NEW YORK (TheStreet) -- I was talking to Jim Cramer today about the last few weeks of the trading year and how different the markets can act. Part of the reason for this is a general gardening that goes on in the portfolios of funds as well as individual investors.
For funds looking to show strong year end performance, a well-placed bid marking up a widely held and moderately performing stock can really boost numbers. When funds begin to mark up selected stocks during the last few weeks of December, most other fundamentals of the company can be temporarily ignored.
You're also likely to find a higher relative value for these stocks during these weeks if you were looking for a good opportunity to sell and book profits.
Some of the likely candidates for last minute markups include the widely held integrated stocks like Exxon Mobil (XOM) and Chevron (CVX). Other widely held stocks that have performed well enough to be candidates for last-minute markups might be the unloved natural gas stocks that have bucked the trend and performed strongly in 2013.
I talk more about some trade ideas in the energy sector going into the new year with Jim in the video above.
At the time of publication the author had no position in any of the stocks mentioned.
This article was written by an independent contributor, separate from TheStreet's regular news coverage.