Editor's Note: This alert was originally sent to subscribers of Action Alerts PLUS at 11:20 a.m. EST on Jan. 13. Cramer holds Cabela's and Commerce in his Action Alerts PLUS portfolio.

The market is trading lower today, despite strong numbers from


(AAPL) - Get Report

after the close Wednesday. But two portfolio stocks,





(CBH) - Get Report

are trading higher and worth noting.

First, Cabela's reported this morning that it is comfortable with the range of analysts' sales and earnings forecasts for the fiscal fourth quarter and full year. Indications from the company are that upside to midpoint forecasts exist on both the top and bottom line.

I told you readers back in December that I expected positive results and was an aggressive buyer of the stock 10% below its current price of $23.02. The company is executing in a difficult environment and appears to be taking share from its competitors. Cabela's will report operating results on Jan. 24 and I wouldn't be surprised to hear of more store expansion and upside to 2005 forecasts.

Commerce is scheduled to report its fourth-quarter results after the close today, but its stock is already on the move. It's trading $2.08 higher to $64.00, due in part to a bullish call out of Friedman Billings Ramsey. I expect the company to turn in another solid quarter, and its organic growth has shown no signs of slowing. The stock still trades for less than 20 times next year's earnings estimates despite its industry-leading growth metrics. I expect some of the seven analysts with hold ratings to take a more bullish stance following this report.

P.S. One of the keys to successful investing is a smart portfolio strategy. So you might want to consider a

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At the time of publication, Cramer was long Cabela's and Commerce.

James J. 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.

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