Cramer's Mad Money - 10 Trends Moving Stocks (1/21/14)

by: Miriam Metzinger

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Tuesday January 21.

10 Themes Moving the Market: Alcoa (NYSE:AA), General Electric (NYSE:GE), Boeing (NYSE:BA), United Technologies (NYSE:UTX), Seagate (NASDAQ:STX), Western Digital (NYSE:WDC), Hewlett-Packard (NYSE:HPQ), PPG (NYSE:PPG), General Motors (NYSE:GM), Ford (NYSE:F), Ciena (NASDAQ:CIEN), Juniper (NYSE:JNPR), PriceSmart (NASDAQ:PSMT), Starbucks (NASDAQ:SBUX), CSX (NYSE:CSX), Celldex (NASDAQ:CLDX)

Cramer discussed 10 themes that already seem to be making an impact in the early weeks of 2014.

1. Aerospace. This will be good for Alcoa (AA), General Electric (GE) and Boeing (BA).

2. The end of the PC decline. Stocks to watch include Seagate (STX), Western Digital (WDC), Hewlett Packard (HPQ).

3. Non-residential construction. This is good news for the banks and United Technologies (UTX).

4. More M&A activity.

5. Return of European growth. This is good for PPG Industries (PPG), GM (GM) and Ford (F).

6. Telco spending. Ciena (CIEN) and Juniper (JNPR) will benefit from this trend.

7. Natural gas revolution. The glut of natural gas is great for chemical companies.

8. Financial revolution: Banks are finally getting their groove back.

9. The decline of coal. This is bad news for CSX (CSX).

10. Disappearance of the mall shopper. Cramer wants to hear from Starbucks (SBUX) about this trend.

Cramer took some calls:

PriceSmart (PSMT): "I am circumspect about retail. Be careful."

Celldex (CLDX) is a good stock to take profits in, but Cramer wouldn't sell the entire position.

CEO Interview: Cheryl Bachelder, AFC Enterprises (AFCE)

AFC Enterprises (AFCE) has given a 75% gain since Cramer got behind it 18 months ago. The company is remodeling stores, but the stock is down a bit. Same store sales weren't up significantly, and CEO Cheryl Bachelder says that consumer confidence has been an issue. The company is innovating new products and revamping stores, but the CEO gave cautious comments about consumer spending.

Mondelez (NASDAQ:MDLZ)

Nelson Peltz has gotten behind Mondelez (MDLZ) and is now on the Board of Directors, but that news didn't save the stock from falling. Cramer pointed out many cases in which this activist investor has revived companies, and thinks MDLZ is a buy on the news.

How Much Higher Can Alcoa Go?

Alcoa (AA) has been a major comeback stock and has risen 20% since the beginning of 2014. The company is shutting down unproductive plants and has been upgraded. The stock traded sideways for 18 months. It has risen on high volume, and technical analyst Fred Ponsi thinks that AA could trade 32% higher than it is now.


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