Netflix (NASDAQ: NFLX) and Domino's Pizza (NYSE: DPZ) exploded higher on Tuesday after announcing strong earnings, leaving Jim Cramer suspecting something bigger is going on underneath the stock market's surface.
Consumers have now changed their habits, and the "at home" economy has become a way of life, he said.
"Don't forget that many of these items and devices and trends start with apps. Apple (NASDAQ: AAPL) apps. Mobile, and specifically the iPhone is a huge component of this trend," the " Mad Money " host said.
The stay-at-home market isn't just limited to Domino's and Netflix, either, Cramer said. Many private companies such as Blue Apron, Postmates and Caviar have all reaped the rewards of a culture at home.
Of course, there is Amazon (NASDAQ: AMZN), which is the ultimate stay-at-home story. The idea of not needing a car and having everything delivered has crushed many bricks-and-mortar companies.
"Amazon Prime is one of the great bargains of all time and it is winning the war of retail," Cramer said.
Cramer also had the opportunity to speak with Domino's Pizza CEO Patrick Doyle on how it managed to deliver such a strong quarter.
Doyle explained that with the recent rollout of ordering on Facebook, the company has aimed to make it easier for customers to order from Domino's. Doyle attributed the 13 percent domestic same-store sales growth to the company's digital efforts, analytics, value and franchisees.
"At the end of the day what really drives it is our franchisees and our store managers executing. You can't get a 13 [percent], that much volume growth, without an awful lot of terrific execution," Doyle said. "They got it done, our supply chain kept them supplied, our technology people kept the technology working. It was a terrific team effort to put up this kind of a quarter."
But with most of the supermarket and packaged food stocks have become almost toxic lately, leaving Cramer to focus on another way to play the food industry.
"With more people choosing to eat at home these days, I think McCormick (NYSE: MKC) is a natural winner because if you are going to cook for yourself, you need to buy your own herbs and spices," Cramer said.
McCormick is the global leader in spices, herbs, seasoning mixes and condiments that makes both private and branded labeled items.
McCormick also has a smaller dividend than the typical consumer packaged goods stock, but Cramer said that could be a good thing. Many investors who hold others in the group do so for the yield, and they are likely to sell once the Fed raises interest rates and bonds become more attractive.
"I think the recent pullback in this stock is giving you an amazing buying opportunity and I wouldn't be too worried about the valuation, given management's ability to execute," Cramer said.
With oil now above $50 a barrel, Cramer was shocked that commodities have performed much better than expected this year.
To find out where commodities could be headed, Garner looked at the charts of the most widely monitored commodity indices, the Goldman Sachs index (CME:Index and Options Market: .SPGSCI) and the Dow Jones commodity index (Dow Jones Global Indexes: .DJCI).
Garner's research in the charts found that commodities could head even higher. Only this time, oil and gas won't lead the charge. It will be led by grains, meats and maybe metals.
However, Cramer is also very much aware that some investors prefer to invest in index funds. After all, if they tend to beat active money managers, what is the point?
"I think that an individual investor picking a few stocks I a heck of a lot better than finding a money manager who is running a whole portfolio," Cramer said.
That is why Cramer is a huge proponent of the idea that individual investors should augment their 401(k) and IRA funds to have five to 10 stocks in their portfolio, as long as they have the time and inclination to do the homework.
In the Lightning Round , Cramer gave his take on a few caller favorite stocks:
Charter Communications (NASDAQ: CHTR): "I like the cable business very much, in full disclosure we own the stock of our parent Comcast, but I think cable is here and doing a lot of good things. And people keep underrating it."
CVS Health (NYSE: CVS): "I like that idea. I think that the stock has come down too much because of one of the divisions that it has, and I think that is wrong. I think that the company itself is doing quite well."
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