Market, dow backslid nine points, the s p declined. 3 , and the nasdaq dipped 1. 4 and maybe its time to stop fretting so much about tomorrows big, bad fed event. I can tell you the ceo of boeing, jim mcnerney, isnt worried about what the fed might do, and who runs 3m isnt going let it get in his way for growth. The coceos of whole foods will be riveted to tomorrows 2 00 p. M. Release describing the feds plans for the economy. Theyre too busy Opening Stores and making money for the stakeholders. I bet you theyd rather man the register. So, if theyre not worrying, why should we . In other words, let me ask you a question. Has the fed become our version of inside baseball . All of the writers and all of the pundits and the blogs, are we simply wringing our hands over the equivalent of the infield fly rule . Are we focused like a laser on the cover two defense or the pick and roll . Rather than thinking about the actual teams themselves . I found myself struggling to answer these questions because while there is no doubt in my mind that it matters and its trading, i keep wondering can the feds pronouncements Impact Investing for the long term . For that, i am far less certain. Consider the action this morning. We got good news, lasting news from four Great American companies, boeing, 3m, honeywell and whole foods. Boeing announced a 50 increase, bringing the yield to a 2. 7 , and along with the 10 billion buyback equal to 10 of the float. 3m announced a 35 dividend bump taking the yield to 2. 6 and a huge boost in the buyback over the next three years. Honeywell had confirmed an aggressive forecast that people had feared would be curtailed and instead its on track to meet its targets despite government cutbacks. Chief executives at whole foods were supposed to fret about an increasingly natural and organic segment of the supermarket space, instead, they used our interview which you can see later to break news about raising the number of stores from 1,000 to 200 and one that calls into question, whether theyre really concerned about cannibalization. These pronouncements did not impact the overall stock market and as we know it did nothing today. Why wont the markets are in the throes of fretting. The market, not the stocks. These pronouncements didnt move the needle, if youre hanging on every word from ben bernanke, with the futures bids and tenyear treasury. Buy, buy, buy. Sell, sell, sell. However, they do impact the fortunes of investors who had the shortfalls in 3m of not long ago and the tales of economic weakness from honeywell and whole foods. There are plenty of theoreticians who believe what happens in 3m, honeywell arent what matter. They dont think they can pick out the names in the stock pin of the s p 500. They contain some not so hot stocks because they firmly believe no one can prediction which stocks will get hot and which ones wont. They think trying to pick stocks is not worth the risk. Its better to accept mediocrity, and an asset class for fear that if you do it yourself you could end up in the wrong stocks. Even though boeing is up 80 this year, 3m, is rallying 31 and whole foods is with 25 , they would still urge you to not take any chances, to stay in the index funds, even as the basket itself is much more hostage to the whims of the fed than individual wellrun, wellmanaged companies. To me, the analogy as is often the case comes down to sports. These masters of markets would prefer that you back a team thats playing. 500 ball, an 8 and 8 team in football versus a team that can make the playoffs and go even further. What makes me so confident . What makes me feel that ive been more than just lucky that ive been pushing the stocks since the show began nine years ago. Simple. One word. Management. Let me use these four stocks to talk about the bankability of management, something i wrote that comes out in two weeks. We know the players better, but we also know the players managed by the right coach can vastly outperform the sa me players managed by the wrong one. A bill belichickcoached team is better than one coached by someone who is acknowledged and feared. Two harbaugh boys, they each continually win coin tosses and andy reid doesnt turn the 2 and 14 team which are the Kansas City Chiefs into an 11 and 3 game that has already locked up a playoff position, merely by chance. All coaches, many all chief executive officers, are pretty much created equally and even if they arent, theres no way to tell the good from the bad. They like to offset the good and the bad. So be it. Inga, curtis, jerome mack and walter rob are the kinds of coaches you can get behind, great coaches that can lead their institutions through what happens with the fed or the next day after that, and these companies arent constrained by the word of ben bernanke and janet yellen, for that matter. This is not about picking the stock of whole foods. I am not talking about boeing, per se. I am talking about this because i want you to own stocks you like, believe in and have done the homework on. I want you to participate in the great capitalist Wealth Creation engine by picking ceos you want to invest with, who are doing a terrific job of surfing longterm themes. What are the waves youll be riding . For boeing, its the need for new planes that are fuel efficient because the cost of air fuel can eat up 50 of the budget, which is why you cant get a dream liner to 20 20. Take a look at that deck. Take a look at the slides they put out today. They had new products like film that enhances lcd panels, and they improved the energyefficient abilities and reduced the composite materials. Honeywell, its seed planting and producing new products for airplanes and refiners and for whole foods . Its the pursuit of good foods that are healthy, organic and made, in the case of brooklyn, by local artisans and merchants who come together to