This is being written in the wee hours of the morning, so apologies in advance for missing any timely stock market analysis.

Yours truly is on the road early Thursday to spend a good chunk of the day with legendary race car driver Mario Andretti at his compound in Pennsylvania. I tell ya, if you had asked me 20 years ago if I would be sitting down with Andretti I would have laughed in your face, hopped in my '91 Trans Am and went off to the beach. Life works in mysterious ways. But, in researching Andretti over the last week or so there is one constant thread through his career: This is a man of integrity. You think Andretti, you think winning, high quality and a person that delivers on expectations. There is a good lesson on investing wrapped up in all of that, too. 

Even as the Dow continues on its journey to 1 million, it's important to favor companies that defy expectations with their products and serve up quality numbers as a result. Netflix (NFLX) - Get Report had a true blowout quarter because it has a true blowout business. Wall Street got all excited about IBM's (IBM) - Get Report numbers, but if you look closely the reality is the company remains a sleepy struggling tech giant. When Apple (AAPL) - Get Report reports on Nov. 2, it will probably remind everyone that it's a super-high-quality company with a still low price-to-earnings multiple. The same goes for Facebook (FB) - Get Report , though it's valuation by no means is ridiculously attractive. All in all, stay disciplined people -- in the spirit of Mario Andretti companies with integrity tend to win over the long haul. 

What's Hot

A Billionaire Visits TheStreet

You never know what high-profile person is coming through TheStreet's Wall Street headquarters. The latest VIP was David Rubenstein, co-CEO and co-founder of The Carlyle Group. Rubenstein and TheStreet's Scott Gamm discussed the risks that continue to exist in a market that seemingly refuses to correct. 

Respect the risks, or get run over by them.

The Future of Grocery Shopping

It's how the food gets to you these days and the battle for your dollars that TheStreet has addressed in its package of new stories. Senior Editor Michelle Lodge tees up the package nicely. 

First, we've tackled why Walmart's (WMT) - Get Report grocery business is beating upstart European rivals in the U.S., and how Walmart is, believe or not, acting like a startup. We also drop two more pieces: five ways tech is altering the grocery business and how upscale grocer Whole Foods has changed since Amazon (AMZN) - Get Report bought it.

Check out the video above with TheStreet's Jim Cramer on Walmart $100.

Apple and Facebook are holdings in Jim Cramer's Action Alerts PLUS Charitable Trust Portfolio. Want to be alerted before Cramer buys or sells AAPL or FB?Learn more now.

Receive the free "Morning Jolt" daily newsletter by heading here.

Join Jim Cramer, CNBC's Jon Najarian and Other Experts Oct. 28 in New York

Jim Cramer will host CNBC's Jon Najarian, TD Ameritrade's JJ Kinahan, famed analytics expert Marc Chaikin and other market mavens on Oct. 28 in New York City to share successful strategies for active investors.

You can join them as they discuss how smart investors can make the most of options trading, futures contracts, fundamental and quantitative analysis and great ETFs to buy right now. Participants will also get a chance to meet Jim and other panelists and take photos.

When: Saturday, Oct. 28, 8 a.m.-3 p.m.

Where: The Harvard Club of New York, 35 West 44th St., New York, N.Y.

Cost: $250 per person.

Click here for the full conference agenda or to reserve your seat now.

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