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Cramer said, yes, the return of the individual investor to the stock market is helping to fuel the 2013 rally, but it's only part of the story. He said as these investors pile into index funds, it's also forcing hedge funds and money managers to put their money to work even faster just to keep up. As of right now, the big boys are well behind the curve.
Cramer explained that with GDP slowing in the fourth quarter thanks to fiscal-cliff concerns and Hurricane Sandy, money managers had no choice but to raise cash and play it conservative. After all, they couldn't afford a quick 10% haircut if the U.S. economy did indeed fall over the cliff. But when the worst case didn't happen, that left them chasing the rally as seller's remorse kicked into full gear.U.S. stocks will remain desirable investments because the Federal Reserve remains committed to keeping interest rates low and thereby hampering the bond market. Cramer said that will make high-yielding dividend stocks among the hottest stocks around in the weeks to come.
Executive DecisionIn the "Executive Decision" segment, Cramer spoke with David Demshur, president and CEO of Core Laboratories (CLB), a stock that's up 228%, including reinvested dividends, since Cramer first recommended the stock in August 2006. Demshur has appeared on "Mad Money" seven times to update viewers on the growth of his company. Demshur said the renaissance in American oil and gas is only just beginning. He said production may be at 15-year highs but development in our shale resources has only just begun. Demshur also noted that the latest data suggest North America may have not one, but two additional shale regions yet to be discovered. Elsewhere in the world, Demshur noted Mexico is looking to expand its deepwater drilling efforts, something with which Core Labs will be helping. The company also has 12 projects underway in Iraq, including the revival of older oil fields in the south as well as new projects in the north of the country. The North Sea is another area of interest, said Demshur because that region is now aging, which plays right into the technology that Core Labs provides. Cramer said Core Labs remains a terrific technology company that's rooted in the booming oil and gas markets. He continues to recommend the stock.
Amazon Vs. AppleNot all stocks are treated equally on Wall Street, Cramer told viewers. For proof, look no further than the earnings releases from Amazon.com (AMZN) and Apple (AAPL), a stock Cramer owns for his charitable trust, Action Alerts PLUS.
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