How Jim Cramer Found His 10 Investing Themes of 2021
Jim Cramer has some investing themes for 2021.
He broke down the 10 themes he's watching in 2021.
TheStreet's Scott Rutt broke down Cramer's thoughts in his Mad Money recap.
E-commerce is here to stay, making it the first of Cramer's investable themes. That of course means Amazon (AMZN) - Get Report, but also retailers who have figured out the e-commerce game. The return of travel and leisure was second one Cramer's list, as was the continuing digitization trend, which includes semiconductor makers like Advanced Micro Devices (AMD) - Get Report and Nvidia (NVDA) - Get Report.
Continuing the technology theme, Cramer said cybersecurity will continue to be a winner, as will anything related to the 5G wireless transition and anything to do with remote working, like Zoom Video (ZM) - Get Report.
Other investable themes include the coming stimulus checks, which were a big win for Home Depot (HD) - Get Report, Lowe's (LOW) - Get Report and Dollar Tree (DLTR) - Get Report the last time around. Cramer told viewers to keep an eye on the China stocks, like Boeing (BA) - Get Report, Caterpillar (CAT) - Get Report and MasterCard (MA) - Get Report, once Joe Biden takes office. He was also bullish on wealth management, with Goldman Sachs (GS) - Get Report and Morgan Stanley (MS) - Get Report among his favorites.
Watch: Everything Jim Cramer Is Watching in the Stock Market Tuesday
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