When the banks win, he wins.

Update, July 10, 5:15 p.m. ET: If you flew on Hawaiian Airlines (HA) in May, chances are your flight landed on time. The president should be proud of his home state. Its airline was ranked first in on-time arrivals compared to all major U.S. airlines in the month of May, according to a Department of Transportation report released this week. Its on-time arrival rate was 90.3 percent. While some harried members of Congress might have enjoyed a vacation in the Aloha state this summer, President Obama threw them a Hawaiian luau on the White House lawn instead. "I wish I could give you all trips to Hawaii, but I figured that given our budget crunch we can't do that, but we'd bring Hawaii to you," he said. Despite the lack of business from the new administration, Hawaiian Airlines stock value is up 13.51 percent since the inauguration.

The Big Money: $13,882.91 (up 38.83 percent since the inauguration)

Cramer: $10,200.02 (up 2 percent since the inauguration)

Update, July 2, 4:15 p.m. ET: Wal-Mart (WMT), made a surprise announcement this week that it supports the White House's proposed health care reform that would require employers to provide health insurance to their workers. Many companies including Wal-Mart—the nation's largest private employer—have long opposed a mandate in fear of the cost burden it could bring to their businesses. The retailer's change of heart was surely accepted warmly by President Obama, though its shareholders might not be so keen on the idea. Wal-Mart's stock, the golden egg in Cramer's basket, has been underwhelming recently, down 6.9 percent since the inauguration. Meanwhile, its main competitor—and our stock pick—Target (TGT) is climbing, up 6.7 percent since January.

The Big Money: $14,049.95 (up 40.50 percent since the inauguration)