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i'm jim cramer. welcome to my world. >> you need to get in the game! he's going out of business and he's nuts! they're nuts! they know nothing. >> i always like to say there's a bull market somewhere. "mad money," you can't afford to miss it. hey, i'm cramer. welcome to madd mon"mad money," welcome to cramerica. my job is not only to entertain, but to educate you. so call me at 1-800-743-cnbc. people always ask me. how can i be so bullish about tech? why am i not a doom and gloomster like everyone else? what makes me so sure that tech isn't going to fall off a cliff next year? i mean, isn't that the perceived

wisdom? i hear it four or five times a day. besides the fact that the nasdaq rallied huge today up 17 points, not too shabby given the dow jones average gained a measly two points. i mean, given that historically we're getting to a time, it's really that moment when you're supposed to -- >> sell, sell, sell -- >> -- tech stocks. especially after nasdaq's remarkable 44% run this year. why do i think the first quarter will be so strong? and the stocks are still worth accumulating. the answer's pretty simple, ladies and gentlemen. because i do the homework. i go through the stuff. you want to know why i believe in tech? then follow along with this edgar allen poe tale. or perhaps in a nod to my buddy,

pal, friend, and co-star in "iron man" robert downy jr. this is more of a case of shirlock holmes style deduction. i still marvel at how well bobby and i worked together on the set. and how i got that start industries baseball cap out of it. no doubt it must have been a huge part of the $500 million the movie made at the box office. i have no regrets. consider my dear watson in last week, micon and aero all reported delicious upside surprises. the upbeat tech news we heard from semiconductor. the last two we heard on our own show. another reason why it's important to pay attention to our ceo interviews. let's go over the details. the clues, if you will, that

make me so certain that tech isn't done. in fact, you've only caught a little. my view is cobbled together from everything from trade magazines like dram exchange. from the conference calls of companies like contracts manufacturer j. bill, which builds all sorts of products for all sorts of tech companies like this sort of thing. they assemble this. as well as abnet aero, micon. plus an upgrade of corning, the tv glass maker. and emc, the big server company. along with work in new categories like green. all of these companies have now made green an important issue, some an actual line item. they're actually breaking it out. that, by the way, is how you do the homework. people say how do you do the homework? that's how you do the homework

that i'm pontificating about. i want you to consider a jigsaw puzzle that when finished spells out buy tech. this data is across the board. it's empirical, not anecdotal. from tvs to netbooks, to servers, to smart phones, to video games. what else out there that's electronic are these pieces of data not covering? here's my inventory of clues. the proof of life for tech going into a quarter that has historically been seasonably slow and where i have usually told you to -- >> sell, sell, sell -- >> -- ahead of it. but this time i'm not going to. which is amazing. and frankly, a great reason not only just to hold, but to -- >> buy, buy, buy! >> -- until you have enough to be able to say --

♪ hallelujah >> clue number one, this is from the dram exchange bulletin out this very morning. headline dram 2010, question mark, short supply? that reflects bizarre strength in dram. the kind of memory that's used in all kind of computer and devices. you crack open a computer, drams will flood out of it. that's so unusual compared to this time next year when the business was tanking and seasonally has been tanking for years and years. clue number two. the research firm j & p says the first quarter has improved for emc. if business has gotten so much better for emc in the fourth quarter, then it should not be able to slow down in time to hurt the first quarter. i think when you look at the trajectory of emc, it's getting stronger by the week into january. the third. micron on its call last night, a

huge tip company said that dram prices are up 25%. that's -- i'm flabbergasted it's so big. micron also gave flat guidance rather than down guidance, which is what analysts expected. because that's for demand for pcs and smartphones. also the servers are doing well and everything seems to be getting a boost from microsoft's windows. in other words, everything that goes into micron, everything that micron is going into is selling better than i thought. by the way, this is the first time -- number seven -- that micron has been profitable in three years. some good things must be happening. the fourth clue, again, i want to keep going over this. microsoft windows 7 is very big. it's very big and driving a lot of tech that people don't understand right into january. the fourth clue to keep liking tech. on its conference call yesterday j. bill, the assembler said computing and storage is strong into q-1.

