This Change in Mood Has a Silver Lining

I'm sitting here actually hoping that things cool off so I can get into some of these stocks that have reported much-better-than-expected numbers and are looking cheap if they are sent down by the broader averages.

I am sitting here actually hoping that Doug Kass is right, because, well, let's take VF Corp. (VFC - commentary - Cramer's Take). I was hoping it would come in more so I could buy more. It is much too cheap after that hammering yesterday. Or let's take Visa (V - commentary - Cramer's Take) -- a great quarter, but I don't have enough in after the run.

And that's really the prevalent statement: Did I get enough in BEFORE the run? There are so many stocks that have taken off here before I got my positions in.

Of course, what isn't working you can buy a ton of: Abbott (ABT - commentary - Cramer's Take) and General Mills (GIS - commentary - Cramer's Take) and Pepsi (PEP - commentary - Cramer's Take) as usual are for sale, and I own enough of those for certain.

But the good ones? Not down enough. Anything good, not down enough.

Doug, I need you to be right!

At the time of publication, Cramer was long VF Corp., Visa, Abbott, General Mills and Pepsi.

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Know what you own: Cramer mentions Visa. Other companies in the credit card industry include American Express (AXP - commentary - Cramer's Take) and MasterCard (MA - commentary - Cramer's Take).

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