PVH Corp (PVH): Winter may have been rough, but Cramer said he's betting on CEO Manny Chirico to turn things around in the second half of 2014.
Jim Cramer discusses oil and also mentions how to tell how the market is faring.
Individual Caterpillar dealers are also facing a rise in backlogs.
Expect Caterpillar to post stronger-than-expected earnings results
Burlington Stores and Caterpillar have the right business models to exceed in their current environments.