Toll Brothers (NYSE:TOL) - Cramer sees the modest 12 cent decline of this stock to $27.93 as hope for housing. "If Toll is so bad, why isn't it down a couple of smackers?" he asked, noting that it has partially recovered from its low of $22, leading Cramer to declare "the worst is over in housing." Concerning Toll's management, Cramer commented, "They didn't just fall off the turnip truck ...They aren't bozos."
Yahoo (NASDAQ:YHOO) Four Seasons (FS) - Although Cramer thinks that Yahoo's management did fall off a turnip truck, he notes the stock is up 19% off of last month's terrible quarter. He added that "this isn't a private equity situation, " although after yesterday's deal with Four Seasons "anything is possible. "
Crocs (NASDAQ:CROX) and Mastercard (NYSE:MA): Cramer notes that Crox was up 9% and has doubled since June. He calls CROX "the greatest short squeeze since Mastercard" which has jumped 30%. Cramer commented that the shorts "are going to be eating Crocs."
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