Forget about the “glowing” stocks like GameStop (GME) – Get the reportJim Cramer told his Mad Money viewers on Monday how many options individual investors still have to make money on the stock market without buying into the Reddit madness.
Cramer said that it is always worth going back to fundamentals in volatile markets. For example, this week we learned that there is a huge shortage of semiconductors. This is great news for stocks like Lam Research (LRCX) – Get the report, Applied Materials (AMAT) – Get the report and Taiwan Semiconductor (TSMC) . The semiconductor bull market joins the bull market in e-commerce, which is much bigger than just our economy staying at home. That’s why Cramer continued to recommend Amazon (AMZN) – Get the report, Aim (TGT) – Get the report and Shopify (BUSINESS) – Get the report, among other.
There are many long-term issues in technology, from digitization to cybersecurity to 5G wireless vehicles, electric vehicles, clean energy and remote working. In each of these categories there are clear winners from Skyworks Solutions (SWKS) – Get the report and Tesla (TSLA) – Get the report Zoom video (ZM) – Get the report.
Outside of technology, there are more options. Cramer said when the economy reopens he will like Walt Disney Co. (DIS) – Get the report and Boeing (BA) – Get the report. He was also bullish about real estate with stocks like Lennar (LEN) – Get the report and Home Depot (HD) – Get the report. China continues to be strong and Cramer would play that theme with Apple (AAPL) – Get the report and Starbucks (SBUX) – Get the report.
So forget about the glowing Reddit stocks. They pose no systemic risk to the markets, Cramer concluded, only to the traders who buy into these sky-high valuations.
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Executive decision: Thermo Fisher Scientific
In his first “Executive Decision” segment, Cramer spoke to Marc Casper, Chairman, President and CEO of Thermo Fisher Scientific (TMO) – Get the report, the life science company that helps drug makers and testing companies fight COVID-19. Thermo Fisher posted 51% organic growth for the quarter, causing its shares to gain 1.1% at close of trading.
Casper stated that Thermo Fisher is a global leader in equipment and accessories for the life sciences. The company was ready to help the world meet the COVID challenge. Thermo Fisher helped develop COVID tests and now supports hundreds of millions of COVID tests around the world. Casper said the need for a diagnosis around COVID will remain in the years to come as doctors need new tests to evaluate patients.
When asked about the role science will play in the future, Casper said that there is no doubt that science is vital, be it in life sciences, climate change or any other important topic. He assumes that the funding and discovery of science will only increase as we learn about our new challenges.
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At the time of publication, Cramers Action Alerts PLUS held a position in DIS, AMZN, AAPL, SBUX.