AM I Diversified:
Intuitive Surgical Inc. (
ISRG), Precision Castparts Corp. (
PCP), Google Inc. (
GOOG), Cisco Systems Inc. (
CSCO) and The Procter & Gamble Company (
PG). Cramer said "hallelujah" and that he would buy every one of these stocks. Ford Motor Company (
F), Hovnanian Enterprises Inc. (
HOV), Celgene Corporation (
CELG), E TRADE Financial Corporation (
ETFC) and ValueClick Inc. (
VCLK). This portfolio was called "perfectly diversified." The caller is in the house of pain though so keep
CELG and
VCLK and sell the others. JPMorgan Chase & Co. (
JPM), Johnson & Johnson (
JNJ), Exxon Mobile Corporation (
XOM), Altria Group Inc. (
MO) and Caterpillar Inc. (
CAT). This was called a "picture perfect" portfolio. Yamana Gold Inc. (
AUY), BPZ Resources Inc. (
BZP), Triple-S Management Corp. (
GTS), Intel Corporation (
INTC) and NightHawk Radiology Holdings Inc. (
NHWK). This portfolio was saluted as diversified.
DIVERSIFIED VIDEO
Mad Mail:
A mailer asked about CEO Jim Bernhard from The Shaw Group Inc. (
SGR). The CEO has been selling off millions and he was looking at a long term investment here with a pull back and it has pulled back, so he asked what an entry strategy may be good here? Cramer told us that their are times that a stock goes up so much there will be profit taking. He was mocked for recommending Foster-Wheeler Copper & Gold Inc. (
FCX) but since the CEO was selling stock it is up 100 points.
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