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Stocks discussed on Jim Cramer's Stop Trading! TV Segment, Tuesday September 28.

Costco (NASDAQ:COST), Walmart (NYSE:WMT), Target (NYSE:TGT), Retail HOLDRs (NYSEARCA:RTH), Weyerhaeuser (NYSE:WY), Stanley Black & Decker (NYSE:SWK), Home Depot (NYSE:HD), Pulte (NYSE:PHM), Monsanto (NYSE:MON), Deere (NYSE:DE)

Cramer doesn't think the latest consumer confidence number accurately reflects the bullish action in the retail sector:

“All these sentiment indices have failed to generate accurate reactions in the stock market,” Cramer said, “and people short … retail stocks off these confidence indices. That’s a known hedge-fund trade, and it has failed repeatedly.” Performance of Costco (COST), Wal-Mart (WMT) and Target (TGT) demonstrate that the consumer is strong. A more accurate read on the consumer may come from Retail HOLDRS (RTH).

Although Cramer likes agriculture, he called Monsanto (MON) "the worst stock of 2010." He likes Deere instead (DE).

Cramer recommends housing plays Weyerhaeuser (WY), Stanley Black & Decker (SWK), Home Depot (HD) on affordable houses rather than homebuilders like Pulte (PHM).

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Source: Cramer's Stop Trading! The Worst Stock of 2010 (9/28/10)