CNBC’s Jim Cramer on Tuesday advised investors that it’s time to lock in the gains from the run in the pandemic plays and get more exposure to the recovery
Cramer, who crafted the Cramer Covid-19 Index of 100 stocks he projected would benefit from the lockdown environment, signaled that he’s warming up to the economic recovery thesis as the market rebounds from the coronavirus-induced slowdown that started in the first half of the year.
“You need to stick with what I call the barbell, meaning own some recovery stocks and some Covid stocks, but I do think it’s time to lighten up on some of those Covid names and swap into more stocks that are like Honeywell and DuPont,” the “Mad Money” host said.
“Don’t be greedy with the Cramer Covid-19 index [names]. As we get closer to slowing [the pandemic], it will be time to ring the register on at least some of the stocks that do better when Covid thrives,” he continued.
The comments come after the major averages all tumbled during the trading day, a down-day that was driven by late-afternoon selling to snap a multi-day winning streak in the Dow industrials and S&P indexes. The Dow Jones slid more than 104 points, or 0.4%, to finish at 27,686.91. The S&P 500 dropped 0.8% to 3,333.69 and the Nasdaq Composite fell for the third-straight session 1.7% to 10,782.82.
Cramer characterized the day as the third in a rotation from the fastest-growing pandemic winners into the laggards. The top pandemic plays were largely in the technology space, especially stocks of companies that benefited from the work-from-home environment, such as Zoom Video, Big Tech and cybersecurity investments.
“Now, though, there are plenty of signs that we’re leaving the trough, at least for the publicly traded companies that have been stuck there — the recovery plays,” Cramer said. “I suspect the cyclicals, industrials and banks could lead us from here, not the Covid stocks, although that doesn’t mean they’ll get destroyed.”
Cramer pointed out, however, that the market is not representative of the broader economy, which continues to be challenged by a double-digit unemployment rate, looming rent crisis and ongoing uncertainty in containing the spread of the deadly Covid-19 disease. Still, there are signs that the worst could be behind the market.
“If you think we’ll be in the clear six months from now, then you have to swap into the recovery stocks now, because if you wait for the” all-clear signal, “I promise you you’ll be too late,” the host said.
CNBC的吉姆·克萊默（Jim Cramer）週二建議投資者，現在是時候鎖定大流行病爆發中的收益，並使更多的人承擔復甦的風險
Cramer製作了他預計的100隻股票的Cramer Covid-19指數，他將從鎖定環境中受益。他表示，隨著市場從上半年由冠狀病毒引起的放緩中反彈，他正在為經濟復甦的觀點做好準備。年。
“您需要堅持我所說的槓鈴，意味著擁有一些恢復股票和一些Covid股票，但我確實認為是時候減輕一些Covid的名稱，並換成像Honeywell和DuPont這樣的更多股票了，” “ 瘋狂的錢 ”主持人說。
“不要對Cramer Covid-19指數[名稱]感到貪婪。隨著我們逐漸接近[大流行]的速度，現在是時候至少對那些在Covid蓬勃發展時表現更好的股票進行登記了， “ 他繼續。
盤中，主要平均股在交易日內均出現暴跌，此後的下跌是由於午後拋盤推動道瓊斯工業平均指數和標準普爾指數連續多日獲勝。的道瓊斯在27,686.91滑動超過104點，或0.4％，到結束。在標準普爾500指數下跌0.8％，至3,333.69和納斯達克綜合指數下跌了三個交易日1.7％，至10,782.82。
克雷默（Cramer）將這一天列為第三天，從增長最快的大流行疾病獲勝者到落後者。流行病的流行主要集中在技術領域，尤其是受益於在家工作環境的公司股票，例如Zoom Video，Big Tech和網絡安全投資。
克萊默說：“儘管如此，至少有一些跡象表明我們即將走出低谷，至少對於那些陷入困境的上市公司而言-復甦勢在必行。” 他說：“我懷疑週期性因素，工業和銀行可能會引領我們，而不是Covid股票，儘管這並不意味著它們將被摧毀。”
但是，克萊默指出，市場不能代表更廣泛的經濟，而這個經濟繼續受到兩位數的失業率，迫在眉睫的租金危機以及遏制致命的Covid-19病蔓延的不確定性的挑戰。儘管如此，有跡象表明，最壞的情況可能會在市場之後出現。
“如果您認為我們會在六個月後處於清算狀態，那麼您現在就必須換入復甦庫存，因為如果您等待“所有明確的信號”，“我保證您會太遲了，主持人說。
披露：Cramer的慈善信託擁有Honeywell和DuPont的股份。
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