Squawk on the Street Cramer’s Morning Take: P&G 11/21/25
Nov 21, 2025
Jim Cramer emphasizes the importance of dividend-paying stocks like Procter & Gamble ahead of anticipated Fed rate cuts. He discusses the strategy of selling high-flying winners while exploring opportunities in beaten-down stocks. The conversation also touches on the link between commodity weakness and improved U.S.-China relations, signaling a potential uptick in demand for soybeans and aerospace. Additionally, Cramer has his eye on Boeing and NVIDIA as indicators for market bottoms.
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Buy Dividend Stocks Before Fed Cuts
- Buy dividend-paying consumer staples ahead of an expected Fed rate cut.
- Jim Cramer highlights Kimberly-Clark and Procter & Gamble as yield plays to consider.
Winners Get Sold, Staples Look Attractive
- The market is rotating from high-flying winners into lagging, dividend-paying names.
- Cramer notes winners are being sold while staples like Kimberly and P&G lag, creating opportunity.
Buying Procter As An Example
- When they bought Procter earlier in the week it was down about 15% for the year.
- Cramer uses that example to show how beaten-down staples can become buying opportunities.