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Making Sense of the Selling in Soft Goods

By Jim Cramer

 About this article:
 OK, I will ask the question: Who the heck is still selling Coca-Cola and Pepsi ? Who is insisting on dumping General Mills and Kellogg and Unilever and Procter & Gamble? Why is Colgate so despised? Who keeps dumping Abbott and Johnson & Johnson ? I mean, I get the problem with drugs: Obama hates the companies, Congress hates the companies, there are endless patent expirations, blah blah blah. And I am well aware of rotations. We have the single most vicious rotation I have ever seen, despite only scattered signs of a possible economic boom, something you would have to expect given the behavior of these companies. Now, let me put right on the table that I don't "like" them either, as I buy Ingersoll-Rand and Freeport and BHP Billiton with my spare cash for Action...

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