Jim Cramer noted that brick-and-mortar is rallying today. Costco (COST) is doing well and Cramer likes TJX (TJX - Get Report) although it's not participating. People want to own the department stores like Walmart (WMT - Get Report) which is totally right -- Walmart could even be a competitor to Amazon (AMZN - Get Report) because of the Jet.com acquisition.  

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