Talk that tariffs on imports from China may hurt consumers isn't translating into the stock prices of retailers, such as Costco (COST) , Home Depot (HD) and Best Buy (BBY) , according to TheStreet's founder and Action Alerts PLUS Portfolio Manager Jim Cramer.

"These retails stocks are saying that the retail environment remains incredibly strong," Cramer noted, adding that Kohl's (KSS) , a holding of his charitable trust, is a buy.

 

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