
Jim Cramer -- Whirlpool Has Too Much Brazil Exposure; Stick with Natural Gas Pipelines
NEW YORK (TheStreet) -- The housing industry remains strong, according to analysts at JPMorgan, who released positive research on Toll Brothers (TOL) - Get Report and KBH Home (KBH) - Get Report .
But TheStreet's Jim Cramer, co-manager of the Action Alerts PLUS portfolio, focused on a different piece of the research: JPMorgan's negative analysis on Whirlpool (WHR) - Get Report .
While Whirlpool continues to benefit from a strong U.S. housing market, its operations in Brazil are negatively impacting the company, Cramer explained.
Turning natural gas, he pointed out how well the commodity has done over the past few trading sessions.
Unlike oil, where there is too much supply and not enough demand to raise prices, natural gas continues to see increasing demand as coal becomes a less and less attractive source of energy, Cramer said. So while supply remains high, demand is improving too. This makes the pipeline companies attractive. But be careful: Oil pipeline companies are not as well positioned as those in the natural gas business, he said.
At the time of publication, Cramer's Action Alerts PLUS had a long position in ETP.









