Toll Brothers (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 (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 (CROX) and Mastercard (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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