What do we bid on when the market comes in from the auction or because theres too much profit not to take something off the table. What can you still sink your teeth into . As the averages barely budget, dow up 11, s p slipping to. 06 , thats 9 , and even after years and years of managing money in some form or other, these questions swirl through my head as i look over todays action after a big up day yesterday. It is always like this, the big rally, the consolidation, trying to pick what can still move and making sure that you wont buy something that wont be able to will rally because its just plain bad. Now we had a momentum market going here, meaning investors are chasing whats hot and if you dont mind buying high, theres plenty to choose from. It is just ramping and hey, you can buy netflix, amazon. The two sainted stocks that dont need to show earnings as theyre all about the love of their customers. You can use the big secondary offering from facebook, and 41 million shares from founder Mark Zuckerberg to start a new position, although judging by how little the stock retreated today, off 52 cents for heavens sake, you may get a better price now than on the actual pricing of the secondary. You can go after the rip snorting industrials, boeing and 3ms all of which have moved gigantically in the last few weeks and in the momentumdriven market that means nothing. You can knock yourself out and go buy twitter, the most beloved stock of all. I cant understand any of these ideas. There are only a few days left in the year and all of those are Fertile Ground for trades. You can buy deep in the money call options. You can just swoop in right now. Buy, buy, buy betting that the big boys will come in next and take you out of the higher price. Given that the feds pronouncements are out of the way and it is all quiet on the washington front. Im blessing these trades with some Quick Capital gains, for trades, and if i was still running the hedge fund. However, those are not the kinds of ideas that im referring to. What im asking about here and mulling over is whats been left behind of late . Whats cheap after the rally smoke clears . Whats been ignored lately, and didnt participate in this part of the rally . I see five sectors that make sense, even after this run. Five sectors that you can buy, that unlike momentum chasing, would not require a violation of discipline and a refutation of all rigor. First, its the banks. If the fed is being taken at face value and i want to take the fed at face value, there will be no increase about banks can pay on cds, and they can deposit dollars and treasuries that make them much more money than what they pay out to you. And you can lend the money out to commercial real estate people or to Small Businesses that now because washington is out of the picture and has the confidence to expand. Its a good time for the banks. The muchneeded witch hunts are winding down. They built up so much capital that even the most conservative regulators have to be returning to the shareholders in the form of dividends or buybacks. Those banks have way too many shares outstanding and the natural one to buy and the Natural Group is bank of america, because it still isnt back to where it was a couple of years ago after the crash. Technicians, take note. Bank of americas chart, its a picasso in the waiting. Second undervaluation, housing yesterday lennar, symbol len, the market liked what it heard, which is interesting considering when Toll Brothers wasnt all that different, if the market didnt like what it heard from toll at all and that stocks have been down. Whats changed . Lennar told a compelling story that said, look, the Federal Reserve has won. Home prices were going up too much, too quickly and now theyve cooled and while demand has stayed persistent, inconsistent and supply is falling behind. The imbalance remains and the land of the homes to meet the demand imbalance in the key markets and there was a terrific compelling story that will make a lot of money for a home in the coming years. That thesis allows the conventional price to earnings multiple and analysis to at last come into play for the home builder. For two years the Home Building stocks were way ahead of themselves and they had the earnings power and the company has growth characteristics and margin improvement possibilities that are better than the s p, and thats how you always figured out thats the better than and worse than, and its not a stretch to see it head into the 40s and the 37 perch that it closed at. Gun slinger, take note. You will want to buy d. H. Horton and pulte home and weyerhauser the Timber Company that is behind the market. I say go with lennar and its clean and we make an appropriate decision because it just reported. Third group is retail. The retail sectors done nothing for several months now and everyones been so worried about the Holiday Season. Im not. I say enough already, time to circle back to macys letter m, to gamestop. I know they said november was not so good, but think about the games coming out next year, and best buy, this is the gadget christmas. Time to pick up v. F. Corp that has had a windfall from all of the cold weather as north face sales have been on fire. We know from ceo frank blake that home depot is doing fabulously, yes, pvh was on squawk this morning. I thought he sounded outright bullish. Chirico stood here and he said the Holiday Season is good. The stocks done nothing. Thats an opportunity. Finally, groups 4 and 5. Oil and the airlines. Theyre supposed to go in opposite directions. I think both are now so cheap that they might be able to separate themselves from each other and both go higher. The market has pretty much warren buffet bought exxon its the only thing worth owning. The market was to make a judgement that domestic oils have had their day