Finally, someone kicked a little sense into the market! It has finally gotten some rationale and is reacting positively to good news.
As much as this seems like common sense, Jim Cramer noted that the opposite has been occurring. In fact, Wednesday’s session was a reminder that investors can make money from the thoughtless panic of others.
Panic itself is not a strategy, but buying from those who panic is one of the greatest and most lucrative strategies in Cramer’s book of investing.
When rationale re- enters the market, suddenly investors realize that they want to buy stocks of companies that benefit from macro trends. Not sell them.
It’s that time of year, again. The time to think about the dreaded approach of tax season. In 2015, millions of Americans will be jumping through hoops to figure out how the Affordable Care Act (ACA) will impact their tax return this year.
One of the biggest beneficiaries to low oil prices are restaurant and retail stocks, simply because people go out more when they pay less at the pump and have more disposable income.
To start, Cramer thinks that while Buffalo Wild Wings (BWLD) is a bit expensive given its 20 percent growth rate, it could have more room to expand.
Other restaurant buys are Chipotle (CMG), Cracker Barrel (CBRL), DineEquity (DIN), Fiesta Restaurant Group (FRGI) and Jack in the Box (JACK).
In the retail space, JC Penney (JCP) fired up the cohort when it posted a spectacular return on its same store sales from the holiday season.
Cramer also recommended the automobile retailer CarMax (KMX), AutoZone (AZO), CVS (CVS), Dollar General (DG), Home Depot (HD), Kroger (KR), L Brands (LB), Restoration Hardware (RH) and last but not least Williams-Sonoma (WSM).
All Cramericans should keep this shopping list handy the next time the price of oil drops, and brings the stock market down with it.