
Cheap Gas Means More Pocket Money

By Jim Cramer
About this article:
Are people positioning themselves for lower gasoline prices? You can see a nascent rally developing in the restaurants and retailers, the plays that people reach for when oil's headed down.
I am seeing Yum! Foods, Brinker and Darden Restaurants moving slowly higher. Those were the three stocks that led the big rally. They are the spare change plays, the ultimate discretionary income plays that come from feeling a tad richer.
The trend seems to be spilling into some retail like Kohls and TJX, although not in a stock like Polo Ralph Lauren, which is the opposite of the two winners in the segment.
Sometimes I get angry when the things that are supposed to derail the economy -- higher gasoline and higher mortgage rates -- don't "rail" the economy when they return around.
I know Darden did not have a blowout quarter, but it sure could with any decline...

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