Editor's note (Part 2 of 7): The following is text from Jim Cramer's keynote speech at The Deal Economy Event on Dec. 5 at the New York Stock Exchange, New York City. To watch video replays of the event, click here. To read more content from Jim Cramer on Real Money, click here.
NEW YORK (TheStreet) -- Second theme? Companies that keep us healthy. Lots of times we must invest with the future in mind, meaning the future of what younger investors are compelled by and they are all about trying to stay healthy, even more than aging baby boomers.
This sector's become crowded with the recent advent of public companies like Sprouts Farmers Market (SFM), The Fresh Market (TFM) and Fairway (FWM), all of which are giving the primary health and wellness supermarket chain, Whole Foods (WFM), a run for its money. But I think that Fairway and Fresh Market have over-expanded badly and I don't like their prospects at all. Sprouts has done well so far and it's kind of like a public Trader Joe's. But the winner here? It's simple: Hain Celestial (HAIN). It's the dominant natural and organic food purveyor for all of these stores and it is in an endless land grab to snap up the hottest and the best of the lot.
Irwin Simon's Hain is the ultimate arms dealer to all supermarkets trying to catch up with the fastest-growing segment in the pantry. It's a stock that's up 40% from when I spoke about it here last year and I still like it very much, as the earnings, aided by some new killer products and the entry into Wal-Mart (WMT), have exploded and far exceeded anyone's expectations on Wall Street.