Cramer's 'Stop Trading!': MasterCard Rewards

"We're going to elect two presidents," Jim Cramer said on Tuesday's "Stop Trading!" on CNBC. "That's what the market's saying."

On the one hand, all of the plays on a Barack Obama presidency are up, except for biotech. But "big oil" is also up, said Cramer, which is a John McCain play. According to Cramer, the first thing Barack Obama will do if he's elected is to say, "$14.3 billion for Exxon(XOM Quote), nothing for the regular guy? That doesn't seem right."

"It's a natural place to take profits, even if you like the group," Cramer said. "Even if I thought McCain was going to win, I'd probably take some profits." He recommended selling Oil Service HOLDRs(OIH Quote) and Exxon.

MasterCard(MA Quote) had a "monster good quarter," Cramer said. He abandoned it before for Visa(V Quote) but says he wants "to come back to it in a major way." He said he sees the stock hitting $180 within 48 hours.

"I've been a big backer of Visa," he said. "I don't know Visa's numbers, and I want to see those, but MasterCard goes higher."

The worst thing that a retail stock can do right now is "have a number reported, because they're all awful," Cramer said. "Coldwater Creek(CWTR Quote) had a report last week, and that was dirty water."

In fact, Cramer said, "stay away from anything that's actually going to report."