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Stocks discussed on Jim Cramer's Stop Trading! TV Program, Tuesday November 2.

Pfizer (NYSE:PFE), Humana (NYSE:HUM), Unitedhealth (NYSE:UNH), WellPoint (WLP), GM (NYSE:GM)

In every mid-term election since World War II, the market has been up 15%, but Cramer urged viewers not to get stuck in a false sense of security. In 1998, the Fed's dramatic rate cut drove the markets. In 2010, the economy is facing the double threat of inflation and deflation, which makes the current situation unusual; "I don't want to take stock in what has happened historically. I want to take stock in what is happening now."

Pfizer (PFE) is a value trap and the market is not going to forgive the stock. "If you want earnings momentum, you have to go to Humana (HUM), WellPoint (WLP) and Unitedhealth (UNH). Cramer thinks ultimately the HMOs are winners; "Even though the President might not want it that way, they are the winners."

GM has a big problem with 531,000 pensioners and 85,000 current employees, but Cramer isn't worried; “If a deal’s priced right. I don’t care if they have a million ex-employees.”

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Source: Cramer's Stop Trading! HMOs Are Unlikely Winners (11/2/10)