Shares of Kansas City Southern (KSU) are up 3.4% Monday and hitting new 52-week highs as investors continue to cheer the new tax bill.

The stock was added to the U.S. 1 List by Bank of America/Merrill Lynch, for its top-rated buys, TheStreet's Jim Cramer pointed out on CNBC's "Stop Trading" segment. Also interesting? The fact that Kansas City Southern is the most involved railroad company with the NAFTA deal.

President Trump has been quite vocal about the current trade deals involving the U.S. and has suggested, at least in some instances, that pulling out may be in the country's best interests. That would be bad news for this railroad company, Cramer reasoned.

But it doesn't matter to investors. Even with this risk on the table, they feel comfortable bidding up the stock. While Kansas City Southern is hitting its highest levels over the past year, Union Pacific (UNP) and Norfolk Southern (NSC) are actually hitting record highs Monday.

"This is a very, very strong rally," reasoned Cramer, who also manages the Action Alerts PLUS charitable trust portfolio. Rails have been strong, but almost all of the transport stocks have been on fire, he added.

But not every sector is enjoying it, particularly tech. A lot of tech companies generate revenue overseas, so the tax plan is not as beneficial to them. Domestic-oriented companies are the real winners. The PowerShares QQQ ETF (QQQ) is currently down 0.22% so far Monday, after initially opening higher on the day and falling 0.86% at its lows. 

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