Jim Cramer's 'Mad Money' Recap: Vote for These Money-Making Stocks

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Has the stock market fallen in love with Hillary Clinton? No, they just love certainty, Jim Cramer told his Mad Money viewers Monday, Now that the FBI has confirmed the results of its previous email investigation of Democrat presidential candidate, it's time to focus on the stocks of companies that have been working.

Of all of the sectors that have reported earnings so far this quarter, Cramer said the banks have posted the biggest upside surprises. Among the group, Cramer recommended Citigroup (C) , an Action Alerts PLUS holding, along with Goldman Sachs (GS) and Morgan Stanly (MS) . He also called out KeyCorp (KEY) as best of breed among the regional banks, with BB&T (BBT) running close behind.

Other sectors on the move this quarter included cloud stocks Adobe Systems (ADBE) and Workday (WDAY) and transports United Continental (UAL) and railroad Norfolk Southern (NSC) .

Cramer made mention of Boeing (BA) and United Technologies (UTX) among the aerospace stocks, and Pepsico (PEP) and Procter & Gamble (PG) in the consumer space.

As for the worst performers this quarter, look no further than the restaurants, with only Cheesecake Factory (CAKE) and Domino's Pizza (DPZ) seeing strength.

Finally, Cramer said only a few of the drug and biotech stocks impressed him this quarter, but Merck (MRK) , Celgene (CELG) and Johnson & Johnson (JNJ) still make his buy list for once this election is finally behind us.

Will Cemex Sink?

Elections have consequences for not just U.S. companies but for foreign ones, Cramer told viewers, as he highlighted what might happen to Mexican cement maker Cemex (CX) if Donald Trump were able to pull out a victory in Tuesday's election.

If there's one area where Trump is consistent it's been his hatred for Nafta, the free trade agreement that has allowed Cemex to flourish, selling a full 28% of its sales into the U.S.

Cemex has struggled since the Great Recession, Cramer noted, but shares are up 68% this year as the company is seeing improving fundamentals that have allowed it to pay down $1.4 billion in debt. Part of those improving fundamentals has been the strength of the U.S. dollar, which has risen from 11:1 to 18:1 against the Mexican peso. That means Cemex' products are only getting cheaper in the U.S. and for every dollar Cemex sells, it gets more pesos in return.

But Cemex is the perfect example of what company gets hurt if Trump is successful a re-negotiating Nafta. That's why Cramer said he'd wait for the election results before pulling the trigger on this one, and even then he'd wait for a pullback.

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