Cramer's Fed Fallout Shelter Stocks
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Date updated:08-14-2007

From 8-14-07:

"Calling it a "hideous" day on Wall Street, Cramer again urged investors to find opportunities away from banks, creditors and mortgage companies.

Insisting that he was not going to hide from Federal Reserve Chairman Ben Bernanke's "version of Apocalypse Now," Cramer said he believes that the Fed is willing to take the recession.

However, he assured viewers that food stocks will outperform the market and put investors into the black."

"We're talking about brands tonight," said Cramer, re-emphasizing the importance of brand strength. Investors can make "big money" in buying into companies that recognize this principle, he said.

symbol name last price % change open
  • +
  • KFT
    Kraft Foods Inc
  • $26.80
  • -1.54%
  • $27.23

Cramer spotlighted cyclical companies Kraft Foods (KFT) and Procter & Gamble (PG) as being in a capital preservation phase. In turn, both companies are in a position to sell their less profitable brands, Cramer said. Additionally, during a recent conference call, Kraft CEO Irene Rosenfeld discussed the company's becoming "leaner," he said.

People owning KFT also tend to own: AAALLAPCBUDCOPCVXDOW

TheStreet.com Rating: B- What is this?

  • +
  • PG
    Procter Gamble
  • $62.87
  • +0.11%
  • $62.94

Cramer spotlighted cyclical companies Kraft Foods (KFT) and Procter & Gamble (PG) as being in a capital preservation phase. In turn, both companies are in a position to sell their less profitable brands, Cramer said.

People owning PG also tend to own: CLCTDENNFFEXJBSSJRCCMEEMSFT

TheStreet.com Rating: B+ What is this?

  • +
  • GIS
    Gen Mills Inc
  • $68.72
  • -0.43%
  • $68.85

Ad Age Magazine echoed these thoughts (that food stocks will outperform the market and put investors into the black) in a recent piece, according to Cramer, who said he appreciated like-minded companies such as General Mills (GIS), PepsiCo (PEP) and ConAgra Foods (CAG).

People owning GIS also tend to own: CARCOFCOPDOWFRNHDHPQ

TheStreet.com Rating: B+ What is this?

  • +
  • PEP
    Pepsico Inc
  • $63.19
  • +1.10%
  • $62.53

Ad Age Magazine echoed these thoughts (that food stocks will outperform the market and put investors into the black) in a recent piece, according to Cramer, who said he appreciated like-minded companies such as General Mills (GIS), PepsiCo (PEP) and ConAgra Foods (CAG).

People owning PEP also tend to own: ADMAVPBF-BBTICLCVSDEO

TheStreet.com Rating: B What is this?

  • +
  • CAG
    Conagra Food Inc
  • $22.52
  • +0.40%
  • $22.49

Ad Age Magazine echoed these thoughts (that food stocks will outperform the market and put investors into the black) in a recent piece, according to Cramer, who said he appreciated like-minded companies such as General Mills (GIS), PepsiCo (PEP) and ConAgra Foods (CAG).

People owning CAG also tend to own: AMDBMYFMSJCOMMROUNHABN

TheStreet.com Rating: B What is this?

  • +
  • THS
    Treehouse Foods I
  • $35.20
  • 0.00%
  • $N/A

First up was Treehouse Foods (THS), which has been on an "acquisition spree" of late, Cramer said. Though a "risky" stock, Cramer said, the company "owns" its markets. Among the brands Treehouse owns are Santa Fe, Del Monte and Oxford, with a foreseeable purchase of Kraft's line of salad dressing. Treehouse posted a year-over-year profit increase of 42% in the second quarter.

People owning THS also tend to own: ABCASHAYIBRBUCYCBICFL

TheStreet.com Rating: A- What is this?

  • +
  • BGS
    B&g Foods Inc
  • $8.70
  • 0.00%
  • $N/A

The second stock Cramer mentioned was B&G Foods (BGS - Cramer's Take - Stockpickr). The company, which was featured on "Mad Money" in July, is known for purchasing "neglected brands," such as Ortega, Cream Of Wheat and Underwood. Cramer considers B&G a "conservative" investment, pointing out that net sales were up 12.3% from the preceding quarter. He suggested buying B&G for its yield.

People owning BGS also tend to own: BACBRCDCESEAHALLVLTCOP

TheStreet.com Rating: D What is this?

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