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Crosscurrents are disruptive, and today's selloff demonstrates why investors need conviction -- and a strong stomach, says Jim Cramer.
The firm upgraded Altria (MO) stock while downgrading shares of Philip Morris (PM).
Jim Cramer takes a closer look at ADI, KHC, PM, ADP and PAYX.
Focus on hopes for corporate tax cuts, repatriation of overseas assets, deregulation, says Jim Cramer.