A Valentine's Day portfolio should include
, which is getting cheap, and might also benefit from
, Jim Cramer said on
"Stop Trading!" segment Tuesday.
Cramer said he's been watching jewelry maker Tiffany trade down all year and it's "starting to look like a real bargain around $36." The stock was recently up 1.2% to $36.74. Cramer is also "starting to warm up" to Blue Nile, another jewelry outfit, after it came down 20% following a "gigantic miss." Blue Nile was recently up 0.6% to $32.43.
As for the Knot, a wedding services provider, its "red hot revenue growth" has emboldened a lot of bears. "They will be unrequited," Cramer argued. Likewise, 1-800-Flowers has gotten cheap, has a lot of cash, and should be a good grower.
Chocolate-maker Hershey is "the cheapest of the group" and should entice value players, particularly since sugar prices "will not climb indefinitely." Hershey was up 1.4% to $52.27.
Knot shares were last up 0.2% to $15.72.
Cramer counseled against
, saying you "really don't want to touch the stock," and said
doesn't have much going for it other than Victoria's Secret. Zale rose 3% to $25.94, while Limited fell 0.2% to $23.80.
More broadly, Cramer said Tuesday's rally, in which the
Dow Jones Industrial Average
was recently up 137, reflects the reversal of unfounded pessimism in the market, specifically traders getting "too short" ahead of
Chairman Ben Bernanke's congressional testimony Wednesday. "With oil below $60, what's not to like?"
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