TheStreet’s Jim Cramer is keeping an eye on Walgreens (WBA) and Constellation Brands (STZ) as both companies report their latest quarterly results before the opening bell Thursday. The drug store group is on fire, Cramer says, and they trade much like the dollar stores. He points out that his charitable trust portfolio, Action Alerts PLUS, just recently sold Walgreens for a huge gain. But the group is on fire, he reiterates, and advises investors to keep an eye on this space. As for Constellation Brands, Cramer says the company got a sweetheart deal from the Justice Department and the stock has been up ever since. He says CEO Rob Sands has done a great job and two brands in particular are hot: Corona and Modelo. Cramer says investors should hope Constellation Brands comes down so that you can buy some.
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