American Invest Hub
  • Politics
  • Investing
  • Business
  • Latest News

American Invest Hub

  • Politics
  • Investing
  • Business
  • Latest News
Business

Post-dot-com bubble playbook suggests these two sectors could thrive during a market downturn

by admin April 8, 2025
April 8, 2025
Post-dot-com bubble playbook suggests these two sectors could thrive during a market downturn

Trump tariffs, an escalating trade war, and the related concerns of a recession before the end of this year have hurt US stocks rather significantly since the start of 2025.

At writing, the benchmark S&P 500 index is down some 17% versus its year-to-date high.

However, famed investor Jim Cramer continues to expect some sectors to hold up well amidst the current market downturn.

He recommends following the post dot-com bubble playbook, which suggests the following two sectors could help investors remain in the green despite ongoing headwinds.

Healthcare

Jim Cramer recommends sticking with reliable healthcare stocks, particularly those focused on drug distribution and insurance, amidst the current market downturn.

While the new tariff environment is expected to hurt the US pharmaceutical stocks, he continues to see some names within pharma as well-positioned to navigate the macro challenges.

Cramer’s bullish view on health-related stocks is driven from the post dot-com bubble playbook.

He’s positive as companies in this sector have a history of offering “slow and steady” growth during challenging times.

Some of the stocks within this space that he’s particularly constructive on amid the broader market weakness include UnitedHealth, Bristol-Myers Squibb, and Cardinal Health.

UNH, BMY, CAH – all three of Cramer’s picks from the healthcare industry have done relatively well this year despite fears of a tariffs-driven recession in the back half of 2025.

Wall Street seems to agree with the Mad Money host on all three names as well.

The analysts’ average price target on all three currently indicates a potential upside of more than 10% from here.

Additionally, Cramer’s top healthcare stocks, UNH, BMY, and CAH, pay a dividend yield of between 1.5% and 4.5% at writing, which makes them all the more exciting to own at current levels.

Utilities

Another sector that Jim Cramer expects will do well moving forward, based on his analysis of the post dot-com bubble playbook, is “utilities”.

According to the former hedge fund manager, investors should ignore the tech sector and focus on “stocks of domestic companies with pricing and with no slackening in demand or credit risk” amid the current market downturn.

And utilities stocks are fully in line with this criteria, he argued recently on “Mad Money”.

Some of the names that he particularly likes within this sector include American Electric Power and Duke Energy.

Both of these stocks are the rate bright spots in the broader market weakness in 2025.

Both AEP and DUK are currently up well over 10% versus their respective year-to-date lows.

The famed investor also recommends buying American Electric Power and Duke Energy because they offer a healthy dividend yield of more than 3.0% at the time of writing.

The post Post-dot-com bubble playbook suggests these two sectors could thrive during a market downturn appeared first on Invezz

0
FacebookTwitterGoogle +Pinterest
previous post
Apple’s market cap loss nears $640B as tariff fears mount; Jim Cramer urges investors not to panic sell
next post
Cardano and Ethereum prices remain on edge as Bitcoin Pepe surges

Related Posts

U.S. economy added 353,000 jobs in January, much...

February 4, 2024

Forget Affirm, Block, and Klarna; this BNPL stock...

November 26, 2024

eBay stock price could surge to $118 despite...

January 9, 2025

One Gravity NFTs sell out in 60 seconds...

March 14, 2025

Cantor, Tether, and SoftBank back $3B Bitcoin fund...

April 23, 2025

Trump and Putin to meet next week; White...

August 7, 2025

Trump Media (DJT) stock soars 19%, marks fourth...

October 9, 2024

PDD stock doji points to a reversal as...

August 24, 2025

Indian equity markets remain volatile; Nifty Bank, ONGC...

October 4, 2024

ZRC price rallies 80% as Zircuit announces Hyperliquid...

July 24, 2025

    Stay updated with the latest news, exclusive offers, and special promotions. Sign up now and be the first to know! As a member, you'll receive curated content, insider tips, and invitations to exclusive events. Don't miss out on being part of something special.


    By opting in you agree to receive emails from us and our affiliates. Your information is secure and your privacy is protected.

    Latest News

    • Europe markets open in green ahead of Fed decision: FTSE 100, STOXX 600 rise

      September 17, 2025
    • Money, power, AI: what Trump’s UK visit is all about

      September 17, 2025
    • China bans Nvidia AI chips in escalating tech rivalry: here’s what it means

      September 17, 2025
    • Indian investors hoard gold, driving up prices and boosting bank profits

      September 17, 2025
    • Why India’s gold demand is expected to dip this festive season

      September 15, 2025

    Categories

    • Business (3,974)
    • Investing (2,877)
    • Latest News (2,063)
    • Politics (1,530)
    • About us
    • Contact us
    • Privacy Policy
    • Terms & Conditions

    Disclaimer: americaninvesthub.com, its managers, its employees, and assigns (collectively “The Company”) do not make any guarantee or warranty about what is advertised above. Information provided by this website is for research purposes only and should not be considered as personalized financial advice. The Company is not affiliated with, nor does it receive compensation from, any specific security. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendation. Any investments recommended here should be taken into consideration only after consulting with your investment advisor and after reviewing the prospectus or financial statements of the company.

    Copyright © 2025 americaninvesthub.com | All Rights Reserved