. . I think that in many really bizarre ways, the world Series Finale feels a heck of a lot like todays market where the dow dipped 77 points. S p declined 0. 65 . Nasdaq lost 0. 93 . Now, you know me. I care about the players for certain, and the game is definitely of interest. But when i think of cleveland versus chicago, im defaulting to a map of cramerica and the players that rule those two cities. In chicago, its walgreens boots alliance, boeing, Archer Daniels an allstate. Cleveland, eaton, sherwinwilliams, Parker Hannifin, keycorp and cliffs natural resources. I have no idea who wins the big game tonight, but i also dont really care, not because im not interested in baseball. I used to be a vendor selling ice cream at Veterans Stadium in philly. I threw out the first pitch last year against the diamondbacks. Mike schmidts my hero. Its that i like both the cubs and the indians because theyre both underdogs like my teams for me too choose. Sadly, though, its not hard to choose which city will win when it comes to the stocks of their Largest Companies in terms of business. Chicago beats cleveland by a mile, and im going to tell you why. Maybe youll learn something about stocks through this. Lets go head to head like a pitching duel. First, the two big dogs, the aces. Eaton versus walgreens. When the chicagobased walgreens last reported it delivered a very strong number and management made it clear they felt confident the regulators would let them buy rite aid, a transformative acquisition, sometime next year. I like that. It would be fantastic for shareholders. But even if the rite aid deal falls through, walgreens will then do a gigantic buyback. Pretty darn good. You know what else i like . This morning kkr, the private equity firm with a stake in walgreens, announced its stilling its remaining 20. 5 million shares to the public with another 2 million shares going to the companys ceo, stefano pessina, a man who already owns 13 of the company. That will clear kkr out. It shows a level of commitment of walgreens thats about as strong as ive ever seen from a ceo. My Charitable Trust owns the stock. Were advising club members of actionalertsplus. Com that wed be buyers when the secondary is completed if we were allowed. The restrictions probably wont let us. Against walgreens, all cleveland has to offer is eaton. Eaton sadly reported a disappointing quarter last night pretty much across the board with weaker orders, particularly in truckrelated businesses. The ceo, craig arnold, said the indecision surrounding the election and the weak macroenvironment had softened demand, causing him to trim the companys forecast. It was a very heartfelt and downbeat Conference Call quite frankly. It sounded like the tribe had lost already. Game one, chi town. Next up in our world series of stocks, weve got boeing versus sherwinwilliams. When boeing reported last week it traced out a scenario of terrific orders, huge cash flow body planes but also for defense. Given all the recent handwringing about how aerospace had gotten weaker, i found the boeing report a total wakeup call. This industry isnt done. Its in full bull mode, just got to think longer term, nine years. Hey, maybe theres some softness in wide body aircraft. Hello. As boeing gets cranking on these narrow bodies, though, i think its going to make a ton of money. The stock has taken off since then although in the past few days, its pulled back a bit. But let there be no doubt. This was indeed a dynamite quarter. Sherwinwilliams. Talk about getting knocked out in the early innings. Sherwinwilliams was shelled after it reported a week ago, dropping from 278 to 247 thanks to weaker paint sales. Many people came in expecting a real good quarter, a cant miss even. Kind of like where the tribe was a couple games ago. Oh, well, was it really that bad . Yeah. The bleak report started a parade of weakness involving a host of Home Improvement plays that even ended up darkening the this one was an easy call. Boeing went eight scoreless innings. Cleveland threw in the towel, and sherwinwilliams by the fourth called the bull. How about game three . Archer daniels midland versus Parker Hannifin. Oh, this was supposed to be a battle royal, but it was very clear who people were favoring. They were favoring Parker Hannifin. I heard people say it was a gimme, a gimme for cleveland because despite so many different industrials struggling, Parker Hannifin posted some good numbers and get this, for an industrial, it reaffirmed its forecast. Not many industrials have been able to do that. In fact, when Parker Hannifin announced its results, it actually set off a mini rally in the industrials. Money was flying out, and health care was looking for a home. By virtue of its solid process control sales and its robust instrumentation business nitty gritty mental bending from the capital city of nitty gritty metal bending it looked like this was definitely going clevelands way. By the end of the first inning, it was a walk. Midland, a former rubber arms serial disappointer in the agricultural space, actually reported a monster surprise. Huge margin expansion, terrific ag services. The sweeteners were fantastic. I was astonished. This felt like clevelands game to win. This was a home game for cleveland by the way. But then chicago delivered a huge upset, one that took the bettors to the cleaners, as than three bucks in one session and then climbed again today. Its been ages since this thing got off the schneid, and suddenly its