Almost inconceivable to have stocks go up with the averages were down. The futures just overpowered everything. Now we have situations like today where the banks trade higher again as Interest Rates go up and the certainty of a federate hike grows ever more. Well, certain . Thats fabulous for the earnings. We get a quarter from applied materials, the Semiconductor Equipment maker, and when it says the chip makers are ordering equipment again, it takes up a host of them. But when every one of amats competitors, the stocks all go up. Continue . Lets check out our game plan. Right now politics can outrun any earnings, and if we come in monday and donald trump has named mitt romney secretary of state, i believe youll get a rally in the stock market based on the idea that trump may be more savvy about foreign policy. Why do i say this . I heard it from Money Managers and floor traders. Something to think about. Trump may not be the most diplomatic guy on earth, but Money Managers would certainly be appeased, and of course the name brand wall street friendly treasury secretary on top of tapping romney for state would send this record through the roof, that is if there is even a roof. How about earnings . On monday, we heard from tyson foods and this Company Successfully transformed itself from a commodity chicken producer to a purveyor of packaged goods. I like the direction tyson is headed, and it sent the stock up a lot. Now have gone hideously out of style in the wall street fashion show. Kicked off the runway by companies that bend metal, make things, move things around, like money, banks. Tysons earnings terrific in a slow economy, but its numbers will pale by comparison to those that do well when the economy is accelerating. After the close, well test the new thesis that people are now going out postelection when jack in the box reports. The fast food chains stock has been red hot, a combination of division and very strong sales at its namesake stores. Can a stock thats run 32 yeartodate maintain that pace . My bet is unless the number here from jack in the box is super, you wont get much of a move. That said, jack in the box is a chain transformed and while we know theyve played down the idea they picked up market share from a hobbled chipotle, its certainly possible we wont get most of a pullback on a plain good number. The cybersecurity stocks have been going on a hideous slide going into the fall but have come roaring back to life, about hacked emails endlessly not to mention servers, and theres a sense hacking has become so prevalent, Companies Need to spend aggressively to solve it. Cyberark and proofpoint have good numbers. Weve targeted these endlessly. They mostly do email and the key to the kingdom kinds of passwords. But palo altos network is no slouch and i think well like what they say when they report. My only worry is palo alto has so much business already it i dont think you can spend enough on cybersecurity these days and palo alto is the chief traded winner. Tuesday is chock full of earnings and i bet well hear from great ones from a diverse group. Before the opening, we get burlington stores. This discounter has put up fabulous numbers of late. Will it be too warm for some of the coats they carry . Interesting question. Thats my only real worry here. I have a real big retail wrap up later in the show where i ponder the fate of the consumer and whethee we want to find out where dollar tree fits into the retail equation, last time the Dollar Stores got crushed because of newly energized walmart. Walmart is still being aggressive. Didnt care for that quarter yesterday, but theyre spending a lot of money on infrastructure. I say it makes dollar tree too hard to call. Campbells soup has seen its stock get pounded into oblivion, and a sense that a two and treasury offers ah a similar return. Even as the company is transforming itself into a more natural, more organic and more relevant enterprise. We have two companies i think are going to be the stars when they report on tuesday. Analog devices, which purchased linear tech for 14. 8 billion, and tech data which you know they think is terrific. Both companies had good numbers to begin with but i think these mergers will allow these numbers to stay strong in 2017. They are my nominations for best of the week, tech data being the strongest. Another winner, if you remember the actionalertsplus. Com, you know weve been buying this Hp Enterprise for the Charitable Trust hand over fist. Ceo meg whitman has done deal after deal to bring out value while nabbing some very good data center and networking business and i think shell give you more goodies when they report next week and has an stock of Urban Outfitters is up for the year. A lot of analysts are saying its time for it to cool off. The last quarter was remarkable. They told a really good story about having the right fashion. I dont think good fashion goes out of fashion in one quarter. However, the stocks run makes it imperative that Urban Outfitters blow away the earnings estimates, and those numbers have risen so much so fast since the last quarter that i suggest actually taking some profits in urban before they report. You want to read on the consumer and credit. Well be lni because the Money Managers who are betting against it think this company is nothing more than a lender that happens to sell jewelry. I think thats a harsh judgment. Theyre smart people on both sides of the trade. Finally deere and company has seen its stock move up more than 20 merely on a belief there has to be a turn in the agricultural business after a multi year downturn because i havent heard anything substantive yet