Retail on the Rise

This column was originally published on RealMoney on Sept. 25 at 1:11 p.m. EDT. It's being republished as a bonus for TheStreet.com readers.

Retail is roaring again. It will keep roaring as analysts frantically try to upgrade. So many of them are still negative that we can't possibly reach a top until they all swing to the positive, especially because the weather and gasoline prices are going the retailers' way.

Take Kohl's (KSS Quote - Cramer on KSS - Stock Picks). I understand that this company is having a fantastic month. The stock is up huge, but there are still a couple of guys who are negative. They won't be able to take the pain.

Lots of people are worried about Federated's (FD Quote - Cramer on FD - Stock Picks) integration this month. I think it is a non-factor.

Most of all, I think that Sears (SHLD Quote - Cramer on SHLD - Stock Picks), which is at last integrating its best-selling Craftsman line into Kmart, could really and truly be having an actual good quarter on the merits, not just the profits.

Lots to like, still too many negative folks.