This 'Rotation' Is Running Out of Steam By Jim Cramer About this article: When have they overstepped? When have we sold the consumer stocks too much and bought the oils too much? Hmmm. Watch Exxon . That led us up. Don't you find it interesting that it's not leading us anymore? That it is going down? Elsewhere, Doug Kass is pooh-poohing these soft-goods stocks. I think, as usual, you do a mix. You find your favorite soft-goods stock and you buy it slowly on the way down. But you find your favorite tech that hasn't moved much -- we like Qualcomm and Cisco for Action Alerts PLUS, plus Research In Motion's right because of new products -- and you buy a mortgage play -- Wells Fargo ? -- and you can buy a down-and-dirty retailer that you have faith in, but hold your nose. I can get with Best Buy , and I like the yield support of... 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. More Stories From RealMoney Durable Goods Up Move Down the Tech Food Chain Jobless Claims Still High Bulls' Tenacity Is the Big Question Mark Should You Buy It? Pharmaceutical Product Development Bad News Trumps All Support for Banks Holds, For Now Bummer, Yields Are on the Rise Money on the Line Makes a Big Difference Structured Products: Unsafe at Any Price MORE STORIES FROM REALMONEY

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