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Jim Cramer (0:19)
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Harley Finkelstein (0:34)
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Mad Money Producer (0:40)
Read it carefully.
Jim Cramer (0:40)
DIA Subject to risks similar to those.
Harley Finkelstein (0:42)
Of stocks all ATs are subject to risk, including possible loss of principal Alps Distributors Inc.
Jim Cramer (0:45)
Distributor My mission is simple to make you money. I'm here to level the playing field for all investors. There's always a bull market somewhere and I promise to help you find it. Mad money starts. Hey, I'm Kramer. Welcome to Bad Money. Welcome to Cray America. Other people want to make friends. I'm just trying to make you a little money. My job is not just entertainment. Educate to teach you. Call me 1-800-743-CBC. Tweet me at Jim Cramer. When November's up big and you turn the calendar to December, you almost always get some animal spirits going. Animal spirits being the catch all for feel good expression often stands behind a bull market, including this one. Bye bye bye. Sure the average is mostly marked time they Dow dipping 129 points has to be advancing.2.4% but the NASDAQ gained 0.97% representing a nice rebound from some recent shakiness. Today's session was dominated by Intel's decision to oust its underperforming CEO. Now we talk about the day New more of Pat Gelskinners tenure later in the show, but I bet intel speckless days are now behind it, along with its grand ambitions to challenge Nvidia and even AMD which has been crushing intel on both servers and PCs. Those are markets intel used to dominate. I buy the heck out of AMD Handover fiscal is what you're doing for the Chapel Trust. As you know, if you're a member of the CBC Investing club, Gelsinger doesn't get ousted. If he's winning business from amd, he gets Alzheimer's. Losing that business Quite an opportunity. It was also a catch up date for the Mag seven the circle Magnificent seven. A big. You know the tech titans, they've been lagging lately and when they lag, you know what you got to buy because they inevitably play catch up. That's my thesis on mad money. Remember, there's always something good to say or whether it's an upgrade from a long term bear on Tesla we got this morning or aggregate online sales being up double digits which put buyers into Amazon. Or even stories about Apple's phone orders that weren't disastrous. I know low bar. Well, you get a new month, everyone sees how well the previous month did. Well, there's a ton of money that comes in over the transom, so to speak. And that money ratifies the moves of the big biggest of the big cap stocks. Money and means money put to work immediately. Which leads to Magnificent seven magic. Remember, people like to make contributions to the retirement accounts when the year's a good one. And we're seeing that happen almost by rote. And that's almost by rote. Is the transom money? Why does a great November generally translate into a great December? Well, that's all about the mechanics of money management. Before I started my travel trust more than two decades ago, I ran a hedge fund. I was always looking for an edge and one of the most reliable patterns I found is that when December rolls around, you mimic the biggest winners of November. Specifically, I would buy deep in the money call options on those now anointed stocks and then I let them run through December. I want to participate in a well established pattern that started with a bank today. I want to put as much as little capital in to get the biggest bang. I know a lot of our younger viewers play options so I thought I should mention that. So if you're putting money to work in November's winters, which is what I'm advising, let's take a look at what you're buying. Why don't we start pounds here which reported one of the best quarters of the year. Fantastic growth. Fantastic growth. Margins. That's right. Growth and gross margins together. That is fabulous. And they are killing it with federal contracts, including some important work for the Pentagon. Palantir people RIP snoring smart and they tend to win almost everything that they tender for. They also have a great commercial group, but I like their defense work. It's what I used to call a total up stock. Second is Axon Axle and that's the company formerly known as Taser a long time ago. I don't call it that because it obscures all the unbelievable work they're doing to rationalize police stations, make things easier for law enforcement and the justice system. Accident 3 Things happen in November. They report a much better than expected. I mean much. They rolled out a new addition of their software, including valuable AI that saves a huge amount of time and of course money. And this is a definitive Trump stock because there's widespread belief that local law enforcement will get more money from