Retail on the Rise

Still too many analysts remain negative on the sector.
Author:
Publish date:

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) - Get Report

. 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)

integration this month. I think it is a non-factor.

Most of all, I think that

Sears

(SHLD)

, 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.

At the time of publication, Cramer was long Sears.

Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for

Action Alerts PLUS. Listen to Cramer's RealMoney Radio show on your computer; just click

here. Watch Cramer on "Mad Money" at 6 p.m. ET weeknights on CNBC. Click

here to order Cramer's latest book, "Real Money: Sane Investing in an Insane World," click

here to get his second book, "You Got Screwed!" and click

here to order Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column by

clicking here.

TheStreet.com has a revenue-sharing relationship with Traders' Library under which it receives a portion of the revenue from Traders' Library purchases by customers directed there from TheStreet.com.