among the s ps biggest winners. Talk about rising to the occasion. Archer daniels has a really sneaky changeup. Now, just when the talk was of a chicago sweep, who goes to the mound but beth mooney of clevelands keycorp. Oh, shes got a mean curve. Trade to chicagos United Continental from csx, the railroad company. I love oscar. Hes kind of like bo jackson. But mooney has delivered at a level of play that no airline, including cramer fave United Continental, can deliver. Now, it is true that the Federal Reserve left rates unchanged today, that wont always be the case. I expect a hike next month, which will allow keycorp to instantly make a ton of money off your deposits. But hike or no hike, it doesnt matter. Mooneys numbers this quarter were fabulous with terrific loan growth. Consider that the strikeout number. Amazing, that interest margin. Thats the e. R. A. Of course. Which brings us to the final, tonights game. Actually its not much of a contest. At least in cramerica. Chicago didnt need seven games to win this world series. You see, tonight well, actually last week, allstate, the giant insurer, reported solid top and bottom line numbers after the close. But, you see, it didnt matter because its up against cliffs natural. Thats what we could find from cleveland. Thats an iron ore and coal producer. Winner in a higher Interest Rate environment because it can make more money off your premiums. The trophy goes to the championship star cubbies. Now, im not ducking that facebook is down badly tonight. I can see that. Im not ducking it just because the giants arent in the series. In truth, i want to make my own call and not relying on the tape like so many suckers. And im not dodging the election, but candidly arent you getting like a ton of that in other places . I think you dont necessarily need this guy opining every minute on it. Sometimes its okay to focus on the national pastime. So heres the bottom line. What does the series say about the overall stock market . I think it captures a little of the zeitgeist of the moment. An Aerospace Company like boeing can still get you a win. And a Regional Bank is a Solid Holding in a rising Interest Rate environment. Whats winning in the series is winning in the market. I just wish there were more ws to go around. Janet in washington, janet. Caller hi, jim. Congratulations. Were almost to the end of the election, yay. Yes yes, we are caller yes. Im considering a bank stock because of the rise in Interest Rates. I am skeptical of the big banks because of their ethics. So is there a good Regional Bank like bbt or should i just stick with visa . Why dont we go with key . Bbt is good. Kelly king, very good. We just talked about beth mooney with key. She did a really good job, and i think theyve got the mojo, meaning theyve got really good long growth and good net i say key is the one. Go tribe. Lets go to wes in maine, wes. Caller hey, jim, thanks for taking my call. How about some cubs in seven booyah, my friend . Partisan statement. Caller thanks for helping me out here. Ive got a position in t. Rowe price. Great company. Well run company. Well respected. Nice yield, 3. 4 or so. But the stocks been a laggard over the last three, four years, just kind of going sideways. I wonder if thats, you know, a fundamental weakness in the Financial Services industry or price if. I think whats going on there, to be clear is that theyre considered to be active Fund Managers and people dont want that right now. What they want is people are putting money in with outfits like blackstone, okay . I mean blackrock, im sorry. Meaning what they want is passive money managers, and blackrock stock is a better buy. I prefer to be in frankly, if anyway, youve got my take. Yes, i know, facebook down huge. I should just be focusing about that. I should be focusing on the election. But, you know, sometimes you take a little break, and we root for im focused on finding some winners. Youve seen players like walgreens, boeing, Archer Daniels, key bank that rise to on mad money tonight, with oil hitting the lowest level since september, im comparing the quarters of exxon and chevron, telling you how the two companies could have two vastly different results. Then its been a busy time in splitsville as of late. Ive got one company thats spinning off on wall street that youve got to know more about. Im eyeing the upcoming breakup. You probably have its products in your pantry right now, my exclusive with the ceo is just so stick with cramer. Announcer dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer, madtweets. Send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. Anything meant to stand a body without proper foot support can mean pain. The dr. 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He decided to save money by switching his motorcycle insurance to geico. Geico motorcycle, last friday the unofficial energy portion of earnings season got started with a bang when we heard from exxon mobil and chevron. I have delivered a more different pair of results. Chevron posted a strong top line beat and trounced the earnings per share expectations whereas exxon missed badly on the top line even as it solidly beat the earnings numbers. Thats why chevron quickly rallied 4 on friday while exxon declined by almost 2. 