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These are CNBC Jim Cramer's shares that you think you should buy right now



Last week, Jim Kramer kept his annual fantasy project open, and the Crazy Money host is now helping investors scan the waiver market to find some deals.

"This is some kind of authentic fantasy football diversion, which means trying to get some deals, players that are not signed by other teams that turned out to be interesting prospects or dropped and maybe shouldn't be," Kramer said

In addition to Okta, Service Now and Salesforce.com, which he also selected last week, here are the new companies Cramer believes investors will add to their portfolio in Week 1:

Starbucks

Coffee giant Starbucks declines by more than 5% Thursday, closing at 90.98 in Wednesday, Shares were hit by comments last week by CEO Kevin Johnson, who said fiscal revenue next year would be slower than expected as one-off tax breaks boost revenue in 201

9 and through a new investigation

But Kramer is not bothered by any of these developments, saying that Johnson's remarks do not really matter because "the company's model of growth Income is intact. "

The problem with the SEC" was no boom simple and simple, "argued Kramer.

"There were 200 more companies that were put under the mark. It was a routine accounting investigation for an industry. Only Starbucks made headlines," Kramer said.

All told, this makes Starbucks a good bundle of release wire, Kramer said.

VM Ware

The shares of VMWare, which closed at 154.43 on Wednesday, were down nearly 25% from the 2019 high from 205.52 in May 16.

But Kramer said that he has renewed confidence in Palo Alto, a California-based company, in part because COO Sanjay Poonen explained on Tuesday Crazy Money how its latest acquisitions could benefit him.

VMWare, a cloud virtualization company, acquired the cyber security firm Carbon Black and Pivotal, which has products that help companies create and install their software on a variety of server infrastructures. The acquisitions were estimated at $ 4.8 billion.

"I was skeptical given that Pivotal seemed to be the master of VMWare Dell's parent company. But Poonen changed his mind," Kramer said. "I also believe that the Dell-Crowdstrike connection will be repeatedly encrypted since the acquisition of Carbon Black. No wonder VMWare has made more than a dollar today."

Splunk

Splunk CEO Doug Merritt's "Crazy Money" last week and after reflecting on what he heard, Kramer said he saw a strong investment opportunity.

"I believe we get a chance to buy it in an incredible market," Kramer said. "Spunk is the best data analytics game to help its customers get real data from machine data. And in a world where Salesforce.com is eager to buy Tableau Software, if that were to be the case, Spunk would it could make a lot of sense as an ingestion target, "Kramer said.

Splunk, which focuses heavily on analyzing big data, saw its stock decline by nearly 20% from its high in 2019. It sits at 113.89 after Wednesday's close, down from 140.73 on July 26th.

"Splunk is real, and this stock market is acting as if it is false," Kramer added.

Potential Elections

Kramer suggested two more companies that would make sense as a possible choice for opt-out wire: Shopify and Chipotle.

Cramer praises Shopify for its recent acquisition of a $ 450 million 6 River Launch Automation warehouse. Shopify is expected to take second place after Amazon for US e-commerce soon.

"But the stock is in a declining trend – now it has given up 70 straight points – and who knows when it will find the bottom. Maybe that happened today," Kramer said, noting that his shares raised $ 10 in Wednesday.

As for Chipotle, Kramer said, as he is the best performer in the S&P 500, but is still starting to hit the wall because of the stock market rotation, "he is obliged to scare people who then continue to ignite the causes of the decline. "

"But there are none," Kramer said, adding that Chipotle also fell into the same SEC investigation as Starbucks.

In fact, business seems to be accelerating, Kramer said.

"When you have the chance to buy the best of the best at almost 10%, it's like tidying up a wide receiver for a week to wait," Kramer said.


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