Towards the end of TheStreet's Investor Boot Camp, Jim Cramer sat down with Jeff Marks, Senior Portfolio Analyst, Action Alerts PLUS to discuss the newest addition to the AAP Portfolio.
"We initiated WestRock...we thought we got it at a great price...because it came down after a misunderstood first quarter."
The company, who calls Amazon (AMZN) - Get Amazon.com, Inc. Report one of its many customers, actually expects input costs expected to decrease next quarter, while other industrials are worried about rising prices, said Marks.
Plus they are planning a big acquisition that is expected to be immediately accretive.
But listen to the video above for more of the reasons the team decided to add the position to the portfolio.