'RealMoney' Radio Recap: Take Some Off the Table

"My instincts right now are to declare victory," said Jim Cramer on his "RealMoney" radio show Friday, referring to what he calls the Broadcom(BRCM Quote)/Marvell(MRVL Quote) complex.

This complex refers to companies that enable data, Internet, voice and song files to be brought to you on a handheld machine.

While he wants to say that the move isn't over, Cramer said that if you bought any of the stocks in the complex when he recommended them, it's time to take something off the table.

These stocks include Conexant(CNXT Quote), JDSU (JDSU Quote), Broadcom, Marvell and Seagate Technology(STX Quote).

So why does he want people to do some selling if he likes the stocks? He said it's because he remembers the lessons of 1999 and 2000, when people made amazing gains on paper and then saw them erased.

He's not saying to sell all of your position, but just that it's time to take some off the table and put it into your bank account so that it's a real profit, not just a gain on paper.

"We must never let a profit turn into a loss. We must never be afraid to pay the taxman. We must never lose our discipline that says great gains must be taken," Cramer said.

When listeners stump Cramer with stocks he doesn't know, he can't give them a thumbs up or down until they are thoroughly vetted by TheStreet.com's Stocks Under $10 writers, Will Gabrielski and Michael Comeau.

Comeau and Gabrielski also write the site's Breakout Stocks newsletter. They researched the companies that were offered up by callers during the "Stump Cramer" round on Thursday's radio show.

Gabrielski said that packaging company Multi-Color(LABL Quote), is a good company, but that he wasn't happy with its growth story.

It's doing about $55 million a quarter in revenue and making money, Gabrielski said, but Multi-Color is also making acquisitions that are inflating growth.

Plus, he said the stock is thinly traded, with only 8,000 shares trading hands a day, so buying a lot of the stock could easily bid up its price.

If the company's growth slows, Gabrielski said investors could step away from the story.