- CNBC's Jim Cramer recommended dozens of stocks worth buying on the next market pullback.
- "I want theme stocks that we can buy into weakness, because if the market sells off again because of regulatory risk, I need you to be ready," the "Mad Money" host said.
- "With these 15 themes … I'm confident you can safely buy more the next time the market gets hammered," Cramer said.
CNBC's Jim Cramer on Monday revealed a basket of stocks along more than a dozen investment themes he recommends investors keep their eye on for the next pullback in the stock market.
"I'm not looking for red-hot [stocks]," the "Mad Money" host said. "I want theme stocks that we can buy into weakness, because if the market sells off again because of regulatory risk, I need you to be ready."
Cramer put together the watch list of more than 70 stocks across 15 market themes as the GameStop frenzy appeared to cool off after posting a 400% gain last week. Shares of the video game retailer tumbled almost 31% Monday, while the major averages got to a strong start in the first trading day of February.
The Dow Jones Industrial Average rose 229 points, closing at 30,211.91 for a 0.76% gain. The S&P 500 closed at 3,773.86, up 1.61% from Friday's finish, and the Nasdaq Composite settled at 13,403.39, a 2.55% surge from last week.
Year to date, the blue-chip Dow is down more than 1%. The benchmark index is now positive on the year by about half a percentage point, and the tech-heavy Nasdaq is up 4%.
"With these 15 themes … I'm confident you can safely buy more the next time the market gets hammered," Cramer said. "You now have your menu. There are a lot to choose from, so put some on your shopping list."
Chip shortage
- Lam Research
- Applied Materials
- Taiwan Semiconductor Manufacturing
E-commerce
- Amazon
- Walmart
- Target
- Shopify
- Microsoft
- Adobe
- Salesforce
- ServiceNow
- Alphabet
- Etsy
Reopening trade
- Disney
- Boeing
- Honeywell
Digitization
- Snowflake
- Salesforce
- Adobe
Cybersecurity
- CrowdStrike
- Palo Alto Networks
- Zscaler
- Okta
5G
- Skyworks Solutions
- Apple
- Qualcomm
- Qorvo
- Crown Castle
- Marvell Technology
- T-Mobile
- Broadcom
- Inseego
- NXP Semiconductors
Stimulus
- Vulcan Materials
- Martin Marietta Materials
- Caterpillar
China
- Apple
- Starbucks
- Nike
Self-directed stock picking
- Morgan Stanley
Fintech
- PayPal
- Square
- Affirm
- Intuit
- IPOE (SoFi)
Health care
- Thermo Fisher Scientific
- Danaher
- Eli Lilly
- Teladoc Health
- Abbott Laboratories
Electric vehicles
- General Motors
- MP Materials
- Quantumscape
- TPG Pace Beneficial Finance
- Luminar Technologies
- Ciig Merger (Arrival)
- Northern Genesis Acquisition (Lion Electric)
Remote work
- Williams-Sonoma
- Zoom Video Communications
- Wayfair
- Logitech
- Amazon
- RingCentral
Housing
- Lennar
- Pultegroup
- D.R. Horton
- RH
- Home Depot
- Lowe's
- Azek
- Trex
Clean energy
- Plug Power
- Linde
- Generac
Disclosure: Cramer's charitable trust owns shares of Apple, Abbott Labs, Amazon, Broadcom, Boeing, Crown Castle, Salesforce, Disney, Facebook, Alphabet, Honeywell, Marvell Tech, Microsoft, Nike, Starbucks and Walmart.
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