Top-Notch Stocks Will Rise Again By Jim Cramer About this article: Time to focus on the beaten-down winners: Apple, Google, Goldman Sachs, Bank of America, Wells Fargo, JPMorgan Chase and Intel. What do all of these have in common? They have become challenges to the bulls. They can't seem to break out the way that the earnings would indicate. Let's review the bear case on these. First, the "bad" banks: Wells Fargo and Bank of America. These two are the "TARP banks" that must do equity deals. They are pilloried for their bad balance sheets and their need to see housing go up. Since the summer, every data point for housing has pointed up. It is just that the media refuse to understand what up is. The whole battle in housing has to do with the need to end the inventory overhang. There are three components to ending it: Cessation of new building, as represented by new home... Or, call us at 1-866-321-TSCM (8726) Monday-Friday, 8 a.m.-6 p.m. ET. Outside the U.S. and in Canada, call 1-212-321-5200.

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