The two stocks are down about 2% Friday morning in response to a downgrade to sell from Canaccord Genuity. "These are two fabulous companies," added Cramer, the co-manager of the Action Alerts PLUS portfolio.
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Lower gas prices help some consumers more than others, particularly those who shop at Walmart (WMT) , Target (TGT) , and discount retailers such as TJX Cos. and Ross Stores. Shares of these well-run companies should head higher, he said.
Cramer turned his attention to Hain Celestial Group (HAIN) . The natural and organic trend continues to gain steam, with Walmart dedicating three aisles to the group, and so Hain -- an organic food maker -- is going to continue its success for the foreseeable future, Cramer reasoned. He also cited the company's strong European business.
Despite the stock's 18% year-to-date rally, it's still not time to sell. CEO Irwin Simon is "amazing" and he's not done building his healthy food empire, Cramer concluded.
-- Written by Bret Kenwell