4.4 • 3.9K Ratings
🗓️ 1 October 2025
⏱️ 44 minutes
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| 0:00.0 | Hey, I'm Kramer. |
| 0:03.0 | Hey, I'm Kramer. Welcome to May have money. Welcome to Kramer. I'm friends. I'm just trying to make you a little bit of money. My job is not just to entertain, but I'm trying to teach, trying to educate you about stocks. So call me at 100-800-743 CBC, tweet me at Jim Kramer. |
| 0:39.9 | You can tell an awful lot about a market by looking at the winners and losers of a quarter that |
| 0:44.5 | was just put to bed. Right now, the news of the day is all about that government shutdown and its |
| 0:49.8 | implications. But to me, the shutdown may not be all that meaningful to the stocks you own. So I want to use tonight to give you a snapshot of the market. |
| 0:58.0 | And while past performances may not repeat themselves, I can tell you that the winners of the third quarter |
| 1:03.0 | are often bought in the fourth quarter by money managers who want to show their clients that they own the right stocks. |
| 1:10.0 | Hey, look, I know when I was a money manager, I did precisely this. So I am sure others are doing it now, too, because they tend to be the right stocks. Today was a bit of a counter-trende day. The drug stocks managed to get a lift as the president forced them to lower prices on some drugs, but not to the point where the earnings will be hurt. So you have a rare rally in pharma that helped lead the average. |
| 1:30.2 | Dow gaining 43 points, SB advancing 0.34%, NASDA, climbing, 0.42%. |
| 1:35.3 | The drug sucks may have more room to run. |
| 1:37.8 | We'll discuss that group later in the show. |
| 1:40.7 | Last quarter's winners, though, were anything but health care. |
| 1:50.0 | The best-performing S&P 500 stock from the third quarter is one that seems unstoppable. And that stock is App Lovin. |
| 1:53.0 | This stock's a quandary because it's far from a household name. |
| 1:56.0 | App Loven is a mobile technology company that helps app developers make money by selling advertising space |
| 2:02.6 | within their apps. |
| 2:04.4 | The stock rallied 105% in the third quarter alone. |
| 2:07.7 | It's been an extraordinary performer that remains relatively unknown because it's not consumer-facing. |
| 2:14.1 | We just don't see it. |
| 2:15.7 | I would not bet against this app love and stock, even |
| 2:18.1 | it's been the target of short sellers who have been run over by the buyers. And I think it's |
| 2:24.9 | going to stay that way. The second best performer's Western Digital, up almost 88% for the |
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