Cramer favors McCormick and Southwest Airlines but is avoiding Linn Energy and Pandora Media.
When positive things happen, stocks tend to go higher, Cramer says.
The company is betting on higher defense spending.
Cramer says Harris is a buy, buy, buy and Lululemon is back and better than ever.
It's nice to see the flow of money has reversed from last week's relentless selloff, Cramer says.