According to Drexler, the recent strength in retail has been coming at the hands of deep discounting, which means the companies that are most in control of their inventory and costs are coming out the biggest winners. Drexler also expressed doubts that JC Penney ( JCP) CEO Ron Johnson will be able to pull off an effective turnaround at the retail giant. Drexler, who also sits on the board of Apple ( AAPL), took a moment to mention that he misses the late Steve Jobs but feels the company's present CEO, Tim Cook, is doing a fabulous job. Cramer said you learn something new every day in the stock market, and he learned plenty. --Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDCTo watch replays of Cramer's video segments, visit the Mad Money page on CNBC.