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Cramer: 5 Themes in Play for 2012
CNBC.com | January 24, 2012 | 06:17 PM EST

Giant trends always emerge in January, “Mad Money” host Jim Cramer said Tuesday, and this year is no different. He’s identified five themes for 2012 that he believes “transcend the day-to-day noise” in the market.

1. People are spending again. Just look at Coach, Cramer said, which beat expectations when it reported before the bell Tuesday. Shares jumped almost 6 percent on the news, and that move caused people to also buy the “usual discretionary spending suspects” like Ralph Lauren and Whole Foods . But Cramer has his eye on Michael Kohrs , which he thinks could be a new “go-to” name for 2012.

. Texas Instruments , for example, reported quarterly earnings and revenue that beat the Street’s expectations. When the market sends the chip stocks down, he recommends finding a favorite and start buying it. He likes Broadcom but thinks Intel may be the lower risk play.

Cramer pointed to “virtual storage play” VMWare, which says hundreds and thousands are servers are being linked up to the keep information flowing from the cloud to PCs and mobile phones, and F5 Networks, which says the traffic from the cloud to devices is running smoothly. He thinks it may be time to buy some deep-in-the-money call options on Salesforce.com .

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