I'm so busy focusing on

Amazon

(AMZN) - Get Report

, I look up and wouldn't you know it but

Geon

(GON)

reports an unbelievable number.

What's a Geon? That's a company that makes plastic. PVC plastic. The most basic plastic. The most commodity-oriented plastic. A boring company that got spun off from

Goodrich

(GR)

years ago and has done nothing.

People thought this company would make very little money. Instead it made a ton. Leverage. The company has fixed costs, and when business gets good, earnings explode.

In other words, I am in a battleground in Amazon. There is no battleground in Geon (which I am neither long nor short). It's just great.

That's why people love the cyclicals. They have done nothing for years except buy back stock. And now they surprise to the upside. In a period when

McKesson

(MCK) - Get Report

evaporates and Amazon can't quantify the losses, is there any wonder why people wouldn't want a stock WHERE THE GAINS CAN'T BE QUANTIFIED?

James J. Cramer is manager of a hedge fund and co-founder of TheStreet.com. At time of publication, his fund had no positions in the stocks mentioned, although holdings can change at any time. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Cramer's writings provide insights into the dynamics of money management and are not a solicitation for transactions. While he cannot provide investment advice or recommendations, he invites you to comment on his column at

letters@thestreet.com.