Mad Money Recap

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Cramer's 'Mad Money' Recap: Fantasy Football Portfolio

TheStreet.com Staff

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"Today, we saw everything up," said Jim Cramer on his "Mad Money" TV show Friday.

Cramer said that oil, tech, infrastructure, retail and brokers did well as a whole, and that he's even "warming up to the homebuilders." His pick of that bunch is Toll Brothers (TOL Quote - Cramer on TOL - Stock Picks).

Sports and stocks have much in common, said Cramer, adding that an analysis of both requires "the exact same skill set."

Cramer welcomed football legend -- and investor -- Joe Theismann onto the program. Keeping up with this week's Fantasy Football drafts, Cramer had the ex-Redskins quarterback pick his championship players on the field and on the Street.

According to Theismann, the "franchise player" of a stock portfolio -- as equated to Colts QB and Super Bowl MVP Peyton Manning -- is Monsanto (MON Quote - Cramer on MON - Stock Picks). Theismann said that Monsanto has diversified investments, pays a 1% dividend and has opportunity to grow. Cramer agreed that it could be best of breed and has a solid foundation.

Philly Eagles' QB Donovan McNabb, or the "comeback player," is Six Flags (SIX Quote - Cramer on SIX - Stock Picks). Theismann likes the company's management and that it's building eight new roller coasters. Cramer partially agreed, citing past weather problems for the company.

The "sleeper player" of the portfolio whom no one is paying attention to is Lions' QB Jon Kitna, or Wells Fargo (WFC Quote - Cramer on WFC - Stock Picks). Theismann believes that it will have "deep pockets" from mortgage profits.

Considered the "speculative player" of the portfolio, Giants' running back Brandon Jacobs is Level 3 (LVLT Quote - Cramer on LVLT - Stock Picks), which has to prove itself, said Theismann. Cramer called this a fiber-optics YouTube play.

New England Patriots' Randy Moss is the streaky player who sizzles at times -- like Intel (INTL Quote - Cramer on INTL - Stock Picks). Cramer likes its management and said that "in the fall, it's right."

As defense is also important in a portfolio, Theismann likes Coca-Cola (KO Quote - Cramer on KO - Stock Picks), the Baltimore Ravens of the market. Cramer said the stock is always there "on bad days."

Cramer liked the portfolio, though he was concerned that both Level 3, whose debt was up recently, and Six Flags "have questionable balance sheets."

The Emerson Edge

As this was a "big, big week for the markets," many of the stocks Cramer was recently considering are now out of his price range. However, Emerson Electric (EMR Quote - Cramer on EMR - Stock Picks), stayed put and remains in range:

Emerson is "all over the board" in terms of what it does, as it makes everything from appliances and farm equipment to computer hardware and software. It is a real "rest of worlder" because it does a lot of overseas business. But it is not a "stock for all seasons," Cramer said.

Like Procter & Gamble (PG Quote - Cramer on PG - Stock Picks), the play if the Fed doesn't cut rates fast enough, Emerson is a "great dividend stock."

It is one of the only stocks that has raised its dividend every year for the past 50 years. Emerson is what you want to own if the Federal Reserve cuts interest rates as expected.

After doing a two-for-one split last year, Emerson is now up 180% from its low of $33.50 seven years ago. It's now priced at $48 with a 2.2% yield, and Cramer likes it.

Emerson and P&G are the "two best in show for the S&P," he said.

Game Plan

In his "Game Plan" segment, Cramer said that the market needs to see some weakness before the Fed will cut interest rates. He's thinking of the 7 million people who will lose their homes without a Fed move.

Additionally, he believes that consumer spending will wane. First in his plan is Dollar Tree Stores (DLTR Quote - Cramer on DLTR - Stock Picks), a company selling lower-cost goods. It should report a good quarter Wednesday, he said.

On concerns about the mortgage business, Cramer said that Freddie Mac (FRE Quote - Cramer on FRE - Stock Picks), reporting Thursday, is in a field that is "too politicized" for him to have 100% conviction.

Cramer also told viewers to avoid H&R Block (HRB Quote - Cramer on HRB - Stock Picks). Warren Buffett has sold his stake in the company, due to post earnings on Thursday, and Cramer does not see any good news forthcoming.

Shifting over to the tech sector, Cramer likes Dell (DELL Quote - Cramer on DELL - Stock Picks), calling it a "best buy for next week" ahead of upgrades. It could go to $30, he said, adding that he also likes Hewlett-Packard (HPQ Quote - Cramer on HPQ - Stock Picks), which he owns for his charitable trust, Action Alerts PLUS.

Cramer told viewers to keep an eye on Sycamore Networks (SCMR Quote - Cramer on SCMR - Stock Picks), the "one $4 stock he's liking." He prefers Sycamore to JDS Uniphase (JDSU Quote - Cramer on JDSU - Stock Picks).

Finally, he still likes Sears Holdings (SHLD Quote - Cramer on SHLD - Stock Picks), which he owns for his trust.

The overall future of Sears, which will be closing underperforming stores, looks good, he said. He sees Sears going to $170 and possibly as high as $195 "if the Fed does the right thing."

Trust CEO Eddie Lampert, he said.

Mad Mail

Responding to an email, Cramer said that he liked Sun Microsystems (SUNW Quote - Cramer on SUNW - Stock Picks) at $5. He considers SUNW "a sleeper" and said the changing of its ticket symbol to JAVA doesn't matter.

Next, Cramer said that real estate brokerage E-House Holdings (EJ Quote - Cramer on EJ - Stock Picks) wasn't his China play. Go with Baidu.com (BIDU Quote - Cramer on BIDU - Stock Picks) and China Mobile (CHL Quote - Cramer on CHL - Stock Picks), he said.

Finally, Cramer said that Northgate Minerals (NXG Quote - Cramer on NXG - Stock Picks) is a "little $3 speculative stock" that he needs more information about.

Lightning Round

Cramer was bullish on Goldman Sachs (GS Quote - Cramer on GS - Stock Picks), Inverness Medical Innovations (IMA Quote - Cramer on IMA - Stock Picks), Deutsche Telekom (DT Quote - Cramer on DT - Stock Picks), Vodafone Group (VOD Quote - Cramer on VOD - Stock Picks), Schlumberger (SLB Quote - Cramer on SLB - Stock Picks), Exxon Mobil (XOM Quote - Cramer on XOM - Stock Picks), XTO Energy (XTO Quote - Cramer on XTO - Stock Picks), Halliburton (HAL Quote - Cramer on HAL - Stock Picks), Transocean (RIG Quote - Cramer on RIG - Stock Picks), Crocs (CROX Quote - Cramer on CROX - Stock Picks), GameStop (GME Quote - Cramer on GME - Stock Picks), Electronic Arts (ERTS Quote - Cramer on ERTS - Stock Picks), Activision (ATVI Quote - Cramer on ATVI - Stock Picks), Garmin (GRMN Quote - Cramer on GRMN - Stock Picks), Apple (AAPL Quote - Cramer on AAPL - Stock Picks), Google (GOOG Quote - Cramer on GOOG - Stock Picks) and Research In Motion (RIMM Quote - Cramer on RIMM - Stock Picks).

Cramer was bearish on OraSure Technologies (OSUR Quote - Cramer on OSUR - Stock Picks) Whole Foods Market (WFMI Quote - Cramer on WFMI - Stock Picks), Lan Airlines (LFL Quote - Cramer on LFL - Stock Picks).

For more of Cramer's insights during the Lightning Round, click here.

Want more Cramer? Check out Jim's rules and commandments for investing from his popular book by clicking here.