Cramer's Take on George Soros' Stocks

JetBlue Airways

Next on the list is JetBlue Airways(JBLU Quote). Soros recently increased his position in the discount airliner by over 50%, and it now comprises 4.74% of his portfolio.

Cramer's Take: In more than one lightning round, Cramer was bearish on JetBlue, saying "JetBlue is another airline that's problematic. JetBlue is a distinctly bearish equation. If you need an airline, it's Gol Linhas Aereas(GOL Quote).

Qualcomm

Next we visit Qualcomm(QCO Quote). Soros recently increased his position in the San Diego communication company by over 55%, and it now comprises 4.39% of his portfolio.

Cramer's take: "This proprietary semiconductor stuff, I am not going to endorse here. ... I would ring the register." Cramer recommended Qualcomm and Texas Instruments(TXN Quote) instead. He said he is sick of Qualcomm's underpromising, but in a lightning round he revealed that he remains bullish on the stock.

Halliburton

Last on today's list is Halliburton(HAL Quote). The Houston-based oil company accounts for 3.02% of Soros' portfolio.

Cramer's take: On Halliburton's current situation, "I am not denying pressure-pumping price pressure. I am just saying that the company's stock reflects the dramatic increase in pressure-pumping capacity that is driving rates down."

Cramer says he'd buy Halliburton, as people are worried about a preannouncement, but given that it just announced the date of its earnings, he believes that the worries are overblown. He doubts animosity against it, saying, "If Halliburton's so bad -- like NYSE(NYX Quote) -- what's it doing going up a day after a big Goldman downgrade?

We realize that we sampled only a few of Soros' stocks, but we still thought it made sense to get Cramer's take on at a least a few of Soros' largest holdings that many of us are looking at on a daily basis. The goal is to continually build an "edge," so if this gives us even the slightest improvement in our approach, then it is well worth it. To see Cramer's take on many more Soros holdings, please check out this portfolio.