Jim Cramer breaks down the reasons why four companies are likely to surprise investors with positive earnings news on Tuesday. Cramer says, " Alcoa (AA) - Get Report is a unique stock that needs the president's help. They have been building plants in the U.S., so I think they're a winner. Lockheed Martin (LMT) - Get Report is already a winner. [Trump] has gotten Marilyn Hewson to lower the cost of the Joint Strike Fighter. I think the numbers could be very, very good. 3M (MMM) - Get Report has delivered and it's a remarkable company and it's one that I think is a core holding. Texas Instruments (TXN) - Get Report is in the sweet spot. TXN has the good part of the Apple watch. I expect good things from Texas Instruments."