“These are the vaccine plays, the ones that need a Covid vaccine or a therapeutic to really thrive,” he said, “and right now they’re saying loud and clear that a vaccine is coming — probably sooner than most people believe.”
Cramer’s return-to-normal plays produced the following returns Wednesday:
“When my go list … goes green — something we haven’t seen in weeks — it tells me that a lot of money managers are either about to turn more bullish about the prospect of a vaccine or a therapeutic, or at least the bears are throwing in the towel,” Cramer said.
“I’m not saying that you have to bet at all on science here, although this action makes it crystal clear that it’s a very bad idea to bet against it.”
- Disney, 8.8%
- PVH, 7.3%
- Emerson Electric, 4.5%
- Mastercard, 4.3%
- Nike, 3.7%
- PPG Industries, 3.6%
- DuPont, 3%
- Ralph Lauren, 2.7%
- 3M, 2.7%
- Union Pacific, 2.2%
- Nucor, 1.1%
Disclosure: Cramer’s charitable trust owns shares of Disney and DuPont.
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