where? what businesses? industrial instrumentation, medical sector, up 8%. consumer demand up 27%, digital home office and display up 22%. mobility sector up 30%. jbl also say green technology is coming on strong. the company issued guidance for three times what they had -- three times what they had previously been looking for for next year. now, why does jbl circuit? this company you probably never heard about so much. how about they make things for cisco, motorola, phillips, bp solar, and sun power? isn't that good news for all of those other companies? what's good obviously for jbl is better for their clients. clue number five is a little company called aero electronics. on its call two nights ago, it said it saw healthy demand in these new regions, north america, europe, and asia. especially for semi.

again maybe you've never heard of arrow, but this is a company with 800 suppliers. and get this, 130,000 customers. it's a hugely important link in the tech chain that tells us a lot. the sixth positive clue, avnet. this is another distributor. it said it saw accelerating growth into the first quarter. i always paid more attention to avnet than any other company when i was running my $500 million hedge fund. north america is starting to catch up to asia according to avnet. doing a lot of business with cisco, among again, 100,000 customers. the seventh reason i think tech will have a strong first quarter. the ceo of semiconductor told us strong demand from autos, video games, smartphones. eighth clue, infinion's earnings. in that release it said the

industrial and auto business were very strong. but in fineon acknowledged not as strong as other players. still, in the infineon's inventories are low. it has to run at full till in the first quarter. big. clue number nine leading to my bullish tech conclusion. this morning, a very smart firm by the name of think equity put out a note on sandisk, reviewing sandisk company's clients, toshiba, saying they are running at full capacity the the memory chips that you put in things like cameras, smart computers, hand helds, smartphones. this is unbelievable. pricing should be going down this time of year for ships, it's post-christmas, but it's going up. demand after the holidays has always been weak. not this time. that's huge. and if you don't know sandisk. any time you want more memory for your camera, you have to buy

little disks, those are made by sandisk. jmp also urge you to buy corning because corning's the biggest monitor in tv screen maker. the final clue, in the last month. texas instruments, microchip technology, and national semi all said business is stronger. joining altera that are doing well. specialized chips going into many different applications, especially communications, think the mobile internet tsunami are on fire. now, again, sometimes it's hard for me. i've been trading since 1979. and i have seen patterns over and over again. you're supposed to have a big drop-off in business half december because the big holiday build is done. we're seeing acceleration. that's extraordinary. none of this should be happening if history is any guide. i don't get it. the strength in tech right now is something simply not supposed to happen. but to continue with the

sherlock holmes motif, when you have eliminated the impossible whatever remains however improbable must be the truth. this may be improbable, but there's really only one conclusion here for me. things are getting stronger not weaker even though it should be the opposite. so, these clues confirm the bullish outlook of staples and office depot. they put the lie to the conservatives, they would say some bearish outlook from best buy, which is why i think best buy should be bought aggressively at $40. here's the bottom line, if you do the homework as i've just done for you and it is labor-intensive, for some it's boring. it took about ten hours to prepare this one piece. it creates an indelible impression based on the clues that the first quarter will be huge for tech. so selling tech here is just plain nuts. in fact, i will go much further. i will say this next quarter for tech might be the biggest first quarter for tech in a decade. i say buy, buy, buy. let's go to arthur long time

caller in new york. arthur. >> caller: boo-yah to you, jim. >> let me give you a boo-yah. what you got? >> caller: awesome. your books make great gifts. my favorite is "diary of a street addict." speaking of the gifts, since diamonds are a girl's best friend, what do you think of blue nile? >> it's on fire for two reasons. people seem to like jewelry very much to buy on the web, they're not suspicious, they're very comfortable with it versus ten years ago. but the second is, there is without a doubt one of the biggest short squeezes i've ever seen as people continue to believe that blue nile has to collapse. it's not going to. it's going higher. >> buy, buy, buy! >> arthur's got horse sense. when you do your homework, this market is elementary, my dear cramericans. all clues point to tech being a -- >> buy, buy, buy! >> don't be talked out of it by the many bears who come on the tv shows. they're wrong.

the homework says they're wrong. buy tech, don't sell it. "mad money" will be right back. coming up, if the housing data was so good, why is jim so hot under the collar? find out on cramer's outrage of the day. and later, dividend and conquer. our high-yielding series continues. cramer's got three brand new dividend plays. could that be the gifts for your portfolio that will keep on giving? plus, how do your stocks stack up in a mystifying market? cramer makes sure your portfolio makes the grade on "am i diversified?" all coming up on "mad money." ♪

♪ (announcer) here's hoping you find something special in your driveway this holiday. ho, ho, ho! (announcer) get an exceptional offer on the mercedes benz you've always wanted at the winter event going on now. but hurry - the offer ends january 4th.

let me tell you what fill

mess with anger. not the outrage of the day, but perhaps this whole year. have you ever noticed that with every good housing report, there are endless caveats? well, here today, home sales prices brighten. new data on home sales and prices provided fresh signs of stabilizing housing market. but a continuing flood of noer closures and the eventual withdrawal of government life support threatened that trend. how about this but, the home tax credit of $8,000. if it moves away, that would be the end of the rally. home mortgages are artificially low because of the feds will start going up. number four, banks have more foreclosures on their balance sheets than ever. number five, foreclosures continue to occur. sixth caveat, everything will slip back to imbalance when the tax credit goes away. reporters use these endlessly. pundits use them endlessly. we get hit with the.

we get hit with these over and over and over as the existing supply of unsold homes dwindles each month, as the cancellations where people walk away from down payments because they can't get credit or change their mind decline dramatically as the banks are not showing an increase in bad loans happening for mortgages as housing starts stay low. meaning new supply is not being added as the old supply is taking off as the hardest hit areas, the inland empire, the southern and western part of florida, phoenix, and nevada have bottomed as the tax credit has been extended indefinitely. even in many areas homes have increased in value in the last four months, that means nothing to this group. the same misinterpretation happened just this morning. we got weaker home sales and the

press and pundits went nuts. about how bad housing must be. they were screaming. they were just screaming that things must have really gotten bad again. no. god, i get tired of it. not at all. the home builders are simply building fewer homes. they expect to sell fewer homes. you will sell fewer new homes if you build fewer new homes as you can't make money on them because housing prices are too cheap to justify the expensive cost of construction. plus the home builders thought the tax credit was going away. this is elementary and the market recognized even though the press didn't or refused to believe it. take my word for it. before pulling back later in the day, the market took up the housing-related stocks off the news in the morning. because again, it's another sign that we are in equilibrium. the home builders cannot build the homes for cheaper than the

banks can sell them. so they build fewer new ones so you have down new numbers. i have got ask why this happens. why isn't there some recognition in the media that things are better when there clearly are? president obama should ask that, too. sit a great question to ask him. it is a great question for him to ask. what has to happen before they wake up and smell the stabilization in housing? do we need to wait until the following story occurs? home prices are back on the rise because there are not enough homes? let me tell you, if you wait that long, what price do you think you'd have to pay for home depot? which is near its 52-week high? how about sherwin williams, whirlpool, lowe's? what price would you have to pay for bank of america of wells fargo? you can bet they'll be a whole lot higher than they are now. if you wait for that story, which is obviously going occur someday, you will miss out on more gains than you already have since all the negatives started turning positive on june 30th of

this year. the intellectual exercise of caveating no matter how important you think it is. meaning -- the other side. but four, the other side. it has already caused people, these kinds of things have caused people to miss doubles and triples. it is about to cause you to miss another 50% to 60% move if you take you cue from the press as we inch toward a point where the caveats go from seeming ridiculous, which i think they were in this story to being totally absurd. there is not a news outlet that doesn't do this. our job is to anticipate a trajectory, not wait until the trajectory is clear. we can't wait if you want to make money. if, on the other hand, we want to be cautious and prudent and wait for the all clear, that's fine, too. but do not expect to make profits. me, why do i think we should do this?

i suggest taking our cue from bert reynolds from smokey and the bandit. for the money, for the glory, for the fun, but mostly for the money. every single story could have a negative attached to it. microsoft has good demand, but demand could go away. union pacific has good loading numbers but the good numbers could go away. coke keeps turning around overseas. but a soda tax could be in the often. amazon may have a better than expected quarter but it could have a worse quarter. is there any value in that? these are easy stories to write because you never can be wrong. it must be so great to never worry about being wrong. nothing will ever come back to haunt you. you've covered your bases. no editor is ever going ask why did you caveat this? people watch and listen or read these stories to make money, not just to learn.

no one ever, except for me, considered these places misdirection, even though that's what they are. so give me a moment. we're going to change to a far more rigorous venue. we're going to talk about football. the backs instead of lining up in an i-formation spread thems themselves with the quarterback and the shotgun. their two wide receivers wide on each end. it could be a run play in disguise or it might be a pass play. the defensive coordinator, he can't say to himself, you know what? it might be a run. or it might be a pass. he has to make a decision and gamble. as to whether the defense is misdirecting or not. a fan can look and guess. a coordinator has to calculate what he knows and what he is looking at. he has to determine whether he has seen this pattern before or if it is a phoney. or whether it's a real thing. if he guesses wrong he can't

come to the sidelines and say darn it all coach, it looked like a run. but it could have been a pass. it's not valuable. it's not defensible. it's ludicrous, just like the articles about housing. they are spectator pieces, not informed opinion that helps show you what could happen. if the defensive coordinator caveats, oh, it was a wild cut -- he gets fired. when writers and editors do it, they're praised. consider them uninformed fans who don't have to put anything on the line. they show up no matter what. there's nothing on the line for them. not money, not charitable trusts, not public anger. why do we accept the harsh judgment and the rigor in a venue where there is no money on the line, at least legally for many with football and then simply suspend rigor and

judgment when there is money on the line? i'm going to give you some reasons. laziness, fear of being wrong and no penalty for being wrong. i like it when there is a penalty. i think the information gets more valuable. in football coaches who get it wrong get driven out and they don't return. i don't expect to see charlie weis on the sidelines any time soon. except for maybe at my annual turkey bowl game in summit, new jersey. you know that i am criticized endlessly for my picks and taking a stand which hardly anyone else does in this business. critics, does it ever occur to you that i haven't been thrown out by the coaches, by the owners, and by the fans? the guy that will throw me out is me when i retire do you think those people who grade me are idiots? do you think they are dumber than the alumni and athletic directors at notre dame? do you think they're more stupid than the owners of the lions, the rams, and the redskins with failed caveated programs? i don't think so.

people should have to take stands on air, on blogs, in papers. they shouldn't be able to get away with on the one hand it looked like pass and then like run. i regard it as a cop out and valueless. they cannot hide behind their journalism cards and make no judgment. or offer no analysis. just on the one hand or the other which is an analysis it just happens to be wrong. here's the bottom line. it will be my mission in 2010 to come down and come down hard on these people. i'm going to give them the business just as hard as i came down on myself whenever i made a mistake. i am calling them out for the caveating and money losing misdirection plays. nobody will like it. except for those of you who want help trying to make money in the market. and you're the ones we do this show for anyway. merry christmas. let's nail them next year.

coming up, dividend and conquer. our high-yielding series continues. cramer's got three brand new dividend plays. could they be the gifts for your portfolio that will keep on giving? plus, are you ready to get charged up? cramer cranks up the voltage and goes electric. on an all new hyperactive lightning round. and later, how do your stocks stack up in a mystifying market? cramer makes sure your portfolio makes the grade on "am i diversified?" all coming up on "mad money." alright, so this tylenol 8-hour lasts 8 hours...

