This column was originally published on RealMoney on April 25 at 12:53 p.m. EDT. It's being republished as a bonus for TheStreet.com readers.

It's been a long time since I have written this: You have to buy

Sears Holdings

(SHLD)

. I write this because of one simple line buried in the

Whirlpool

(WHR) - Get Report

conference call: "Sales at Sears' Kenmore business showed marked improvement and posted improved year-over-year results."

Kaboom!

Here's the theory: People know from the last quarter that Kmart now has begun a successful turnaround. But Sears' numbers have been down double digits and the bears have kept a relentless focus on that fact. They have drilled it into everyone's heads that

Lowe's

(LOW) - Get Report

and

Home Depot

(HD) - Get Report

have taken gigantic share and Sears is a dead store.

We now know that Whirlpool, which private-labels Kenmore, says otherwise. This change is gigantic. If Sears makes a comeback, and Eddie Lampert keeps buying back stock, which he has, we have a chance for a major stock comeuppance. I think that Sears could easily take out its old high on the strength of any Sears turnaround, any at all, and I think from Whirlpool that we are getting one.

I have stayed away from talking up this stock since I bought it for less than $120 before the quarter.

I now have ammo enough to go back to the well and say that we have a turnaround in the making, even before one bit of real estate is disposed of. I know that Eddie said it wasn't a real estate story, and it isn't; it is a profits story. But I also know that the business is over-stored and there are a ton of companies that need the space Eddie has to make their numbers in the out years.

Eddie, booyah!

Random musings:

What does

Foster Wheeler

(FWLT)

have to do to go higher? The company is almost debt-free. Now, it

is

true that management issued stock for debt and the stock is free to trade this week, but still, this is the cheapest infrastructure play there is, and it seems a little unreasonable that it can stay that way. ... I used to buy

Johnson & Johnson

(JNJ) - Get Report

on a

weak dollar, but that company's been very challenged, too.

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At the time of publication, Cramer was long Sears Holdings and Foster Wheeler.

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