Ideas
Housing green shoots lift homebuilders.
Cramer sees green shoots in housing as pricing and mortgage rates have fallen, and he says a serious penalty-free 401(k) home-buying plan would send D.R. Horton and the rest of the homebuilders much higher.
Like 3M and CEO Brown.
Cramer says 3M has been quietly surprising people, and CEO Bill Brown, formerly of L3Harris, has made the company far more nimble; he likes 3M and Brown ahead of the quarter.
Buy Big Five travel stocks.
Cramer remains a believer in the post-COVID travel theme, saying people are long on money and short on time, and he would buy United Airlines ahead of the quarter along with Delta, American Express, Booking Holdings, and Marriott, his Big Five of Travel, which trade together and are terrific.
J&J pharma pure play, lawsuits fade.
Cramer says J&J has become a pure-play pharma company after spinning off orthopedics, its pharma pipeline is strong, and the talc litigation overhang no longer matters to the stock; he regrets selling it.
Aging wealth transfer lifts brokers.
Cramer sees a roughly $100 trillion wall of money moving from baby boomers to younger generations, making Charles Schwab, Morgan Stanley through E*Trade, and Robinhood the biggest beneficiaries.
Procter & Gamble can bounce.
Cramer owns Procter & Gamble for the charitable trust and, while he does not expect fireworks, he thinks the stock can bounce because of its new CEO, tremendous brands, depressed valuation, and near-3% yield.
GE Aerospace backlog drives results.
Cramer says GE Aerospace should be spectacular given the huge backlog of planes, and he thinks CEO Larry Culp is tremendous.
Freeport-McMoRan benefits from copper, gold.
Cramer says copper and gold have been red hot, so Freeport-McMoRan, a copper and gold producer, should get its fair share of money coming in; it is a twofer with copper needed in data centers.
Gold can still be bought.
Cramer likes gold and believes that even after its run it can still be bought.
Copper pricey but data-center demand.
Cramer says copper is a little pricey but is needed in the data center, keeping demand supported.
Intel earnings may lag after run.
Cramer acknowledges Intel has flown under CEO Lip-Bu Tan and is reclaiming America's semiconductor manufacturing mantle, but he worries actual earnings may not be big enough after the run and says to give it a rest.
Capital One cash, buyback, Discover upside.
Cramer owns Capital One for the charitable trust; he thinks the credit-card rate-cap threat has passed as banks rally, and he sees plenty of cash for a huge buyback with the Discover network a potentially gigantic opportunity.
Intuitive Surgical can surprise again.
Cramer expects Intuitive Surgical to be next week's lone surprise blowout, saying it had a monster quarter last time and estimates can still go higher; Medtronic and J&J competition is not yet a threat.
Like McCormick despite packaged-food gloom.
Cramer likes McCormick even though food stocks have been miserable and packaged food is the new coal; the stock has a premium multiple from past overseas growth, but he is unsure it can keep beating numbers.
Packaged food is new coal.
Cramer says food stocks have been miserable and calls the packaged-food business the new coal in this market.
SLB hurt by sub-$60 crude.
Cramer says SLB has potential Venezuela contracts, but with crude below $60 a barrel it will be very hard for SLB to deliver special numbers.
S&P overbought; wait for better pitches.
Cramer calls next week's earnings slate odd and light, says the market is very overbought by his S&P oscillator, and advises keeping your bat on your shoulder and waiting for better pitches.
Like Reddit despite volatility.
Cramer says Reddit is extremely volatile and worries it may not have enough float, but he included it as a future winner in How to Make Money in Any Market and still likes the company right here.
Buy Lam on pullback only.
Cramer says LAM Research has a great CEO in Tim Archer and a good story, so he would buy some, but because the market is overbought and the stock is parabolic, he advises only partial buying and waiting for a pullback.
Boeing cash flow, Ortberg turn.
Cramer insists investors continue to own Boeing because it is a bountiful cash-flow story, not an earnings story, and CEO Kelly Ortberg is turning the corner; it is his favorite stock in the charitable trust.
This CNBC video, published January 17, 2026,
features Jim Cramer
discussing DHI, XHB, MMM, UAL, DAL, AXP, BKNG, MAR, JNJ, SCHW, MS, HOOD, PG, GE, FCX, GLD, COPPER, INTC, COF, ISRG, MKC, PBJ, SLB, SPY, RDDT, LRCX, BA.
20 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer
· Tickers:
DHI,
XHB,
MMM,
UAL,
DAL,
AXP,
BKNG,
MAR,
JNJ,
SCHW,
MS,
HOOD,
PG,
GE,
FCX,
GLD,
COPPER,
INTC,
COF,
ISRG,
MKC,
PBJ,
SLB,
SPY,
RDDT,
LRCX,
BA
