Swift plans on selling off a big chunk of its gas assets in the first quarter of 2014, then focusing its efforts on drilling for oil in its 65,000 acres in the red-hot Eagle Ford shale in Texas. Swift is currently seeing a 100% success rate in drilling wells in the Eagle Ford, and with a fresh infusion of cash, the company will we able to rapidly pick up its production in the region. Swift last reported a three-cents-a-share earnings beat, but the shorts have been having a field day with the stock for years, explained Cramer, so it will take a few upside quarters to reverse the trend. That said, Swift's reserves are valued at just $4.76 a barrel, a far cry from the $95 a barrel oil currently sells for today.
Some "anointed" stocks will just keep powering higher through the end of the year, Cramer told viewers. One of those stocks will be Delta Air Lines ( DAL) as money managers continue to pile into this leading airline name. After years of hating the airlines, Cramer said the facts changed, as did his outlook on airline stocks. Gone are the days when over a dozen carriers were competing on price. Today, only four major airlines remain. Of those, Delta shows the most promise as evidenced by its 70% gain so far this year. Delta last delivered a five-cents-a-share earnings beat when it reported, along with a 5.7% increase in revenue and operating margins topping 13.4%, better than any other carrier. Delta was also able to offer bullish guidance for the future as the decrease in competition will certainly mean a rise in ticket prices and fees. As with all airlines, Delta's balance sheet isn't pretty but it's also not as bad as it was. The company has $9.9 billion in debt, down from over $17 billion in 2009. That's still a lot of debt, Cramer admitted, but Delta seems committed to reducing it in order to bolster earnings. Add that to a new pro-shareholder stance and it's easy to see why so many money managers are piling into Delta to show how smart they are for their shareholders come Dec 31.