5 . And it didnt stop there. This week the Analyst Community chimed in and they were suddenly much more bullish about chevrons prospects while being incrementally less positive. But youve got to wonder how is this even possible . Well at a time when exxons performance is, say, suboptimal . These are two of the Largest Energy companies in the s p 500, two integrated oil titans. So you would think they would tend to have the same results, wouldnt you . The truth is that exxon and chevron have always been a little different. Exxon is more of a steady eddie story. Throughout the downturn in energy, prices weve seen in recent years, exxon has always managed to stay profitable. Its dividend has never been called into question. Chevron, on the other hand, has been all over the place. Their numbers are a little more volatile. Actually, theyre a lot more volatile. For example, in the fourth quarterly losses, something that continues for the First Six Months of 2016. And as chevrons profitability wanes, many investors started worrying about the sustainability of their dividend. Thats why the stock traded down to 70 bucks in august of last year although since then weve been assured about the dividend. Chevrons share price surged back to 105 as of today. Now, going into friday before either company reported, both stocks were up 11 yeartodate. So its not like one had run up massively at the end of the quarter and the other hadnt. How do we even explain these divergent results . First letlk headline numbers. Chevron delivered a monster 31cent earnings beat over a 37cent basis, substantially higher than expected revenue that nevertheless shrank 12. 2 yearoveryear. Exxon, on the other hand, gave us a much smaller 5cent earnings beat off a 58cent basis, but their revenues came in at 58 billion when wall street was looking for 63 billion. That is a gigantic miss. The other key metrics seem to be pretty similar. Chevron cut its Capital Expenditures by 35 , exxon by 45 . Chevrons overall production declined by 1 . Exxons declined by 2. 7 . Chevrons Refined Products sales shrank by 1. 3 . Exxon saw a 3. 5 decline in Petroleum Products and a 0. 8 decline in chemicals. The real difference, though, chevrons stock to rocket as exxons stock went lower was the commentary on the two Conference Calls. They were so bizarrely opposite. Chevrons management painted a much more bullish picture. In particular, cfo Pat Yarrington called out the Liquified Natural Gas facilities that the company is building out in angola and australia, and the payoff for all that investment is just getting started. Beyond that, chevron talked at length about its presence in the permian basis in texas, which has become the hot place to drill for lowcost crude, and chevron has more than 2 million acres of land there. That land is lucve the exxon mobil Conference Call on the other hand, much more subdued. Management spent a large portion of its prepared remarks talking about potential impairments to the value of the companys proved reserves, which understandably spooked investors. Personally, i think they spent way too much time talking about accounting standards, not enough time laying out a positive vision for the future. But to their credit, theyre never promotional at exxon mobil. Its not in their nature. One of the most surprising reactions came from goldman upgraded chevron from neutral to buy while downgrading exxon from buy to neutral. Mehta called chevron a super major at an Inflection Point and says its poised for some major volume growth thanks to its liquefied gas products, its permian acreage, and its holdings in kazakhstan. As numbers continue to improve, he expects chevron will get a higher priced earnings multiple. Plus mehta thinks management will give us a positive update its upcoming analyst day in march. At the same time, mehta is a lot less optimistic about exxon. As he put it, quote, lowering to neutral as limited catalyst to drive shares higher, end quote. Going forward, he thinks chevron is in a better position to great its production and its cash flow while exxon doesnt seem to be doing too much that can move the needle. To be honest, i agree with him. And its not just goldman. Same thing, upgraded chevron. The reason chevron roared in response to its quarter while exxon got slammed is chevron has been doing a heck of a lot more to improve its position. At this moment, chevron sure seems like a better company. But how about their stocks . Chevron trades at nearly 23 times next years earnings estimates. Decent size premium to exxon, which sells at 19. 5 next years numbers. But if you go out to 2018, chevron is trading for just 16 times earnings. Thats a tiny discount to exxons priced earnings multiple on 2018. How about the dividends . Chevron sports a 4 advantage chevron. Put it all together, and i think this recent differential in performance could be just the beginning. Chevron appears to have a lot more upside. Exxon seems like its just sitting there. Heres the bottom line, though. Going into this quarter, we expected a boring, predictable quarter from exxon, but it instead made us worry about accounting issues that could harm the paper value of the reserves. Chevron, on the other hand, has been more of a wild card in recent quarters. So when the company came out with some very bullish at the end of the day, chevron is transforming itself into a permian basinoriented growth play that could have a lot of upside Going Forward from overseas asset while exxon seems content to remain the same old big integrated oil company. Given those parameters, ill take chevron over exxon any day of the week. Much more mad money ahead. Snack packs, slim jims, jiffy pop. From favorite snacks to healthy choices, Co