Jim Cramer's Wall Street Confidential Picks, May 1

Recap of Jim Cramer’s comments on Wall Street Confidential, Tuesday May 1. Click on a stock ticker for more analysis:

Procter & Gamble (PG), Avon (AVP), Unilever (UN), Colgate-Palmolive (CL), Coca-Cola (KO), General Mills (GIS), Kellogg (K)

Cramer is perplexed by PG's performance; "This should have been their quarter," he said. He is now questioning the company's Gillette acquisition, its buybacks and product lines. On the other hand, AVP, UN, CL, KO, GIS and K all reported strong quarters while PG has businesses in every one of those sectors. Cramer discussed how AVP CEO Andrea Jung finally pulled it together and AVP moved from $34 to $38 and $39. Cramer feels there is still room for AVP to run, especially as investors start selling PG.

Seeking Alpha publishes a summary of Jim Cramer's stock picks every day including: Mad Money Recap, Lightning Round, Stop Trading and his Wall Street Confidential Picks.

Get Cramer's Picks by email -- it's free and takes only a few seconds to sign up.

Seeking Alpha is not affiliated with Jim Cramer, CNBC or TheStreet.com