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Filed under: Ford Motor (F), Home Depot (HD), Market matters, AutoNation Inc (AN), Black and Decker (BDK), Fortune Brands (FO), KB HOME (KBH), Lennar Corp'A' (LEN), Toll Brothers (TOL), Cramer on BloggingStocks TheStreet.com's Jim Cramer says don't heed the pundits -- allow yourself to believe things are improving. Skeptical, or impossible? That's how I am posing the dilemma of the "pull through" argument whether it involves Ford (NYSE: F) (Cramer's Take) and "Cash for Clunkers" or Hovnanian (NYSE: HOV) (Cramer's Take), Lennar (NYSE: LEN) (Cramer's Take), Toll (NYSE: TOL) (Cramer's Take), KB Home (NYSE: KBH) and Pulte (NYSE: PHM) (Cramer's Take) and the $8,000 tax credit. Right now any time there is a stimulus program of any sort, the pundits/media/money managers all decide the most important single issue isn't what it will do to the numbers, or whether it will work at all, but what will it do to the "pull through." How much of future sales will it "steal"? Continue reading Cramer on BloggingStocks: Missing the big picture Cramer on BloggingStocks: Missing the big picture originally appeared on BloggingStocks on Thu, 17 Sep 2009 09:00:00 EST. Please see our terms for use of feeds. Permalink | Email this | Comments
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