Washington with the GOP trifecta. How about Tesla? What I said has already been said, right? I mean, right now, Elon Musk may be the second most important man in America. He may be the most important as long as he stays tight with Trump. Sure, Tesla issued a new software update today and some people actually talked about that, but everyone knew it was coming. People have been buying this one because they realized that Musk has the President's elect's ear and his loyalty will likely be returned with good news for Tesla, especially the self driving business. To me it seems very transactional. Duh. Fourth, not long ago we covered Texas Pacific Land Corp. A new addition, the S&P 500 that owns more than 800,000 acres of land in the oil rich Permian basin. Now this one's a holdover from a 19th century railroad bankruptcy. All it does is take your money. Even though they don't own the mineral rights, they own the land, which means you need to pay them if you want to drill. I want that business. Landman, what is that thing on my Ben Stodo is our chief scientist and oil man. Also research directors watching Landsman. I don't know about that. Nothing like an oil stock after Trump gets elected though. But be careful. The oils underperformed during the last Trump administration because there was too much drilling. It could happen again. Although when I profiled tech specific not that long ago, I told you it was worth waiting for a pullback. The pullback never came. It just kept going straight up. And you know you have some of those stocks too, I hope. Fifth Tapestries of Rebounding Apparel Co. And its stock is on fire thanks to leader Khan ftc. Yes, something you almost never hear. Something positive she she blocked or the FTC blocked Tapestry from acquiring Capri holdings which Jones, Michael Kors Jimmy choose Versace. The market hated that deal. So when Wall street cheered when Landon Khan shot it down. And that's allowed? Well, it's allowed Tapestry to prosper. It's become an up stock. Next is EPAM Systems, which is an enterprise software company for platform engineering development Stocks come roaring back. Leading is part of the return of the enterprise software primacy over hardware. A palm strength is a green light to buy Salesforce and service now. Bye bye, bye, bye, bye bye. The two biggest enterprise software places I like seven. Oh, here's a while when Warner Brothers Discovery. Now this is bouncing for several reasons. First, its balance sheet is actually improving and it was the biggest worry shooting that down. Second is assets are worth so much more than stocks actually sell it for. Third, this new administration will be a bonanza, ratings bonanza for cnn. Finally, once Biden's gone, media companies can merge again. That optionality is worth more to Warner Brothers than everything else combined. Number eight, Fistra lay up data centers are electricity hogs. We need more power, ideally of the clean variety. That's faster merchant of cleaner and electricity with a nuclear kicker. Although I still do prefer Constellation energy for nukes. Ninth is McKesson, a traditional middleman between the drug companies and the drugstores. Now it's a Trump stock, not because Trump loves the drug distributors, but because I think it was only a matter of time before the Biden Harris regulators went after these guys. There's a widespread belief that the McKesson of the world got a big reprieve, rightly or wrongly. Finally, number 10, my favorite is equity. That's the largest natural gas company in the country. Talk about a Trump stock. Perhaps the single most thriving industry in our country is the liquefied natural gas complex. The apex. All the LNG export terminals in Louisiana and Texas both in existence and those being built or planned. Given we have absurd amounts of natural gas in this country, we're the largest large export in the world. The export market is a bonanza. Almost everyone needs our cheap natural gas. But at the beginning of the year, Biden put a pause in the approval of these LNG terminals. The move caught everybody by surprise, including companies that have spent billions upon billions of dollars doing these things. And it crushed any stock involved in the process. Now, we do expect that the pause is practically maybe eliminated. Go right back to work. The first day of Trump's administration. No wonder equity stock caught fire. It may be the single biggest beneficiary of Trump's election. Now there are other underneath this list, ones that involve traveling. To me that means you could buy anything connected to travel, including the airlines, United's number, number 11 list. Cruise ships work. So does booking holdings. But the bottom line, if you want to know what I think could do best in the month of December or simply what worked best in the month of November. So now you got your marching orders and I say, bye. Bye. Bye. Go to work. Let's go to Nicholas in Georgia.