Here Are the Winners

Today's the day that we actually consider winners and we pick among the rubble.

You can see it: We know that Pepsi (PEP - commentary - Cramer's Take) and McDonald's (MCD - commentary - Cramer's Take) and CBRL (CBRL - commentary - Cramer's Take) all benefit from lower oil. We know that we have deposit banks doing better. I thought Bob Steel told the best story imaginable last night on my show detailing the problems, the plan -- split into bad and good -- and the challenges, all of which will benefit from the institution being a big deposit holder. Wells (WFC - commentary - Cramer's Take) and U.S. Bank (USB - commentary - Cramer's Take) have been right from the get-go and continue to be right. If Citigroup (C - commentary - Cramer's Take) would just sell another large division after Germany it, too, could be in better shape. This market has decided that a stand-alone bank just won't cut it.

We know that Hewlett-Packard's (HPQ - commentary - Cramer's Take) better than Dell (DELL - commentary - Cramer's Take) and has a plan. We know that drug approvals matter again. These are all refreshing signs that not everything is insured by AIG (AIG - commentary - Cramer's Take) or needs hedge funds to prosper.

The fact that there is no bottom in oil and it is quite evident that that the commodity can't bounce at all even though the stocks are tearing.

But the rest of the market likes it. At least until we hear more about what's going on with AIG.

At the time of publication, Cramer was long Hewlett-Packard, McDonald's and Pepsi.

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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. To order Cramer's newest book -- "Jim Cramer's Stay Mad for Life: Get Rich, Stay Rich (Make Your Kids Even Richer)," click here. Click here to order "Mad Money: Watch TV, Get Rich," click here to order "Real Money: Sane Investing in an Insane World," click here to get "You Got Screwed!" and click here for Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he appreciates your feedback and invites you to send comments by clicking here.

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