Jim Cramer’s Game Plan for 5 Stocks and His Take on the Market Post Iran-U.S. Ceasefire Talks

In this article, we will look at Jim Cramer’s Game Plan for 5 Stocks and His Take on the Market Post Iran-U.S. Ceasefire Talks. Please visit Jim Cramer’s Game Plan for 12 Stocks and His Take on the Market Post Iran-U.S. Ceasefire Talks, if you’d like to see the extended list and methodology behind it.

5. Johnson & Johnson (NYSE:JNJ)

Johnson & Johnson (NYSE:JNJ) is among the stocks on Jim Cramer’s game plan as he shared his take on the market post Iran-U.S. ceasefire talks. Cramer noted that it has become his favorite drug stock instead of Eli Lilly, as he said:

Now, my favorite drug stock reports next week, too, and that’s not Lilly anymore. It’s Johnson & Johnson. We own this one for the Charitable Trust, and I think we’re going to hear that it has the most blockbusters and the best pipeline in the industry. This is a company transformed, shedding slower, growing divisions, focusing on research that can produce lifesaving drugs. I eagerly await this one. Now, word to the wise, it’s really important. JNJ has a habit of getting hammered on the news release when it comes out in the morning, okay, and then rallying, once the conference call starts. If it gets blasted, try to get some.

Johnson & Johnson (NYSE:JNJ) develops and sells healthcare products, including pharmaceuticals and medical technologies, with treatments in immunology, oncology, neuroscience, cardiovascular care, and infectious diseases.

4. Citigroup Inc. (NYSE:C)

Citigroup Inc. (NYSE:C) is among the stocks on Jim Cramer’s game plan as he shared his take on the market post Iran-U.S. ceasefire talks. Cramer expects the stock to rise in the coming days, as he commented:

Tuesday’s the first chock-full day of earnings season. It’s got three major banks: JPMorgan, Wells Fargo, and Citigroup. Now, they each have their own characteristics… Citi is now love, love, love by everybody on Wall Street, and it’s the stock that I think is probably the most likely to jump higher next week. It’s like a, yeah, it’s, it’s like a trained rabbit… I don’t know how that happens. It keeps happening. The estimates are always too low. People like the stock of Citi.

Citigroup Inc. (NYSE:C) provides financial products and services across banking, markets, and wealth management. Cramer discussed the company during the January 14 episode, as he stated:

Last but not least, there’s Citigroup, which delivered another good, solid quarter, the latest in a long line of no drama results under CEO Jane Fraser. Excluding a one-time charge related to the… sale of its Russian operations, Citi saw 8% revenue growth while earnings per share were up 35%. Citi had the best in interest income of all banks, up 14%, also ahead of expectations. But as with Bank of America, they benefit from a smaller-than-expected provision for credit losses, which signals confidence in the economy. But it’s not an operational number. Below the top lines, it’s where it hurts. It was a mixed bag. Citi’s services business and its banking business both beat, so did the markets business, but that was driven by fixed income as equity trading fell a bit short. The company’s personal banking in the United States had a shortfall… I liked that business. It needs to really climb. As did the wealth unit, though, the wealth shortfall was very small.

Basically, for Citi, this was another professional quarter, and for a turnaround story like this, it would’ve normally been enough to send the stock roaring. Remember, Citi’s much, much, much, three muchs, cheaper than its peers, even after shooting up 66% last year. But today, with the overall market down and Wall Street deciding these bank earnings were just yawners at best, another solid result from Citi wasn’t enough to send this stock up. We’re all used to seeing it jump after earnings. One of the more interesting tidbits about Citi today didn’t even come from the quarter. In an internal memo sent to employees, which was then picked up by basically every major financial news outlet, Fraser, CEO, said that her bank’s transformation efforts are more than 80% complete. Memo also included news about more layoffs and some interesting commentary about how Citi’s adopting AI. But it matters that the bank’s self-help efforts, which have moved this stock so much, are nearing completion. I gotta wonder how long Citi stock can keep running if the company’s no longer being graded on a curve. For now, though, I think it’s just too, too cheap to ignore. It’s probably the first one I would buy of the ones I just mentioned.

3. Wells Fargo & Company (NYSE:WFC)

Wells Fargo & Company (NYSE:WFC) is among the stocks on Jim Cramer’s game plan as he shared his take on the market post Iran-U.S. ceasefire talks. Cramer praised the company’s CEO during the episode, as he remarked:

Tuesday’s the first chock-full day of earnings season. It’s got three major banks: JPMorgan, Wells Fargo, and Citigroup. Now, they each have their own characteristics… As for Wells Fargo, we own it for the Charitable Trust. This is not an earnings story; it’s a long-term turnaround story, orchestrated by CEO Charlie Scharf, a fantastic bank exec who wants that stock price higher, is willing to buy back a lot of stock to do so.

