This column was originally published on RealMoney on Nov. 13 at 12:39 p.m. EST. It's being republished as a bonus for TheStreet.com readers. For more information about subscribing to RealMoney, please click here.
Might want to take a ride on the rails ahead of the two-day shindig over at Citigroup. I have liked
endlessly and am blown away by all of the shares that
bought last quarter. What makes me so excited about this group, though, is that the market wants "chicken cyclicals" -- companies that look like cyclicals but are actually secular growers.
That's the rails.
If you haven't gone over the Norfolk Southern conference call from last month, you have missed an angry management, management that is angry the market doesn't give the company its due.
That's going to be the theme of this group tomorrow. Plus, remember, this is a "clean" way to transport goods, and the clean way is the Democratic way. That matters, because there is a piece of legislation that has been stuck in Congress for a year that will give these companies a terrific tax break. I think it now will get dislodged in the new Congress.
I'm talking my book here, but
has been hit again for the same statement it released last week. Just the most hated stock in the world. ... College students, listen up!
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At the time of publication, Cramer was long UnitedHealth Group.
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