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Editor's Note: Jim Cramer's column runs exclusively on; this is a special free look at his column. For a free trial subscription to, click here. This article was published Nov. 23 on RealMoney.

Health care stocks are poised for their typical year-end run -- as always. These stocks have a terrific tendency to ramp as other companies come clean in December and say that they can't make their numbers.

But it's not just easy comparisons that drive the group. You also get a huge round of approvals out of the Food and Drug Administration at the end of the year. We just had big ones for



(antiarthritis) and

Johnson & Johnson

(JNJ) - Get Johnson & Johnson Report

(birth control).

It happens every year, and I suspect this time it will be just as bountiful. Understand that we are never sure what will be approved, but we know approvals come in spades in December.

This year, also, because of the recession, the earnings of drug and health care companies will shine vs. the cyclical companies that so many portfolio managers are playing ahead of 2002.

My suggestion: It's still not too late to beef up the drug stocks (my faves:


(PFE) - Get Pfizer Inc. Report

, Johnson & Johnson and Pharmacia; don't touch


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TheStreet Recommends

(MRK) - Get Merck & Company Inc. Report

, I am worried it will miss the quarter), medical and health care suppliers (my faves:



, and I am looking at



, plus


(ABC) - Get AmerisourceBergen Corporation Report

) and HMOs (my faves:


(UNH) - Get UnitedHealth Group Incorporated (DE) Report

as a premium growth stock and



as a turnaround).

You would sell these stocks if you thought 4% growth was doable in the first quarter. I don't think it is -- which is why I like these stocks best.

James J. Cramer is a director and co-founder of He contributes daily market commentary for's sites and serves as an adviser to the company's CEO. Outside contributing columnists for and, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. At the time of publication, Cramer was long Pfizer, Merck, Guidant, AmerisourceBergen, UnitedHealth and Aetna. While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column to