Cramer: 3 Big Beats Could Change Game

This blog post originally appeared on RealMoney.com on Wednesday, Nov. 18, at 6:48 p.m. EST.

Wouldn't you know it? The weakness in the market -- retail and tech -- might get a real turnaround tomorrow in the wake of three terrific quarters tonight.

First, Limited Brands(LTD Quote), which we may not want to shop at but we want to follow as a stock, reported a magnificent number. That's a great gauge of mall traffic, and it puts the lie to the idea that people are just looking -- they are actually buying.

Then Phillips-Van Heusen(PVH Quote) reported a monster beat, and that's a gigantic off-price retailer and apparel maker that represents another good sign for consumer spending. It's not Polo Ralph Lauren(RL Quote). But not Family Dollar(FDO Quote) either.

Finally and perhaps most important, NetApp(NTAP Quote), the tech storage company that I have flogged endlessly, put up a terrific quarter and raised guidance. Given that tech was weak today, this could turn that cohort around.

Big beats.

They matter.

At the time of publication, Cramer had no positions in the stocks mentioned.

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