Investors should keep an eye on the game book

With branches such as technology and discrete consumer management on Thursday a market crisis After the president Donald Trump ‘S unfold new tariffsJim Kramer, CNBC shows investors in the same sectors that grew after Bubble Bubble burst in 2000.

Reserves trimmed on Thursday, with Chain falls almost 4%, S&P 500 shedding 4.8%, Nasdaq immerse yourself by almost 6% and Russell 2000 Loss of 6.4%. However, Kramer said that Trump’s tariffs would be better than others.

“You buy shares that have a couple of important characteristics, encapsulated this one sentence: you want stocks of domestic companies with pricing and without relaxation of demand and credit risk that slows down,” Kremer said.

Cramer has highlighted health companies such as drug distribution, insurance and pharmaceuticals. He said that pharmaceuticals are particularly offering “slow and sustainable” growth that will hold on to the new market. Among the names recommended by the shopkeeper were Cardinal Health. Bristol-Myers Squibb and Unitedhealth.

Utilities, retailers, telecommunications and consumer consumer goods will also work well in slower economic conditions, Kremer said. Some of his main elections in these sectors were Duke energy. Tjx. AT&T and Procter & Gamble.

Companies in financial technology like Intercontinental exchangeand real estate as VendorKramer added that Kramer also has no credit risks.

While many of these plays come from the Bubble Post-Dotcom strategy, Kremer also noted companies that can specifically use the tariffs on Trump. Contractors which defense contractors like Boiling and Lockheed Martin Kremer said you could potentially see the profit when the countries seeking to reassure Trump to place big orders.

According to Kremer, Kramer turns away from the sectors that flew on the current market, such as Tech and Enterprise Software. But in April 2000, it responds, and it limits the options for investors.

“I know that in the future there is nothing more exciting than Tech, and Tech will have its chance again,” Kremer said. “Now you know what worked then. And probably the same groups will work again.”

Sign up now For the CNBC investment club to keep track of Jim Cremer’s step on the market.

Refusal CNBC Investing Club Club Trust owns Bristol-Myers Squibb and TJX.