statement. Rather than speculating on a meme stock, find a well-run company worth believing in.

Take Tesla  (TSLA) - Get Report and Plug Power  (PLUG) - Get Report. Tesla's been on a mission for years to bring electric cars into the mainstream. That mission is finally coming into fruition and the company is manufacturing great cars around the globe. Shares were up 400% last year.

Plug Power is on a mission to make green hydrogen a reality. After toiling for years, its efforts also are paying off, with customers like Amazon and Walmart  (WMT) - Get Report looking to make big moves into sustainability.

So why own shares of GameStop  (GME) - Get Report, a store you've probably never set foot in, when you can own one of these two great companies?

Lightning Round

Here's what Cramer had to say about some of the stocks that callers offered up during the Mad Money Lightning Round Thursday evening:

Upwork  (UPWK) - Get Report: "I've done the homework and I think this is a terrific idea."

3D Systems  (DDD) - Get Report: "This one is back and it's real. I'm glad you brought this one to our attention."

Rocket Cos.  (RKT) - Get Report: "If you like mortgages, then Rocket is fine. "

Danimer Scientific DNMR: "I think it's interesting, but this is just for speculation."

NortonLifeLock  (NLOK) - Get Report: "Don't buy this for the quarter. I do like the franchise though."

LHC Group, Inc.  (LHCG) - Get Report: "I always go with Centene  (CNC) - Get Report. That's the one I prefer."

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At the time of publication, Cramer's Action Alerts PLUS had a position in AMZN, DIS, GOOGL, AAPL, COST, MSFT.