Jim Cramer: Investors Are Tired of Paying for Revenue, They Want Earnings

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Are you crazy for earnings?

Jim Cramer says that this market is.


Well, it's simple. 

"The market's crazy for earnings all of a sudden. They're not so clear that they want revenue growth. And that's why you see an Illinois Tool Works  (ITW ) - Get Reportand you see an Eaton ETN downgrade, and it still goes higher. It's why you see PPG  (PPG) - Get Report--on last night--started starting to really act well. And Honeywell  (HON) - Get Report, United Technologies versus a Workday and Salesforce...This is a rotation. It'll last a little bit because people are tired of paying for revenue and they want earnings," explained Cramer.  

Watch the full video for more.