Jim Cramer - Mad Money

After another hideous decline today: Who can triumph over the broken supply chain and survive higher interest rates? Don't focus on rate hikes, which won't kill the stock market. Rather, pick stocks of great franchises.

It's a huge asset gatherer and enjoys customer loyalty, due to excellent digital interface. If the Fed hikes 4x this year, BAC will generate $6.5 billion in new revenue. 2022 could be BAC's year.

He didn't care for the company before, but now it has $5 trillion in customer assets under its roof. It's a great franchise. The CEO has transformed MS.

It reported organic growth up 6% while market share and relative sales growth impressed in today's report. It faces $2.8 billion in commodity freight and currency headwinds, but can pass those costs onto consumers. Shares rallied $5 today.

Got hurt by Humana's bad report number, but UNH didn't suffer Medicare-related problems like Humana. Rather, UNH reported insanely strong numbers. It's a buying opportunity now. Sees strong upside.

Some feel this is an Omicron stock, but it's better than that. It sells at 23x earnings. It's close to a buy.

It just cleared regulatory hurdle to become a chartered bank holding company. Shares soared today. They can now access cheaper financing. However, tech stocks are still way down from November highs during the current sell-off. There's a lot more upside to come.

It's an inexpensive auto stock, and he likes those.

No battery stocks. EV stocks are not working.

Good balance sheet and a good company, but they need to diversify their services, like making an acquisition. They recently failed to close a deal, so shares got punished.

He recently took some profits after a huge gain. If this falls back to $100, he'll buy again.

Sensational, but it's a high-growth stock at a high price. It's profitable.

When Tesla surpassed Ford in market cap, some on Wall St said that Tesla was overvalued and should be sold. It turns out that Tesla deserved to surpass Ford and other companies. If you sold Tesla, you missed out on one of the greatest rallies. It deserved to pass Ford. back then, you were told over and over that Tesla's market cap shouldn't surpass Ford's. Wall Street analysts are too bearish. Definitely, buy the dip!

When Tesla surpassed Ford in market cap, some on Wall St said that Tesla was overvalued and should be sold. It turns out that Tesla deserved to surpass Ford and other companies. If you sold Tesla, you missed out on one of the greatest rallies. It deserved to pass Ford. back then, you were told over and over that Tesla's market cap shouldn't surpass Ford's. Wall Street analysts are too bearish. Definitely, buy the dip!

UNtil recently, this has been dead money. It hit lows just three weeks ago. It's a broken stock, but not a broken company. The business has a lot going for it and it's now the beginning of a rebound. It trades at 9x earnings and pays a 2.75% dividend. It's a value play at a time when investors want value (looking for companies with real earnings. The Archegos debacle is now past them though it scared off many investors. VIAC is trading cheaply under any metric and its business is getting much better. Its last 3 quarters have beaten sales and earnings, not blow-outs but better than expected. He's optimistic about next month's report, because of football. VIAC has rights to football rights on the weekends which should serve their next quarter well. (NFL viewership is up 10% YOY.) Beyond sports, the Viacom side owns a grab-bag of popular cable stations, like Paramount Networks (whose season 4 premiere of Yellowstone had 14.7 million viewers). Viacom's streamer, Paramount+, launched last year and already looks promising. VIAC has gotten its act together and will turn around.