Healthcare, biotech, the U.S. dollar and oil prices are what investors will want to watch in Q2, says TheStreet’s Jim Cramer. He says in Q1 the winner was healthcare because the economy did slow. Cramer thinks people are starting to realize that the data from February and March was weak and that’s one of the reasons why biotech was so strong and why healthcare in general was so strong. You’re going to see a similar pattern in Q2 because you’re going to see the international companies that are based here disappoint because of the strong dollar and that’s going to be a continual theme, he says. So find your healthcare favorites and do some buying, says Cramer. He adds that he still thinks restaurants and retail will be good because you want domestic and he doesn’t see gasoline going up any time soon.
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