Shop From Traders' Year-End Basket

With one month to go before year-end and the Nasdaq red-hot, you know what time it is. It's time for traders to return to GERQY, that acronym for:

Google (GOOG - commentary - Cramer's Take)
eBay (EBAY - commentary - Cramer's Take)
Research In Motion (RIMM - commentary - Cramer's Take)
Qualcomm (QCOM - commentary - Cramer's Take)
Yahoo! (YHOO - commentary - Cramer's Take)

When we last left GERQY, it was having a bit of a hard time. We were losing the war in Iraq, oil was going higher, the Federal Reserve was making the wrong noises and the year was still teetering. Now we seem to be winning the war in Iraq, thanks to the Fallujah win, oil's going lower and the Fed's still making noises but we want it to because we don't want a dollar crash.

In the meantime, here's how GERQY's done since this quarter began:

GERQY in the Fourth Quarter Numbers like these should attract the attention of traders before year-end
	30-Sep	1-Dec
GOOG	$129.60	$179.96
EBAY	$91.94	$113.79
RIMM	$76.34	$88.89
QCOM	$39.04	$43.06
YHOO	$33.91	$37.35
	$370.83	$463.05
total return	24.87%
$1,000 in each name	$5,995.00
Source: BigCharts.com

With that kind of return, you can be sure that the hedge funds and the mutual funds will start marking these stocks with a vengeance. I know some of you have been concerned that Qualcomm will have a glitch this quarter, but you know what? That's in the stock. If you don't like it, be a buyer of GERWY. That's right, substitute Whole Foods (WFMI - commentary - Cramer's Take) for Qualcomm, that will work, too.

Now, understand the thesis here: People want growth. You are not going to get more growth than with this package of stocks. If I were at a brokerage house, I would be crafting a derivative basket with an expiration of the last day of this year that would allow you to capture all the appreciation of these five stocks with one security. I'm not, but maybe you can request it if you do a lot of commissions and then email me about which broker's doing it.

Should I be worried about these stocks being overpriced? What do you think I am, one of those media figures who cares only about being right? I am worried about making people money. This basket will do it.

Oh, and there's an added advantage: Any one of these stocks is liable, on a moment's notice, to guide up before yearend.

Then you really will see some outperformance.

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At the time of publication, Cramer was long Yahoo!.

James J. Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for Action Alerts PLUS. While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column to [e-mail]. Listen to Cramer's RealMoney Radio show on your computer; just click here. Click here to buy Cramer's latest book, "You Got Screwed!" Click here to order Cramer's autobiography, "Confessions of a Street Addict."