Jim Cramer: How to Play CVS Kicking the Tobacco Habit

TheStreet's Action Alerts PLUS Co-Portfolio manager Jim Cramer applauds CVS Caremark's decision to stop selling tobacco product but he thinks some CVS store traffic will go to Rite-Aid. Rite-Aid has reported good quarters lately and they are moving into private label, and Cramer is a fan of the stock. Tobacco does not have good gross margins but it's known as a loss leader. Cramer says Walgreens and Dollar General are other names to look at unless they also decide to kick the habit and ditch tobacco.

At the time of publication, Cramer was long ___.