Investors must follow the Post-Dot-Com-Buble game book

With industries like Technology and Consumer Discretionnary Driving Meltdown on Thursday after the deployment of the new prices of President Donald Trump, Jim Cramer of CNBC points to investors from the same sectors that increased after the breakup of the Dot-Com bubble in 2000.

CRIRATED stocks Thursday, with the Dow falling almost 4%, the S&P 500 loss of 4.8%, the Nasdaq plunging almost 6% and the Russell 2000 lose 6.4%. However, Cramer said that some companies will do better than others in the Trump prices era.

“You buy actions which have some important characteristics, encapsulated by this one sentence: you want actions of national companies with a power of pricing and tirelessly in the demand or the risk of credit which succeeds well in a slowdown,” said Cramer.

Cramer has highlighted companies in health -related sectors such as drug distribution, insurance and pharmaceutical products. He said pharmaceutical products particularly offer “slow and stable” growth that will keep the new market. Among the names recommended by Cramer were Cardinal health,, Bristol-Myers Squibb And Unitedhealth.

Public services, low -priced retailers, telecommunications and the general public packed will also manage well in a slower economic environment, said Cramer. Some of his best choices in these sectors were Duke energy,, Tjx,, At & t And Procter & Gamble.

Companies in financial technology, like Intercontinental exchangeand real estate, as VentasWho have little or no credit risk are also attractive actions at the moment, added Cramer.

While many of these parts come from the Post-Dotcom Bulle strategy, Cramer has also noted companies that could specifically benefit from Trump prices. Defense entrepreneurs as Boeing And Lockheed Martin Could potentially see gains if countries seeking to appease Trump place major orders with these companies, said Cramer.

It hurts, said Cramer, to turn away from the sectors that have climbed on the current market, such as technology and corporate software. But the April 2000 playbook is back in charge, he said, which limits the options for investors.

“I know that there is nothing more exciting to invest than technology, and technology will again be lucky in the future,” said Cramer. “You now know what worked at the time. And I bet the same groups will work again.”

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Warning The CNBC Investing Club Charitable Trust has actions by Bristol-Myers Squibb and TJX.