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.
. 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
integration this month. I think it is a non-factor.
Most of all, I think that
, 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.
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