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Retail, Banks, Builders -- No, No, No

By Jim Cramer

 About this article:
 Why is anyone recommending a retailer or a bank or a housing play right now? Why? Can someone explain why every analyst isn't saying that these are all sells? I think the problem is structural. All analysts feel they have to recommend something. I think that in retail almost everything is a short except for Wal-Mart , Costco (which will be under pressure because of the BJ's downgrade), TJX and Urban Outfitters . The first three are total trade-down plays. Banks? Now that JPMorgan has bitten off more than it can chew, there is nothing to recommend. Brokers? I think Morgan Stanley is an eventual winner -- but I understand the reluctance to recommend -- and I like Goldman . Homebuilders? Sheesh. You can't recommend them at all. None of them. Just ridiculous. That upgrade today isn't early, it is just wrong and will...

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