This Day On The Street
Continue to site right-arrow
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Cramer's Action Alerts PLUS - See his portfolio and get alerts BEFORE every trade. Learn more NOW!

Cramer's 'Mad Money' Recap: Separating Fact From Fiction

Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener.

NEW YORK ( TheStreet) -- After last night's presidential debate, the markets were abuzz with ideas of how to profit from an Obama or Romney win.

That's why Jim Cramer offered his take on the event for his "Mad Money" viewers Thursday to help separate the facts from the fiction.

Cramer said while Mitt Romney supports North American energy independence, that's not a sign to buy the coal stocks. Coal's fate rests with Chinese demand, not U.S. demand.

He said the real beneficiaries would be utilities American Electric Power (AEP) and Southern Company (SO), which would likely spend less to update their coal-fired power plants under Romney.

Cramer also gave the nod to buy Union Pacific (UNP), which is levered to cleaner coal.

In the aerospace and defense sector, Cramer said General Dynamic (GD) would prosper under Romney, but its corporate jet division, Gulfstream, suffer under President Obama. The opposite is try for automaker Tesla (TSLA), which would be no friend of Romney.

In the oil patch, Cramer said that Schlumberger (SLB) and National Oilwell Varco (NOV) would benefit from a Romney win, as would regional banks like Huntington Bancshares (HBAN), US Bancorp (USB) and KeyCorp (KEY), a stock Cramer owns for his charitable trust, Action Alerts PLUS .

Under Romney, small business is likely to prosper, meaning a boost for Paychex (PAYX), but dollar stores Dollar General (DG) and Family Dollar (FDO) may be hurt by a reduction in food stamps.

Everyone was trying to game health care, but Cramer said drug makers and HMOs have made peace with "Obamacare," and would actually be hurt if it was repealed this late in the game.

Cramer said no matter who wins the elections, investors should always buy stocks with strong fundamentals and never pay up.

Executive Decision

In the "Executive Decision" segment, Cramer spoke with Al Monaco, the new president and CEO of Enbridge (ENB - Get Report), one of the largest oil and liquids pipeline operators in the country. Shares of Enbridge are up 30% since Cramer last checked in with the company a year ago.

Cramer started off by asking Monaco about Mitt Romney's claims that investing in energy independence could create four million jobs. Monaco said that target is absolutely possible because there simply isn't enough connectivity between where the oil and gas in America is and where it needs to go.

1 of 4

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Try it NOW
Only $9.95
Try it NOW
14-Days Free
Try it NOW

Check Out Our Best Services for Investors

Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
Try it NOW
Try it NOW
Try it NOW
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
ATK $67.65 -1.77%
ENB $47.73 -1.60%
HPQ $31.41 0.80%
SYMC $23.30 -0.28%
AAPL $124.09 -0.27%


DOW 17,671.56 -104.56 -0.59%
S&P 500 2,059.18 -8.71 -0.42%
NASDAQ 4,870.9490 -29.9360 -0.61%

Partners Compare Online Brokers

Free Reports

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs