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:
- Caterpillar (CAT) - Get Report
- Paccar (PCAR) - Get Report
- Cummins (CMI) - Get Report
- Terex (TEX) - Get Report
- United Tech
Health care works, on a recognition that a weak dollar and cost cuts are producing blowout numbers:
Oil drillers are so right, as long as they are far from here:
. Some oils work:
is cheap, and I'd take
on a pullback.
And materials work:
International brokers work:
are my faves.
Household products work:
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.
Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for
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