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i've collected a few postcards of all the places that at&t has coverage... spokane, washington; boston, mass. san francisco, tulsa, oklahoma... dated a girl from there. warren, michigan... didn't work out. bozeman, montana; daytona beach, florida; madison, wisconsin... good college town. i think we get the picture. (announcer) if you want coverage, we've got it. at&t. this holiday, get a touchscreen samsung solstice free after mail-in rebate. december to remember sales event.

now through january 4th. ♪ special lease offers now available on the 2010 is 250. ♪ you wouldn't be responsible with your money. you want to be prudent. you don't want to take too many chances but sometimes prudence can be the worst fork of form of recklessness in disguise. and that's what i'm seeing many of you do now as money flows relentlessly out of stocks and into bond funds and certificates of deposit. despite the rally since march of this year. i know you are trying to protect your money and that's right. but when you sacrifice your stocks for bonds and cds, you are settling for returns that are too low. you might as well just invest in the first national bank of sealy.

that's why all week we have been running a series in praise of what we should be buying if you are really looking for prudence in safety and income. the safer stocks of companies that not only pay dividends, but also have a history of raising them. so what have we mentioned so far? general mills, p pfizer, at & t, and gm. it is part of our crusade/anti-low yielding bonds and cd jihad. trying to cover all of my religious bases. tonight i've got three more. three more. i would have made it two so you would have eight in total. hanukkah's over already, though. these stocks are gifts that keep on giving. i think they are great for the holidays.

along with -- and with the help of their tax blessed status, remember the income is just 15% lower than ordinary income they give you yields that are often much higher than the 3.75% you get from owning u.s. treasuries. or the puny 1.7% you will get from cds. the painful higher tax rates that people keep rolling their old higher yielding cds into. don't expect the fed chair and man of the year ben better late than never bernanke. and he is the guy i dedicated my book to. to ben, better late than never, bernanke. don't expect him -- he will keep rates low. he will not give you incredible bargains here. stocks give you more than income but give you the possibility of upside in the form of capital

appreciation. not to mention the fact that their yields can increase not just because the stocks might go down but courtesy of hikes. you're never going to get a dividend hike from the treasury for heaven sakes. we've got three more i want to focus on. we've got emerson electric and this is a company among my favorite industrials for ages. we've got -- and i recommend that as one of my 12 recoveries in my book. you have to buy the book to get the rest. and you also have nucor and the best steel maker in the country if not in the world, and coca-cola. this is the biggest known brand in the world. these are all better than cds and bonds. these are all household names. you know them. i do the home work on them. let's start with emerson. this is the originally

accidentally high yielder that now we have to -- look, the yield is much, much lower than it was. it is a mid yield now. at 3.1%. it's the best run, most flexible, most innovative, diversified company out there. emerson has it. it's got everything. industrial automation, process control, conserving energy. there's that green business. power transmission equipment. plain old motors and controllers. all very green-oriented. company gets 55%. 75% of the business linked to global infrastructure. in short, this is the very definition of recovery play. and as we learned when it reported it's most recent quarter in november, many of its businesses have started to improve sequentially. and don't forget emerson was smart. it saw the slowdown coming, cut costs dramatically. so it is more profitable than anyone could have dreamed and we can only imagine how much more profitable it will be when the global economy gets even better.

the dividend? serial dividend raiser. company just boosted its dividend this november for the 53 consecutive year. remember you want to reinvest. so they compound over time. emerson's returned 34% to shareholders in the last decade, but you know what? that turns into 89% if you assume dividend reinvestment. s&p 500 down. the s&p was down -- how many times have you heard that today? it wasn't a bad decade if you owned emerson. so keep your eyes peeled. how about nucor. in addition, these were suspended because of the slow down. i think there's a good chance the special dividends will return in 2010 nucor is one of the lower cost steel producers in the industry. that business is improving.

despite weekend markets and the lack of true stimulus infrastructure projects and despite miserable chinese dumping of steel, nucor is a december dividend raiser. company produces quarterly payout by $1 per share. and the real payout could be even higher if nucor brings out special dividends. i expect it over the last ten years while the s&p is down, how did nucor do? you wouldn't be -- you wouldn't be whining now about the s&p. earnings should cover the payout 1.8 times over and these earnings projections could be too low. so i think the dividend is definitely secure. this is one of the most shareholder-friendly companies on earth. and if you want to collect the next dividend payment, the must-own date is this coming monday. third and final, coke, serial, sew doll dividend raiser, 2.9% yield. may not seem like much, but you've got to keep the late great jackie wilson theory in mind.

