'CRAMER'S TASTE TEST'
I'm turning your portfolio into
a Fed fallout shelter.
If your going to survive a Fed
disaster (i.e., the Fed raising
rates to 6.5% and causing a
recession), you need food and
beverages.
The last time rates when too
high, in the year 2000, the real
winners - the cereal stocks and
the beverage stocks!
The big cereal and beverage
players just moved right on up.
Now, that's what you want to
see.
But Cramer be a discerning
individual. I'm going to
do a taste test here on the
show, among Kraft, General Mills
and Kellogg on the cereal end;
and Coke, Pepsi and Bud on the
beverage end.
Even though they're all bullish,
you only need to own one of each
and, to figure out which,
Cramer's going to put them to
the ultimate taste test:
The Earnings Taste Test!
You can make money in any of
them now, but Cramer wants to
make sure that, when the
rotation is over, you're still
in the 'musical chair.'
Cramer's cereal winner/stock
pick: Kellogg (K)
Cramer's beverage winner/stock
pick: Pepsi (PEP)
I think you buy Kellogg and
Pepsi. This is a winning
combination! That way, if
rates get too high, you'll own
two things that still make you
some mad money!
The bottom line!:
Kellogg and Pepsi - that's the
breakfast of champions!
