Even after the amazing runs today in Amazon (AMZN) , up 13%, Alphabet (GOOGL) , up 4.2%, Microsoft (MSFT) , up 6.4% and Intel (INTC) , up 7.3%, Jim Cramer told his Mad Money viewers Friday, all of these stocks remain screaming buys.
Each of these companies stole the show in their own way, Cramer explained, with spectacular earnings and stock moves to match. All four are leveraging the explosion of data and the cloud, as more of our digital lives move into data centers around the globe. These companies are the engines of change, Cramer said, and their CEOs are visionaries.
On Real Money, Cramer says that even after today's moves, these tech titans are all buys. Get more on his insights with a free trial subscription to Real Money.
Next Week's Game Plan
Next week is another busy one for earnings, Cramer said, and he expects the techs, financials and industrials to continue to lead the market higher.
The game plan starts on Monday with food maker Mondelez (MDLZ) . Cramer said to be careful, as many of the food stocks are struggling.
Next, on Tuesday, it's another food stock, Kellogg (K) , along with Pfizer (PFE) , Under Armour (UAA) and MasterCard (MA) reporting. Cramer didn't expect anything exciting from Kellogg or Pfizer, but noted that Under Armor may follow Nike (NKE) with some positive things to say. MasterCard was Cramer's favorite pick for the week.
Wednesday brings earnings from Allergan (AGN) , an Action Alerts PLUS holding, as well as Clorox (CLX) , Facebook (FB) and Kraft Heinz (KHZ) . Cramer said Allergan may continue to struggle, buy investors can bank on Facebook and Clorox. Kraft Heinz, he said, has no growth.
Thursday has earnings from Alibaba (BABA) and Cramer was a fan. He was also bullish on two more Action Alerts names, Activision Blizzard (ATVI) and Apple (AAPL) , but advised waiting to hear from Starbucks (SBUX) before pulling the trigger.
Finally, on Friday, it's CBRE Group (CPG) in the earnings spotlight and Cramer said this REIT always shoots the lights out.
Maybe Coke Needs More Energy (Drink)
In a market where the industrials and high-flying tech stocks are getting all of the attention, what do you do if you're just a consumer packaged goods company? Cramer had some ideas if your company is Coca-Cola (KO) .
Coca-Cola is a great company, Cramer said, but its stock has been stalled in the mid-$40s for quite some time. The company had a great track record of acquisitions and investments, including Vitamin Water in 2007, Honest Tea in 2011, Keurig Green Mountain in 2014 and most recently, a 17% stake in Monster Beverage (MNST) for just over $2.1 billion. But since then, the company has been quiet along with its share price.
That's why Cramer suggested that Coke go ahead and just buy the rest of Monster Beverage. He said Coke can certainly afford it, and they wouldn't have taken the 17% stake if they didn't think Monster was a great company. Coke has already signaled it wants to diversify itself even further and Monster would certainly fit that bill.
Cramer and the AAP team are looking at tech names in their portfolio that are joining the charge. Find out what they're telling their investment club members and get in on the conversation with a free trial subscription to Action Alerts PLUS.
Executive Decision: Waste Management
For an "Executive Decision" segment, Cramer sat down with Jim Fish, president and CEO of Waste Management (WM) , the Action Alerts PLUS holding that just posted a two-cents-a-share earnings beat with a 4.8% rise in revenues. Shares of the company currently yield 2.1%.
Fish said that this quarter's good results didn't come out of nowhere, as Waste Management has been having a good year as well. He said the recent hurricanes will eventually mean more disposal business for his company, but for now, most of the damaged items in areas like Houston are still being housed in temporary areas.
When asked about their landfill business, Fish said that landfills are a great business that provides steady cash flows every quarter.
Turning to the topic of natural gas vehicles, Fish noted that 45% of their fleet is now powered by natural gas and they're finding that not only is natural gas fuel cheaper than diesel, maintenance costs are lower as well.
Cramer said that Waste Management continues to be a great company and a great stock to own.
Executive Decision: Mindbody
In his second "Executive Decision" segment, Cramer spoke with Rick Stollmeyer, founder, chairman and CEO of Mindbody (MB) , the wellness software provider which saw its shares rocket 15.1% after posting just a penny-a-share earnings beat.
Stollmeyer explained that Mindbody's strategy is working, connecting businesses with consumers of wellness services across the country. Mindbody pioneered online booking in the category and Stollmeyer said that dynamic pricing keeps both business owners and customers happy, as they remove the friction of keeping classes filled.
Wellness is a big part of healthcare, Stollmeyer added, as nearly 80% of healthcare costs come from preventable causes. Keeping active and participating in classes like yoga and spinning can play a big part in increasing activity and reducing illnesses.
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