Financial and industrial companies should become investors' best bets in 2014 as the country's employment picture brightens, CNBC's Jim Cramer said on Thursday.
"The interesting story of the fourth quarter will be the interesting story of the first quarter," Cramer said on "Squawk on the Street." "There are not enough quality industrials or shares of industrials around."
Cramer named companies such as 3M, Norfolk Southern, Union Pacific Corp. and FedEx as stocks with momentum as the markets try to roll over a banner year into 2014. Cramer said chemical company DuPont represented a "Teflon" stock. He added that banks have "plenty of stock left."
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