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As 2015 winds to a close, it's been a year marked by haves and have-nots, Jim Cramer told his Mad Money viewers Monday. In industry after industry, the chasm between these two groups has only gotten wider.
Among the Internet stocks, there were a few clear winners: think Alphabet(GOOGL) - Get Report and Facebook(FB) - Get Report , two stocks which Cramer owns for his charitable trust, Action Alerts PLUS. But as for the rest, Yahoo! (YHOO) , Yelp(YELP) - Get Report and a host of others have been gutted.
It's no different with the industrials, with standouts likeGeneral Electric(GE) - Get Report standing in contrast to Eaton(ETN) - Get Report , off 25% for the year. Over in retail, Walmart(WMT) - Get Report was the big loser, down 31%, with -- you guessed it -- Amazon.com(AMZN) - Get Report soaring 119%.
What does all this mean for investors? Cramer said, first, it makes sector-based exchange-traded funds worthless because the losers cancel out the winners. Second, he said, it's clear the Internet is disrupting a host of industries. Third, Cramer said, some business models just might not work anymore at all. "I'm looking at you cable TV," he said.
Executive Decision: Rob Sands
Sands said there have been a lot of changes at Constellation over the past seven years but the company's strength continues to stem from its terrific portfolio of brands. He said the ability to offset rising costs comes from the growth the brands are able to provide.
When asked about cultivating its brands, Sands said drinkability always comes first followed by the consistency of the company's messaging around those brands.
One recent bright spot for Constellation has been Ballast Point, the craft brewer the company acquired for $1 billion. Ballast Point is now among the hottest brands, Sands noted.
Cramer said Constellation remains a company doing all the right things.
Time for Agriculture Stocks?
After 18 months of brutal declines, is it finally time to start bottom fishing among the agriculture stocks? Cramer took a look at the group to find out.
With corn, wheat and soybeans off their highs by 28%, 34% and 32%, respectively, it's hard to get excited about agriculture. Cramer said lots of investments in the fertilizer sector are now being undone as companies are slashing capacity because of ailing demand. That takes stocks like Potash (POT) off the table because its now-high-yield dividend may get slashed.
Finally, there's seeds, which is Monsanto's (MON) wheelhouse. Unfortunately, with consumers fretting over genetically modified foods, now isn't the time for seeds either.
Add it all together and Cramer said it's still too early to begin investing in this battered sector.
Executive Decision: Stanley Bergman
In his second "Executive Decision" segment, Cramer sat down with Stanley Bergman, chairman and CEO of Henry Schein(HSIC) - Get Report , the dental supply company with shares up 13% in 2015 thanks, in part, to a $400 million stock buyback announced earlier this year.
Bergman said the Affordable Care Act is helping a lot of Americans get health care from a primary care doctor, which is translating to more prevention and wellness overall.
Bergman is also bullish on his company's investments into pet care. He said the vet practice management software is doing very well as are the company's recent investments to help pet owners make sure their pets are taking prescribed medication.
Finally, Bergman and Cramer discussed the effects of a strong U.S. dollar. Bergman explained that while his company grew by 10%, it could have grown by 15% if not for the currency headwinds.
In a world worried about interest rates and growth in China, Cramer said Henry Schein is among the most steady of growers.
In the Lightning Round, Cramer was bullish on Pandora Media (P) , Amgen(AMGN) - Get Report , Biogen Idec(BIIB) - Get Report , SPDR Gold Shares(GLD) - Get Report , Bristol-Myers Squibb(BMY) - Get Report and Cypress Semiconductor(CY) - Get Report .
No Huddle Offense
In his "No Huddle Offense" segment, Cramer opined on Encana(ECA) - Get Report , Genworth Financial(GNW) - Get Report and U.S. Steel(X) - Get Report , three stocks that seemingly go down every day, with no end in sight.
The common thread among these three is they all took on too much debt and are now struggling to pay, Cramer said. Even U.S. Steel, which has seen itself in dire straights before only to recover, has now beaten down so far that getting off the ropes seems nearly impossible.
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At the time of publication, Cramer's Action Alerts PLUS had positions in stocks BIIB, FB and GOOGL.