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January 15, 2014  Wed 8:12 AM CT

Maybe George Michael was right when he sang, "You gotta have faith." Because if you are going to make big money in the stock market--something I know you think is possible or else you wouldn't be reading this--you do need faith in the ability of companies and people to deliver.

Today, more than I have seen in a long time, there's a need to invoke Michael's admonition. That's because there are some winners at work today that you most surely would have missed out on if you didn't.

Let's start with Len Schleifer, the CEO of Regeneron, who was on CNBC's "Mad Money" last night. We all know that big biotech's been swooning of late with many of the momentum players saying that the large companies are tapped out. But Schleifer has repeatedly told me that there's much more to Regeneron than just the company's blockbuster Eylea, a drug for macular degeneration, and that Eylea itself is doing far better than the analysts expected.

Now, as I peruse the analyst reports going into Regeneron's presentation this morning at the big J.P. Morgan health-care conference, I was struck by the same phrases used over and over: little upside, not enough upside, upside baked in. Sure, it could be baked in if a more than 10 percent move, at one point 34 points, is baked in. I say patty cake, patty cake, bake me another cake with that recipe. Plus, Regeneron traced out good news for a rheumatoid arthritis drug and talked again about how close the company is to launching a cholesterol drug for the millions of people who cannot tolerate statins.

Those who had lost faith in Len simply because the stock had been stalled didn't understand that sometimes you just have to bank with someone who has repeatedly gotten it right and made you a ton of money, since the stock was at $5 when Len first came on "Mad Money." I also like his breakthrough deal with the Geisinger Health System, one of the overlooked portions of Regeneron's presentation.

Regeneron's building a huge pharmaceutical company and needs to have giant human sample, for lack of a better term, to do human-genome sequencing to invent the drugs of tomorrow. With Geisinger, Regeneron gets the consent of 100,000 lives, an amazing agreement, especially when most drug companies have trouble getting the consent of 10 to 20 people. No wonder Sanofi-Aventis has bought 16 percent of this company with an appetite for much more. Regeneron is one of the four horsemen of the Big Pharma apocalypse that I write about in my new book "Get Rich Carefully," and Sanofi doesn't want to be Regeneron road kill.

How about the faith you need to have in Allergan's David Pyott? Here's a company you may know as the purveyor of Botox, but it also has a terrific ophthalmic-care business with its signature dry-eye drug Latisse. Back in the summer of last year, with the stock flying high at $115, word spread among various brokerage firms that there could be a generic challenge to Latisse well ahead of when anyone expected it. The stock immediately plunged to $85. Pyott, without hesitation, came on "Mad Money" and told us that there would be real hurdles to any generic challenge and that a series of new patents will protect the franchise.

TheStreet.com logoGuess what? The generic challenge turns out to be very difficult and the patents unassailable, which is why that stock has rallied almost 6 points to a new high of $120. You had to have faith that the mild-mannered Pyott wasn't blowing smoke, something I had conviction about because he's been on my show so many times and had been so bankable that it almost seemed ridiculous that anyone would question him or his outlook. What an investment!

How about Google, which is the largest position in my charitable trust? Here's a company that's trying to automate your life, to use a term out of the old Horn & Hardart playbook. Last night it bought a company called Nest that makes a product Home Depot CEO Frank Blake told us is so loved and so powerful that it is driving traffic to its store. Again, we know that Google has a ton of cash. We have to have faith that they know what to do with it.

In the past I have been too skeptical of how Google's putting that cash hoard to work. Yesterday's action, with the stock up $26, shows that I was too skeptical. The company really does know what its doing. Google's a team you have to believe in. The record forces you to do so.

How about Irwin Simon from Hain Celestial? His company just spent $190 million to buy Tilda, which is widely credit with bringing Basmati rice to the Western world. Basmati's the natural, unprocessed rice that my parents' generation is used to. Out with the Uncle Ben's and in with the Basmati. This is still one more brilliant acquisition by a company that's made a slew of them and the stock's up about $5 because the Simon didn't overpay, as the deal will be 6-10 cents per shares accretive in the second half of the year.

Talk about needing faith in this journey from the $20s, where I first learned of the natural and organic colossus that Simon has put together, to $96 where it is now. I can't think of a winning company that shorts have taken bigger aim at through individual research hit jobs as well as article after article dripping with cynicism about what Simon's trying to accomplish. This is a man who proves doubters wrong on a serial basis.

Finally, there's the cult stock that is Tesla. It's been dormant of late, a victim of too much hot money and worries about recalls. Tesla's impresario, Elon Musk, took to Twitter today calling for a recall of the word "recall" while he also announced that revenues for the company will be sharply higher than expected. Boy did he take people by surprise. No wonder the stock has surged $18.

Now, to be sure, not everyone is worthy of faith. There are plenty of companies that haven't rewarded you for having it. Hardly a day goes by when I don't lament having so much faith in Timken, the steel company that smoked my faith with the worst pre-announcement to the downside of the last year. And when GameStop's Paul Raines stopped by "Mad Money" not that long ago to talk about the long-range prospects for the company, would it have hurt to talk about the short-term challenges a little more, challenges that are causing the stock to lose about 20 percent of its value? Talk about misplaced faith.

But consistent winners like Regeneron's Schleifer, Allergan's Pyott, Hain's Simon, Google's Larry Page, and yes, Elon Musk at Tesla, people who over and over again have demonstrated that they will reward your faith? They are the coaches with a history of winning seasons. They deserve your trust.

Disclosure: Cramer's charitable trust is long GOOG.
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