Wednesday, August 01, 2018 8:18:01 PM
https://www.cnbc.com/video/2018/08/01/cramer-finds-new-ways-to-play-the-stay-at-home-economy.html
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Finally, for investors seeking more under-the-radar names, Cramer recommended Prologis, a real estate investment trust focused on logistics and warehouses, and Turtle Beach, a company that makes high-end computer peripherals like headsets for gamers.
Prologis' thesis was simple: its No. 1 customer is Amazon, practically the king of the stay-at-home economy, and the REIT recently announced that it would buy DCT Industrial Trust, cementing its leadership in the space.
As for Turtle Beach, Cramer admitted that its stock was much more speculative. Shares of the video-gaming play have rallied more than 1,400 percent year to date.
"The bottom line? When you have a powerful long-term theme, don't just sit on your winners," Cramer concluded. "Think about who else could benefit from it and augment your hand. When it comes to the stay-at-home economy, you might want to add any one of these ... [to] your shopping list. Include one. Oh, and maybe even Turtle Beach, but only for pure, unadulterated, rank speculation."
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