Romney winners and losers

Coal-related stocks would get a boost, while alternative-energy names would likely become short candidates.

By Jim Cramer Oct 4, 2012 9:07AM

TheStreet.com logoJoseph Sohm-Visions of America, Photodisc, Getty ImagesWhat if Romney wins? I tried to give a running commentary about which stocks would change, how the line would change, so to speak, if Romney were to win.

 

You'd get a nice boost in the American Electric Power (AEP)/Southern Company (SO) coal burners, maybe a bit of a bump in the CSX Corporation (CSX)/Norfolk Southern (NSC) coal luggers, and you would most certainly have to short Tesla Motors (TSLA) and lay out some First Solar (FSLR).

 

But I waffle on this. I waffle because even making the projections on these stocks requires a monster leap of faith, mainly that Romney is going to win, and I think the odds of that are so small that the exercise has a bit of a parlor game feel.

 

What should have made you sit up and take notice, however, was how Obama fell back on two tried and untrue themes when he got frustrated, none other than oil company breaks and private jets. Wow! That was shades of the January through March 2009 Obama, and you don't even want to look at the charts from that period, lest you don't sleep tonight.

The stock market has done fabulously under Obama, and you can't say that it's despite him, because he could have really crushed the markets if he had kept up with the bashing the banker gangsters, the private jet hooligans and the brigands in the oil patch.

 

To me, the most alarming note of the night was a return to those themes. We do that, we get a Democratic Congress, then everything's back on the table.

 

So if you are a bull, you want Obama to read the papers, watch the news, realize he lost the debate and then drop the remnants of that era that somehow surfaced, as if by rote, in the same way he can't stop confusing solar and wind as surface fuel replacements.

 

You want to set the market back? Bring back the Obama who attacks the corporate interests.

 

The saving grace? I don't think the voters want it anymore. It doesn't create jobs. It subtracts them.

 

Jim Cramer, TheStreet.com

 

Jim Cramer is a co-founder of TheStreet and contributes daily market commentary to the financial news network's sites. Follow his trades for Action Alerts PLUS, which Cramer co-manages as a charitable trust and  no positions in the stocks mentioned.

 

 


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118Comments
Oct 4, 2012 12:29PM
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Right on Jim, I think Obama looked like a tourist reading a map!
Oct 4, 2012 11:02AM
Oct 4, 2012 11:55AM
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Green energy is fantastic but the economy simply can't afford it yet.  It needs to be eased into and by trying to choke off coal/fossil fuels too fast, the prices are skyrocketing and we all feel it in our wallets.  If Romney gets in you will see pump prices fall as domestic energy sources are tapped.  Prices fall, the economy improves, there is more money for everyone and we continue to working on staturating the market place with green energy at AFFORDABLE prices as we slowly close the coffin on fossil fuels.
Oct 4, 2012 1:53PM
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Wake up America! The media is manipulating you.  We can discuss this without the need to insult each other. .Do you think that we might work together regardless of our affiliations and be open to others and analyze the situation neutrally in an attempt to improve our country?

Some democrats feel that republicans are rich.  I’m not; I just want to do what’s best for the country, not get handouts from the government. Romney is rich because he had some good breaks, AND he worked for it.  There are people who just worked hard and got rich.  We are the land of opportunity, not welfare for all.

If Obama cared about the United States of America he’d spend a lot more time in the Whitehouse doing what he is being paid to do; resolve problems and not blame everyone else for his failure.

Working for a living and living on the inflated buck is not easy. Vote for the best one, even if you don't like either one.

A vote for Obama is a vote for Socialism.  Let us see what Romney can do.

Oct 4, 2012 11:15AM
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Cramer... your doctor called... he's confirming your head transplant is on for tomorrow.
Oct 4, 2012 12:19PM
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"Better to remain silent and be thought a fool than to open's one mouth and remove all doubt"
Oct 4, 2012 4:20PM
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heh nevermind the presidential debates, can you imagine the Ryan, biden one?? I mean biden just said the middle clase is suffering, well yea!!!! from your insane regime's idea of an economy!!! whose been at the wheel for these past 3.6yrs??? Santa Clause?? the Easter bunny???? you blithering commie democraps!!! we're all living the nightmare that is the obama economy and my God if we don't get rid of obama there'll be nothing left to save. period!! Ryan will rip biden 3 or 4 new aholes, easy, 'bout time somebody outted these fcked up democraps and brought them out into the light, this time you cockroaches are not gonna scurry away and pretend you don't exist!!! END GAME in Nov and you know it!!
Oct 4, 2012 2:38PM
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The next debate might be the end of the Oblamer era. The next talking point could be on world politics and where we are headed for. The attack in Libya and how the Oblamer admin dropped the ball on national security will be a key subject. Four American lives are gone!! Please, Oblamer explain this to the American people.
Oct 4, 2012 10:35AM
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Give me some of what Ralph is smoking!!!! WOW---Technology is about 10 years away for (Green) cars-----IN the mean time the US  NEEDS to get energy INDEPENDENT --this will also help our ecomony back on our feet and keep OUR money here instead of going overseas----All Obummer cares about is to keep pushing his  Green agenda--(At tax payers expense)

 

To put it bluntly---Obummer would sell his wife to a Brothel to get re-elected!!!!!!

Oct 4, 2012 1:48PM
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"wha happon??" wha happon??

 

what the libs in the media are asking themselves, their messiah fell flat on his communist face, and why do you think that was????

