These bargain retailers are well-run companies but expectations are high so Cramer's taking a pass right now. Both companies report Thursday.
The housing sector is marching on, pulling the economy along.
A year ago the market was in a massive tailspin. It survived and has been going up ever since, Cramer says.
Retail has been much maligned but Cramer turned to the charts to show the sector is stronger than the sentiment surrounding it.