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To: yard_man who wrote (242121)	5/22/2003 2:38:27 PM
From: MythMan	Read Replies (2) \| Respond to of 436258

RealCommentary from TheStreet.com The Usual Weak-Dollar Rules Don't Apply Thursday May 22, 1:44 pm ET By James J. Cramer, In the old days, in weak-dollar scenarios, I sold the retailers and the banks, because they are big strong-dollar beneficiaries. You lend out in weak dollars, you get paid in strong dollars, you win. You source in Asia, you win. So why aren't I selling all my financials and my retailers out of my portfolio? First, let me be honest: I am selling some. I just let some J.P. Morgan (NYSE:JPM - News) go in part because of the weak dollar, in part because of the thesis being propounded by my friend Doug Kass over on Street Insight. And I dumped some Target (NYSE:TGT - News) recently, ahead of what turned out to be a travesty of an annual meeting yesterday where the CEO balked at taking questions, at least according to the Star Tribune.