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Did you miss last night's "Mad Money" on CNBC? If so, here are Jim Cramer's top takeaways for today's trading.
McDonald's (MCD) : Is the turn at McDonald's for real? Cramer said it is.
Today, McDonald's delivered a strong quarter, one that included a 5% rise in same store sales. This is only the beginning of the turnaround at McDonald's, Cramer noted, under the leadership of CEO Steve Easterbrook.
Cramer explained that on the surface, the simpler menu instituted by Easterbrook may not seem like a big deal. But fewer choices means fewer mistakes, which lead to happy customers and re-energized franchisees.
McDonald's renewed focus on value and convenience matters, Cramer continued, and it's proving to be a winning formula.
One person can make a difference, Cramer concluded, even if it is just in one stock for one day.
Kimberly-Clark (KMB) : In an exclusive interview, Cramer welcomed Tom Falk, chairman and CEO of Kimberly-Clark, which today had an earnings miss of 1 cent a share on a 6% decline in revenue, news that sent shares lower by 3.1%. Shares of Kimberly-Clark currently yield 2.9%.
Falk said Kimberly saw its best volume performance since 2007 and is winning in local markets around the globe. He explained that the weakness in revenue stems from the continued strength of the U.S. dollar.
Falk said things are going great in markets like China, where Kimberly hopes to be in 130 cities by year's end. He was also encouraged by an uptick in the U.S. birth rate, which bodes well for Kimberly's diaper and baby products.
When asked about the effects of lower commodities, Falk confirmed lower oil prices reduced the price of plastics, while the price of pulp and paper is also helping Kimberly's bottom line.
With the company remaining committed to its dividend and stock buyback program, Cramer told viewers to be owners, not traders, of this great consumer packaged-goods company.
Columbia Sportswear (COLM) : After months of not being able to move their winter apparel, is it finally time to start buying the retailers now that a powerful winter storm has blanketed the East Coast with two to three feet of snow?
Cramer anointed Columbia Sportswear as the best play on winter. After peaking at $74 back in July, shares of Columbia are down 33% since the bear market began. Yet, Columbia remains the leader in both fashionable, and practical, winter apparel.
Columbia reports next week, Cramer noted, but those earnings won't reflect this week's storm. It's Columbia's next quarter that should be exciting. As such, Cramer suggested starting a small position ahead of earnings and adding to it on any weakness.
Etsy (ETSY) : Some businesses have no business being public, Cramer told viewers, as he once again cautioned against owning Etsy, the online marketplace for hand-made goods.
Etsy came public back in April at $16 and almost immediately doubled, closing its open day at $30 a share. But by May 15, shares had already plunged to just above $20, causing Cramer to issue his first warning against owning it.
Since then, Cramer said his fears regarding Etsy have only gotten worse, as the company continues to have no clear path towards profitability. Making matters worse, Etsy now has a new competitor in Amazon.com (AMZN) , which entered the artisan goods space in October. Cramer said no one has any idea the damage Amazon can do to Etsy.
Even if Etsy did have its act together, Cramer said today's market is not one for rewarding high risk. That's why investors always must pay attention to the numbers before they invest. In the case of Etsy, those numbers were decelerating before they even got started.
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At the time of publication, Cramer's Action Alerts PLUS had no position in stocks mentioned.