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Winter is finally here, and with the promise of cold weather ahead, Cramer looked at two winter apparel makers, Columbia Sportswear (COLM) - Get Report and Canada Goose Holdings  (GOOS) - Get Report .

Shares of Columbia had been struggling along with the retailers it sells into, thanks in part to two warm winters in a row. The company has since turned itself around, rising from the mid-$50s to over $70 today. When it last reported, the company saw strong top and bottom line numbers. Shares currently trade for just 23 times earnings.

Shares of Canada Goose are up over 64% since Cramer recommended the company in March. The luxury apparel maker continues to expand, with accelerating sales and brand awareness. It also raised its full-year estimates when it last reported. Shares of Goose are not inexpensive however, trading as 62 times 2018 earnings and 38 times 2020 estimates.

Cramer said he's still a fan of Columbia, but would take some profits in Goose, letting the rest ride, as this brand seems to have more room to run.

Over on Real Money, Cramer says Janet Yellen's transparency has been good for markets. Get more on Cramer's insights with a free trial subscription to Real Money.

Cramer and the AAP team take a close look at new economic data, including industrial production and inflationary trends. Find out what they're telling their investment club members and get in on the conversation with a free trial subscription to Action Alerts PLUS.

Read more about 14 of Jim Cramer's Action Alerts Plus core holdings, including Citigroup (C) - Get Report , Apple (AAPL) - Get Report and DowDuPont (DWDP) - Get Report .

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At the time of publication, Cramer's Action Alerts PLUS had a position in C, AAPL, DWDP.