Wells Fargo & Company (NYSE:WFC) provides financial services, including banking, lending, investment, and wealth management solutions. Cramer highlighted the company’s integration of AI during the February 25 episode, as he commented:

My favorite, the banks, Wells Fargo, Goldman Sachs. The former because it’s doing the best job of integrating AI. Just hired a wiz from Amazon Web Services. The latter because it’s the closest we have to a pure play of investment banking at a time when investment banking is on fire. These are entrenched companies. They’re not going to blow up. Many of these will use AI to cut costs, perhaps better than a Salesforce, or a ServiceNow, or Workday could. Maybe not, though. Maybe these software companies can do it cheaper to stay competitive and just make less money in the process.

2. JPMorgan Chase & Co. (NYSE:JPM)

JPMorgan Chase & Co. (NYSE:JPM) is among the stocks on Jim Cramer’s game plan as he shared his take on the market post-Iran-U.S. ceasefire talks. Cramer mentioned the stock during the game plan and said:

Tuesday’s the first chock-full day of earnings season. It’s got three major banks: JPMorgan, Wells Fargo, and Citigroup. Now, they each have their own characteristics. JPMorgan’s a terrific bank, but it has a gazillion important inputs to its quarter, and its CEO loves to be really cautious. Wall Street often finds things to quibble about, even if they’re not worth quibbling over.

JPMorgan Chase & Co. (NYSE:JPM) provides financial services, including banking, lending, payments, and investment management. In addition, the company offers investment banking, asset management, and advisory solutions. Cramer discussed the stock during the January 14 episode, as he commented:

When JPMorgan reported yesterday, they posted a solid top and bottom line beat, excluding a $2.2 billion reserve that they took related to the Apple credit card and portfolio that they got from Goldman Sachs. These guys delivered a 7% increase in net interest income with 70% growth for their Markets business. That’s fantastic. That’s mostly sales and trading… These are amazing, but the investment banking business came in light, down 5% year-over-year and 11% from the previous quarter. That weighed down by weakness in both debt and equity underwriting, and that was just plain bad. Of course, even when the numbers are pristine, the reaction to JPMorgan’s earnings hinges on the conference call commentary from CEO Jamie Dimon, who’s become the almost Confucius-like figure for the financial industry. And he often says things that really do freak out people, something that happened again yesterday.

This time, Jamie warned that… ‘geopolitical is an enormous amount of risk,’ and he also had some things to say about ballooning budget deficits in the United States… Maybe that’s why after opening flat, you know, it was actually up $5 in pre-market trading. The stock ultimately tumbled more than 4% yesterday before slipping another 1% today. I think JPMorgan’s stock will be fine. A lot of this was simply because the stock had rallied 35% over the previous 12 months before yesterday’s report. In other words, it was due for a breather.

1. The Goldman Sachs Group, Inc. (NYSE:GS)

The Goldman Sachs Group, Inc. (NYSE:GS) is among the stocks on Jim Cramer’s game plan as he shared his take on the market post Iran-U.S. ceasefire talks. Cramer highlighted “Goldman’s specialty” during the episode, as he said:

Let’s get to our game plan for next week. Alright, my Charitable Trust has a very big, long, very big position in, well, in Goldman Sachs. Okay, that’s my alma mater. And when it reports on Monday, barring some serious Iranian action that causes a spike in the price of oil this weekend, I think you’ll see a solid set of numbers and a good reaction to the numbers that Goldman Sachs prints. Now, I’ve gotta tell you, this judgment does stem a little bit from my time at Goldman. Why? Because that’s where I learned to manage and profit from risk. It’s what the firm does best is manage risk. And this volatile market, like the one we are having, that’s Goldman’s specialty.

The Goldman Sachs Group, Inc. (NYSE:GS) provides financial services, including investment banking, asset and wealth management, and banking solutions. During the April 8 episode, Cramer noted that there are “multiple reasons to own this stock,” as he remarked:

How about this Goldman Sachs? Alright, there are multiple reasons to own this stock once you think the coast is clear. I know there’s plenty of money there that could be destined for takeovers now. I think there’ll be a rush of deals as this administration is incredibly pro-deal-making. They never met a merger they didn’t like unless it involves the President’s political enemies, that is. And it represents a lot of advisory business for the investment banks. Now, Goldman reports next week. I think it should be a good one, as we told members of the CNBC Investing Club. We’ve owned the stock for a long time.

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