Interessados na TAP têm dois meses para se posicionarem

[Automech]

O Cramer até costuma ser claro no que quer dizer mas, não sei se é o adiantado da hora, não percebi o ponto dele neste artigo.

[Ulisses Pereira]

"Get Ready for the 'Retail Is Hurting' Stories"

By Jim Cramer
RealMoney Columnist
11/22/2010 7:58 AM EST


"The retailers are not opening the doors early because they are hurt, unsure or anxious. They are opening the doors earlier because they like it, and so do the customers.

This week will be "the retailers will be in trouble" week in the press, talking about how they have no choice but to offer outrageous bargains because they are in such a tizzy about the weak consumer and joblessness and the credit woes of everyone.

These articles will be anecdotal, they will take into account the three stores that the reporters visit, and they will have great gravitas.

And they will be wrong.

If you read any of the conference calls last week -- Home Depot (HD - commentary - Trade Now), Dick's (DKS - commentary - Trade Now), Hibbett (HIBB - commentary - Trade Now), Urban Outfitters (URBN - commentary - Trade Now), Target (TGT - commentary - Trade Now), Nordstrom (JWN - commentary - Trade Now), Wal-Mart (WMT - commentary - Trade Now), Foot Locker (FL - commentary - Trade Now) -- you know that inventories are lean and that these retailers are probably in the best shape for the holidays in years. In fact, other than Jones Group (JNY - commentary - Trade Now) and Sears (SHLD - commentary - Trade Now), not a single retailer or apparel maker has had negative things to say. The former remains a mystery, having been hit by seemingly everything that can go wrong -- commodity costs, labor costs, not-that-great sell-through -- and the latter is no mystery: You simply can't go up against Best Buy (BBY - commentary - Trade Now) AND Wal-Mart AND Target and win.

The sheer number of encouraging snippets on the calls astounded me, whether it be Target saying credit problems have declined pretty dramatically or Foot Locker saying all athletics shoes were really strong or Nordstrom being proud of its inventory position going into the holiday. Against all of these were some articles about how televisions were being discounted. Maybe half a dozen articles. All linking the television sales to the eve of holiday destruction.

So steel yourself. There will be some manager somewhere who will give some reporter the negative copy he wants. There will be some spokesman who wants to make it SOUND like things are being given away to bring more people clamoring.

And then there will be the truth. The retailers are ready, and not even online -- which will be incredibly powerful -- is going to hurt them. "

(in www.realmoney.com)