Squawk on the Street Cramer’s Morning Take: P&G 12/15/25
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Dec 15, 2025 Jim Cramer champions a recovering consumer staple as perhaps the top pick in their portfolio. He emphasizes the importance of balance sheets over tech hype, criticizing misread market bubbles. Cramer also points out standout winners like Hershey, Coca-Cola, Goldman Sachs, and Capital One amidst market rotations. The hosts encourage listeners to engage with the CNBC Investing Club for more insights.
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Rotation From Tech To Quality Names
- The market is rotating away from tech into quality consumer and financial names like Hershey, Coca-Cola, Goldman Sachs, and Capital One.
- Jim Cramer argues balance-sheet strength, not hype, is driving current outperformance across sectors.
Reallocate Toward Strong Balance Sheets
- Do pay attention to non-tech sectors and learn to read balance sheets to avoid being blindsided by weak corporate fundamentals.
- Cramer recommends reallocating toward companies with strong balance sheets and steady earnings.
Procter & Gamble Setup Looks Strong
- Procter & Gamble recently hit a 52-week low but is showing signs of recovery and leadership change.
- Cramer calls P&G possibly the best stock in the Club's portfolio given its international focus and favorable setup.