Cramer's Next Bull Markets
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Created by barrons2
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Date updated:08-07-2008

"There's always a bull market somewhere, and now the bull market is with all of the companies that are big users of oil that have very little economic sensitivity, because people are convinced that there is a worldwide collapse in earnings." - Jim Cramer

symbol name last price % change open
  • +
  • PEP
    Pepsico Inc
  • $61.76
  • +0.87%
  • $60.99

Pepsi, when it takes a lot of pricing this quarter, could be the best of all. (I am buying it.)

People owning PEP also tend to own: ADMAVPBF-BBTICLCVSDEO

TheStreet.com Rating: B+ What is this?

  • +
  • CL
    Colgate Palmolive
  • $79.87
  • +0.34%
  • $79.28

The tough thing about this switch is that the real bulls are the overstretched valuations: Pepsi (PEP), Colgate (CL), Procter & Gamble (PG), Kimberly-Clark (KMB), General Mills (GIS), Kellogg (K).

People owning CL also tend to own: QQQQTIFBACCVXFMDGOOGMSFT

TheStreet.com Rating: A What is this?

  • +
  • PG
    Procter Gamble
  • $61.04
  • +0.94%
  • $60.17

However, just like the oil and gas stocks are forecasting dramatic declines that will do much more than crimp earnings, you have to believe that all of the estimates for these consumer staples are way too low. That's what I would bet with a KMB and a PG, especially as they have taken pricing

People owning PG also tend to own: CLCTDENNFFEXJBSSJRCCMEEMSFT

TheStreet.com Rating: B+ What is this?

  • +
  • KMB
    Kimberly Clark Cp
  • $63.71
  • +0.25%
  • $63.19

However, just like the oil and gas stocks are forecasting dramatic declines that will do much more than crimp earnings, you have to believe that all of the estimates for these consumer staples are way too low. That's what I would bet with a KMB and a PG, especially as they have taken pricing

People owning KMB also tend to own: CCATCVXDOWIBMJNJMCD

TheStreet.com Rating: B+ What is this?

  • +
  • GIS
    Gen Mills Inc
  • $66.37
  • +0.18%
  • $66.14

The tough thing about this switch is that the real bulls are the overstretched valuations: Pepsi (PEP), Colgate (CL), Procter & Gamble (PG), Kimberly-Clark (KMB), General Mills (GIS), Kellogg (K).

People owning GIS also tend to own: CARCOFCOPDOWFRNHDHPQ

TheStreet.com Rating: B+ What is this?

  • +
  • K
    Kellogg Co
  • $52.20
  • -0.06%
  • $52.10

The tough thing about this switch is that the real bulls are the overstretched valuations: Pepsi (PEP), Colgate (CL), Procter & Gamble (PG), Kimberly-Clark (KMB), General Mills (GIS), Kellogg (K).

People owning K also tend to own: JCGLVLTMTUNWSPFESBUXSGP

TheStreet.com Rating: B+ What is this?

  • +
  • KFT
    Kraft Foods Inc
  • $26.78
  • -0.92%
  • $26.88

So has Kraft (KFT) and General Mills. Heinz (HNZ), too. Campbell's (CPB) is doing it now. These seem to be headed higher because of those.

People owning KFT also tend to own: AAALLAPCBUDCOPCVXDOW

TheStreet.com Rating: B- What is this?

  • +
  • HNZ
    Heinz H J Co
  • $41.00
  • +0.15%
  • $40.69

So has Kraft (KFT) and General Mills. Heinz (HNZ), too. Campbell's (CPB) is doing it now. These seem to be headed higher because of those.

People owning HNZ also tend to own: DENNDRTEIASGJRCCMCDNOOFPBY

TheStreet.com Rating: B+ What is this?

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Portfolio not tracked!

08/11/2008 11:19 AM CDT Asked by Dextorg
Definately been a rotation. I like beverages. Pepsi Coke DEO I'm looking for an entry right now.

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