Cramer: Companies with China and the Fed Tie a Guilt Link Until Evidence to the contrary



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3M: Tuesday morning marks "the toughest two hours of the earnings season", and Cramer is particularly concerned about 3M's report, Scotch tape maker and many other consumer, industrial and consumer goods. the health.

On Thursday, Cramer said he was planning to reduce the position of his charity in 3M before the quarter.

"Unless the company announces important changes in its global portfolio, I think this will guide again thanks to the weakness of the auto sector," he said. . "It's a shame: 3M shares have now lost more than 60 points and still have failed to attract large buyers."

Verizon: Cramer is expecting a "new stellar quarter" from telecommunications giant Verizon.

"It's funny, the title is only one dollar higher than its 52-week high, because the story is national with huge power in wireless and good performance," he said. . "If Verizon arrives from Monday to the most, just go buy it, please."

United Technologies: The presenter of "Mad Money" is still waiting for United Technologies to finalize its purchase agreement with Rockwell Collins, reiterating that "the action will really skyrocket" once the deal is struck .

The only thing missing is the approval of the Chinese government, which has been "elusive" in the middle of the dispute between the United States and China over their trade relations, said Cramer.

"However, let me share with you a disturbing thought: today, Honeywell, which is continuing its restructuring, reported what I can only say, it was a good quarter, […] but … someone talked about tariffs during the call and then, boom, the next thing you know, the stock is actually going down, "Cramer said.

"It is extremely difficult to trust the industry because of China, and the Fed does not really facilitate things, either," he said. "Since United Technologies has some exposure to housing and some exposure to China, [I’ll] pass."

Caterpillar: Caterpillar, another China-related industry, will release its earnings report.

"Caterpillar should be great, but I doubt that anyone really cares," Cramer said. "Linked to China? Slowdown. Linked to construction in this country? Slowdown. Linked to mining? Euh.

McDonald's: However, McDonald's could mimic the effect of Procter & Gamble's "spring rolled up" when fast food chain CEO Steve Easterbrook speaks of a return to market growth American, said Cramer.

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