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CNBC's Jim Cramer said Thursday earnings season has revealed investing themes he thinks will produce the market's best buying opportunities.
"I love themes. They help you craft a portfolio of stocks with the wind at their backs, not in their faces — the kind of stocks that you can confidently buy more of when they go down," the "Mad Money" host said.
For investors trying to decide what stocks to buy, Cramer said a good place to start is by focusing on broader market themes to narrow the field. He said the latest earnings season has reinforced five themes that he thinks can help investors identify attractive stocks.
The first theme, Cramer said, is a surprisingly resilient consumer. Despite widespread concerns about inflation and slowing spending, he said earnings from banks, travel companies and retailers tell a different story.
