Investors must follow the post-com-bubble PlayBook

Thursday with industries such as technology and consumer discharge Market Meltdown Following the President Donald Trump ‘s new tariffsCNBC’s Jim Cramer gives investors in the same sectors that load after the Dot-COM Bubble blown in 2000.

Squares on Thursday Dow About 4% fall, S & P 500 4.8% Pours, Half almost 6% of and the Russell 2000 6.4% lose. However, Cramer has some companies that do better than the others in the Trump Tariffs.

“You buy shares with several important features, it is surrounded by a sentence: the reserve power of local companies and without the requirement or credit risk required” Cramer.

CRamer stressed companies in health-related fields such as medication, insurance and pharmacy. He said that the pharmaceuticals offer “slow and durable” growth, especially in the new market. Was the recommended cramer among the names Cardinal health, Bristol-Myers Squibb and The same as a combination.

Cerer, Utilities, Low-esteem retailers, telecommunications and consumer packaged goods will also be good in a more slow economic environment. Were some of the best choices in these sectors Duke energy, Tjx, AT & T and Procter & Gamble.

Companies in financial technology, as Continuation exchangeand real estate, as SalesAt the moment, no credit risk is also attractive shares, the cramer added.

Many of these plays, the Cramer from the Post-DotCOM bubble strategy, also noted companies that could benefit from Trump tariffs. Defense contractors like Boeing and Lockheed Martin Countries wishing to satisfy Trump are thinking of placing large orders with these enterprises, they saw the gains potentially.

The cramer hurts, turning away from the sectors that are fine in the current market, such as Tech and enterprise program. However, the PlayBook is headed by April 2000, he said, and it limits investors’ choices.

“I know there is nothing more interesting to invest more from technology, and technology will be a chance to come again in the future,” he said. “Now you know what happened later. And I bet the same groups will work again.”

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Defender CNBC Investment Club saves the shares of the philanthropist trust Bristol-Myers Squibb and TJX.