Cramer questioned how Constellation Brands (STZ) could make Mexican beer in the U.S. He noted that PVH (PVH) says business is doing well during the downturn.
Cramer singled out Walgreens (WBA) , Costco (COST) and TJX (TJX) as big winners if there is no border tax but Trump lowers corporate taxes.
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Despite the president's promise of no stimulus until after Nov. 3, there are no signs yet that this is the sort of correlated selling that leads to a deep correction.
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