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A good employment number and some well-timed analyst revisions could extend Thursday's retail rally into the weekend, Jim Cramer said on


"Stop Trading!" segment Thursday.

Cramer named


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( FD),


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J.C. Penney

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as potential beneficiaries.

For department stores, "May was the strongest month I have seen in a number of years," Cramer said. "Not only that, but their inventories are really low, so the estimates have to come up." Analysts "will all come out tomorrow and say we were too low. We get the right employment report, and we get a second-day rally in retail."

Cramer was bearish on retailers that cater to the less affluent:


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Family Dollar



Dollar General

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. "Those are the guys that are hurting. Everyone else is having a field day."

Away from retail, Cramer noted "extraordinary action" in the recent initial public offering of


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, which recently traded at $47.55. The IPO "was originally supposed to price at $45. I think there's a lot more upside there." Cramer said MasterCard was initially victimized by the "


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dog," whose story has become "the joke of the day."

Finally, Cramer said gold has farther to fall, saying "demand for gold is very bad."

At the time of publication, Cramer had no positions in the stocks mentioned.

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