That's why Cramer took a second look at his "If you can't beat 'em, join 'em," series of stocks he debuted in October. Back then, Cramer said these market winners would be mutual fund favorites through the end of the year. Since then, the market plunged, then recovered and is currently down 3% from its October levels.
Amazon.com (AMZN) was Cramer's first pick in October and he said the company still has the same terrific story. The move to online retail continues and Amazon is assured to be at the front of the pack.
Google (GOOG) was next on the list. Cramer said this company was crushed after it reported in October as it struggles to migrate from desktop to mobile advertising. He said he likes Google a little less than he did before.
As for Visa (V) and MasterCard (MA), both stocks have had slight gains since October. Cramer said these companies are plays on the worldwide switch from paying with paper to plastic and he still likes them both.Finally, there's Sherwin-Williams (SHW), a stock that sold off after a good quarter in October but also one that rebounded after Hurricane Sandy provided a huge number of homes and businesses that will need repainting.