Ready for some of the hottest takes of the month? Buckle up. It's time to talk dream deals. These companies would simply be dumb not to reach for these M&A gems.
First on the list: Sears Holdings Co. (SHLD) buys Amazon.com Inc. (AMZN) . Amazon could offer Sears the entree it needs to beef up its online retail. And Sears could help Amazon get its paws on the invaluable real estate holdings.
Second: Apple Inc. (AAPL) buys Tesla inc. (TSLA) . Tesla and its CEO Elon Musk are undoubtedly visionary innovators, but the two have struggled to achieve the necessary scale to make their products accessible enough to meaningfully change the world. Enter: Apple. Apple also has innovative products, but it's managed to get more than 700 million iPhones in use worldwide.
And lastly: Microsoft Corp. (MSFT) buys Netflix Inc. (NFLX) . This would let Microsoft get deeply rooted in the booming streaming industry without exhausting capex on creating its own content and production studios. Why build it when you can buy it? Microsoft has moved hard and fast into cloud computing to compete with the likes of Amazon, so why wouldn't it stake a claim in the next frontier of video streaming, just like Amazon has?
Amazon, Apple and Microsoft are holdings in Jim Cramer's Action Alerts PLUS Charitable Trust Portfolio . Want to be alerted before Cramer buys or sells the stocks? Learn more now.