Homepage / Investment / Cramer finds value-creating, investment-worthy CEOs across industries
How technology is helping transform BMW's business model French leader Macron meets May in first official visit to the UK Nintendo is betting on cardboard to boost its newest console Europe stocks seen slightly higher after Wall Street rally Google and Singapore's Temasek are said to be investing in a ride-hailing unicorn Old hands in South Korea bitcoin market unfazed by threats of ban Tillerson says Russia is not implementing all North Korea sanctions, may be frustrating some steps 2017 marked a turning point for capital flows, China currency regulator says Facebook attacked by critics over 'fake news' — but outside the US this time Instagram users are promoting economic policy for pay China is revealing its 2017 GDP. Here's what analysts expect Exercise? I get more than people think, Trump says iOS update will let users decide if they want Apple to slow down older iPhones or not, Tim Cook says South Korea is considering shutting down all virtual currency exchanges, regulator says Cramer Remix: The real ‘wild card’ behind soaring retail revenues Asian shares look set to track US gains; China data ahead Cramer: Apple's Tim Cook credits most of $350 billion plan to repatriation tax holiday Apple is giving $2,500 stock awards to some employees Fashion is getting personal as brands battle for shoppers Google is missing out on billions of dollars by not having an app store in China Steve Ballmer deserves his due as a great CEO Early reviews heap praise on Tesla's Model 3, with a few caveats Apple will boost its spending on data centers by $10 billion over the next 5 years Stock market's rapid January rise already surpassing some full-year forecasts on Wall Street Ripple co-founder loses $44 billion on paper during cryptocurrency crash SurveyMonkey is expected to go public later this year Stocks will pull back into February, says BTIG. Here's where to hide out Bitcoin tests important price level after dramatic plunge Visa CEO: We won't process transactions in bitcoin, because it's not a payment system Apple plans to open a second US campus as part of $350 billion investment It looks like Apple is bringing back home nearly all of its $250 billion in foreign cash Johnson & Johnson trying to sell its diabetes care business to Chinese buyers for up to $4 billion Coming to a grocery store near you: Self-driving shopping carts and smart shelves Apple announces plans to repatriate billions in overseas cash, says it will 'contribute' $350 billion to the economy over 5 years Bull market may find it hard to keep this momentum, but that doesn't mean it's over Apple could cure tech addiction with a few simple changes to the iPhone Cryptocurrencies will replace 'some or all' paper money, investor James Altucher says Apple and two others could propel the Dow to 27,000 Ex-Cisco CEO John Chambers has a new venture capital firm Rare falling meteor causes bright and loud explosion above Michigan The bitcoin plunge is crushing crypto-craze stocks Dollar will eventually run like bitcoin and other cryptocurrencies, venture capitalist Joyce Kim predicts Billionaire Mark Cuban says the Dallas Mavericks will accept bitcoin next season GE shares crater as breakup won't be a magic bullet for investors Cramer: Investors should heed Bank of America's warning on bitcoin Zuckerberg: Unresolved DACA status is a 'basic question of whether our government works' Facebook, Google tell Congress they're fighting extremist content with counterpropaganda Watch: Facebook, Google and Twitter testify before Congress on extremist content Netflix to beat subscriber expectations for fourth quarter, analyst predicts Day traders tempted by bitcoin's recent plunge are going to 'get slaughtered,' says blockchain entrepreneur Home builder confidence falls from 18-year high, but it's still strong International tourism is booming, but not to the US Rolls-Royce shares jump as commercial marine unit goes on the block Stocks are now in 'complete bitcoin territory,' asset manager says 6 big medical advancements to expect in 2018 The market may still be rosy, but advisors say investors shouldn't get complacent. 21 states sue to keep net neutrality as Senate Democrats reach 50 votes for repeal Google wants to make A.I. easier to use, starting with image recognition IBM shares jump 2% after Barclays upgrade: 'The worst may finally be over' Crude could get to $74 this year, but not before a pullback, says the trader who called the rally Stocks making the biggest moves premarket: GS, BAC, TIF, AAPL, INTC, F & more Apple gets one of its most bullish forecasts yet after Bank of America predicts surge to $1.1 trillion Why the dollar's decline could be here to stay Bitcoin drops below $10,000 with $36 billion of value wiped off in a day as cryptocurrency sell-off deepens Apple gets rare downgrade because analyst believes iPhone cycle is just 'good, not great' As the first bitcoin futures expire, price and volume concerns arise The island paradise that could be China's next strategic transport hub North Korea government-backed hackers are trying to steal cryptocurrency from South Korean users A government shutdown could send investors for a ride, history shows The rise and fall of Bitcoin If your Wi-Fi is acting wonky, your Google Home and Chromecast could be to blame Data analysis is transforming the way trains operate: Here's how World entering 'critical period of intensified risks' in 2018, WEF says German central bank chief says it would be 'appropriate' for ECB to stop its bond buying this year Over $200 billion wiped off the value of cryptocurrencies as bitcoin, ethereum and ripple sink sharply European stocks set to open lower ahead of earnings and inflation data 'Trump is a revolution, unfortunately, and I'm concerned,' Nobel Prize-winner Robert Shiller says Immigration deal distant as leaders try to avert shutdown 20 nations commit to considering more sanctions on North Korea Hong Kong democracy leader Joshua Wong jailed a second time for 2014 protest China sets yuan midpoint at more than 2 year high Only one major cryptocurrency is gaining amid a market-wide sell-off 'Black swan' event could threaten China's stability, regulator warns US Senate advances bill to renew NSA's internet surveillance program Bitcoin and ethereum suffered massive drops, but many cryptocurrencies are faring even worse Cramer Remix: The prospect of stock buybacks should calm fears of a major market decline Cramer's charts suggest Amazon, Alphabet, Netflix and Nvidia's stocks might be about to pull back Asian stocks poised for declines following Wall Street reversal; bitcoin stumbles YouTube is trying to clean itself up by making it much harder for small video makers to make money Cramer reveals the biggest winners and losers from the JP Morgan Healthcare Conference Cramer's 5 cardinal rules of engagement with the bull market Amplify ETFs CEO thinks blockchain will transform investment leaders Travis Kalanick discussed compensating the driver he berated in that viral video Dunkin' debuts a mobile order drive-thru at its new concept store Ethereum crashes 30 percent on Coinbase in 24 hours; Bitcoin tumbles 25 percent Ferrari plans an electric supercar that would compete with Tesla Intel, AMD draw scrutiny from Congress over chip security flaws Initial coin offerings are the 'Wild West' of start-up land — here's how one investor spots a scam Ripple tumbles more than 40 percent to start 2018 Consumer privacy laws are not to blame for health care's biggest mess

