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

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


(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



(KSS) - Get Report



(TGT) - Get Report


American Eagle Outfitters



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!


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

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