Investors are scratching their heads over which way stocks will go now that President Trump's health care agenda failed to gain support. But that won't stop companies from reporting earnings this week.
Companies that provide experiences and excitement for consumers have done well, TheStreet's Jim Cramer, manager of the Action Alerts PLUS portfolio, said from the floor of the New York Stock Exchange Monday.
Take, for instance, Carnival (CCL) - Get Report . The stock is up Monday and reports earnings Tuesday before the open. The company has continually beat analysts' estimates, Cramer noted, with Carnival topping EPS expectations in at least 12 straight quarters.
This is an interesting place for investors to look if the stock gets sucked lower with the rest of the market, thanks to the failed health care vote, Cramer added. This is especially true with oil prices headed lower and given the fact that Carnival has an excellent management team.
Other interesting consumer-experience stocks to have on the radar? Dave & Buster's (PLAY) - Get Report -- which also reports earnings on March 28 after the close -- Vail Resorts (MTN) - Get Report , Royal Caribbean Cruises (RCL) - Get Report and Six Flags (SIX) - Get Report .
Analysts expect Carnival to earn 35 cents per share on $3.78 billion in revenue for the most recent quarter. For Dave & Buster's, analysts expect the company to earn 59 cents per share on $269.84 million in revenue.
At the time of publication, Cramer's Action Alerts PLUS had no position in companies mentioned.