Investors should add shares of Cisco (CSCO), Panera (PNRA) and Mondelez (MDLZ) to their holdings, according to Jim Cramer, portfolio manager of the Action Alerts PLUS charitable trust portfolio. TheStreet asked Jim Cramer which are the most three interesting sectors to invest in as we head into the fall months. Cramer said he believes the networking sector is coming back, as companies have to refresh their networks. Action Alerts PLUS holds Cisco, and Cramer likes the stock’s 3% yield and the company’s recent partnership deal with Apple (AAPL). Cramer also pointed to a restaurant company, Panera, which Action Alerts PLUS has also been buying. Additionally, Panera has been buying back its own stock, and Cramer believes Panera will have better numbers moving forward. He also said the company will benefit from lower gas prices. Cramer said the food sector is another area for investors to be in. He pointed out that General Mills (GIS) just did a big deal and Campbell Soup (CPB) had strong earnings. Cramer commented that while Campbell’s numbers looked weak on the surface, ‘they are showing the beginning of the turn and I like the natural and organic initiatives.’ Cramer said Action Alerts PLUS is focusing on Mondelez, a company with stakes held by two activist investors, Bill Ackman and Nelson Peltz.
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