Cramer: Look for Overseas Exposure

If you do business overseas, a lot of business overseas, it looks like that is the difference maker. People keep asking me how, given all of the downbeat activity in this country, it possible that so many of our companies are doing well, I keep coming back to "how much Europe and how much China do they have?"

I think Washington truly did hurt the U.S. economy, but the U.S. economy has become all about housing and autos. While I think that the latter remains strong, the housing market has gotten much weaker. That's a large purpose that needs confidence and if there is waning confidence, as we all know from the confidence polls, then there will be fewer homes purchased and fewer new homes built. There will be less money spent on a home, which is why all of those groups, including Home Depot (HD) and Lowe's (LOW), fell despite the rally after the deal....401 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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