“This is one of the easiest ones I’ve ever had on the show,” Cramer said. Kurt’s got a food and ethanol play in ADM, oil in OXY, earth mover in CAT, infrastructure in FWLT and a mineral in FCX. “Boom! That’s what I wanna see!”
Uh-oh. Duke is a utility. Con Ed is a utility. AT&T is a utility. Cramer is willing to keep T and ED, but he would swap out of Duke and pick up a machinery or infrastructure play.
So close. Cramer is bullish on Peabody, his favorite coal company, Apple, one of four horsemen of tech, CBI, a “classic” infrastructure play and Nastech for a speculative stock. But Jones Soda is a spec, too. “I want you to sell the Jones. Why not buy a healthcare name? Couldn’t hurt ya.”