The market had a good reaction to Lennar's (LEN - Get Report) "very good" earnings results but railroad companies aren't feeling the love, with weak cargo volume reported for the first 22 weeks of 2016.
"There's a lot of weakness in the economy" when looking at the warning signs from railroads and trucking, TheStreet's Jim Cramer, co-manager of the Action Alerts PLUS portfolio, said on CNBC's "Stop Trading" segment Tuesday.
Canadian Pacific Railway (CP - Get Report) has weakness in potash, as agriculture cargo volumescame in weak. While some of the drop in shipping volume can be pinned on Canadian wildfires, it wasn't the only reason. Others, like Norfolk Southern (NSC - Get Report) , have been hit hard by their reliance on coal shipments.
"The rails have been -- like the airlines -- bad stocks," Cramer said. "I don't want to see them roll over if I'm a bull."