Jim Cramer's list of cheap stocks to buy in a market trading at record highs

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한 줄 결론: 사상 최고가 시장에서도 우버·케미컬·철강·homebuilder·자동차 등 저평가 종목이 있다는 주장. 우버: 올해 15% 하락했지만 CEO 발언상 라이드셰어·배달 사업이 기대보다 좋고, 운전자 부족은 실업수당 종료 후 해소될 것으로 봄. 전통적 밸류에이션으로는 비싸지만 과거 대비·동종 대비 저평가. 화학주: 리온델바젤은 PER 약 5배, 배당수익률 4.7%로 현금흐름·경영이 좋은데 지나치게 저평가. 트린시오도 PER 5배 미만이라 저평가 주장. 철강주: 클리블랜드-클리프스와 뉴코어가 PER 4~5배. 뉴코어는 세계 최고 철강사로 재무구조·배당이 우수. 델타 변이로 이익이 절반이 되어도 여전히 싸다는 논리. 주택건설주: 레나(Lennar), 스튜어트 밀러, D.R. 호턴 등 PER 약 9배, KB홈은 7배 미만. 금리 상승과 고객 감소를 이미 반영했다고 봄. 신규 주택 수요(코로나·인구) 대비 공급 부족을 근거로 상승 여력 제시. 자동차주: GM·포드 PER 약 8배. 포드는 7년 전 18달러 대비 현재 13.71달러지만 전기차 라인업·재무구조 개선으로 가치 상승 주장. 완성차 재고가 소진되어 full price 판매 중. 리스크: 경기침체 시 이들 가치주가 추가 하락할 수 있음. 출연자 전망은 경기침체가 아닐 것이며 Fed가 금리를 올리지 않으면 homebuilder가 급등할 수 있다는 낙관론. 출연자: Jim Cramer 본인 발언 위주이며 사회자/인터뷰 대상 발언은 제외.

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01. there are plenty of other big name stocks that have been left behind i mean take uber i mean honestly take uber this thing's down fifteen percent for the year yet this morning ceo darachus rothari told us on squawk box not on squawk on the street just in case you're wondering squawk box that the business is much better than expected for both ride sharing and delivery those are the twins okay the only problem is that there aren't enough drivers but he gave us some evidence strong evidence that the driver shortage will go away uh once the expanded unemployment benefits expired in the summer he gave us a bunch of cities where the where the benefits had already gone down and those don't have shortage of drivers granted uber is not cheap on any traditional valuation metrics but it's certainly undervalued versus where it's been trading and its peers okay now let's just talk about stocks that are being given away let's talk about the chemical stocks now these trade like we're headed for a truly nasty recession we recently had lion dell basil on the show and they diverse maker of all sorts of plastics really boring uh but that's all right even bori's okay chemical company right and this thing sells for five times this year's earnings and it's got a four point seven percent yield five times four that's insane considering it's prodigious cash flow and excellent management it's hard to come up with any justification for why lion dell should be this cheap but money managers just say forget it jim it's pete earnings which i must be like forget it jake it's chinatown how about trinsio i know the name itself says sell right but how about trendy it's a plastic company we've praised in the past changed it less than five times earnings i don't know forget it jake it's the same story with the steel makers barring a worldwide calamity not peak but actually maybe an apocalypse some of these valuations are absurdly low cleveland cliffs and nucor sell four and five times earnings while cleveland cliffs is a cobbled together company with a not so good balance sheet nucor is the best one steel maker on earth one that's making fortunes right now with a terrific balance sheet and a healthy dividend yes peak it won't go up but i don't think we're at peak you might shy away from owning something like robin hood but the steels even if the delta variant crushes the global economy and cuts their earnings in half the stocks would still be ridiculously cheap it's the same deal with the home builders i mean total doug he's a really good manager lennar stewart miller is that good dr horton they're all clustered around nine times earnings except for kb homes which sells for less than seven times earnings these stocks are all pricing in a future with much higher mortgage rates and no customers yet they don't reflect the relentless demand for new homes created by both covid and plain old population growth that's people having children if fed chief jay pal stays true to his word and lets the economy percolate rather than raising interest rates these stocks can roar or let me put it another way we're currently building 1.6 million new homes right now in this country okay we have demand for two million homes two million finally they're the automakers these are hard some by the chip shortage and rising raw cost gm ford now traded around eight times earnings i know that may be wildly overvalued if we're going to recession or if it's peak chinatown but i don't think we're going into a recession and it seems nuts to think the fed will create one right as we get another huge covet outbreak forget it jim no i won't forget it when it comes to the autos pretty much every car they get on the lot sells and sells at full price there's no disc cutting out there no so look at it this way seven years ago seven years ago ford traded at eighteen dollars okay i know i was a deer board i was there when they were making the trucks eighteen dollars now ford's at thirteen dollars and seventy one cents okay eighteen thirty do you really think that no value was created in the last seven years do you think that this company should be worth less now than it has a full line of electric vehicles in the way a rapidly improving balance sheet and a commitment to stop building cars in countries where it has a long history of losing money when i think of the new ford i don't think of losses i think have sold out as in everything they make seems to be sold out and jim farley is really changing that that company bottom line i know this takes teams contrarian in a world where how long can this craziness last but my most frequently asked question after when i cannot get some none gyms none better pickles the answer forget the craziness focus on the cheap stocks that have done nothing and sell for penis they're a lot more plentiful than you might think even more plentiful than a bushel and a pack of jim's none better sour dill