i study him when i ordered a class at harvard business school. you have to remember that coke will keep lifting its dividend higher and higher. i studied it at the latin casino. check that. the company is 50% market share of the world's carbonated soft drink market and 44% in the u.s. innovator. think coke zero, sprite green -- i like that. i do like it, though. sprite green and just won 7.5 ounce coke mini. 75% of the profit comes outside of the u.s., which creates a nice earnings boost and gets converted into weak greenbacks. company raised it every year for 47 years. most recently in february. i think coke could raise its payout again. to paraphrase former icon, we want stocks that raise less corn and more dividend. that's not to say we dislike the ag stocks. which are just groovery right here. you want income? want to put your money to work for you instead of having to work for it and giving it to

cds? forget bond funds and cds and buy some of the great dividend raisers. consider emerson, nucorp, coca-cola when you make your ira contribution for 2009. michelle in california. michelle? >> caller: happy holidays. >> same to you. how can i help? >> caller: for high dividend stocks, i like for a long-term invest. it's also a play on net gas. >> absolutely. >> caller: but i don't firmly understand mlps and whether or not they're appropriate or whether it's as safe as something like at&t. >> as safe as something like at&t, and i never do this but i have to do it in the particular case of mlps. you do and i tend not to want to do this but you do need to speak to a tax advisor about the

ramifications for you if you put them in your i.r.a., and understanding how much of that dividend you get to keep. i never like to caveat but i have to. each individual case could be different. but that money they're going to pay you. i think it's rock solid. all week we have been telling you not to let your money languish in bonds and cds. keep it in outstanding dividend raisers. coke, nucor, and emerson electric. stay with those, stay with cramer. coming up, instant access to the prodigy of prophets. plus how do you stocks stack up in a mystifying market? cramer makes sure your portfolio makes the grade on am i diversified. all coming up on "mad money."

it is time. it is time for the lightning round on mad money. it is about rapid fire calls and

one after another. you say the name of the stock, i tell you whether to buy, buy, buy or sell, sell, sell. >> just to be clear, i do not know the callers or stock names ahead of time. my staff prepares the graphics on the fly? are you ready? it is time for the lightning round. i want to start with terry in california. >> caller: ho ho ho, happy holidays. >> i will give you a merry christmas boo-yah with everything i have. how can i help? >> caller: amd has some hot cars. talk to me about the stock. >> amd is a win. we have been recommending this stock. we would recommend it at four. we liked it at six, and we like it here. however -- if you bought some at my first recommendation. because if you take that off you're playing with the house's money and that is our goal on "mad money."

david in colorado, david? >> caller: boo-yah from snow country, jim. national has been paying dividends for 100 years. it's got everything you like. dividends and gas. >> yes, they do, everything i like except for one thing. the stock has appreciated so much it's a yield stock. so i would wait for that stock to come down. because that's not high enough for me when i like at the utility i need more juice. let's go to joe in illinois. joe. >> this is jill from chicago. this company is -- it had a big quarter, big earnings, big stock buyback and a big increase in the annual outlook. do you see big things ahead next year for big lots? >> we looked at big lots as part of our panaplea of stocks that could do well and we rejected it.

we were wrong. i let my own past experience with big lots on route 22 in new jersey color my thinking. that's classic bad investment and i admit it and i earn it. the stock has moved up too much. however, i lost my right to owe pine on it because i have done wrong. i would like to hand this off a and say others know it better than i do. let's go to lars in california. lars. >> caller: hey, jimmy, baby. >> lars, what's shaking. >> caller: a super charger boo-yah. >> charger boo-yah? >> caller: yeah, baby. >> vincent jackson and phillip rivers never let me down in their fantasy league. they delivered as opposed to brandon jacob. >> you're picking winners, baby. i want to know what you think about a.b. >> all right. i like a.b. very much. it reminds me, though, of turner. it's good, it ain't going to get