and its time to move on. I think thats ridiculous. If the economy is coming back as bernanke told you it is and then oil will go higher and not lower. There will be great demand and there are repositories of oil, conoco, aig, and day rates for oil rigs come down and they witnessed the hideous action in ens i co yesterday and today after putting up really bad numbers and the global prices is what drives schlumberger and not the gulf of mexico price, and i think these two worked their way higher and were buying it for the Charitable Trust, pending the move to spin off its equipment distribution business in order to unlock shareholder value. Its stayed subdued. I think you can easily buy the airlines. You know what . The airlines after being red hot for most of the year, i mean, really just fantastically hot, have cooled. Theyve stalled out. We now have the completion of the American Airlines us airways deal and the stocks only at 25 bucks. You know what . Thats radically undervalued versus next years prospects. The airlines are acting as if oil is going higher and the oil stocks are acting as if its going down. I say who cares . They reflect radically Lower Oil Prices that i dont think we are going to get. The airlines will soar if we get those prices, but they could rally either way. Theyve moved, but not of late, and they sat out the burst. Same with the oils and these are the natural places to go and i have good ones for you later in the show. So heres the bottom line. Oh, yeah, yesterday we had a real big run, but not everything participated. I think you can come in right now, right here, and buy the banks, housing, retail, airlines and oil without much risk and a ton of reward. Those are the stocks that i bet will work in the next phase of the rally. The phase that begins when we turn the page on the calendar nine Business Days from now. Harry in maryland. Harry . Booyah happy holidays to you. My wife is an avid follower, my question to you is since mastercard is splitting ten for one, and i do own visa, which one of the two would you recommend to buy . Okay. So heres the discussion. Today i was going with the coportfolio of my Charitable Trust, and i said we got to buy this visa. Weve got to buy visa. Weve got to buy visa because visa is falling behind mastercard and its every bit as good. And what are we going sell . I dont know. Visa is better than mastercard. Time to make the swap out of mastercard and into visa, even though im aware it went up 22 points. Mastercard is too far ahead from letter v. How about will in wisconsin . Jim, booyah from kenosha, wisconsin. Good to have you on the show. Ive been listening to you since the kudlow and cramer days. Wow thats ancient. It seems like youre an old friend. Thank you. Thats very nice. Thank you. Thank you. Im glad. Weve got to get out to wisconsin. They love us there. They love us there. Whats up . Ive been Holding Shares of standard pacific, spf, for a couple of years now based on an old recommendation from you. Right. And i was wondering if your thoughts on selling it to the end of the year no no, no, listen, i thought you were my friend, will you want to be in standard pacific. That stock can go to ten. The california markets red hot and dont forget Toll Brothers just expanded out there. Spf is going higher not lower. I say buy, not sell. Whenever i call a friend ill think of will. Yes. There are still quality names to buy. Yes, there are, in the Banking Industry and the housing industry and the retail industry, the airlines and the oils. Winners are still there. You dont have to just buy them for a trade, you can buy them for an investment. Stay with cramer. Coming up, prosperity playbook. The market may have ups and downs, but the longterm trends driving our economy could help you set yourself up for a profitable new year. Cramer reveals his favorites for 2014, next. And later, istock . Skip the rat race at the mall. Cramers got more High Quality Companies to stuff your stockings with for a happy new year. Tonight it may already be under the tree but will apples stock be on cramers naughty and nice list. Plus christmas in the capitol . Washington provided its own present ahead of the holidays, when it pushed through a budget deal this week and it could pay you dividends with 17 billion flowing to the streets, cramers paving a path to a bull market on the open roads. All coming up on mad money. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer, madtweets. Send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. As the new year approaches, were thinking about the big picture longterm themes. Ones i believe will produce bountiful gains not just in 2014, but 2015 and maybe even for the next five years. Specifically, two of my favorite themes that are built to last. This is something i devoted an entire chapter in my soon to be released book get rich carefully, because it can identify the right themes or mega trends, whatever you want to call them to make serious money in the stock market. Dont get me wrong. The stocks that ride the major themes, they can and they do go lower. They get hit all of the time, the difference is that you can confidently fall back on the big picture stories when times get tough. You can buy without fear because you know the longterm story is still there. Were not trading, people. I talk about seven big picture themes in get rich carefully and because i want you to buy the book or preorder because it doesnt come out until december 31st. Its important for me to give you a sneak preview, a sneak peek at two themes and the best way to play them. Specifically the four horsemen of the big pharma apocalypse and the north american oil and gas revolution. If you watch the show every morning and tape it and watch it again and tape the podcasts and do it online and read me everywhere you might have