Household Names Rocking the House By Jim Cramer About this article: Delightful countertrend rally developing, courtesy of the ne'er-do-well Kraft's better-than-expected quarter. This ultimate trade-down play -- think mac and cheese -- is finally rocking, and it is about time. Looks like Irene Rosenfeld can keep her job after all, and it is a good sign that there are more fine quarters to come. More important, it can spur a spate of buying in the like-minded plays, so let me give them to you. First is Kellogg, which had a terrific quarter and isn't up enough. Nice share-take, excellent expense control. Second is Eli Lilly, the best of the highest-yielding drug stocks and one that I find could have an acceleration in earnings. The ImClone deal looks like a good one, even as initially I thought they paid too much. ConAgra is cheap and can move. Kimberly-Clark's dividend is safe, and I like the natural gas exposure.... Or, call us at 1-866-321-TSCM (8726) Monday-Friday, 8 a.m.-6 p.m. ET. Outside the U.S. and in Canada, call 1-212-321-5200.

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