Investors should follow the textbook-bubble

With industries such as technology and discretionary discretionary driving on Thursday Market crash after the president Donald Trump 'S Introduction of a new one TariffsJim Cramer from CNBC indicates investors in the same sectors that arose after the dot bubble broke in 2000.

Crater supplies on Thursday, z DO almost 4%falls, S&P 500 dropping 4.8%, Nasdaq immersion of almost 6% and Russell 2000 Loss 6.4%. Despite this, Cramer said that some companies would be better than others in the Trump's era.

“You buy shares that have several important features, closed by this one sentence: you want reserves of domestic companies with price power and without loosening or credit risk, which are doing well in slowing down,” said Cramer.

Cramer emphasized companies in health -related industries, such as drug distribution, insurance and pharmaceuticals. He said that pharmaceuticals especially offer “slow and permanent” growth that will persist in the new market. Among the names of the recommended Cramer were The health of cardinalsIN Bristol-Myers Squibb AND Unitedhealth.

Cramer said that the media, cheaper retailers, telecommunications and consumer packed goods are also doing well in a slower economic environment. Some of his best types in these sectors were Duke EnergyIN TJXIN At & t AND Procter & Gamble.

Financial technology companies, like Intercontinental exchangeand real estate, like TurnoverCramer added that they have little credit risk, they are currently attractive inventory.

While many of these pieces come from the post-Dotcom bubble strategy, Cramer also noticed companies that can use Trump's tariffs. Defense performers like Boeing AND Lockheed Martin Cramer said that he could potentially see profits if the countries that want to calm Trump completed with these enterprises.

It hurts, said Cramer to turn away from the sectors that have increased in the current market, such as Tech and Enterprise software. However, he said that the textbook from April 2000 returned, which limits the options for investors.

“I know that investing has nothing more exciting than technology, and technology will have its chance in the future,” said Cramer. “Now you know what worked then. I bet the same groups will work again.”

Register now That CNBC Investing Club follows Jim Cramer on the market with every move.

Reservation CNBC Investing Club Charitable Trust has Bristol-Myers Squibb and TJX actions.