We saw a big move in retail and retail-related, stocks like VF Corp. (VFC) and Ralph Lauren (RL) and Jones Apparel (JNY). Then they got stopped in their tracks and seemed like they would roll back to more reasonable levels. Now they are powering forward.

Also in the article is a description of CIT's factoring business -- high interest loans to struggling companies. I know for a fact that these kinds of loans backed by the receivables coming in are used aggressively by small clothing manufacturers. That means that if you are an owner of VF Corp. (VFC) or Jones Apparel (JNY) -- nice quarter there -- you could be in for a windfall as CIT pulls back.

That means you can make a lot more money on the oil-user side: retail like Kohls (KSS), J.C. Penney's (JCP) and Macy's (M); restaurants like Brinker (EAT) and Darden (DRI); apparel like Jones (JNY), VF Corp. (VFC) and Nike (NKE); as well as anything that goes into Best Buy (BBY).

David Einhorn bought stakes in Pfizer (PFE), Wyeth (WYE), Jones Apparel (JNY), Hess (HES) and Discover (DFS). He raised stakes in SPDR Gold Trust (GLD) and EMC (EMC). His largest holdings are GLD, EMC, URS Corp (URS) and MEMC Elec (WFR).

solid company

Solid products.

tradegame

I want to make some easy money here.

Next on the list, Jones Apparel (JNY). Cramer said this under $4 stock is performing well and taking share from rival Liz Claiborne (LIZ). The company also has a thriving partnership with Walmart (WMT) and Macy's (M). While the 14.5% dividend yield is a red flag, Cramer said Jones might still be at its bottom.

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).

it is speculative for me and has done nothing but go down a few cents at a time.