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"Instead of focusing on the morass that is mortgages," focus on the fact that long-term bond rates have gone down and what that will do to high-growth [stocks]," Jim Cramer said on TheStreet.com TV's Wall Street Confidential Web video Thursday.
The interest rates for the 10-year Treasury have gone from 5.3% to 4.66%, and it looks like the "natural leader" in this market is Research In Motion (RIMM Quote), which Cramer said he's been saying all year.
It also could be Intuitive Surgical (ISRG Quote) or Hologic (HOLX Quote), a stock he owns for Action Alerts PLUS. ...
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| Dow Jones | S&P 500 | NASDAQ | 10-Year Note | |
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