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Stocks discussed on Jim Cramer's Stop Trading! TV Segment, Wednesday January 13.

Google (GOOG), Baidu (BIDU), KB Homes (KBH)

Cramer, who has been bullish on Google (GOOG), is worried about news that Google might be pulling out of China because of tight censorship rules and hacking, but he is not a seller of the stock. Cramer thinks Google has about a 30-50% chance of leaving China, and said that anyway China has not yet been a huge market for the internet giant, which is second to Baidu (BIDU) in the Middle Kingdom. Cramer noted the stock has been acting "doggy" the past few days, and its slow action might indicate the rumor had already leaked out; he thinks Google might actually be finished going down. Cramer dismissed the possibility of shorting Baidu, and said making such a recommendation would be a "career-ender."

Cramer said housing prices have stabilized since June 30, as he predicted, but that doesn't mean it is time to buy homebuilders. However, he is not concerned about talk of "shadow inventory" that will supposedly flood the market. KB Homes (KBH) and other homebuilders said nothing about shadow inventory, and Cramer thinks it is a "non-issue." With the stabilization of housing prices, an improvement in unemployment will be enough to create a rebound in housing, he said.

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Source: Cramer's Stop Trading! Shadow Housing Inventory Is a Non-Issue (12/13/10)