 

I'll tell you what happened libs, your boy can't hold a candle to Romney on the issues, it's never gonna happen, that's why david axelrod was changing his Depends undergarments every 5mins from this disaster, his messiah didn't have the crutch he needed and that was the almighty teleprompter, without it, and the words scrollin' down it, it's over for obama, he was floundering and flailing in the water like a stuck goose, let's face it people. obama thought by merely showing up, the issues would fall by the wayside, it was trully pathetic, and I didn't watch the debate, why bother? I passed by a window to a store that had the debate playing and just by looking at Romney and obama the winner was clear, Romney was professional, personable, hard-hittin' presidential as can possibly be, I mean you can put Romney's face on money for God's sake. the issues can never be erased libs, we are living the destructive policies of this illegal, amoral regime and the public has just about had it with politcal correctness, 'aw give the black guy another chance' nonsense, obama can't win on the issues without the media twistin' and turnin' em around, these debates prove one thing, obama is beyond and empty suit, beyond a hoax, he's a complete and utter fictional leftwing loonie creation by the libs in the media, he's nothing more than a cartoon character come to life in the white house, but not for long, just til nov, and a new era begins!!

Oct 4, 2012 2:50PM
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actually President Romney really only has to do one thing, he should come out, do the appropriate greeting etc, etc,, Good evening ladies and gentleman yadda yadda and yadda, and just have a jumbotron behind him and let various vid clips of the idiots that are the obama base play in the background for ex, obama off teleprompter, well that would be redundant but nevertheless let it play, the obama phone lady, the occupy walls st dirtbags , the ridiculous statement obama made to veterens by refering to them as 'corpsemen', the 57 states comments, the 'you didn't build that' comment,  I mean do we really need anymore debates?? obama was lookin' down, he was scribbling notes nervously, lying left and right, especially LEFT!! ridiculous claims on how his regime has produced more oil than ever before??!! huh?? there's a goddamn moratorium on drilling in the Gulf, in Alaska, we're subsidizing drilling in Brazil!! sky rocketing gas prices everyday it's more and more frightening to pass by the pumps!! c'mon people!!!! I mean david axelrod must be taking tranquilizers at this very moment!!
Oct 4, 2012 3:12PM
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I guess all the money printing had nothing to do with the stock market inflating or the fact that most of the drop occurred while people ran from the market because they figured Obama was going to be re-elected.  The stock market gains mask the overall cost hikes in food and gasoline and merely reflect all of the stimulus that accelerated buying into an election year, a normal occurrence.  What do the panics and recessions of 1873, 1893, 1907, 1929, 1937, 1957, 1973, 1981, 2001, and 2009 have in common? They all occurred the year after a presidential election.   Cramer is an idiot and he is to be ignored. 

Oct 4, 2012 11:36AM
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Cramer,

 

I know most Americans looks dumber than dirt to you, but no one needs you coaching them as to how to vote on election day. Perhaps..... if you gave people a little more credit, then your guys could win an election. But talking to me like I don't have enough sense to open the car door at the polling place is NOT going to win you an election. A very valuable piece of advice, and it's free, so take it.

 

Thank you!

Oct 4, 2012 2:09PM
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Why are we talking about coal when there is a cleaner burning, cheap alternative in natural gas?  We have a huge glut of the stuff and we're talking about coal?!?
Oct 4, 2012 3:23PM
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alternative-energy names would likely become short candidates. hmmm that's just as funny as the disastrous obama debate, well of course alt energy names would likely become short candidates, there's no market for "green" energy as the obama regime has proven, 6 failed "green" energy companies, why was that? well, who the hell is buying solar panels for their homes?? they cost a fortune, just outta curiosity I went out and did a little research and for my house, which is a 2 family here in Dyker Hgts Brookyn, NY to outfit my home with the "green" energy nonsense would cost 32,000 dollars!! not to mention that drilling holes in my roof to accommodate the energy panels is ridiculous since now the integrity of the roof is compromised and no doubt the roof's gonna start to develop leaks, as was the case with tons of people that actually were stupid enough to do this, solar panels isn't a new technology btw, I've seen these stupid panels in MA on private homes 'bout 20 plus years ago, my father told me how stupid it was to drill holes in your roof when buying a new boiler is 100x cheaper, there's no way to recoup all that money, it's not a viable economic energy source even today, unless your rich and wanna toss money around to make you feel "green", and we all know how you dirt bag libs hate the rich, funny ain't it? cuz they're the only people that can afford all this nonsense!!!
Oct 4, 2012 2:00PM
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Vox, please pay your share of taxes.

 

Thanks, from those of us that already do.

Oct 4, 2012 6:02PM
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This election will determine in what direction our country will move.  We will become a Socialist state or try to maintain and possibly regain our constitutional freedoms.  We will reward hard working Americans or pay off irresponsible near-do wells.  A free America can be a "green" America if we encourage education of our youth and reward research that yields "real" advancement in the area.  (How many of those toxic, long lasting light bulbs have you bought and disposed of properly?)  Obama is clearly a good public speaker but a very poor government official  and a bad image of someone who loves this country.  The vote this year is for who will bring us back to a great nation and world leader.  Give me someone who has worked the American dream and won and opposed to the person we can get no information about and who seemed to appear out of thin air.  I've lived the past 4 years in this country and feel fearful to live the next 4 under the same President.  I'm voting Romney/Ryan.
Oct 4, 2012 3:47PM
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As usual Cramer.....YOU ARE AN IDIOT!
Oct 4, 2012 4:03PM
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BULLETIN!!!  BULLETIN!!!-----LIBS LOSE-------THE STORMIN MORMON IS HERE!!  (AND WINNING!!!)
Oct 4, 2012 4:17PM
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If  you anonymous commenters want to be taken seriously, you might want to pay attention to
grammar, syntax, and spelling. The purpose of making a valid point is defeated when you 
present yourself as a semiliterate.
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