create a gigantic Farmers Market within a supermarket. I dont want to oversimplify the process. Making money in stocks is real hard. If you dont have the time or inclination to do the homework. I dont mind you investing in an index fund with a good longterm record. Theres nothing you could do, but what i really dont want is for you to not get so overwhelmed by the notion that the fed may or may not taper the Bond Buying Program that you stay away from stocks entirely because you feel its just time to go home because its too hard because you cant predict the fed. I dont want you to be shaken out by the fed either, whether they stop buying or do continue to buy, because its not going to change with Companies Like boeing, honeywell, 3m and whole foods will do for you over time. The ceos wont let that happen. When you think about how many times you might have sold whole foods from its bottom in 2008 until now, just because you heard the fed might take some sort of action. Thats pretty darn embarrassing. Thats whats happened to so many people. I like all four companies and i want you to invest in it, but heres the real bottom line, you need to use the fear of these fed meetings and the disappointment about whatever the heck theyre going to say as an opportunity to buy, buy, buy these stocks into any weakness, that of course, has nothing whatsoever to do with them or their managements, and thats how you make big money owning stocks for the long term. Scott in georgia. Scott . Hi, jim. Merry christmas booyah from atlanta, georgia. Oh, man, right back at you. Whats up . We enjoy following your Charitable Trust and enjoy what you and stephanie and your staff do. Thank you. I learned about linco and establishing a position and now with the sec investigation behind it and with the merger closed i expect to see a bump in the stock, but its down over a dollar since the merger and i am just interested in your insight and whats going on. I know this is a difficult situation and we talk about every stock constantly because thats part of what action alerts is about. And we were at 5 00 this morning and say someone is leaning online or leaning on link and there are people who want this stock down. Is that a vast conspiracy . There are people that want to knock it down. Ill take that near 10 yield and give it away to charity and i think you should hold onto it, too. The fed, the fed, the fed. What has fearing the fed done for you lately . If the fear spurs a selloff tomorrow, look for the good stocks that are on sale. Stop fearing the fed. Start doing the homework and buying stocks. Coming up, happy new year . The magic of the Holiday Season continues, and cramers got more Stocking Stuffers that could present you with an opportunity for 2014. From where you deposit your cash to where you deposit your information online, two of cramers favorite plays are coming up. And later, natural selection. From new york to naperville, organic grocer whole foods continues to grow, and today the company dropped a bombshell. We can do maybe 1200 stores in the United States at this point. What does this mean for the future of the franchise . Cramer puts you inside their new brooklyn location, just ahead. All coming up on mad money. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer, madtweets. Send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. [ male announcer ] heres a question for you where does the United States get most of its energy . Is it africa . The middle east . Canada . Or the u. S. . The answer is. The u. S. Most of Americas Energy comes from right here at home. Take the energy quiz. Energy lives here. Every weekend worked, every idea sold. You deserve a cadillac, the Fastest Growing fullline luxury brand in the United States. Including the all new 2014 cadillac cts, motor trends 2014 car of the year. Get the best offers of the season on our Award Winning products. Like a 2014 ats and srx. Hurry in, offers end january 2nd. With the Holiday Season now in full gear, ive decided to get into the spirit of things, which is why all week im giving you a list of my absolutely favorite publiclytraded companies to use as Stocking Stuffers. Stocks are the one gift that truly keeps on giving. Sure there are better presents in the scheme of things and im sure some people would rather get an ipad air than shares in a company. It will be obsolete, whereas the stock in a company with topnotch management can still make you serious money. Its a great way to start teaching them to manage their money responsibly, a subject they can also learn by grabbing a copy of my soon to be released get rich carefully. With that bit of selfpromotion out of the way, lets get down to business. Im only going recommend my absolute Favorite Companies as Stocking Stuffers. The companies stocks i like so much, i own them for my trust, which i run with comanager, cnbc contributor stephanie link which you can follow along. Last week i put a couple of industrials in your shopping list. I like them. Ge and Johnson Controls, jci. Tonight i have two more for you. A tech stock for those who dont want industrials, and a bank for those of you that like lowly worm stocks. If you want a company thats a mobile and social, with a stock that happens to be darn cheap, i say look no further than google. At a time when red hot internet stocks have been absolutely roaring lately, google is the safer, more responsible and less expensive way to play the themes of mobile, social, and cloud, which is why we own it for the Charitable Trust. Even though google is up 51 on the year, and i think you can put it on fabulous for 2014 as they continue to surge, growing at double digit rates. Google is the sultan of the internet search business, responsible for 60 of all searches around the globe. 