This column was originally published on RealMoney on Oct. 25 at 10:44 a.m. EDT. It's being republished as a bonus for TheStreet.com readers.

The bears are ready to put their heads in an oven over

Wal-Mart

(WMT) - Get Report

. They simply don't believe that it matters that Wal-Mart is going to slow down expansion. They want to focus on the awful same-store sales.

Not me. I want to focus on the fact that the retailers have moved so much that people simply can't resist, they have to own a cheaper retailer, and now that they have a thesis behind this one -- slower growth and possibly better execution -- they have to jump at it.

The retail analysts always make a crucial mistake as they analyze each company's prospects. They don't seem to realize that this group has always had a circle-back, catch-up quality to it. More important, there are non-retail analysts desperate to own a stock in this, the best-performing group of late.

J.C. Penney

(JCP) - Get Report

and

Kohl's

(KSS) - Get Report

and

Target

(TGT) - Get Report

and

American Eagle Outfitters

(AEOS)

and

Abercrombie & Fitch

(ANF) - Get Report

haven't let you in. Wal-Mart's letting you in.

So they are going in, even as these sticklers are saying they shouldn't!

Random musings:

College students, listen up!

RealMoney

is offering you something special... a free subscription through May 31, 2007. The only requirement: You must have an email address that ends in .edu. Email

collegetour@thestreet.com

to accept my personal invitation to come read my blog every day, plus all the other writers on that great site. Pass it on!

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

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