Jim Cramer recommends theme stocks to buy on the next market sell-off

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“With these 15 themes … I’m confident you can safely buy more the next time the market gets hammered,” the “Mad Money” host said. Subscribe to CNBC Pro to access our live Pro Talk “How to Navigate the Reddit Market Mania” with Fundstrat’s Tom Lee and CNBC’s Mike Santoli: https://cnb.cx/3r7vPrJ

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
Facebook
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

Comments

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Beware shorter’s Twitter stock rising because the Dems dollars artificially increasing this stock LOL

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Bngo 🚀🚀🚀🚀🚀🚀🚀

joe doe says:

He talks too fast. What chip stock is he saying at 3:10? FARM? What the heck is FARM?

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The world's changing.. everyone's talking about crypto currency.. what's your say??

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Joe Black says:

Was I the only one that noticed him constantly say “ next time the market sells off”? Wouldn’t be surprised if that happened mid feb March .

David Price says:

P Cramer's of fraud Kramer's lost all integrity

Camila Lucia says:

So while crisis come's up . Crypto climbs lol 😆 Now i say crypto is better than stock investing in crypto should be in every wise individual to do list .

PiranhaJaw22 says:

is Cramer still alive? Is this CGI on a screen?

jmonge1 says:

how clever can a human being can be: jim cramer

James Farley says:

They are all buying Ideanomics Stock (IDEX) You guys are welcome! Go make money!

Bobbie joe Lambeth says:

I can boldly say despite the economic crisis facing the world, this is a still a good time to invest in Gold and Crypto

Howard John Carswell says:

The bald headed circus clown is never at a loss for words

Dabby Charles says:

I was introduced into the market, and I started trading for about six to seven months now, and it has not been profitable to me and it always backfires. Nearly impossible for me to catch more than a few points. I do my best but it does not work out good for me. i am clearly among the 90% that lose money, So I used a demo account, observe it and take my analysis, then take the opposite of what i would normally take and get the same result. I am starting to feel frustrated and hopeless, any advice for a struggling trader?

Love and peace says:

Why didnt every other broker help its clients.

O P says:

I'll never forget your workhorse signal to buy. Went from 28 to 20 the next day lol

Jake Jessen says:

Uncle Cramer, where is AMD?

Matthew Jones says:

The small investor should never listen to this guy

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