Kramer thinks so too:
"What does it mean for you? Let's take three stocks: Goldman Sachs, which is up 11 points as I write, General Electric (GE:NYSE) which is up 3, and Broadcom (BRCM:Nasdaq) which is up 14. I would buy more General Electric right here, right now. It is a principal beneficiary of lower rates, as GE is like a giant economy. It is a greased wheel that just got slicker, and it is a must to own. Goldman is trickier; I don't like to buy anything up 11, but I would buy more if it came back at all. This is a fantastic stock to have at the beginning of the Fed ease. And Broadcom? I would trim it back. I am sure that Broadcom, the company, is doing OK, but I think that Broadcom, the stock, will not go up as much as the rest of the market."
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