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Market rotation creates buying chances in quality stocks like J&J, PepsiCo, Starbucks, says Jim Cramer

Analyst Insights
06 Jul 2026
CNBC
View Source
Bullish
pluang ai news

Jim Cramer advises investors to view the recent market rotation as a buying opportunity for high-quality stocks that were unfairly sold off due to institutional portfolio shifts. He highlights companies such as Johnson & Johnson, PepsiCo, Starbucks, Constellation Brands, and TJX as undervalued despite solid business fundamentals. This rotation followed a slowdown in June job growth, prompting large investors to reposition holdings, which temporarily depressed these stocks. Cramer believes these conditions offer a chance to buy strong companies at a discount ahead of their upcoming earnings reports.

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