Mad Money

Cramer Remix: These beverage stocks are winners


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.

It was just one week ago that Cramer sensed the market was finally ready to roll over. Winners in the market were narrowed down to just a handful of stocks, and there were signals everywhere that the bull was on the last of its tired legs.

There were the terrible numbers from both Nordstrom and Macy's that crushed the retail sector, the disappointing outlook from Cisco that bruised tech, and Valeant's monster decline that crushed the drug stocks. Oil was declining at a breathtaking speed as crude plummeted back to $40.

Even worse, as the market closed on Friday, the world learned of the terrible terrorist action in Paris.

"A week later, and it is one of the most amazing transformations I have ever seen," the "Mad Money" host said. (Tweet This)

Typically, when Cramer sees the selection of strong stocks narrow to a small group, it is a sign that stocks are headed to lower levels — but not this time.

Next week marks an important week for Cramer, because it kicks off the holiday season into the rest of the year. At this point, he regards the market as being in the homestretch until 2016.

Read More Cramer: Most amazing transformation I've ever seen

So, with this in mind, Cramer shared the stocks and events that will be on his radar next week.

Monday: GameStop, Tyson Foods, Mallinckrodt, Palo Alto Networks
GameStop: Last quarter, Cramer thought this company delivered a good quarter. But then, last week, the stock plunged nine points on concerns that gaming hardware sales have been subpar. Cramer doesn't know if that's true, but there are so many short sellers for this stock right now that he thinks the negativity is overdone. So, he's looking for reasons to buy, not sell, after the company reports.

Wednesday: Deere & Co
Deere & Co: Cramer is concerned about this stock because farmers haven't been doing well all over the world, and grain prices have been under pressure. He recommended avoiding John Deere, because even though it could be a great manufacturer, it may not be enough to drive earnings.

Read More Cramer game plan: Stocks that shine into 2016

It doesn't take a rocket scientist to figure out that when the market is glutted with iron, you should mine less of the stuff
Jim Cramer

Cramer knows that when someone is stuck at the bottom of a deep hole, the best thing to do is to stop digging. Yet some companies cannot seem to grasp this idea and continue to make things worse.

"That is how I feel right now about three giant minerals and mining outfits that happen to be the world's largest suppliers of iron ore," the "Mad Money" host said.

Iron ore is a commodity that has been in free-fall recently and is trading close to its 10-year lows. There are three companies specifically that have proven themselves as total morons to Cramer, to which he has anointed them the three stooges of iron ore: BHP Billiton, Rio Tinto and Vale.

However, Cramer recognizes that a large portion of this isn't their fault. The entire commodity space has collapsed, as demand has reduced from places like Brazil, China and Russia. But they could have done better than they did.

"They could have cut production. It doesn't take a rocket scientist to figure out that when the market is glutted with iron, you should mine less of the stuff," Cramer said. (Tweet This)

Read More Cramer: 3 biggest morons of iron ore

In the Lightning Round, Cramer gave his take on a few caller-favorite stocks:

Valspar: "If we are going to go paint, I'm going to go PPG, or I'm going to go Masco."

Match Group Inc: "I like it! They priced it to move, and that's usually a good sign. I think it's a good idea."

Read MoreLightning Round: Is newly minted Match a good idea?