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Why Selling Has Lost Its Appeal

By Jim Cramer

About this article:
Why aren't we down today? Let me take a stab at it: the bid for Acxiom and the bid for Alliance Data. These are two so-so companies that have been kicking around for a while with no real mission other than processing things. Database management. Credit card services. Loyalty and marketing services. All of that amorphous stuff that feels like First Data. You might have owned these stocks if you liked that industry. It's like owning Automatic Data or DST. Boring; fairly consistent. They might as well be dozens of other companies, everything from Fair Isaac to Fiserv. Unexceptional stock wallpaper. To be, sure they had their champions. But my point is that these are basically humdrum, not-really-interesting stocks that just got very big bids -- the kinds of bids that, if you sell a lot of other companies, you run the risk of looking stupid when they too...

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