TheStreet's Jim Cramer says investors should focus on investing in industrial names such as Cummins, Caterpillar, Ingersoll, United Technologies, Boeing and Dover as we head into 2014 because they are the most likely to gain from a strong jobs picture. Cramer says, 'employment is coming back, and that employment is what helps stocks move' especially industrials. Cramer expects the December employment report to be 'very good' and he also says investors should favor industrial stocks ahead of the report.

At the time of publication, Cramer was long ___.

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