Stockpickr: Cramer's Portfolios of the Week

James Altucher

Jim Cramer took a lot of tine this week to discuss the latest earnings reports and what those financial statements mean for the markets. With the Dow off to the races, he offered several different names that he believes make good buys on the way up.

He also talked about dividend "aristocrats," alternative energy stocks and uranium plays. And he took a look at the portfolio of the investor who replaced Warren Buffett as the second-richest man in the world.

Here are some the highlights from Jim over the last week (aggregated from "Mad Money" and his "Stop Trading!" Segment on CNBC as well as his RealMoney blog posts):

Cramer's Green Day Stocks: On Monday's "Mad Money" show, Cramer pointed out that "we tend not to think of the U.S. Supreme Court as a way to make money, and that's usually right." However, on April 2, a Supreme Court decision against the U.S. Environmental Protection Agency has turned this whole theory around.

Thus, he offered viewers his portfolio of Green Day Stocks because he feels that the move toward clean energy will result in investors making money top to bottom in the entire alternative energy section. The green day stock picks he gave throughout the week on the show include Foster Wheeler(FWLT) and Shaw Group(SGR).

Cramer's Oil Service Plays: As we all know, Jim has been waiting for a big deal to happen in the oil service patch. Despite the rig count rising sharply, we still haven't seen that deal to date. But that didn't stop Jim from giving us his Oil Service Plays, because, as he pointed out in a Wednesday blog post on RealMoney, "Natural gas is high and oil's not going down. The earnings -- despite the way-too-cautionary article I read in the Journal about the cohort -- should be way good. Hard to imagine we won't see a deal real soon in this group." Some of the names Cramer is watching are Nabors(NBR) and Halliburton(HAL).

Cramer's Buyout Candidates: Cramer continued to talk about buyout candidates this week. On his Tuesday show, Cramer talked about potential takeover candidate Monster Worldwide(MNST).

In recent weeks, Cramer has mentioned other cheap, cash-rich companies that are buyout candidates. These Buyout Candidates include several different stocks in different sectors , such as Denny's(DENN) and Sysco(SYY).

Cramer's Aristocratic Plays: On the April 11 episode of "Mad Money," Cramer mentioned that he liked another portfolio on Stockpickr called Dividend Aristocrats. Reworking singer Shakira's theory, Cramer said, "Like hips, dividends don't lie."

"Owning stocks that consistently improve their dividend allow you to earn more and more money for no reason," said Cramer, who pointed out that in terms of speculation, these weren't high fliers but that owning them will definitely help an investor in a tough economy. Cramer gave us his own Aristocratic Plays, which include Automatic Data Processing(ADP) and W.W. Grainger(GWW).

Cramer's Paper Tigers: Cramer came out this week praising the financial stocks. As he pointed out in a Wednesday blog post, "the re-evaluation of the financials continues. What's behind it this time? Sometimes what you have to do is look at the clients of these firms, the real clients. That's the giant funds that are on the buy side."

Cramer pointed out that these funds have a voracious appetite for product or paper. Thus, he concluded, "These Paper Tigers are all going much, much higher. They can generate the paper with private equity or with the collapse of the established players in mortgage broking. They can mark it all up big. And they are selling at 10 times earnings." They include Goldman Sachs (GS), JPMorgan(JPM) and Merrill Lynch(MER).

Cramer's Cable Company Plays: On Friday's "Mad Money" show, Cramer told us he loves the cable companies and believes they could be in for a long-lived rally. He said the key is that they could double in valuations per subscriber from five years ago. He gave us his top three cable company plays, which include Time Warner Cable(TWC).

Cramer's Stealthy Uranium Plays: On that same "Mad Money" show last Friday, Cramer mentioned that uranium has gone through the roof. "Because of the nuclear power buildout, the price of uranium has skyrocketed."

He offered us his Stealthy Uranium Plays to speculate on in the sector. He says that you can extract uranium from phosphate and that "the best way to profit off high uranium prices at this moment if you can take the heat of speculation comes from two fertilizer companies with a lot of phosphate." He said investors should consider these plays soon before Wall Street starts to price in the uranium factor. The plays include Mosaic(MOS).

Carlos Slim: On Thursday's "Mad Money" show Cramer took a look at Carlos Slim's portfolio, including American Movil(AMX), now that Slim, who weighs in at $53 billion, has replaced Warren Buffett as the second-richest man in the world.

Lightning Round: Cramer was full speed ahead in his Thursday night Lightning Round. He was bullish on several stocks, including Nokia(NOK) and Apple(AAPL), and bearish on such stocks as Motorola(MOT) and Vale do Rio Doce(RIO).

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