Investment

Cramer finds value-creating, investment-worthy CEOs across industries

CNBC’s Jim Cramer doesn’t like to look at the stock market as a whole.

“There’s no such thing as the stock market, not the way most people talk about it,” the “Mad Money” host said. “Instead, you have a market of stocks, and that’s an important distinction, particularly in Cramerica, because stocks are like snowflakes: no two are the same.”

Even though Cramer thinks investors’ first $10,000 should go into a broad-based index fund, he prefers looking at individual companies for the most illuminating market information.

Take Walt Disney. Shares of the entertainment giant have been rallying ever since the news broke that Disney is in talks to buy Fox’s non-news assets and regional sports network.

The deal would expand Disney’s film library to include Avatar and the Marvel characters, hopefully shifting the narrative away from the company’s ESPN subscriber losses.

If Disney CEO Bob Iger is able to secure a deal, which is looking increasingly likely, Disney’s narrative would change overnight. Investors would once again see it as an entertainment powerhouse with an unbeatable sports network and highly successful franchises, Cramer said.

“Spending on new content that can be so additive to earnings and so easily swallowed? Holy cow, what a windfall,” he said. “After the deal on Thursday, people will be buying this stock hand over fist.”

Pharmaceutical company Valeant is also seeing a turnaround under CEO Joe Papa, the “Mad Money” host said.

Now at $21 a share, Valeant’s stock was trading at a measly $8 a share in April, when Wall Street raised concerns about, in Cramer’s words, its “hideous” balance sheet.

“I’m sure many of you rolled your eyes … about the notion that Papa could clean up this love canal of debt, but that’s exactly what happened,” Cramer said. “Papa saved this company and now he’s taking it to levels that seemed impossible six months ago.”

Cramer also called attention to the consumer food cohort. Stocks in the space have been struggling of late as food companies report earnings miss after earnings miss.

But then there’s PepsiCo, with a stock about $2 away from its all-time high and a Cramer-fave CEO, Indra Nooyi, at the helm. McDonald’s shares have barely been hit since CEO Steve Easterbrook came on board.

“That’s really my point. People who look at this market and worry about taxes or the Russia investigation or North Korea or a host of big-picture problems problems … simply don’t realize that we do have some phenomenal value creators all over the place,” the “Mad Money” host said.

In the athleisure retail space, Lululemon CEO Laurent Potdevin is bucking the sector’s downtrend too after a strong earnings report, Cramer said.

So for investors who are worried about entire sectors or cohorts, Cramer offered some advice: view companies on a case-by-case basis.

“Management matters,” the “Mad Money” host said. “When you’ve got a fabulous CEO working for you every day of the week and the weekend, for that matter, it makes a difference, often a big difference. That’s why you need to judge companies on their own merits rather than just taking your cue from the amorphous blob that is the market.”

Questions for Cramer?
Call Cramer: 1-800-743-CNBC

Want to take a deep dive into Cramer’s world? Hit him up!
Mad Money TwitterJim Cramer TwitterFacebookInstagramVine

Questions, comments, suggestions for the “Mad Money” website? madcap@cnbc.com

Source: Investment Cnbc
Cramer finds value-creating, investment-worthy CEOs across industries

Comments are closed.