Stick With 'What Works' Shopping List - TheStreet

This column was originally published on RealMoney on April 26 at 10:37 a.m. EDT. It's being republished as a bonus for TheStreet.com readers. For more information about subscribing to RealMoney, please click here.

Stick with the themes. Don't drift.

Capital goods aren't done. This was their first good quarter of rest-of-world activity. I'm thinking:

Health care works, on a recognition that a weak dollar and cost cuts are producing blowout numbers:

Merck

(MRK) - Get Report

,

Schering-Plough

(SGP)

,

Zimmer

(ZMH)

,

Allergan

(AGN) - Get Report

.

Oil drillers are so right, as long as they are far from here:

Schlumberger

(SLB) - Get Report

,

GlobalSantaFe

(GSF)

,

Transocean

(RIG) - Get Report

. Some oils work:

ConocoPhillips

(COP) - Get Report

is cheap, and I'd take

Exxon

(XOM) - Get Report

on a pullback.

Telecom works:

AT&T

(T) - Get Report

and

Verizon

(VZ) - Get Report

.

And materials work:

Freeport-McMoRan

(FCX) - Get Report

,

BHP Billiton

(BHP) - Get Report

,

Lundin Mining

(LMC)

,

Alcoa

(AA) - Get Report

.

Ag works:

Deere

(DE) - Get Report

,

Monsanto

(MON)

,

DuPont

(DD) - Get Report

,

Mosaic

(MOS) - Get Report

.

International brokers work:

Goldman Sachs

(GS) - Get Report

,

Lehman

(LEH)

and

Bear

(BSC)

are my faves.

Household products work:

Pepsi

(PEP) - Get Report

,

Coke

(KO) - Get Report

,

Clorox

(CLX) - Get Report

.

Beyond that, I wish I didn't have to say this, but I think you are on your own.

At the time of publication, Cramer was long Caterpillar, Transocean, Freeport-McMoRan, Goldman Sachs and Clorox.

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