TheStreet's Action Alerts PLUS co-portfolio managers Jim Cramer and Stephanie Link say people were wrong to bet against the consumer. Cramer says it appears shoppers are coming back after 'hibernating.' Link says gross margin numbers are holding steady and that should be positive sign for the spring. People are still spending on their homes, says Cramer, and it is showing up in the strong results for Home Depot and Lowe's.

At the time of publication, Cramer was long ___.

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