Jim Cramer recommends buying 5 stocks after rotation sell-off

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โดย TheStreet·Read original
Summary · why it matters

Jim Cramer says a weak June jobs report triggered a rotation that pushed down shares of Johnson & Johnson, PepsiCo, Starbucks, Constellation Brands, and TJX Companies, creating a buying opportunity. On CNBC's Mad Money, he called the five stocks collateral damage from indiscriminate selling by large funds moving into AI winners. Johnson & Johnson and PepsiCo report earnings on July 15 and July 9, respectively, which Cramer sees as near-term tests. Starbucks is an accumulation play during its turnaround, Constellation's beer business is stabilizing, and TJX benefits as consumers trade down. Cramer stressed that the sell-off was driven by sector rotation, not company fundamentals.

Impact on stocks 5

Consumer Staples▲ · 2 stocks
PepsiCo Inc
PEP
▲ Positiverelevance

Cramer recommends buying PepsiCo after rotation sell-off, calling it a buying opportunity ahead of earnings.

Consumer Discretionary▲ · 2 stocks
Starbucks Corporation
SBUX
▲ Positiverelevance

Cramer recommends buying Starbucks after rotation sell-off, calling it an accumulation play during turnaround.

The TJX Companies Inc
TJX
▲ PositiveDemandrelevance

Cramer recommends buying TJX after rotation sell-off, noting benefit from consumer trade-down.

Biotech & Genomic Medicine▲ · 1 stocks
Johnson & Johnson
JNJ
▲ Positiverelevance

Cramer recommends buying J&J after rotation sell-off, calling it a buying opportunity ahead of earnings.

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