Cramer's Mad Money Recap: Walmart, Amazon, Apple

The Street2021-08-04

As COVID re-emerges, Jim Cramer says it's time to look at companies that flourish in an economy that might get worse before it gets better. As the COVID Delta variant continues to keep America on the...

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2021-08-04
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What's a pseudo-lockdown stock? It's the type of company that flourishes in a \"worse before it gets better\" economy.\nIn retail, that means investing in WATCH, Cramer's acronym for Walmart (WMT), Amazon (AMZN), Target (TGT), Costco (COST) and Home Depot (HD). All of these retailers have navigated the pandemic with flying colors and are the ones consumers trust most.\nInvestors should also be looking at UPS(UPS) and FedEx(FDX), with the latter being Cramer's favorite of the pair.\nWhen it comes to clothing and apparel, Lululemon Athletica (LULU), Ralph Lauren (RL) and Nike (NKE) were among Cramer's favorites. Shares of Ralph Lauren rose 6.1% by the close Tuesday.\nOther standouts included Domino's Pizza (DPZ), which just reported another blowout quarter, along with Apple (AAPL), an Action Alerts PLUS holding, and the newly-minted Robinhood (HOOD), which saw a bounce after its weaker-than-expected IPO.\nCramer and the AAP team are looking at everything from earnings and politics to the Federal Reserve.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.\nExecutive Decision: Clorox\nIn the \"Executive Decision\" segment, Cramer welcomed back Linda Rendle, CEO of Clorox Co. (CLX) , the consumer products maker which plunged 9.4% after the company reported a massive top- and bottom-line miss amid rising costs and wavering demand as our economy struggles to contain the Delta variant.\nRendle said after record quarters last year, Clorox expected to see sales moderate. Looking at the year however, all four of the company's segments posted double-digit sales growth and even with recent declines are still significantly above pre-pandemic levels.\nClorox is emerging from the pandemic stronger than when it went in, Rendle added. The company has invested heavily into digital channels and has learned a lot about the new behaviors and desires of consumers. Clorox also remains committed to its dividend and to shareholders, Rendle added, even during these volatile times.\nCramer said the next quarter will be a pivotal one for Clorox, one where we will learn what post-pandemic sales will truly look like.\nThe IPO Issue\nThere are a lot of things to worry about in the market, but what worries Cramer most isn't the Delta variant, or China, or the looming debt ceiling crisis. What worries him most are IPOs.\nWhen new shares hit the stock market, it puts pressure on everything. So far this year we've seen 304 IPOs totaling $105 billion. That puts 2021 on par for a record year... with five months still to go. And these IPO numbers don't even take into account over 300 deals that came public via SPAC.\nIPO fatigue is rapidly approaching, Cramer warned, with some deals already being canceled or delayed. The high point was Didi Global (DIDI) , which found itself banned from Chinese app stores just a day after the company went public here in the U.S.\nIPOs have always been tilted in favor of investors, Cramer explained, and are designed to always see a first-day surge. But lately, your first day of trading is a coin toss, Cramer said, and the days that follow are anyone's guess. Even the much-hyped Robinhood (HOOD) couldn't break free of the downward IPO spiral.\nFortunately, the deal flow appears to be finally slowing down a bit, Cramer concluded, and not a moment too soon.\nOff the Charts\nIn his \"Off The Charts\" segment, Cramer checked in with colleague Tom DeMark for another take on where the markets are likely to head next. According to DeMark, things are not looking good.\nDeMark first looked at a daily chart of the S&P 500, noting that this rally is rapidly running out of steam after making 12 new highs. According to DeMark's 13-day sell countdown, if the S&P closes above 4,430 Wednesday, the rally is over.\nThe same pattern can be seen in the Nasdaq 100 index, which is also on day 12 of the 13-day cycle. If both indices make another high tomorrow, completing the cycle, things could get very ugly.\nEven the Dow Jones Industrial Average isn't immune, with DeMark picking up a widening fan pattern of higher highs and lower lows that is eerily similar to that seen ahead of the crash in 1929.\nFor those who think cryptocurrency might be immune, think again. DeMark also didn't like the chart of Bitcoin, noting that the recent bottom wasn't accompanied by any significant bad news to confirm the move.\nGreat Companies Shake Things Up\nIn his No-Huddle Offense segment, Cramer said that while good companies are typically risk averse and rarely change, great companies aren't afraid to shake things up. Case in point, today's news that PepsiCo  (PEP) is spinning off Tropicana and Naked Beverages for $3.3 billion.\nTropicana, while still an iconic brand, is beginning to fall out of favor with younger consumers who prefer drinks with less sugar. Cramer said spinning off these brands are what PepsiCo does, cutting loose slowing brands to double-down on its fastest-growing brands. That's how you grow earnings.\nOther great companies, according to Cramer, include McCormick (MKC), Hormel (HRL) and Constellation Brands (STZ), all of which are constantly reshuffling their product portfolio, often making difficult decisions to reinvigorate growth.\nLightning Round\nHere's what Jim Cramer had to say about some of the stocks that callers offered up during the Mad Money Lightning Round Tuesday evening:\nMKS Instruments (MKSI): \"I don't understand why this stock is so cheap.\"\nAurinia Pharmaceuticals (AUPH): \"They should be doing better. I want to be careful with that stock.\"\nSorrento Therapeutics (SRNE): \"I think this stock is overvalued and I don't like the way they have handled themselves.\"\nPalantir Technologies (PLTR): \"This is a cult stock. No one knows what they do but people still like it.\"\nGritstone Oncology (GRTS): \"You want to own NovoCure (NVCR). That's the way to go. Not this one.\"\nSoFi Technologies (SOFI) : \"I think they are doing a terrific job and you should buy the stock.\"\nSpirit AeroSystems (SPR): \"I'd rather own Boeing. That's the one to buy, not the 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breaker!!","text":"combo breaker!!","html":"combo breaker!!"}],"langContent":"EN"},{"id":890014834,"gmtCreate":1628066409828,"gmtModify":1633753909660,"author":{"id":"3574922110603447","authorId":"3574922110603447","name":"Rolliopan","avatar":"https://static.tigerbbs.com/a76006b0036c2c9fde09d0a7571a72aa","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3574922110603447","idStr":"3574922110603447"},"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and 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