This is it: This is the week when money managers anoint their winners for the year, Jim Cramer told his Mad Money viewers Monday.
Every fund manager wants to look smart, Cramer told viewers, and that means owning all of the hottest momentum names. Which names will they be buying this year? Cramer has the list.
This year's likely anointed stocks will be, in alphabetical order:
Alibaba (BABA) , the red-hot Chinese ecommerce giant with shares up 114% for the year; Adobe Systems (ADBE) , the cloud computing play with shares up 76% for the year; and Align Technologies (ALGN) , makers of InvisAlign braces, up 165% for 2017.
Amazon (AMZN) and Apple (AAPL) make the list, as does Arista Networks (ANET) , which has seen its shares rally 149%. Next on the list were Boeing (BA) , Home Depot (HD) and chipmaker LAM Research (LRCX) , three more names that are gaining momentum.
3M (MMM) was next on the anointed list, even though shares are only up 30% for the year. Cramer said this stock as more room to run, as does Nvidia (NVDA) , Paypal (PYPL) and Square (SQ) , the last of which has shot up 232% this year.
Rounding out the top 15 are the stocks of VMWare (VMW) , another cloud-computer veteran, and Walmart (WMT) , perhaps the only retailer able to take on Amazon. Cramer said all of these stocks are buys and on any weakness, he'd jump all over them.
Over on Real Money, Cramer explains more about his holiday wish-list of anointed stocks. Get more on his insights with a free trial subscription to Real Money.
John Malone's Take on Media
Some CEOs speak from the heart and tell it like it is, Cramer told viewers. That was his impression after listening to a recent interview with Liberty Interactive (QVCA) CEO, John Malone, where Malone referred to Amazon as the "Death Star," capable of annihilating any industry it sets its sights on.
Malone's comments may seem a little extreme, but are they really? Cramer said Amazon could surely do a better job than CVS Health (CVS) or Walgreens Boots Alliance (WBA) at delivering prescriptions. Imagine having your doctor order your medication at Amazon and having it delivered to your door later that day. No more waiting in line, no more paying outrageous prices.
The same applies to another Internet giant, Netflix (NFLX) -- a company Malone said the cable companies simply can't catch. Netflix distributes content internationally and has the viewing data to know what customers want to watch before they do. Netflix controls the content, distribution and pricing worldwide, which leaves traditional cable companies in the dust.
Under that light, Cramer said Netflix' value of just $83 billion seems cheap, which is why he continues to recommend the stock.
Cramer and the AAP team say they're exiting the plane, locking in a gain with Southwest (LUV) . Find out what they're telling their investment club and get in on the conversation with a free trial subscription to Action Alerts PLUS.
It Pays to Pay Attention to the Bears
What do you do when an analyst downgrades one of the hottest stocks in the market? Cramer said it's always prudent to listen to the bear case for a stock and put it into context, which is what he did for the recent downgrade of Ollie's Bargain Outlet (OLLI) , a stock that's up 62% for the year and has doubled since Cramer first recommended it 19 months ago.
Cramer explained that Ollie's is a classic discount play. As other retailers struggle, companies like Ollie's swoop in and buy excess inventory at steep discounts, offering it to their customers for 70% off department store prices. Off-price shopping is the only thing in retail that gets customers off the couch, Cramer explained and customers love the treasure hunt experience.
So what has the bears growling? The recent report cites that expectation have gotten too high, there's increased competition coming and gross margins may be crimped in 2020 when the company will be forced to open a new distribution center.
Cramer admitted that expectations are high for Ollie's and the stock trades for a lofty 32 times earnings. But, with a 19% growth rate, money managers are willing to pay up to 38 times earnings. As for competition, Ollie's has proven that it knows what customers want, so he's not worried. Likewise with the new distribution center in 2020. That's a high-quality problem to have.
Cramer said he's sticking with Ollie's over the long term, but said he's willing to wait for weakness when it next reports three weeks from now before starting a position.
Executive Decision: CyberArk Software
For his "Executive Decision" segment, Cramer again sat down with Udi Mokady, founder, chairman and CEO of CyberArk Software (CYBR) , the cybersecurity firm which recently posted a six-cents-a-share earnings beat with an 18% rise in revenues.
Mokady said that CyberArk is still in the process of globalizing their salesforce, but many of the issues his company experienced earlier this year are now behind them. He said CyberArk is proactively prospecting for new customers and are in control of their own destiny.
Cybersecurity is not just for banks and the military, Mokady said, as this quarter his company signed a large hospital system and are now protecting all of their systems. CyberArk has also seen big wins in retail, manufacturing, government and other sectors as everyone now sees themselves as a potential target.
Mokady closed by saying that all companies must practice good cyber hygiene. Just like catching a cold, you can't always prevent an attack, but you can make sure when you catch one, it doesn't take you out of commission.
In his "No-Huddle Offense" segment, Cramer offered up a suggestion for those investors that didn't have $450 million to invest in this week's auction for a rare Leonardo Da Vinci painting. Art is a brutal market to invest in, he explained, but there is a Da Vinci for regular investors, and it's a robot made by Intuitive Surgical (IRSG) .
Shares of Intuitive Surgical are up 86% so far this year and the rally seems far from over, as more and more patients are looking for minimally invasive surgeries and the Da Vinci robot is getting FDA approvals to perform more and more of them.
Cramer explained that Intuitive Surgical not only makes money selling its robots, but also sells consumables that are used every time a procedure is performed. That gives the company incredible leverage as there are more robots, more patients and more procedures every year.
When the company reported in July, it sold 166 robots for the quarter. That number rose to 169 robots in October, with total procedures up 15% year over year. Intuitive Surgical also recently received approval for its Da Vinci X robot, which will make the platform more accessible to more hospitals.
Shares are not cheap at 41 times earnings, Cramer admitted, but then again, the stock did recently split 3:1, making it more accessible to smaller investors. Similar moves at Apple and Netflix were very well received.
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