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NEW YORK (
) -- The days are getting cooler, the leaves are changing colors and on Wall Street, money managers are scrambling to make sure they beat the major averages before the year is done.
That's why Cramer offered his "Mad Money" TV show viewers last week his top 10 momentum stocks that have been "anointed" by these return-hungry managers and will outperform the markets through the end of the year.
: Cramer said Amazon has become the
of the Web, a beloved retailer with prices and selection that are second to none. But Amazon hasn't stopped there. Under the leadership of CEO Jeff Bezos, the company has expanded into making hardware like it's successful Kindle tablets, as well as into online media distribution, making it a true online marketplace for the world.
: Cramer noted Google is in a similar position. It dominates online search, commanding a 66% market share in the U.S. The company is also a major in mobile with its Android operating system and it has a mobile and social strategy, as well as YouTube, among its other opportunities.
Given that online advertising still represents only 10% of all advertising, Google clearly has lots of growth ahead of it. Google trades at only 11 times its expected 2015 earnings of $67 a share.
: Cramer reminded viewers that Visa and MasterCard are not banks and don't loan any money. They simply process transactions and make a bundle doing it.
That's why shares of Visa are up 35% so far this year while MasterCard is not far behind at 25% for the year. Given that the switch from paper money to debit and credit cards can trump even a weakened global economy, Cramer said both of these stocks should be on investors' buy lists.
: With 489 stores delivering same-store sales up 9.3%, Cramer said Ulta has high hopes for the 100 new stores it plans to open next year. The company already commands 2.8% of total beauty product sales in the U.S. and is growing a 25% a year.
: Tractor Supply is a larger retailer, with 1,100 stores and plans to open 90 more next year. The company expects it can ultimately have 2,100 locations, or 85% more than today.
The company has decent same store-sales growth and little overlap with the likes of
: Cramer said when you're selling a home you buy paint, and when you're buying a home you buy more paint. That's why as the housing market recovers, Sherwin keeps selling more and more paint. The company last reported a 9% uptick in sales and a 13.9% increase at its stores.
The company continues taking market share and cutting costs, which is why Cramer said it deserves more than 19.2 times given its 16% growth rate. Of the analysts currently covering Sherwin-Williams, only three rate it a buy, with 12 holds and another three sells.
: Diageo is a company with a fantastic stable of brands, including seven of the top 20 liquors out there. Diageo also sports a 3% dividend and has less exposure to Europe, but more exposure to the red-hot emerging markets. Cramer said at 15.5 times earnings and a 10% growth rate, Diageo still trades for well less than its rivals
: Cramer explained that Alexion has so-called orphan drugs to treat rare blood disorders. The "orphan" status means the government helps in any way possible to bring these drugs to market.
Alexion's primary drug, Soliris, is one of the most expensive drugs available, costing $500,000 a year. The company is now seeking to expand Soliris to treat rare kidney diseases, which could add another $900 million to Soliris already $2 billion in revenues. Tack on other possible uses for Soliris and, Cramer said, Alexion could have $5.4 billion in revenue over the next few years. That's part of the reason why shares of Alexion are up 321% since Cramer first recommended it in Oct 2010.
: Gilead Sciences, primarily known for its quad pill HIV treatment that can be taken just once a day. Gilead also has a strong hepatitis-c franchise which could be worth $8 billion over the next six years.
Cramer explained that unlike the current treatment, which is a 24-week injection regiment with varied results, Gilead's treatment is only a 12 week oral treatment that has seen 100% cure rates in come patients.
--Written by Scott Rutt in Washington, D.C.
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Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of TheStreet.com or its affiliates, or CNBC, NBC Universal or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither TheStreet.com, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or TheStreet.com is related to the specific opinions expressed by him on "Mad Money."
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