Jim Cramer: Stealth Tech
Editor's note (Part 5 of 7): The following is text from Jim Cramer's keynote speech at The Deal Economy Event on Dec. 5 at the New York Stock Exchange, New York City. To watch video replays of the event, click here. To read more content from Jim Cramer on Real Money, click here.
NEW YORK (TheStreet) -- A fifth theme that will make you money in 2014? Think stealth tech and the power of innovation. When we think of tech we think of Microsoft
To get real innovation these days, real progress, you have to consider companies like Colgate
Other stealth tech plays to examine? How about Under Armour
But perhaps the most inventive major tech company out there is none other than the once-sleepy Wilmington, Del. colossus Dupont
Next year, she will be spinning off her last commodity business, her boom-or-bust Ti02 franchise, a classic little-value-added product line that makes whiteners for things like toothpaste and paint. I think the new Dupont, with little commodity exposure, will see a dramatic lift to its price-to-earnings multiple as it goes from being a boring GDP play to a secular growth company.
Click here for Part 4.