Jim Cramer: It's sometimes hard to find winners on a tape

One of my favorite methods for choosing winning actions is to wait for the end of the day, a real murderer and see what remains to be done.

We have been criticized today, even though we were bailed out at nadir when the president said that the Chinese were doing well before the deadline for tariff increases at midnight, and we managed to recover some of the losses.

But intraday? Oh my god, it was hideous and sometimes it takes a really ugly ribbon to find winners.

Remember, earlier this week, what I hear from elsewhere, is the week of hell because Uber agreement was going to lose a lot of money. "Money to other actions and that 's due to the deadline of commercial exchanges arriving simultaneously, I said we would have a sales of board where nothing was spared.

But the second day sale would allow some of the security actions to hang on, you know the Procters (PG) and the PepsiCos (PEP).

The third day of the sale is when buyers show their true colors. At that time, buyers simply stay there and absorb market pressures, before starting to assemble as if nobody were doing it. It does not matter if stocks are falling the most this year and the S & P is down for the sixth time in seven days, buyers simply can not be reduced. Even more incredible, or annoying if you are small, buyers will not literally let stocks drop. They accompany them with confidence and even with arrogance, knowing that the sale would also reduce these stocks if the buyers were not willing to stay there to absorb the sale and then to increase the stocks during the worst moments of the crisis. day. It is a secular strategy, a sign that says: stay away, we no longer allow you to remove these actions.

And what were the anointed stocks today? The answer: a couple of cloud kings, a business with an amazing quarter and a telecommunications company that just will not give up. Lets take them one at a time.

First, there are kings, all rising for a reason other than the one I've identified for years: Buyers insist on staying in the middle of the shootout, then put pressure on stocks with unnecessary purchases, concentrated and arrogant. In fact, I do not care about motivation. I just want to be able to identify where there is so much buying power that buyers are not going to let you down.

Let's start with ServiceNow NOW, Workday (WDAY) and Splunk (SPLK). These have become familiar in green on your screen because they are considered secular growth stories that will not be damaged by a trade war or a trade truce that our president has exposed most days this week.

Why are these actions immune? Why were they so big when the Dow Jones lost 400 points? Simple: Buyers do not think that companies that scan companies will stop winning customers simply because of the turmoil of the exchanges.

ServiceNow scans information technologies, freeing up resources to spend more time with customers. You want to use them to ship new employees and automate problems that need to be addressed by your IT staff. I consider ServiceNow as one of those companies that allows you to allow more people to generate revenue, which is pure productivity.

Workday does the same for the management of human and financial resources and for solving problems related to higher education. In fact, they are one of the few forces to actually reduce tuition fees, although nothing can really do it effectively. Again, it is productivity. The fewer people you fill, the more people you have to make money or at least save it.

Then there is Splunk, a company that allows you to leverage data while providing you with security solutions. With security and business solutions, Splunk is one of the most appreciated companies by modern companies.

These are three companies that we have presented over and over again on Crazy money because they are new, peer-free, cloud-based companies whose members are taking hold of these stocks and keeping them in place even when the Dow Jones was down more than 440 points. They look like stone walls in the middle of intense interstitial fire. Why? Because they have no Chinese exposure to talk to and, if the world slows down by the trade war, the growth rates of these companies will not be curbed.

Following? A stock that continues to challenge both gravity and bears: Roku (ROKU). What does this company do? Let's just quote the shareholder letter: "Roku is the main platform for streamlining TV for cable cutters". This is the best way to play with the most comprehensive offerings offered by many entertainment companies. Again, the letter says "We estimate that more than half of our active accounts are" cutters or cord cutters "with a 45% share of television compared with 37% last year." Roku surfs on a wave, I'll tell you, as a recent customer survey on Roku cable cutters shows that 98 percent of respondents "would never go back to a traditional pay-TV package"

Roku reaches the unreachable: "Our advertising platform is helping TV advertisers reach an increasingly inaccessible audience through traditional TV advertising."

Now, many people have bet on this company assuming that it is only a matter of time before someone like Amazon (AMZN) builds a better mousetrap. Ten percent of the float is sold short. But the company just seems to be getting stronger each time that a Disney (DIS), a Viacom (VIAB) or a CBS (CBS) offers something outside of the cable universe. This is the millennial investment of television and that's why he can earn 17 points in a hideous day with better income than expected.

Finally, there is T-Mobile (TMUS). This stock has become a common green vision in a sea of ​​red, in part because if the Sprint (S) affair falls apart – remember that it is trying to merge with Sprint to have the best 5G network – the idea is that she will enlarge her own because it takes a lot of share.

I think that's true and that T-Mobile does not skip a step in the process, which I can not say for Sprint, which seems to be a train wreck idling during the approval process or a lack of approval process.

You now know that I prefer index funds as the best way to invest, more specifically, S & P index funds. I will never rule out that. But once you've built a nice index nest egg, I think it's essential that you learn how to buy stocks and how to buy one when the stock market is down. Sometimes you have to start from the bottom and look for attractive investments that you think will withstand a recession.

Otherwise, you can let the market tell you what deserves to be examined. It's what ServiceNow, Workday, Splunk, Roku and T-Mobile tell you what to do.

We now know the immediate causes of the week of hell. You've heard them speak ad nausea: the midnight tariff increases and the gigantic deal for Uber, who is losing money. What's great about this self-service list? If you can survive the week of hell, you can virtually survive on anything and that is exactly what these actions have done.

(Amazon, Disney and Viacom are stakes in Jim Cramer's Action Alerts PLUS member club.) Do you want to be alerted before Jim Cramer buys or sells AMZN, DIS or VIAB? Learn more now.)