Panera and SPX Corp. Show This Tug of War By Jim Cramer About this article: Panera versus SPX Corp. . That's today's conundrum. Panera says things are good and getting better. SPW says things were good but are getting worse. More on Panera Shares Rise on Big Earnings Beat Panera's all about a trade up from McDonald's . SPW's all about infrastructure and infrastructure orders -- think those big transformers that utilities put up -- the dumb grid! Panera's all about the consumer feeling better. SPW's about the utilities and industrials doing worse. You need more transformers when you build more housing developments and need to string power to them. It is all about utilities being flush. It is all about government money getting to those entities that could then use more power. Fortunately, SPW may be an outlier. Unfortunately, Panera might be an outlier. Of all the industrials I follow, only SPW guided down. And I follow a lot of... 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. More Stories From RealMoney Durable Goods Up Move Down the Tech Food Chain Jobless Claims Still High Bulls' Tenacity Is the Big Question Mark Should You Buy It? Pharmaceutical Product Development Bad News Trumps All Support for Banks Holds, For Now Bummer, Yields Are on the Rise Money on the Line Makes a Big Difference Structured Products: Unsafe at Any Price MORE STORIES FROM REALMONEY

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