Jim Cramer gave out his five themes for February in his exclusive Action Alerts Plus video Wednesday, Feb. 13.
One theme that he focused on was how investors should play soft goods.
He gave some examples of stocks that he's got his eye on.
"Be ready to rotate back into the soft goods stocks in any real pull-back. The untold story of the PepsiCo's (PEP - Get Report) ... It reports Friday, I think is could be good. Don't know, but I think Coca-Cola's (KO - Get Report) gonna determine that," Cramer said. That will be tomorrow, and it makes me say that that's going to be good, because I think Coke's going to be good. I also like the Procter's (PG - Get Report) and the Cloroxes (CLX - Get Report) , and even the low-end Kimberly's, they had a bad quarter. But, it's the price increases. See, the price increases were brought about by rising raw-costs and transportation logistics, and bottle-necks ... The prices that they put through, they're sticking."
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