After such a positive session on Friday, Jim Cramer reminded investors that as soon as the Federal Reserve starts to tighten in December, it will become more difficult to find winning stocks in the market.
"Don't fool yourself, we are already witnessing a host of sectorwide downturns, with biotech and oil and retail all having a really tough time lately, even as the bulls trampled the bears in this breathtaking week," the "Mad Money" host said.
There is one group that has the ability to generate terrific outperformance, and Cramer thinks it will continue to dominate even after the Fed takes action: beverage stocks. Because though consumers won't spend money at the mall and drug companies will struggle to raise prices, people will keep drinking.
That is why Cramer took the time to salute his top picks in the beverage space and highlight the stocks that he thinks will roar higher. Starting with soda and energy drinks, his top choices were Dr. Pepper Snapple and Monster Beverage, up 22 percent and 16 percent for the year, respectively.
Cramer also applied the same thesis to the beer business. In fact, he thinks beer might be even better because of the consolidation occurring in the industry now that Anheuser-Busch InBev is acquiring SAB Biller in a massive $107 billion deal.
"Whenever you get a merger this big, it's common for companies to sell some assets at bargain-basement prices in order to appease the antitrust regulators, and the buyers of those assets tend to give you some fabulous performance," Cramer said.
Cramer's top picks in the beer category were Constellation Brands and MolsonCoors. These stocks will continue to be winners amid an environment of rising interest rates.