RealMoney Silver - Jim Cramer's Portfolios of the Week

Jim Cramer's Portfolios of the Week
By James Altucher
RealMoney.com Contributor
5/16/2008 11:57 AM EDT

Updated from 6:52 a.m. EDT

Jim Cramer isn't afraid to challenge short-sellers on Wall Street. He has been putting bears on blast all week for what he feels is a premature call for oil to sell off. Recently, Cramer found opportunity in stocks that will benefit from the earthquake in China, packaged-goods stocks and energy stocks.

Here are some Cramer highlights from over the past week as aggregated from his "Mad Money" TV show, the "Stop Trading!" segment on CNBC and his RealMoney blog posts (these blog post links require a RealMoney subscription).

Cramer's Solar, Wind and Nat Gas Stocks: Cramer believes that solar, wind and natural gas stocks can run until oil hits his target of $150 a barrel. In a May 14 blog post, he wrote: "You can wait for an oil pullback, but think of this: Iran takes off 500,000 barrels a day, and you can't get oil below $120. It is that tight. Forget what you read about a slowdown in demand because of price." Cramer's Solar, Wind and Nat Gas Stocks include Renesola (SOL) and First Solar (FSLR) among others.

Cramer's Rebuilding China Stock Plays: Cramer knows exactly which stocks will benefit from a rebuild in China. In another May 14 RealMoney blog post (that was reposted on TheStreet.com), he wrote: "This rebuild will soon obliterate any worries about U.S. demand. You can only imagine the kind of heavy equipment that will have to be bought for that rebuild, and with a weak dollar, the orders will go to the U.S. manufacturers of heavy equipment." Cramer's Rebuilding China Stock Plays include U.S. Steel (X) and Cummins (CMI) among others.

Cramer's Bears Are Wrong on Oil Selloff: Cramer feels that bears on the Wall Street are dead wrong with their calls for oil to trade lower. In a May 13 blog post, he wrote: "So much for the oil selloff. Remember that? Remember how the bears were saying the run was over? They will be back again on either a high inventory oil or nat gas number. I urge you not to listen to their sirens until we get to $150." Cramer's Bears Are Wrong on Oil Selloff include Broadwind (BWEN) and Trinity (TRN) among others.

Cramer's Market Barometer Stocks: Cramer offered up a group of stocks that investors should follow as a barometer for the stock market. On Wednesday's "Stop Trading!" segment, Cramer told viewers: "If you were in outer space and you wanted to know how our market was doing, those are the four that you'd call in for." Cramer's Market Barometer Stocks include Apple (AAPL) and MasterCard (MA) among others.

Cramer's Packaged Goods Stocks: Cramer sees opportunity in the packaged goods sector. In a May 15 blog post, he wrote: "But to hear any player in the group, especially new player Cadbury (CBY) , say encouraging things could bring people back to kick the tires, if not buy." Cramer's Packaged Goods Stocks include Procter & Gamble (PG) and Coca-Cola (KO) among others.

Cramer's Oil & Gas Stocks That Should Split: Cramer believes a group of energy stocks should divide their oil and gas businesses to create more shareholder value. On Tuesday's "Stop Trading!" segment, Cramer told viewers: "My urging is you go over these companies. They all have oil, and they've all got gas businesses." Cramer's Oil & Gas Stocks That Should Split include Exxon Mobil (XOM) .

Cramer's Wind Stock Picks for Beat the Street: Cramer recommended some wind stock picks for traders who are competing in TheStreet.com's Beat the Street stock-picking contest. In a May 15 blog post that was reposted the same day on TheStreet.com, he wrote: "Please forgive me, but when people are betting to win $5,000 a week for 'Beat the Street,' and they are wagering heavily on solar portfolios, I have to speak up for wind, which is much more explosive and happening much more quickly." Cramer's Wind Stock Picks for Beat the Street include Woodward Governor (WGOV) and Quanta (PWR) among others.

Lightning Round: Cramer was full speed ahead last night with his latest Lightning Round. He was bullish on several stocks such as Merck (MRK) and Temple-Inland (TIN) , but also bearish on the likes of Whole Foods (WFMI) and PG&E (PCG) .

(Editor's note: At the time of original publication of his posts and shows, Cramer owned Quanta for his Action Alerts PLUS charitable trust. Cramer is a featured commentator for CNBC, which is owned by General Electric; as part of his contract, Cramer holds restricted shares in GE.