After a mega-merger Tuesday to return from the long weekend, we're back in the swing of things with earnings to start September. Today, among the companies reporting, we'll have one Action Alert Pick from Jim Cramer -- he likes share of PVH Corp., in part based on retailers' rise during the summer -- announcing its earnings after the bell. Plus, H&R Block's big beat came at the right time, and its shares are up on the year. But, now, the tax prep titan will have to work overtime to make sure investors aren't disappointed again. Plus, Jim Cramer's caffeinated for one big Action Alert Pick.