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  1. Home
  2. / Investing
  3. / Consumer Staples

Cramer: What Are These Stocks, Chopped Liver?

Strong names abound; you just have to look.
By JIM CRAMER May 30, 2017 | 02:35 PM EDT
Stocks quotes in this article: AMZN, ULTA, COST, WMT, HON, UTX, MMM, CMI, CAT, MA, V, PYPL, SQ, SBUX, CMCSA, MCD, QSR, WEN, DRI, PEP, KO, NVDA, ADI, TXN, ADBE, WDAY

Narrow but not nothing.

There's plenty of debate these days about how there aren't a lot of winners besides FANG and a couple of fellow travelers.

But perhaps they don't know where to look. We all think retail's dead except for Amazon (AMZN) . Then how do we explain the strength in Ulta (ULTA) or Costco (COST) or Walmart (WMT) ? I think these are legit moves by major companies in the sector.

We all think the industrials have had it. But what does that say about Honeywell (HON) or United Technologies (UTX) or 3M (MMM) ? I think all three have great momentum and can be bought. Cummins (CMI) and Caterpillar (CAT) aren't far behind.

Sure, we hate the banks. But how about MasterCard (MA) , Visa (V) , PayPal (PYPL) and Square (SQ) ? Have you seen those moves? Those are the non-credit-risk financials or fin tech, or whatever you want to call them.

They are red hot.

How do we explain the strength in Starbucks (SBUX) and Comcast (CMCSA) , which I work for and own for my charitable trust? I think SBUX is doing better in mobile and Comcast has amazing cash flow.

We've also seen fantastic performances from McDonald's (MCD) , Restaurant Brands (QSR) , Wendy's (WEN) and Darden (DRI) . They aren't FANG derivatives.

Oh, and PepsiCo (PEP) and Coca-Cola (KO) aren't slouches either.

All I am saying is that, sure, we can say here comes Nvidia (NVDA) and Analog (ADI) and Texas Instruments (TXN) to go with FANG and Adobe (ADBE) and Workday (WDAY) . (Starbucks, PepsiCo, Comcast and Adobe are part of TheStreet's Action Alerts PLUS portfolio.) 

But how about all these others?

Just remember that they count, too.

Get an email alert each time I write an article for Real Money. Click the "+Follow" next to my byline to this article.

Action Alerts PLUS, which Cramer co-manages as a charitable trust, is long ADBE, PEP, SBUX and CMCSA.

TAGS: Investing | U.S. Equity | Consumer Staples | Technology | Consumer Discretionary | Jim Cramer | Gaming | Markets | Stocks

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Here's how I would play the XLP right now.

Ketchup? Check. Jelly? Check. Beer? Of Course. Let's Go Get Some Staples

Ed Ponsi
Apr 28, 2022 10:30 AM EDT

Names like J.M. Smucker and Kraft-Heinz may seem dull, but they provided needed stability in this kind of market. Let me show you why it's time to get back to the basics.

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