Amid soaring beef prices and a chicken "health halo," chains are churning out new chicken items on menus and cutting back on promoting burgers.» Read More
Cramer makes the call on viewers' favorite stocks.
Bill McVail of the Turner Small Cap Growth Fund thinks size matters, and offers some strong arguments for riding out of the recession with a portfolio full of small-cap stocks. "We think the consumer is going to start doing better in 2009 and 2010," he told CNBC. "We're focusing more on the restaurants and the retailers; we think the stimulus package will get them going sooner."
Last week I posted some features on interesting ways that retailers are refocusing to foster growth during this period of contraction. Far and away the most viewer email came in response to my feature on Texas Roadhouse.
Beef makes up almost half of Roadhouse’s cost of goods. When Hart noticed a spread in the cash and futures prices for beef this past September, he decided to start purchasing 25% of the company’s beef supply from vendors at spot market prices instead of via long-term contracts with vendors.
Bryan Elliott, senior restaurant analyst for Raymond James, says it's time for investors to feast on casual-dining stocks: "Keep in mind we're talking about long-term, couple-of-year time frame. ...We think there's tremendous value in a number of stocks out there."
Here is Cramer's take on Apple, Shutterfly, Tyco and many more...
Are you ready, Skeedaddy?! Today, Cramer tackles energy, credit cards, gold, and restaurants.