Retailers away from
are showing "outstanding" numbers, as consumers gravitate away from the retail Goliath and toward other stores like
Bed Bath & Beyond
, Jim Cramer said on his
"RealMoney" radio show Monday.
Cramer said he's "amazed" that the company doesn't get criticized every day in the press and that the current management is able to hold on to their jobs.
Moreover, if people are looking for a way to play the strength in consumers away from retailers he suggested looking at credit card companies. Of these, Cramer considers
Capital One Financial
, which he owns for his charitable trust,
Action Alerts PLUS, as the "pure play" in the sector.
In addition, he also likes
but was hesitant in recommending the company because of the big run it recently had. Cramer suggested letting MasterCard come in before buying it here.
Oil has reached a "sweet spot," he continued. Not only is the price good for oil companies as they are getting more money for pumping more oil, but also the stock is too cheap to consider alternatives seriously, Cramer said.
As long as oil stays in the $60s, "we're hooked," he said. But if it goes to the $80s, we're not, and if it goes to the $50s, oil companies will start losing money.
"Right now they are winning," Cramer said.
To see the most recent edition of The RealMoney Radio Recap in its entirety, please click here. This recap is published every day around 3 p.m. ET.
At the time of publication, Cramer was long Capital One Financial.
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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