Stocks discussed in the in-depth session of Jim Cramer’s Mad Money TV program, Monday February 5. Click on a stock ticker for more analysis:
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Watch TV, Make Money: Anheuser-Busch (NYSE:BUD), PepsiCo (NYSE:PEP), General Motors (NYSE:GM), Disney (NYSE:DIS), Procter & Gamble (NYSE:PG), Time Warner (NYSE:TWX), Garmin (NASDAQ:GRMN), Diamond Foods (NASDAQ:DMND)
While many people tune out commercials, Cramer has noticed that the Superbowl' s main advertisers have great long-term gains, especially the top three: BUD, PEP and GM. "Despite GM holding the group back, if you owned these stocks for the last 20 years, you'd be up 739% vs. the S&P 500, which has been up 487%," he said. In addition, Pepsi, Bud, DIS, PG and TWX saw an upsurge in their stocks 3 months after their Superbowl commercials appeared last year. However, Cramer warned investors to watch out for poseurs who buy expensive advertising time they can't afford, and urges doing homework on stocks before buying. Cramer prefers companies which grow consistently rather than GRMN, and he doesn't think DMND will reap much benefit from its ad, given that it is a small company, but he likes the fact that it is involved in the healthy food trend, and thinks it will go higher. Cramer's favorite Superbowl advertiser is BUD.
Related: Fred Barnako discusses Bud TV.
"Gaming the whims and needs of aging baby boomers represents the single greatest secular growth theme out there!" declares Cramer who believes that his generation is not only interested in having hard bodies and wrinkle-free skin, but is also "working longer, living longer and investing longer." One of the best ways to play boomer retirement is to benefit from the repositories of their money, says Cramer, who likes Goldman Sachs, but prefers pure asset managers such as LM and TROW. Of the two, Cramer prefers TROW because it puts more money into equities, whereas LM is "bond heavy."
Related: Travis Johnson analyses the effect of baby boomer retirement on asset management companies.
CEO Interview: Roy Vallee, Avnet (NYSE:AVT)
Roy Vallee said that "a lot of hard work" went into Avnet's remarkable quarter, and when Cramer asked the CEO how the distributor had a stronger performance than its clients, the semiconductors, Vallee said that the company's broad base across various industries was responsible for Avnet's success, as well as its worldwide team effort. Cramer declared AVT's story "fabulous" and said that he should have included it on his list of tech stocks that are safe to own.
Related: Eric Savitz reports weakness in Avnet's systems business
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