that would justify that move. I wish there were more to it than that, but the numbers dont on some of their position and buy it back if the Conference Call is negative. I put it like that because deere has a habit of pouring cold water on its stock and i dont think this time will be any different. You know what this is. Weve really upgraded people dont realize how much weve upgraded the show because for the first 11 years, i did this. Then everyone said it doesnt work jim. So we have a picture of an actual turkey because you cant do this. I mean you can go like this, and even that doesnt really work not a machine learned. Its not artificial intelligence. Its just stupid. Anyway, thats just my own thing. Probably too much information, and the people who built it probably are mad at me but i dont care because im like never mind. One more thing, friday is our National Shopping day. Its kind of like our singles day except they came up with it after we did. The gloom from the election has been elected and a sense things are better or Getting Better. Lets not mistake things. Errant cabinet pick could send us lower. But experienced hands at state and treasury, it might not matter what earnings we get because anything that reassures investors there are some serious hitters here will, i believe, continue to propel stocks higher. Lets take some questions. Lets go to rhonda in texas, rhonda. Caller hi, jim. Rhonda. Caller hi. The day after the election, dropped 15 . So do you think its realistic this stock could hit the mid90s in the next 12 months . Too hard. Too hard under a trump too, lets say, erratic under a president where we really cant get a read on whats going to happen with the Affordable Care act. Lets take a pass on that one. Lets go to lauren in ohio, lauren. Caller hi, jim. Hi, lauren. Caller im a grandmother looking to invest in a couple longterm stocks for my six opinion on valero or marathon. I dont think those are the right kind of i was hoping you would Say Something like a disney or a johnson johnson. Why . Because in the end, those are Refinery Companies and refineries are going to revert to the mean. They are Commodity Companies and im not going to recommend them for long term appreciation. Lets go to martin in michigan, martin. Caller good evening, jim. Thanks for taking my call. Hey, great that you called. Whats up . Caller my concerns are novo nordisk. No, no, no. They had one of the worst quarters of the year. Were not going to go there. I suggest you go to merck because novo nordisk had price competition on pretty much every drug it puts out. Oh, i see, you had to do it with your right hand. Anyway, theyre plenty of big reports next week before you get to enjoy your thanksgiving turkey. Lets not kid ourselves. If president elect trump lands a big appointee to this cabinet, that could give the market something to feast on. On mad money tonight, United Continental was once the black sheep of the airlines. With the stock flying higher, is it clear skies after buffett took his stake . Then its been just over a week since trump won the general election. What could the president elects policies mean for apple and its shareholders . And with black friday a week away, im giving you my retail wrapup. I suggest you stick with cramer announcer 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 . Whatcha doin . Just checking my free credit score at credit karma. What the . . . Youre welcome. I just helped you dodge a bullet. But i was just checking my. Shhh. Dont you know that checking your credit score lowers it just be cool. Actually, checking your credit score with credit karma doesnt affect it at all. Are you sure . Positive. So i guess i can just check my credit score then . Check out credit karma today. Credit karma. Give yourself some credit. Sorry about that. Ugh. Heartburn. Sorry maam. No burning here. Try alkaseltzer heartburn relief gummies. They dont taste chalky and work fast. Mmmm. Incredible. Can i try . She doesnt have heartburn. Alkaseltzer heartburn relief gummies. Mr. Clean gets tough on dirt and grime and grease in just a minute mr. Clean will clean your whole house and every room thats in it floors, doors, walls, halls hes so tough, he cleans em all mr. Clean when its time to move to underwear, toddlers see things. A bit differently. Thanks to pampers easy ups. While they see their first underwear. You see the best way to potty train. Introducing new pampers easy ups. Our first and only training underwear. With an allaround stretchy waistband. And pampers superior protection. New pampers easy ups. The easiest way to underwear. Pampers. You should never assume that winners will always be winners and losers will always be losers. The fact is its possible for right leadership. Take United Continental holdings, ual, which for years was the black sheep of the Airline Industry. When the group was down, United Continental was down the most, when the group was up like the big airline rally, United Continental was up the least. But lately this company has gone through a remarkable transformation, the stock has become the best performer in the cohort. Its up 19 yeartodate. The entirety of that move has come just since late june. Thats right, United Continental has gone from laggard to leader in less than five months. I think thats remarkable. So how exactly did they pull off this stunning comeback . In september of last year, ual decided to shake up its management, which was pretty bad frankly, so they brought in oscar munoz. Hes a railroad exec. Munoz had a heart attack the recuperating from a heart transplant, he came back to work in march, and ever since then ive been very bullish about this stock because i believed in his ability to turn the business around given the fabulous job he had done at csx the railroad company. From the moment oscar munoz came back to work, he had to stave off a proxy fight from a couple of activist investors, Altimeter Capital management and par capital management. Give me a break. I thought their argument was a little disingenuous since ual had appointed a ceo to shake things up. He hadnt been able to do anything for the first few months because of the heart attack. Munoz quickly dealt with the activists. He resolved the proxy contest perfectly. No harm, no foul. But that still left a host of problems. When the Company Reported on revenue declined and they forecasted a 6. 