This column was originally published on RealMoney on Feb. 13 at 10:18 a.m. EST. It's being republished as a bonus for TheStreet.com readers. For more information about subscribing to RealMoney, please click here.

How do you get your auto stock up? Pretty simple, you fire people. And then you fire some more. You retreat. You become small. And you accept the fact that

Toyota

(TM) - Get Report

is going to take over the world because it has

no

legacy costs and is non-union.

Ford

(F) - Get Report

,

General Motors

(GM) - Get Report

and

DaimlerChrysler

(DCX)

have done well because all of them have decided to go for profitability. They all have it in reach because they can buy out people and start over.

But they can't be big.

What's interesting is that the demand is there for cars. Amazingly there. In fact, the demand is more robust that anyone would think, given the need for people to finance cars and all of the problems we see in financing for the less-well-off.

These guys just can't keep losing money meeting the demand.

In reality, you have a virtuous circle going on: GM, Ford and Daimler cut production and go up; Toyota increases production, and its stock goes up.

Nice.

Random musings

: The

Fed

is still prepping for a May cut. ...

Goldman

(GS) - Get Report

breaking out to be pinned at $215.

Sears

(SHLD)

attempting to be pinned at $180.

Altria

(MO) - Get Report

obviously at $85. Can

IBM

(IBM) - Get Report

go to $100? Can

GE

(GE) - Get Report

break out? I don't think so. ...

Apple

(AAPL) - Get Report

trapped;

AIG

(AIG) - Get Report

slated to go to $70 and

Microsoft

(MSFT) - Get Report

to $30. ...

Deere

(DE) - Get Report

puts being used to buy common, as the ag-as-oil trade keeps going. ...

First Solar

(FSLR) - Get Report

actually makes money by manufacturing low and making solar economic; no wonder it is up so much.

At the time of publication, Cramer was long Toyota, Goldman Sachs, Sears, Altria and AIG. Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for

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