Date updated:06-12-2008
"Remember the big retail rally not that long ago? That, like the tech rally, now feels like a total short-squeeze." - Jim Cramer

-
LIZ
Liz Claiborne Inc - $5.49
- +5.98%
- $5.24
Exhibit A in the short-squeeze theory is Liz Claiborne (LIZ), which last month rallied on a really crummy quarter. This heavily shorted name drew tons of buyers, a real head scratcher, but here it is now at its 52-week low.

-
JCP
Penney J C Co Hol - $31.24
- +2.36%
- $30.89
Many thought that JCPenney (JCP) had reached a bottom and that things going forward would get better. Oops! The stock acts terribly as does its partner, Ralph Lauren (RL), which also had a good run after its last quarter.

-
RL
Ralph Lauren Polo - $81.68
- +4.73%
- $78.81
Many thought that JCPenney (JCP) had reached a bottom and that things going forward would get better. Oops! The stock acts terribly as does its partner, Ralph Lauren (RL), which also had a good run after its last quarter.

-
TGT
Target Cp - $50.45
- +1.51%
- $49.94
Costco (COST) and BJ's (BJ), both with excellent quarters under their belts are being hammered and so, for that matter, is Wal-Mart (WMT) and Target (TGT). The latter, I think, is two to three dollars too high on a relative basis and I would sell or short it here

-
SHLD
Sears Holdings Co - $70.51
- +4.23%
- $69.35
Just to be clear, I despise this group. I hate it almost as much as the financials. I even sold my last couple hundred shares of Sears (SHLD) today because I just don't believe it can get through this period without being cut in half, although I do believe it can survive this period. But managers do need to own a retailer, now you know which ones they will buy.

-
COST
Costco Wholesale - $60.44
- +1.73%
- $58.96
In fact the only ones I would buy are Costco and Wal-Mart because value is supreme here and portfolio managers have to own something in retail. These are the two best choices.

-
WMT
Wal Mart Stores - $52.00
- +1.46%
- $51.66
In fact the only ones I would buy are Costco and Wal-Mart because value is supreme here and portfolio managers have to own something in retail. These are the two best choices.

-
BJ
Bj's Whlsl Club I - $36.75
- +2.97%
- $36.04
Costco (COST) and BJ's (BJ), both with excellent quarters under their belts are being hammered and so, for that matter, is Wal-Mart (WMT) and Target (TGT). The latter, I think, is two to three dollars too high on a relative basis and I would sell or short it here
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