Cramer's Bullish Thesis Stocks
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Date updated:12-04-2008

"The thesis is right if employment doesn't nose dive, because you can look through the valley of the shadow of bad earnings knowing that year over year we will be better off. The thesis will just lead to more heartbreak if employment skyrockets. So, here's what it all comes down to: President-Elect Obama. If he can find ways to put people to work -- perhaps with a $10,000 tax credit per hire? -- then we can look through even the horrible employment reports coming. Otherwise, just sell today, because you won't be able to take tomorrow's pain." - Jim Cramer

symbol name last price % change open
  • +
  • RTH
    Ml Retail Holdrs
  • $92.58
  • +1.22%
  • $91.44

You see the thesis developing. Mortgage rates are coming down, gasoline is plummeting in price, heating oil and natural gas prices are cascading, refinances are soaring. You put it all together, and you think to yourself, here comes the bottom in the Retail HOLDRs (RTH), here's the bottom in Macy's (M) and Kohl's (KSS) and Home Depot (HD) and Lowe's (LOW).

People owning RTH also tend to own: AKSBCSICOVDISHELONHCBKNOV

TheStreet.com Rating: No Rating What is this?

  • +
  • M
    Macy's Inc
  • $19.18
  • 0.00%
  • $N/A

You see the thesis developing. Mortgage rates are coming down, gasoline is plummeting in price, heating oil and natural gas prices are cascading, refinances are soaring. You put it all together, and you think to yourself, here comes the bottom in the Retail HOLDRs (RTH), here's the bottom in Macy's (M) and Kohl's (KSS) and Home Depot (HD) and Lowe's (LOW).

People owning M also tend to own: CSCOJCPKSSTGTCOHDWAKTC

TheStreet.com Rating: D What is this?

  • +
  • KSS
    Kohls Cp
  • $56.68
  • +1.30%
  • $55.68

You see the thesis developing. Mortgage rates are coming down, gasoline is plummeting in price, heating oil and natural gas prices are cascading, refinances are soaring. You put it all together, and you think to yourself, here comes the bottom in the Retail HOLDRs (RTH), here's the bottom in Macy's (M) and Kohl's (KSS) and Home Depot (HD) and Lowe's (LOW).

People owning KSS also tend to own: BBBYCCSCOGEINTCMSFTPFE

TheStreet.com Rating: B What is this?

  • +
  • HD
    Home Depot Inc
  • $26.08
  • +1.76%
  • $25.87

You see the thesis developing. Mortgage rates are coming down, gasoline is plummeting in price, heating oil and natural gas prices are cascading, refinances are soaring. You put it all together, and you think to yourself, here comes the bottom in the Retail HOLDRs (RTH), here's the bottom in Macy's (M) and Kohl's (KSS) and Home Depot (HD) and Lowe's (LOW).

People owning HD also tend to own: CCLXCVSGOOGGSJNJLLY

TheStreet.com Rating: B- What is this?

  • +
  • LOW
    Lowes Companies
  • $20.94
  • +4.33%
  • $20.22

You see the thesis developing. Mortgage rates are coming down, gasoline is plummeting in price, heating oil and natural gas prices are cascading, refinances are soaring. You put it all together, and you think to yourself, here comes the bottom in the Retail HOLDRs (RTH), here's the bottom in Macy's (M) and Kohl's (KSS) and Home Depot (HD) and Lowe's (LOW).

People owning LOW also tend to own: BRCDCEBAYEMCFCFSFLEXGE

TheStreet.com Rating: C+ What is this?

  • +
  • SHLD
    Sears Holdings Co
  • $67.65
  • +1.14%
  • $67.36

Sears (SHLD) has made it; lets buy bebe stores (BEBE) and Abercrombie & Fitch (ANF) and most certainly Jones Apparel (JNY), VF Corp. (VFC), Tiffany (TIF) and Urban Outfitters (URBN).

People owning SHLD also tend to own: AAALLAPCBABACCCAT

TheStreet.com Rating: D+ What is this?

  • +
  • BEBE
    Bebe Stores
  • $5.98
  • -8.42%
  • $5.90

Sears (SHLD) has made it; lets buy bebe stores (BEBE) and Abercrombie & Fitch (ANF) and most certainly Jones Apparel (JNY), VF Corp. (VFC), Tiffany (TIF) and Urban Outfitters (URBN).

People owning BEBE also tend to own: ARMHYASHBHPCFCDOWFCXFDX

TheStreet.com Rating: C What is this?

  • +
  • ANF
    Abercrombie & Fit
  • $35.01
  • -0.31%
  • $34.47

Sears (SHLD) has made it; lets buy bebe stores (BEBE) and Abercrombie & Fitch (ANF) and most certainly Jones Apparel (JNY), VF Corp. (VFC), Tiffany (TIF) and Urban Outfitters (URBN).

People owning ANF also tend to own: AMGNBBBBCWCOELOSHARIIFMER

TheStreet.com Rating: C What is this?

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