TheStreet's Action Alerts PLUS Portfolio Manager Jim Cramer thinks  United Continental's (UAL - Get Report) earnings will be "OK" when they are released on Monday, but he thinks  Southwest Airlines (LUV - Get Report) will be the winner because the airline has little competition on its routes. Southwest is a holding of Cramer's charitable trust.

(What will move markets this quarter and how should investors position themselves ahead of time? Jim Cramer sat down with four of TheStreet's top columnists recently to get their views. Click here to listen to his latest Trading Strategies roundtable with them and read their advice for stocks, bonds, forex and gold.)