Lots of people mentioned stocks that just don't get talked about, yet which have been remarkable in their consistency: Express Scripts ESRX, AmerisourceBergen (ABC) and McKesson (MCK), three health care-cost-containment plays that many people are picking as big winners off of the Affordable Care Act. Some people asked that I do segments on these for Mad Money because they want more knowledge.
Lots of people wanted to know if Yahoo! (YHOO) could keep going higher, and how much of the gain has been from Alibaba, and how much has been from actions taken by CEO Marisa Meyer. Instead of answering, I asked what they thought -- and they all, to a person, said it was because of the burgeoning Alibaba stake and that the rally could therefore continue.
Many wanted to know if Google (GOOG) could go higher and whether Apple's (AAPL) better or worse than Google. You don't have much time to answer the question before the line starts surging, but I plaintively say these names are different: Apple is a value play, and Google is a momentum story, albeit one of the cheapest of that ilk out there. No one complained or tried to change my mind.
Finally, many own Celgene (CELG) or Gilead (GILD), two stocks that I have been behind for many years, which some describe as "core holdings." Again, so much for retail investors not knowing how the professional game is played: Both of these stocks have been winners without super-high valuations. Many, of course, said they wanted to find the next Intercept Pharma (ICPT), the stock that rallied 400 points last week. Sorry, I don't have one, I answered.Sure, there were plenty who asked if Rite Aid (RAD) and Sprint (S) were "still good." I responded that Rite Aid could just keep powering higher as part of a strong trio that includes CVS (CVS) and Walgreen (WAG). Sprint, I think, is way overbought for the short term. But, with the help of Softbank, I think the combination of bountiful spectrum and deep pockets will mean there could be a longer-term triumph. Sure, the group might be self-selective, as I am sure the turnout will be Wednesday night at the 92nd Street Y in Manhattan, where Stephanie Link and I will spar after that night's Mad Money. There were, indeed, a lot of "booyahs" to start each interchange. But I think the signings, touching about 1,000 people, forged a bit of a bridge between the empirical and the anecdotal: The investors want solid stocks that can go up for years -- not days or, alas, minutes, as so many pros seem to crave. At the time of publication, Action Alerts PLUS, which Cramer co-manages as a charitable trust, was long BAC, GOOG and AAPL. Editor's Note: This article was originally published at 6 a.m. EST on Real Money on Jan. 13.
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