I have been screaming it from the rooftops: This is the year of the deal. It is happening. Huge, huge deals, like Dell ( DELL), like Heinz. Gigantic ones. Big fees for bankers. Not one-off any more. Amazing -- and almost no one believes.

Random musings: Pepsico ( PEP) is just doing much better than Coca-Cola (KO) is. Plain and simple. Kraft ( KRFT) looks more like Heinz than the others, but you can't chase.
At the time of publication, Action Alerts PLUS, which Cramer co-manages as a charitable trust, had no positions in the stocks mentioned.

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