Cramer likes companies that make money outside the US
It used to be all BRIC, Brazil, Russia, India and China
Now, it’s ROW. The Rest of the World.
Cramer like three companies.
One huge US company that gets half of its revenue from ROW is Caterpiller (CAT) It also has half of its plants outside the US.
Always a bull market somewhere. Now, it is everywhere but the US.
Their weakness is that rates are too high.
Cramer likes stocks that do business in the rest of the world.
Stocks without international business should get a black mark
Cramer likes cyclical American companies that do business overseas.
They deserve a huge premium.
No.2 on Cramer’s list DuPont (DD). Sixty-five percent of revenue from outside the US. DuPont has a huge agricultural division. The unit is doing well.
There is a new corn OPEC, that the US controls. DuPont is part of that.
Cramer finally likes Qualcomm (QCOM) going to mid $40s.
Cramer wants to ring the register at NutriSystems.
Cramer’s last favorite of stocks that do money in The Rest of the World is United Technologies (UTX). It has 60% of its revenue from outside of the US
Douglas A. McIntyre
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