In this article, we will look at Jim Cramer’s Mad Money Recap: Everything He Said About McCormick, KB Home, and Other Stocks. Please visit Jim Cramer’s Mad Money Recap: Everything He Said About McCormick, KB Home, and 7 Other Stocks if you’d like to see the extended list and methodology behind it.
5. Paychex, Inc. (NASDAQ:PAYX)
Paychex, Inc. (NASDAQ:PAYX) is one of the stocks in the recent Mad Money recap of everything Jim Cramer said about his upcoming game plan. Cramer noted that the company has been under pressure due to AI, as he commented:
Wednesday’s a quandary. We’ve got two of the most poorly performing stocks of two high-quality companies that report in the morning, Cintas and Paychex… Now, Paychex, on the other hand, is a payroll processor. We’ve had them on many times. Small, medium-sized businesses. It’s been under pressure as we keep hearing that an Anthropic or an OpenAI can do better.
So Cintas is about stock arbitrage. This is about AI. Paychex now yields 4.7%. It’s bottomed at level four. In another market, I’d just tell you, you know what, the yield represents safety, let’s just go in and start buying. But there are so many stocks that yield 5 and 6% right now, and that hasn’t stopped the decline, so I’m a little more concerned. The longs are shadow boxing with the shorts on this one. I can’t tell who’s going to win.
Paychex, Inc. (NASDAQ:PAYX) provides human capital management solutions, including payroll processing, payroll tax and compliance, HR administration, benefits, and workforce management for small to mid-sized businesses.
4. Cintas Corporation (NASDAQ:CTAS)
Cintas Corporation (NASDAQ:CTAS) is one of the stocks in the recent Mad Money recap of everything Jim Cramer said about his upcoming game plan. Cramer highlighted the company’s UniFirst deal during the episode, as he commented:
Wednesday’s a quandary. We’ve got two of the most poorly performing stocks of two high-quality companies that report in the morning, Cintas and Paychex. Cintas provides uniforms and first aid equipment to more than 1 million small and medium sized businesses. It’s so well run. UniFirst, its chief rival, well, get this, Cintas has been trying to buy this company since 2022.
I always thought antitrust would stop it, but they’ve now agreed to merge, and I think it’s incredible. It is amazing that antitrust is blessing this. Now, UniFirst, it was pricey. Cintas is paying a lot of money for the combination, but because the deal is half cash and half stock, I think the stock portion is sending everything down because arbitrageurs are moving this stock down. And that means you’ve got a real opportunity to buy Cintas when the deal closes. And I want you to do it. The stock is way too cheap.
Cintas Corporation (NASDAQ:CTAS) provides uniform rental, facility services, and workplace supplies, including garments, mats, restroom products, and cleaning services. Moreover, the company offers first-aid, safety, and fire-protection products and services. We recently mentioned the stock in our list of the best safe dividend stocks for 2026. You can read more about it here.
3. AAR Corp. (NYSE:AIR)
AAR Corp. (NYSE:AIR) is one of the stocks in the recent Mad Money recap of everything Jim Cramer said about his upcoming game plan. Cramer made some positive comments on the stock, as he remarked:
Now what else? We had AAR on recently. It’s a company that services commercial aircraft, but I bet it’s going to perform very well, as we know there’s a lot of activity in the space. But I do wonder what they can say to soothe concerns about a potential slowdown in air traffic. It’s a tremendous company, great long-term value. If the stock gets hit, could be attractive.
AAR Corp. (NYSE:AIR) supplies aircraft parts and components for commercial and defense aviation and offers services ranging from airframe inspections to interior refurbishments. Cramer shared his thoughts on the stock when a caller asked for his advice on it during the January 29 episode. He said:
Okay, at times, I’ve been worried about this because the, believe it or not, the gross yield is too high, and this is one of those times. That yield’s 15%. That is worrisome for me. That is not a bargain. When you see that kind of height in a yield, that is not a bargain.
2. KB Home (NYSE:KBH)
KB Home (NYSE:KBH) is one of the stocks in the recent Mad Money recap of everything Jim Cramer said about his upcoming game plan. Cramer discussed the stock in light of the current housing market conditions, as he stated:
Tuesday, we hear from the beleaguered housing sector when KB Home, that’s a national builder, started in California, was kind of a regional, will tell us what I expect to be a tale of lukewarm sales because mortgage rates are just too high. This prelude to the spring selling season will be a reminder of how the home builders have stalled out here. The weakness in housing is a major reason why I believe the Fed should keep rate cuts on the table despite inflation caused by higher energy costs.
There simply aren’t enough transactions occurring, and home sales can play a big role in giving this economy the oomph it so desperately needs now. I know there’s a huge reshoring effort happening in the data center business…. We know from FedEx… quarter just last night, e-commerce is very strong, but housing punches above its weight in the economy, and we have very little building and almost, we have the fewest… It’s the worst home business market in 40 years. I’d like to hear KB Home offer a solution. I bet you they don’t have one.
KB Home (NYSE:KBH) builds and sells homes for various buyers and provides related financial services, including mortgage, insurance, and title services.
1. McCormick & Company, Incorporated (NYSE:MKC)
McCormick & Company, Incorporated (NYSE:MKC) is one of the stocks in the recent Mad Money recap of everything Jim Cramer said about his upcoming game plan. Cramer started his game plan with the stock and said:
Now, one thing I am hoping for this weekend that could be good is that McCormick, the flavor and spice company, I’m hoping they’ll buy Unilever’s food division. We heard this morning that they were in talks. It could be expensive, absolutely, but these kinds of brands, Hellmann’s mayonnaise, Knorr’s soups, Colman’s mustard, they don’t come up for sale very often. And this group is so challenged for growth that I hope McCormick buys some. Yes, they could dominate whole aisles in the supermarket after this acquisition. That’s the only way to get a packaged food stock rally in this environment. They’re one of the worst groups in the entire market.
McCormick & Company, Incorporated (NYSE:MKC) produces and sells spices, seasonings, condiments, and flavor products for consumers and food manufacturers. It is worth noting that Cramer mentioned the stock as part of his game plan presented during the January 16 episode, and said:
The food stocks have been miserable, but one that still has a premium multiple because of its impressive growth from yesteryear is McCormick. We’re going to, look, you know what, we have to see if that can stick. Now, I liked this stock before, when the growth was from overseas. I frankly don’t know if it’s capable of really beating the numbers anymore, though. The packaged food business, I’m calling it the new coal in this market.
While we acknowledge the potential of MKC to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than MKC and that has 100x upside potential, check out our report about the cheapest AI stock.
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