Ideas
Aerospace boom, buy before Farnborough show.
The market is dead wrong on GE Aerospace. The aerospace boom is still in full swing, with no serious diminution of travel. GE Aerospace is the best institutional pure play. The upcoming Farnborough International Air Show next week is a catalyst where GE will likely win significant business. The company raised its full-year numbers based on strong orders and improved execution. Free cash flow shot up 43%, the strongest in years. Its high-margin service business benefits from planes lasting longer. Despite a 4% decline, this is a tremendous buying opportunity.
Investment bank transformation makes it a steal.
Wells Fargo's quarter was terrific, but analysts fixated on net interest income missed the transformation. CEO Charlie Sharp is turning the bank from a bloated lender into a merchant bank, moving up the league tables in M&A and IPOs following the Goldman Sachs model. The stock sells at only 12 times earnings and is a steal.
Pharma giant buy on overblown weakness.
Johnson & Johnson is the best pharma company with top-tier oncology, neurology, and ophthalmology franchises and potential blockbusters that can withstand any loss of exclusivity. It has a AAA balance sheet and is spinning out its orthopedics business, which will raise the P/E multiple of the remainder. The $150 million heart business miss is trivial on a $100 billion revenue base. The stock is $20 below its high, a rare buying opportunity.
Women's strength, too cheap after sell-off.
Levi Strauss reported incredible strength in women's division, growing direct-to-consumer business, tremendous cost discipline, and no single miss on KPIs. The market crushed the stock like other disappointing apparel names, but Levi's is a success and is now way too cheap.
Managed care leader, buy on dip.
UnitedHealth had excellent margin improvement, much better pricing, and great numbers from its formerly lagging Optum unit. CEO Steve Hemsley has returned and it is back to being the leader of managed care. The stock gave up most of its initial gain after reporting a fantastic quarter and is well below where it traded a couple of years ago, creating a buying opportunity.
AI undercuts Accenture, stay away.
AI tools duplicate much of what Accenture does at a much lower price. Even though it is a good company, the times are changing and investors should stay away.
Best China play, buy on dip.
Alibaba is the best way to play China, despite disappointing GDP growth of 4.4%. The stock is down on a dip, and patience will be rewarded.
Freight recovery, but stock expensive, watch.
JB Hunt reported a phenomenal quarter, showing the freight cycle is genuinely turning, driven by shrinking truck supply and gradually improving demand. The company spent the downturn cutting costs, investing, and taking share. However, after an 8% gain, the stock trades at 38 times earnings, making it expensive; do not chase at these levels, but the story is fantastic for when a pullback occurs.
Freight spin-off with self-help upside.
FedEx Freight is a newly spun-off company that will benefit from the freight cycle turnaround and has self-help improvements ahead, offering significant upside. He likes it alongside JB Hunt.
Dominant railroad, buy despite all-time high.
Union Pacific has great management and operates in an oligopoly. The fact that the stock is at an all-time high is not a concern; you want to own this dominant railroad.
Strong story, wait for 170s pullback.
RTX has a great CEO, a terrific mix of commercial aerospace and defense, and a very strong long-term story. However, after a recent run, he would wait for the stock to pull back to the 170s before buying.
Oracle too risky, sell.
Oracle stock is going down and is too risky for a retirement account. It does not fit an IRA and should be sold.
Avoid liquor stocks, business terrible.
All categories of liquor—gins, vodkas, brown spirits—are doing terribly. He would not touch any liquor company right now, including Diageo.
Buy Quanta on big pullback.
Quanta Services stock has come down a lot from 788 to 630. It is a better company than WCC for data center electrical builds and is a buy on this pullback.
Coke over bottler, defensive buy.
Coca-Cola is a better stock than the bottler Coca-Cola Consolidated. In market rotations away from speculative tech, defensive names like Coke work well.
Buy Clorox for yield and upgrade.
Clorox received a rare positive analyst note and a price target increase. With a 5% dividend yield, the stock is a buy.
Nebius not done falling, avoid now.
Nebius is a good company caught in the nexus of speculative panic. Hedge funds that own it are in trouble, and individuals bought with borrowed money. The stock is not done going down; there will be a time to buy, but it is not now.
Margin unwind hitting good tech, watch.
Parabolic rallies in data center component stocks (memory, storage, plumbing) were driven by leverage and call-option speculation. Now margin calls are forcing selling despite strong fundamentals. The unwind is healthy, but the margin clerks have not finished. Once the forced selling abates, these good companies will present buying opportunities. Watch for the bottom.
This CNBC video, published July 17, 2026,
features Jim Cramer
discussing GE, WFC, JNJ, LEVI, UNH, ACN, BABA, JBHT, FedEx Freight, UNP, RTX, ORCL, DEO, PWR, KO, CLX, NBIS, SNDK, MU, NVDA, STX, GLW, 000660.KS.
18 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer
· Tickers:
GE,
WFC,
JNJ,
LEVI,
UNH,
ACN,
BABA,
JBHT,
FedEx Freight,
UNP,
RTX,
ORCL,
DEO,
PWR,
KO,
CLX,
NBIS,
SNDK,
MU,
NVDA,
STX,
GLW,
000660.KS
