Planes and Trains Still Roll Uphill

Monster moves: aerospace and rails. What's behind them? In aerospace, which includes, of course, Boeing (BA - commentary - Cramer's Take) and soon-to-report Honeywell (HON - commentary - Cramer's Take), the orders are explosive and the pricing -- post-Airbus' blow-up, is bountiful. I said that both Boeing and Honeywell would be two huge stocks in the Dow and now they are.

The rails, of which I own Union Pacific (UNP - commentary - Cramer's Take) in Action Alerts PLUS, are simply the case of pricing power. For as long as I have been trading the rails have had none of it. They never raised prices.

Now with the fuel costs of the truckers and the lack of drivers because nobody wants that job, you are getting the pricing we have been patiently waiting years and years for.

Given that this is the first quarter that we have seen pricing, and given that the big materials that need to be moved -- grain, ethanol, coal -- are all rail-specific, I see multiple-year moves here as the pricing just gets better and better.

Both groups have run. Both groups have much, much further to run.

Random musings: Celgene (CELG - commentary - Cramer's Take), Gilead (GILD - commentary - Cramer's Take) and Genzyme (GENZ - commentary - Cramer's Take) all can go further, but so can Amgen (AMGN - commentary - Cramer's Take). ... Schering-Plough's (SGP - commentary - Cramer's Take) turn to the better just keeps amazing people. ... American Standard (ASD - commentary - Cramer's Take) is way, way too cheap.. Did you know that Fastenal (FAST - commentary - Cramer's Take) is now selling Craftsman-labeled tools, which says, again, that the labels that Eddie Lampert will monetize for Sears (SHLD - commentary - Cramer's Take) are growing in value.

At the time of publication, Cramer was long Union Pacific and Sears Holdings.

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Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for Action Alerts PLUS. Watch Cramer on "Mad Money" weeknights on CNBC. Click here to order Cramer's latest book, "Mad Money: Watch TV, Get Rich," click here to order his book, "Real Money: Sane Investing in an Insane World," click here to get his second book, "You Got Screwed!" and click here to order Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column by clicking here.

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