to the super bowl. i hear nothing but nice people say nice things about alliance bernstein and about north turner. but neither will ever get into the super bowl. jerry in georgia. jerry? >> caller: ho, ho, ho, cramer. >> wow, man, spirited! merry christmas, boo-yah to all! what's up? >> caller: the stock trading between 34 and 46, when is qualcomm going to break out of this rut? >> qualcomm, oh, maybe, maybe, maybe -- maybe the most frustrating stock i own for action alerts, my charitable trust. it's killing me. i think it's going to have a great 2010, but i'm not giving up on it and i still recommend it be bought. i think qualcomm's a winner not a loser. let's go to dixie in virginia. dixie? >> caller: merry christmas,

boo-yah, jim. >> merry christmas to you. >> caller: i'm calling about sun. >> i have been disappointed in the fact they eliminated the dividend. but they have a new tough ceo, i'd love to get her on the show. she is terrific and i really feel, by the way -- just so everybody understands. this is one of those situations where it needed tough medicine, it's getting killed, the dividend was cut, but i think lynn should come on the show. i think suns could be a big stock next year, but not yet. do not pull the trigger. instead, buy marathon, which i own for my charitable trust. and stick with cramer! >> the lightning round is sponsored by td ameritrade. let's ask. when you're trading a stock, every penny counts. i hate when the trade is done and you find out you paid more than the quote price.

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when i tell you i think you should own a stock, it doesn't mean you should throw all of your eggs into one basket. even if you're almost positive it'll go up as i've been saying, say about amazon. oh, no, my friend, i won't have any of that because diversification is really your best friend, it's your only free

lunch. it's why we're playing "am i diversified?" . let's get right to it. matt in new jersey. what do you have for me? >> caller: boo-yah, cramer. >> boo-yah, chief. >> caller: all right. i got altria, m.o., duke energy, uk, intel, intc, bristol myers, and atp oil and gas, am i diversified? >> let's go over them. i own a lot of these in full disclosure for my charitable trust. i want to be able to give that money away to charity. duke energy, not our favorite. i own it for my charitable trust, got a good dividend. bristol myers, many misquoted stories today saying they cut numbers. they did not cut numbers, they adjusted it mead johnson.

atp oil and gas, it's got oil and gas, not my favorite. you know i prefer devon energy to that one. intel just bought this today. just bought this for my trust today. been waiting, i've been absolutely just ham strum because of my restriction. you've got a utility, you've got a drug company, you have a smoking company, and you have an oil company, that's very good distribution. i salute you, you're playing a game just perfectly. let's go to jim in connecticut. jim? >> caller: hey, jim cramer, merry boo-yah from connecticut. >> merry boo-yah right back at you. >> caller: i've got five for you. >> okay. >> caller: at&t, niagra foods, chevron, johnson & johnson, and pfizer, am i diversified? >> we've got to take a close look at this one here. jim may have a few problems. reported a great number. we know all of his brands, they are terrific.

you go in the store you'll see all of them hanging out. chevron, my charitable trust, why not? it's a great yielder, i think it's got great sensitivity and has been able to replace a lot of oil and gas. at&t, at&t along with verizon are high-yielding stocks, raising dividend, it's right, it's a great position to have. pfizer, i've just been starting to praise it because they started to bring the dividend back up having converted the wyeth. both pharmaceuticals, we've got to throw one out and buy diversified industrial and may i suggest nucor or emerson, two other serial dividend raisers. let's go to -- why don't we go to michael in south carolina? michael? >> caller: mr. cramer. >> jim, yes. >> caller: jingle berry boo-yah to you. >> excellent boo-yah. >> caller: got cpl, altria, mac,

and gis general mills. >> oh, boy. i'm trying to figure out whether -- well, you'll see in a moment why this is a hard one for me. the general mills, obviously, cereal dividend, we lost food stocks. southern company, dividend company, not bad. this is a real estate investment doing pretty well. altria, doing well. even if this is a brazilian utility, i want you to sell southern and go buy a health care company. why don't you pick up some well points. and then -- merry christmas to all our players and all our callers. thank you so much. rrrrrrrrrrrrrr

first, everyone have a merry christmas. i always like to say there's a bull market somewhere and i promise to try to find it for you here on "mad money." i'm jim cramer and i'll see you tomorrow.