5 to 8. 5 decline in passenger revenue per available seat mile for the next quarter. This is a crucial key metric for the airlines. I talk about it in get rich carefully when i say what are the most important metrics when if comes to the airlines. The hub airport in houston had been under pressure thanks to weakness in the energy industry. They pointed to a slowdown worst of all, management said they had heavy competition from low cost carriers. Sell, sell, sell, sell. Remember, competition has always been the bane of the Airline Industry. For most of my lifetime as an investor, my policy was to stay away from these stocks because they always seemed to be involved in ruinous price wars. There have been a slew of big time mergers. Government kind of let everything happen. Airline industry had become a slap happy oligopoly. Fast forward to july, though, when United Continental reported its Second Quarter results. Things had already started to improve. The company delivered a top and a bottom line beat and while its passenger revenue per available seat mile still declined, down 6. 6 , that was still near the high end of managements previous guidance. The company would be adding less new capacity than previously thought. Believe me, that matters. In fact, he said that in the fourth quarter, United Continental would actually cut their transatlantic capacity. Why was that good news . By cutting his capacity forecast, munoz signaled he wants the industry to maintain its Pricing Power rather than constantly going back to the next Major Development came at the end of august when United Continental named scott kirby, a very smart executive who had been let go by American Airlines as its new president. By the time they reported a month ago, we got another top and bottom line beat, a big one, and the passenger revenue per available seat mile continued to improve. 3. 5 to 6. 5 decline in passenger revenue and indicated that many of the problems afflicting this key metric are now, and im going to quote, in the past. With the exception of american, United Continental is the only other airline thats generated a steady improvement in prasm in 2016. Munoz expects this critical number to go positive early next year. You cant hold a stock down like that if that happens. The company held its annual analyst day earlier this week and we got the clearest picture earnings power. These are cheaper tickets where you dont get to pick your own seats. You board last, and youre only allowed to bring one small personal item on the flight. If you got luggage, youll have to check it for a 25 fee. Theyre also working on a premium economy concept where presumably youll pay a little more for features we currently take for granted. Thats all right. The idea here is theyll be able to take business back from some of the low cost competitors Like Spirit Airlines while also simplifying the boarding process. By creating these new product categories, they believe they can generate 1 billion of additional revenue by 2020. Meanwhile, munoz plans to cut the companys Capital Expenditures by another 1 billion just by restructuring. This stuff is great. You know what that is . Thats like finding a briefcase ual says its going to stay disciplined on costs and keep the Balance Sheet strong. Best of all, munoz gave us some very bullish commentary talking about the cautious optimism of his employees. I talk to him all the time when i fly, and i fly a lot. They all same the same thing. Universally, they love munoz. He said, i certainly believe weve turned the corner and the road is nothing but up from here. Its true. Hes made the airline much more efficient. Long delays down 27 since 2014. Flight cancelations down 57 in the same percent. However, even with all the efforts, this would simply be the best house in a bad neighborhood in the Airline Industry were stinking up the joint. But the other airlines are cutting back on the new capacity additions too. Fuel costs remain very low. Even long time airline hater Warren Buffett has made a big bet on all three carriers. Even with its recent rebound, United Continental remains dirt get if the think the earnings are going to be shrinking next year. Munoz says uals prasm could increase next year. Heres the bottom line. Under the leadership of oscar munoz, United Continental has tackled many of the problems that had plagued the company for years. Its gone from worst to first in the Airline Industry, and while the stock is still cheap, i suggest if you get a pullback, pull the trigger. Its one of my two faves. Its a tie with the incredibly run southwest. Two winners for an economy i think is going to grow much faster than people believe in 2017. Much more mad money ahead. The reports apple is exploring shipping production to u. S. That would make president elect trump happy. What it could be mean for the company and more importantly the stock just ahead. Plus 36 days until christmas. Oh, man. With Holiday Sho