Jim Cramer - Mad Money

The Fed is the most important factor in the market now, and it's going the wrong way. There will be a better time to buy than now.

It's expensive. Has mixed feelings about it, but it's better than most software-as-a-service stocks. Is bearish this space.

They make gas engines that generate electricity for critical infrastructure and data centres. Engines run on renewables, not diesel. Data centres make up 11% of all revenues, though 61% of equipment orders. They make power to stabilize electric grids (31% of orders). Meanwhile, services offer a steady source of revenue. Net sales grew 7% in 2024, 22% in 2025 and 26% through Q1 2026, thanks to data centres. But operating margins were 13.1% YOY in 2025, down 70 bps, and 9.4% YOY in Q1 2026, down 580 bps, but they were ramping up production and raw materials cost more. Their enterprise multiple is 46.1, which is not cheap. INIO is a good story, but would buy at $29, though you could start a small position now at $33.72.

The off-price stores like TJX (his favourite) are winners. The Ross CEO is firing on all cylinders. Their merchants are opening up new brands that they can sell. New marketing is increasing sales (Christmas was good) while Ross is investing more in social media (surprising they weren't do this already) to build followers. Shares are +26% this year. It trades at 29x, a little rich and higher than 23x last year, but not pricey compered to TJX's 31x.

Buy some now at 47x PE, then more at 45x. Likes it. Is up 13% this year

Is down 15% this year. It yields 3% though. Trades at only 20x PE and we're in spring selling season.

The cosmetics industry is too troubled now.

It makes no money.

Smart CEO, but it's better to buy Bitcoin itself.

It isn't raising billions to develop AI (like its peers are), but is piggybacking on their peers' research. They're probably right to not invest, because the cost of the AI build-out is insane, so can those companies maintain spending? On Monday, Apple holds its Worldwide Developers Conference.

The packaged food industry has been hammered. CPB is -22% this year. Can their payout sustain their high dividend? CPB will leave the S&P on June 22. CPG reports Monday.

They report Monday. Wants to know if their recent rebound is real.

They report Tuesday. The last time they reported, shares jumped on a merely okay quarter, then slid. He expects another downturn when they report.

They report Tuesday. CBRL has been remaking itself. Shares are up 32% this year, but way down compared to a year ago. He wants to see earnings growth first.