heard of these themes, otherwise, you probably havent. First, the four horsemen of the big pharma apocalypse. Now, heres this as the situation. The big pharmaceutical companies, they arent going to do anything like an armageddontype situation, but theyre no longer the fastgrowing hotbeds of innovation they were when i first broke in the business in the 1980s, where they used to go up the way biotech does now. These days that mantle has been passed to biotech, and the major Biotech Companies are providing the kind of growth that we used to expect from the likes of merck, pfizer and glaxo smithklein and eli lilly in their heyday. Im always willing to recommend small speculative biotech stock names. I dont mind that, but you want to have a safer way to play this thing, you need to look at the four major Biotech Companies that become the logical heirs to the old line household name, pharmaceutical stocks and the ones leading the revolution, hence why i call them the four horsemen of the big pharma apocalypse. And they are celgene, gilead, biogen idec and regeneron. All four of these stocks have had amazing runs this year. Im well aware of that and ive been recommending them aggressively for a long time on the show. I think theyre fantastic. Celgene is basically a threelegged stool of innovative drugs. First one is made of the multiple myeloma franchise, which is a derivative of a poison. A poisonous drug. This drug has a lot of room to grow, particularly in europe. The second leg is called apraxame. This is a potential blockbuster oncology drug thats approved for Breast Cancer and nonsmall cell lung cancer. Celgene is seeking approval for pancreatic cancer. We know how difficult that one is, and metastatic melanoma, as well. The third leg is one no ones talking about, which is an immunology and inflammation drug thats still in development, which i think could be a breakout drug for rheumatoid arthritis, where there really is nothing good out there. Plus celgene sells for 23 growth rate and its ridiculous. If you look at 2013 and 2016. Gilead asked for time in the premiere maker of hiv drugs which transformed it from a death sentence to an albeit manageable life long condition. Its getting its hands on the hepatitis c drug candidates that are miles ahead of the current standard of care, with much higher rates of actually curing the disease. Gilead just got fda approval for the main hepc drug earlier this month, and i think its going to be huge. Dont get me wrong. This company has a terrific pipeline with cancer treatments that are definitely not in the stock price. People are only looking at the hiv and the hepc. Biogen idecs bread and butter is multiple sclerosis which has three major drugs of the awfully chronic condition and the recently approved federa that can be taken as a pill rather than an injection. The nonhodgkins, lymphoma and they have a terrific looking hemophilia franchise. As for regeneron, the incredible move here is all about ilea. Thats the companys breakthrough treatment for agerelated macular degeneration, a huge disease, and theyre studying a host of other conditions. Regeneron is a separate drug and its for bowel cancer and the research and Development Machine of this company and the terrific treatment for super high cholesterol in phase 3 development which has the potential to be a major blockbuster. I cant wait, and i cant take the statins and now for the second thing and the oil and gas revolution, you know were finding incredible amounts of oil in this country for Continental Energy independence by maybe as soon as 2018 and thats continental and it includes canada and mexico. The Bakken Eagleford and the utica, marcellus and the utica, marcellus and the Permian Basin and all of the ways our companies are profiting from these resources. Tonight i want to focus four ways to playing the revolution going into 2014, three exploration names and a major drill equipmentmaker. You cant go wrong with Eog Resources even though mark papa said that maybe the easy money has been made and that hurt the stock very much, but eog has assets all across north america and its the king of the Eagle Ford Shale in texas, a play thats overflowing with oil. This year the company is on track to increase its Oil Production at a 39 clip. Thats amazing and that is highenergy growth and then theres noble energy, nbl, another company thats in many of the domestic oil shales, particularly the niobrara in colorado, and its right near denver and thats where some of the best acreage could be found. Plus it has a stake on the largest natural gas field on earth. Its called the leviathan off the coast of israel and natural gas that can be sold to europe where russia has had an Energy Stranglehold on the continent, lets not forget this ukraine issue. You want to be tied into the russians . You want independence. Noble gives you that, and it gives you production guidance, earlier this month at an Analyst Meeting and no one cares because were in the throws of a negative period. I like lynn energy, another Charitable Trust name, which you can own either as a Master Limited partnership that trades under the symbol line, line or under the name lynnco, lnco. Either way you get 10 , and lynnco is less complicated from the tax perspective and the company just completed the acquisition of petroleum a couple of days ago and that gives it a much more oily basis that has more natural gas. Last but not least, look at National Oil Well varco, symbol nov, and thats the leading maker of oil rig equipment and 60 market maker that we own for the Charitable Trust. Really bad and a laggard. Its up just 13. 8 in 2013 and thats disappointing, but i like the Company Going forward. The high price of oil around the globe, not just the domestic part of the United States, gives National Oil Well a fountain of orders and theyl