60, 60, not only do they control more than half the market, but that 60 figure is more than five times bigger than the next closest competitor and it makes google the king of Online Advertising. Get this, 40 of all Online Advertising revenue in the United States goes to google. The company is a colossus. Not only that, but google has an unparalleled understanding of the consumer, thanks in part to the search business, but also through android, its mobile operating system, as well as chrome, its browser and the fact that it owns doubleclick, an online service, and not to mention youtube. Dominance. All of which explains why google is growing like a weed. When the company last reported, they totally knocked it out of the park. Google website sales, the search business growing by 23 year over year. A substantial acceleration from the previous quarter and International Sales up 32 . I thought they were supposed to be weak over there googles paid clicks, rose by 18 and another terrific acceleration from the 14 growth in the previous quarter. Google has got a fortress balance sheet. 53. 3 billion in net cash. Giving them enormous flexibility to make all sorts of acquisitions and invest in the robot. Going forward i expect the company to post Earnings Growth in the high teens, not too shabby and thanks to the advertising and yes, the motorola business and perhaps the best thing of all after google is that after all of that, it is still cheap. Yes, this 1,070 stock is cheap. It trades at barely twenty times estimates. Its growing in the 16 longterm growth rate and that may be too low. Compare this to facebook which sells for 48 times next years earnings estimates and google is much less expensive and even on a growth basis. I see the stock headed to 1,135 in the near future and perhaps higher in the next year and if that scares you, remember my rule of thumb. If youre intimidated by a 1,000 stock multiply it by ten and you may feel more comfortable owning it, and you own a stock going to 9. 70. Get adjusted to that division and you wont be so nervous about what really is an inexpensive stock. Suppose you dont want a fastgrowing tech stock. How about a play on an industry thats been stagnant for years, one that i expect to have a comeback with a vengeance in 2014. Im talking about the banks, and specifically bank of america, bac. Another stock the Charitable Trust started a position. The banks benefit if Interest Rates rise. If the fed does decide to taper, stop buying the bonds tomorrow, thats a reason to buy the stock, not sell it although i am sure it will get hit. Bank of america is one of the biggest banks in the country with leading exposure to everything from consumer, business, large enterprise and the company has a huge large Enterprise Business that the market will look upon more fondly now that the volcker rule is the law of the land and we can put the hand wringing behind us. Bank of america is also extremely cheap versus the rest of the cohort. Its got a terrific turnaround thanks to managements restructuring efforts. The growth has been sluggish for some time and thanks to a rebound in commercial construction and the continual recovery in the job market. Theyve seen real pockets of strength. Bank of america posted a 19 yearoveryear growth in commercial loans and on top of that is net interest income. Thats the difference between the ultra low rates it pays for your deposits and the rising Interest Rates it charges for loans or that it invests in and that number increased by 100 million. Wow thats most banks did not have that kind of increase. Management said it would rise by another hundred million in the current quarter, given commercial lending. Sure bank of america still has legal issues and im not saying those are over, but the company reached a ton of settlements with states and regulators, and that means we can go back to evaluating the stock based on what i call normalized earnings stream, which is a big reason why i think it can go higher. It trades 1. 1 times tangible book value. Wells fargo trades at 1. 9 times tangible book. Is wells fargo really that much better . I can see the stock heading to 20. A 33 gain from these levels and thats not much of a stretch, considering it was 19 1 2, and not even in the midst of the great recession. J. P. Morgan was at 38. Wells fargo, now at 43, and theres a huge amount of catching up for bank of america to do and take it from me, this is a much better bank than when it traded at 19. Bottom line, google and bank of america, ideal Stocking Stuffers for the Holiday Season and beyond. Lets go to fozzy in colorado. Fozzy hey, foz, here, jimmy. I just want to give you a big Merry Christmas booyah and talk more about yahoo. Same thing right back at you, foz. The ali baba portion will be worth 50 billion. What do you think . I think it will be worth double that. I think it will be worth more than 100 billion. That is why i think people should still own yahoo. Yahoo email and i dont care. I think that yahoo is worth a substantial amount more than it is selling for, and thats because of the sum of the parts were s. O. T. P. Stocks are the gifts that keep on giving. Ive given you Johnson Controls and general electric, and im adding to my stocking google and bank of america. Stick with cramer. Coming up, whole foods opened its latest store in the heart of brooklyn, new york, today, and cramer got a sneak peek before the ribbon was cut. Find out what surprises lie inside and on top of this store in cramers exclusive. You know that i think the natural and organic food theme is one of the strongest stories out there in the entire stock universe, but lately it seems everybody in the grocery business has been jumping on the bandwagon, even walmart, and thats got people concerned about the incoming player in the category, including best of breeds whole foods. Thats a tremendous stock thats been up almost 1,000 over the last five years, and people are worried . Look, a