 Hey, good morning everyone. It is the first trading session of October here now is Jim Kramer on the floor of the New York Stock Exchange. Jim, obviously it's tough to follow the markets given what the tragedy in Las Vegas. Yeah, I mean, look, I think that what happens in these kinds of things is that it's subdued, but at the same time that it's subdued, there are people trading debts all over the country who say, look, it's subdued, but I've got to position myself. The position that I see, by the way, is that all the stay-at-home stocks in Amazon and Domino's are doing well, and that's because people feel that there will be some change of behavior after this. Historically, that has not been the case, but I understand the desire to try to take advantage of what people see and believe that something like Mandalay Bay will make it so that you don't go out as much. Well, and we're also seeing some of the gun stocks rise. Well, there, I mean, what's happened historically is that people feel that when there's a tragedy that there'll be something that comes out of Washington that makes it so that it's more difficult to get by a gun. I would say that after Sandy Hook and Democratic president, nothing happens. So that is not a reason to buy those stocks. I would sell those stocks. All right, Jim, it's obviously a tragedy. We'll continue to watch it. Let's move on, though. It is the first trading session of October, and great timing because you have a fantastic real-money column. Thank you. About 12 sectors that everyone should really be watching. Yeah, I mean, you know, there's just a head of steam in a lot of different areas. Now, oil, by the way, is not one of them. There was a head of steam going in for oil, and we talked about this with my action alert team for the club this morning, where oil had 52, and once again, the oil companies came in and sold a ton of futures, but the transports are amazingly strong, housing, auto. And so what's happened is that you had a thesis going into the quarter, and even the last month, then we were at peak auto, and then we were peak housing, peak transport, and everything changed, I think, because of Houston and Florida. And I think that people have underestimated Houston and Florida, underestimated the rebuild, underestimated the amount of resources that go into it, and underestimated how the population in Houston is different from the population in New Orleans, where there's much more insured and the damages are very oriented towards auto and oriented towards fixing houses. So you're seeing all the stocks that do well in that situation really flying, and that's not going to stop, that's going to continue. Well, and you also mentioned the bank stocks in your column, and you point out this interesting timing that earnings are next week for banks, which is after that critical jobs number on Friday. Yeah, I mean, you know, the jobs number is going to be able to be subject to a lot of interpretation, given what happened in Houston and what happened in Florida with the storms. I think that the interpretation will be that the economy is strong, and if the economy is strong, then I think it will make it even more likely that we get the December rate increase, if we get the December rate increase, then the banks, if they get hit, you want to buy. Wells Fargo will be testifying tomorrow Tim Sloan from the Congress, and I happen to recognize a stock that does well here. We own a city for the club, and that's been terrific, but I think Wells could go up, JPMorgan could go up, Bank of America's been going up, and there were a bunch of downgrades today. There were a downgrade of regional banks. I think that that's a downgrade that I would not do. I think the regional banks, which were red-hot going into this quarter, will stay red-hot. Staying with the financial sector, AIG stripped of its systemically important label, any reaction there? Yeah, I mean, AIG is an inexpensive stock, and it's going to save $100 million. It is interesting to note that AIG is the only insurer that really hasn't done well here, and that the strongest insurer-related stocks are Marshmack, Aion, Gallagher, these are brokers. The insurance brokers are very strong. That stands to reason, given the fact that of the storms. And I think that progressive rates are going to go higher there. So I think that the insurers remain one of the great groups of this year. Alright, meanwhile, NVIDIA's price target was raised at SunTrust. No surprise to club members. Now NVIDIA reaches 180, and there's just a wall of selling every time the stock gets to 180. It's funny, there's a wall of selling at TJX, at 74. There's a lot of stocks that really get stopped at particular levels. And I think that NVIDIA is going to have to have far more buying power to get through 180. Do we get there? I think maybe you have to wait for the quarter. Okay, Jim, some good news for you as an LG subscriber. Disney reaching a deal with the Campbell Company. Right, I thought that was, I mean, I used Moffett-Nathanson. They were very bullish on Disney. I haven't think this is a very important call for Disney. I think that Disney, at a certain point, is going to do all the different methods that you're going to use to get Disney programming going to kick in. Maybe it'll be less of a focus on the subscriber numbers. So I think that this was a clarion call to buy Disney, but longer term I've never wavered. I think that Disney's an inexpensive stock, longer term. Yes. All right, and Jim, Pepsi was downgraded at Jeffries. That's a club name. Yeah, look, I mean, we trim PepsiCo. It doesn't matter. We're not going to get rid of PepsiCo. We understand the group is challenged. But this is the strongest of the consumer packaged goods companies. And I feel like that after it gets hit, no matter what, you know, if they report people are critical of it, it will bounce faster than all the others. And while we're talking about Pepsi, remind us of your view of Coca-Cola. Coca-Cola is just either here or there. I mean, I think that if yields, if Treasury yields go up, then Coca-Cola is less useful. I do think Coca-Cola will be wise to buy Monster, even though Monster's moved a lot. It's like, I wish Allagham would buy Align technology, Align being the company that would take care of the tea so that the whole face obviously aligns very expensive. Monster's very expensive. But what we've seen is that the companies that have made big acquisitions this year have done quite well. Even United Technologies, whose stock is now at 116, it got hammered down to 109 when they bought Rockwell Collins, one of the bigger gains of the third quarter. You know, so the companies that make acquisitions are doing well. I just think that the Monster's a natural acquisition. In addition, Coca-Cola says it wants to be even bigger in beverages. I don't know how else to be bigger except for buying Constellation. Constellation is not for sale. They report this week. Also reporting earnings on Tuesday is Lenaro. And we, of course, talked a little bit about housing. Yeah, the housing business. Now, there's a Florida-based home builder. I don't know what they can say, but I think that we saw really good numbers from KB Homes last week and that accelerated everything. What was really kind of interesting was that KB Homes has been having good numbers over and over and over again, ever since we recommended it at 14. And yet, suddenly it matters. It's almost as if the analysts who had been denigrating the stock for so long are now on board. And it just shows you, once again, be patient when you have a really good stock. And Jim, before we end, tonight on Mad Money, you have the Haynes Celestial CEO. Yeah, and, you know, let a lot of people feel Haynes for sale. I think we're going to find out it's not for sale. And Haynes is going to be trying to rebuild its earnings profile. Let's listen to whatever one Simon has to say. Perfect timing for that interview. Jim Kramer, thank you so much as always. We'll leave it there. Alright, for more information on the stocks Jim mentioned, please head back to TheStreet.com.