This column was originally published on RealMoney on March 1 at 12:56 p.m. EST. It's being republished as a bonus for readers. For more information about subscribing to RealMoney, please click here.

OK, we all know the negative scenario. Let me give you what the bears should worry about.

The fact that we recovered from down 200 will encourage Europe, where the markets are better, to be up 1% to 2% tomorrow as the buyers come in and take advantage of the decline.

When you get Europe strong, you may have an up opening that doesn't fail.

Then you could have a situation where the bears try to knock the market down and they fail. Or you have short-covering on Friday afternoon, an old pattern for bear markets.

That this good scenario could occur cannot be ruled out, if only because today was a day where if you


, you know it was wrong.

If that's the case, there's still plenty that works:


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General Mills

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Bank of America

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. All of these make sense here.

So do the stocks that are in the drilling complex.


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is down since it announced its buyback!



was magnificent.


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has pulled back big.

I'm just trying to get the long side your attention now that the bears have not been able to send the market down very strongly since the morning V bottom.

Oh, and for you technicians out there, we did hold the levels that we hit the other day.

That matters, too.

At the time of publication, Cramer was long Altria, Halliburton and Transocean.

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