Stockpickr: Cramer's Portfolios of the Week

This past week, Jim Cramer was spreading knowledge to students at the University of Texas at Austin, and, as usual, he had plenty to impart. Here are some highlights from the past week, aggregated from "Mad Money," "Stop Trading!" and his articles:

• Dow Stocks: This past week, Cramer said it was time for a special, end-of-quarter analysis of why the market is so resilient. He picked apart the market and outlined his take on stocks in the Dow Jones Industrial Average. The Cramer's Dow Stocks Analysis portfolio showcases his analysis of the 30 Dow components, breaking down the state of each stock and explaining what he sees going forward.
• Best of Breed: On his trip to Austin, where he did a "Mad Money" broadcast, Cramer said, "I knew I had to come here with four big stocks based in Texas." The Best of Breed Texas Stocks are all "trading at a discount," and Cramer said he would buy them right now, including his favorite, Temple-Inland (TIN Quote).
• Buyout Candidates: On a recent "Stop Trading!" segment, Cramer mentioned that he was bullish on Halliburton (HAL Quote) because it begins a $3 billion buyback next week. He also said he didn't think it needed to be public now and went on to mention his other Buyout Candidates, including Motorola, (MOT Quote).
• Drug Stocks: "Are we catching a drug-stock rally? It's long awaited," Cramer said earlier this week. "The drug stocks, while they almost all have issues, finally are not that expensive and, in many cases, have good yield support." Here are the Four Drug Stocks, including Genzyme (GENZ Quote) and Abbott (ABT Quote), that Cramer likes.
• Rate Cut: Cramer was right where he wanted to be on Fed day. That night on "Mad Money," he said, "The Fed blinked... suggesting that we are headed for an interest rate cut rather than a raise," signaling that the "crisis, our short national nightmare, is over." Of course, he translated this move into what those who follow him want: stock ideas. Cramer deemed the following stocks all good to buy now. The list included Boeing (BA Quote) and Caterpillar (CAT Quote).
• Retail Stocks: In opening up the floor to questions from students at UT-Austin, Cramer was asked about Wal-Mart (WMT Quote). While he has always been upfront about his general dislike of the retail giant, Cramer said, "The hallmark of a good investor is to hear the contrary side." While he did look into it, he still felt that if market players are looking to get into retail, better bets are JC Penney (JCP Quote), Kohl's (KSS Quote) and Sears (SHLD Quote).You can see more of his explanation and the Retail Stocks portfolio here.
• CEO Interviews: Cramer interviewed three CEOs over the past week, including Peter Van Stolk from Jones Soda (JDSA Quote). This CEO Interviews portfolio breaks down each interview and gives you a quick take on the important issues Cramer honed in on at each company.
• Lightning Round: Cramer was full speed ahead with his latest Lightning Round. He was bullish on several stocks, such as FedEx (FDX Quote) and Bear Stearns (BSC Quote), but also bearish on the likes of Cabot Oil (COG Quote) and Applebee's (APPB Quote).

Stockpickr Tip of the Day

I'm going on CNBC sometime in the 7 p.m. hour to talk about its contest. If anyone has good ideas on which stocks I should talk about, post it on the million-dollar challenge forum at Stockpickr.

At time of publication, Cramer was long Halliburton, Caterpillar and Sears.