 All right, good Tuesday morning everyone. Jim Kramer is here to help you navigate earnings season. All right Jim, let's do an earnings lightning round. We'll start off with McDonald's. Kid McDonald's better than expected. A lot of this was because 6% global comp is really rather extraordinary. 4% domestic comp, very good. The stock has run in anticipation. Don't expect a gigantic run next time. Well, over the next few days, but I would say that Stevie Escherbrook has reinvented that company. M-Science came out with a report of boutique firm. It said it was going to be a bad domestic miss. That caused the stock to have a hiccup down to the 150s. A big short squeeze. That's pretty much what's driving the stock right now. Stay along. All right, how about Caterpillar? Caterpillar, remarkable. They downsized. It's the correct moment. You get tremendous leverage when you have far fewer people. You pair back to workforce and the numbers come up and the dollar gets weak. This is exactly cat's time. I've never seen cat this good. Stay along. United Technologies. United Technologies had a problem in China. China was weaker across the board. Surprising because North America was very good. Europe was extraordinarily strong. You're in there for Rockwell Collins. Let the stock come in by it. All right, another Dow Component 3M. 3M is just a beautiful quarter. There's really nothing to say. England-Talene delivered fantastic organic growth on every single business. 3M is a core position for many managers. It will remain such. All right, Eli Lilly, an actual alerts plus name. Eli Lilly trading down here after trading up. We did trim some yesterday. I thought it was a good quarter. You're going to give you the animal health business. People don't want the health care stocks, J&J down today. They want the industrial scissors. It's being hit by rotation, not by the numbers. How about General Motors? General Motors is absolutely terrific and they're giving a very good look going forward about what's happening with automatic, with the car self-driving. This is the first quarter for GM since the fourth quarter of 2014, where every single area is up, helped by the fact that they sold Europe. Incredible. All right, meanwhile, Jim Sears will stop selling Whirlpool appliances. Sears is just one of the reasons why Home Depot continues to do well is because of Sears. Sears is a huge mess. By the way, Stanley Block and Decker is going to start selling craftsmen next year. That's why you've got another whole leg of Stanley because of Sears. Sears knocked the stock down. Home Depot down when they announced that deal. Well, that was silly. Sears is more of a bun. Stanley Black and Decker, I think a tool revenue was up 9% or something. Rather extraordinary numbers. I've never seen that good. This is another one, like 3M, like Caterpillar. I've just never seen this good now. Obviously, it's benefited from storm damage, but it's also overseas. Merging markets was strong. Jim, obviously, Arkanaq has a new CEO, but Morgan Stanley has a note about that sell-off yesterday. Yeah, look, the sell was overdone because I think there were people who felt that if there was no CEO, perhaps the company would be sold or no CEO, then perhaps there was going to be some sort of split up of the company. They got this guy's blanket ship. He's an aerospace guy. It's going to be an aerospace company. I think that ultimately they will spin off the rest of the business and make it so that you get a really terrific piece of paper by Arkanaq. All right. Jim, you alluded to this earlier, but this sort of rotation out of Fang and into maybe financials. Yes. I mean, JP Morgan threw 100. City continues to go higher. This reflation trade is what some people call it. I prefer just to say it's a rotation out of the companies that do well in a downshift in the economy and the companies that do well in an uptick. And Fang does not do the stocks that are in Fang don't do as well in an uptick, but they'll come down and they'll be fine. Doug Cass made your short every day on this. Please go read him. Real Money Pro, he's got a lot to say. Jim, we're still following earnings because there's a lot more names coming tomorrow. Boeing, what are you expecting there? There's a note today about Boeing. Credit Suisse saying it's going to be absolutely excellent. Aerospace is the strongest single sector out there right now. And I think that I would let Boeing come in. I don't think they're Boeing's the most up in the Dow. Boeing could be like Hat. It could be great, but I just can't chase it at this point. That's just not my style. I prefer like a 3M where the stock was doing nothing and then it rallies. Inga Tumine at 3M is probably the least celebrated of the major CEOs and it's a mistake. He delivers and he delivers and he delivers and every single one of his units was up. A lot of its great organic growth. His prices aren't sung enough. 3M really remarkable. All right Jim, you talked about the financial sector earlier. What are you expecting from Visa's earnings? I think Visa's going to be a blowout. I think that Kelly's doing a fantastic job. Look, I always hope that Visa comes down so you can buy it. It never comes in. Never comes in because the sector, the growth of paper to plastic remains one of the great, really one of the great trends. One of the things I'm probably going to talk about this weekend at our conference are the great secular trends of our time and how you can still get behind them even with the stocks up because I know a lot of people are saying, listen Jim, I missed this. I missed that. I missed this. You will not have missed the stocks I talk about. And it's not like I'm going to come in and start saying listen, you got to buy Whirlpool down or Sherwin Williams when it was down or Illinois Tool Works, which I like very much which was down. I'm going to come up with I think a series of fresh situations, but I'm really going to be focused on secular themes and then stocks that are plotted themes so that if we do get that sell-off, particularly between now and your end, you'll be able to use a deep in the money option strategy to be able to do well. This is a perfect time for people to sort of take this another step further and come to your Saturday event. Yeah, I mean I think you should. I'm not giving away a Saturday because I have nothing to say and I think that a lot of time to be able to do your Instagram, Facebook, pictures with me. I know people like that so it's fine. We say hello, but it's an idea generator and some of the people are coming are really extraordinary. It's going to be a remarkable teaching and I really think that I really want to see you there. Make your reservation. I don't know whether there's going to be many more days so you can make a reservation and still get in because I think we're pretty much sold out. Yeah, click the link below for more information. All right Jim, we have to settle something. Did you sleep last night? I got a couple hours. I mean I went down to Philadelphia. I mean obviously I'm a big Eagles fan. There's a tremendous clip of Carson Wentz coming out of big pile where people thought he was tackled. Look, there's a long way to go here. Okay, it's six and one. There's a very long way to go. But there are people who are gamers on that team. Wentz is a gamer. Burtz is a gamer. Aglar is surfacing. But this is Coach Peterson. This is Coach Peterson's team and he's the main runner promises. I think he can over deliver. He's the man who takes no prisoners. Howie Roseman, a remarkable decision to trade up to get Wentz. Wentz is a fabulous piece by Tom Rinaldi and ESPN about Wentz that everybody should read. This is a very special team, a special team to me. I got to address the team this summer and we talked about keeping expectations low. I did not think that we'd be as good as we are. I had some bad injuries last night with Jason Peterswell and Jordan Hickswell. But I do think that it's a special team run by special people and Mr. Lore is a fabulous other. They are really taking your advice to heart, which is great to see. Yeah, I just, a long way to go. They got to get it done, but it's a long way to go. It is still very early. We'll be watching them with you. Jim Kramer, thank you so much as always for more information on the stocks. Jim mentioned, please head to TheStreet.com.