Jim Cramer hais tias cov 6 cyclical 'smokestack' cov khoom lag luam yuav tsim nyog muaj

CNBC's Jim Cramer rau hnub Monday tau muab cov tub ua lag luam ib daim ntawv teev npe ntawm cov khoom lag luam uas tau "tsim hluav taws" tsis ntev los no, ua rau lawv muaj peev xwm ntxiv rau cov ntaub ntawv.

"Muag thev naus laus zis rau hauv txhua lub zog ... vim tias lawv nyob hauv nruab nrab ntawm Tsoom Fwv Teb Chaws Reserve thaj tsam tawg. Tab sis li cas rau cyclical smokestack stocks? Ntau tus ntawm lawv tuaj yeem tsim nyog muaj," Nws hais.

Nov yog nws cov npe ntawm cov npe cyclical uas tau nce siab hauv lub lis piam tsis ntev los no:

1. Boeing
2. Kab ntsig
3. Deere
4. Dow
5. Honeywell
6. Neeg Muaj Cuab Yeej

Thaum cov lus pom zoo ntawm Wall Street cov tswv yim qhia tias cov tub ua lag luam yuav tsum zam cov npe tsis zoo nyob rau hauv ib puag ncig kev lag luam vim tias lawv cov nyiaj tau los ua raws li lub xeev kev lag luam, muaj ntau yam uas yuav ua rau cov khoom lag luam no siab dua, raws li Cramer.

Piv txwv li, nws zoo nkaus li tias Tsoom Fwv Teb Chaws Reserve cov paj laum hikes zoo li feem ntau cuam ​​tshuam tech thiab speculative cuab tam zoo li crypto. Qhov ntawd txhais tau hais tias nws muaj peev xwm lub tuam txhab nyiaj hauv nruab nrab tsis tas yuav nce tus nqi txaus rau cov khoom lag luam lag luam kom tau tsoo, nws hais.

Tsis tas li ntawd, muaj cov xwm txheej secular uas tuaj yeem thawb cov khoom lag luam siab dua. Boeing thiab Honeywell muaj aerospace raug thaum lub sij hawm mus ncig thoob ntiaj teb boom. Kab ntsig, Deere thiab Nucor tuaj yeem tau txais txiaj ntsig los ntawm Biden Administration tus nqi tsim kho vaj tse.

"Cov no yog cov tuam txhab zoo uas tau tso lawv tus kheej hauv qee qhov kev lag luam kawg thiab ua tiav lawv cov kev lag luam mus rau qhov chaw uas cov neeg siv khoom tsis muaj kev xaiv tab sis tig mus rau lawv," Cramer tau hais.

Tsis lees paub: Cramer's Charitable Trust yog tus tswv ntawm Honeywell.