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Notwithstanding the dire predictions for 2009's holiday retail season, the retailers reporting are telling the same story: "The fourth quarter was magnificent for retailers." Many of these companies were prepared for the worst and experienced the best. Deckers (DECK) with its highly successful Ugg boots brand, saw a $0.94 earnings beat, and the the Gap's (GPS) positive outlook was accompanied by a dividend increase (Cramer's one beef with the Gap is that it should keep focusing on the dividend rather than stock buybacks). Success in Home Depot (HD), Macy's (M) and Sears Holdings (SHLD) signal a potential turnaround in housing, while sales were strong in apparel stores Saks (SAKS) and True Religion (TRLG).. michael kors outlet locations