나름 세계뉴스

짐크레이머 추천주들 2021

유람단~ 2021. 1. 10. 10:44

https://www.cnbc.com/2021/01/04/jim-cramer-reveals-his-10-investment-themes-for-2021.html

Jim Cramer reveals his 10 investment themes for 2021

"I always fall back on themes. That's the best way to approach a sell-off, like we had today," the "Mad Money" host said.

www.cnbc.com

E-commerce

Amazon
Shopify
Walmart
Costco

Freight-forwarding stocks

Travel and leisure
Boeing
Uber
Airbnb


Digitization
Advanced Micro
Devices
Nvidia

Cybersecurity

CrowdStrikeOktaZscalerPalo Alto NetworksNortonLifeLock

5G

Marvell TechnologyQualcommSkyworks SolutionsTexas InstrumentsNXP Semiconductors

Stimulus

WalmartTargetHome DepotLowe'sDollar TreeDollar General

China

BoeingCaterpillar3MMastercardVisaAmerican Express

Wealth management

Goldman SachsMorgan StanleyRobinhood

Remote work

ZoomSalesforce.com (acquiring Slack)MicrosoftDellHPApple

Health care

CVSHumanaUnitedHealth GroupJohnson & Johnson