Science Is Winning: Cramer’s ‘Mad Money’ Recap (Monday 11/23/20)

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We’re starting to see a glimpse of what the post-COVID world will look like and it looks fantastic, Jim Cramer told his Mad Money viewers on Monday, after the markets ended the day higher.

With the news that we may soon have three vaccines that are over 90% effective, investors should start building their list of “back to normal” stocks they can buy in the event of future market weakness.

Cramer offered a long list of possible stocks to buy, starting in aerospace with Boeing (BA) – Get the report, suppliers like Honeywell (SHE) – Get the report and airlines such as United Airlines Holdings (UAL) – Get the report. In retail, Cramer loved Macy’s (M) – Get the report, L Brands (KG) – Get the report, Gap Stores (GPS) – Get the report and Ulta Beauty (ULTA) – Get the report. He has also recommended retail REITs like Federal Realty Trust (FRT) – Get the report.

Restaurants made Cramer’s list, including Darden restaurants (DRI) – Get the report. For entertainment, Walt Disney Co. (Dis) – Get the report is the logical choice, with Norwegian Cruise Line Holdings (NCLH) – Get the report.

Investors wishing to play around with the distribution of a COVID vaccine should consider McKesson (MCK) – Get the report, Cramer said.

In the oilfield, Cramer continued its recommendation of Pioneer Natural Resources (PXD) – Get the report and Chevron (CVX) – Get the report, while Tesla (TSLA) – Get the report made his list for automobiles.

Semiconductors like NXP Semiconductor completed the list (NXPI) – Get the report and financial like Visa (V) – Get the report and MasterCard (MY) – Get the report.

Cramer and the AAP team are looking at everything from profits and tariffs to the Federal Reserve. Find out what they are saying to their investment club members and join the conversation with a free trial subscription to Action Alerts Plus.

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Executive decision: Utz Brands

In his first “Executive Decision” segment, Cramer spoke with Dillon Lissette, CEO of Utz Brands (UTZ) , the snack food maker that went public earlier this year and saw its shares jump 43%.

Utz recently announced the acquisition of Truco Enterprises, maker of On The Border tortilla chips. Tortilla chips are the fastest growing segment in the snack world, Lissette said, and the acquisition gives Utz a huge boost to what was only 0.3% of the market share in the category. .

On The Border is the third-largest tortilla chip brand, Lissette added, and sales are up 20%.

Beyond tortillas, Lissette was also optimistic about other brands under the umbrella of Utz. He said his company’s power brands are another important area of opportunity, one in which the company will invest heavily with innovation and new marketing initiatives. Utz plans to focus on digital and social media to target young consumers.

Sure Real money, Cramer identifies the companies and CEOs he knows best. Get more of his information with a free trial subscription to Real Money.

Off the charts

In the “Off The Charts” segment, Cramer spoke to his colleague Larry Williams about the seasonal Thanksgiving Day retail business that has proven to be very profitable in recent years. Williams has focused on retailers with large online operations, with e-commerce now exceeding 16% of all retail activity.

Williams first looked at Amazon (AMZN) – Get the report, noting that the e-commerce giant typically struggles from Thanksgiving until the New Year. This year, however, stocks are edging higher, giving him hope that the rest of the year will also be stronger than normal.

Then he looked at Walmart (WMT) – Get the report, Home Depot (High Definition) – Get the report and Costco (COST) – Get the report, three historically strong retailers between November and December. He expected 2020 to be another great year for those stocks as well.

Finally, Williams commented on Apple (AAPL) – Get the report, which was mostly flat, but felt here too that the retailer is about to have a good holiday season.

Executive decision: AMN Healthcare

For its second “Executive Decision” segment, Cramer spoke with Susan Salka, President and CEO of AMN Healthcare Services (AMN) – Get the report, the healthcare worker supplier answering the call of the COVID pandemic.

Salka explained that the pandemic has accelerated and amplified the shortage of nurses and doctors in our country. There is still a huge demand for healthcare professionals as a growing percentage of nurses burn out, retire early, or choose to stay home to protect their own health.

AMN has actively supported nurses and healthcare workers in every way possible, including speeding up onboarding, helping with credentials, and providing mental health services to help them cope. the pandemic.

When asked what people can do to help, Salka said to thank and show your appreciation wherever you can and also write to your lawmakers to help facilitate accreditation and licensing so that healthcare workers can travel and provide care where they need it most.

How the vaccines could be distributed

In its No-Huddle Offense segment, Cramer reviewed the upcoming challenges of COVID vaccine delivery. He said we just don’t yet know how these vaccines will be distributed or what the supply chain will look like.

As far as we know at this time, the US military will begin the distribution chain, handing over the supplies to drug distributors like McKesson. Drug distributors will in turn use FedEx cold supply chains (FDX) – Get the report and UPS (UPS) – Get the report to get supplies into the hands of pharmacy chains like CVS Health (CVS) – Get the report and Walgreen Boots Alliance (WBA) – Get the report. We assume that frontline workers and high-risk patients will be the first to receive the vaccine, but we still don’t know how many Americans will be willing to even take the two necessary doses.

Lightning round

Here’s what Cramer had to say about some of the actions callers offered during the Mad Money Lightning Round on Monday night:

Ballard Power Systems (BLDP) – Get the report: “This stock has gone crazy today, so take a bit off the table and wait for it to calm down.”

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