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

08/24/07 - 08:15 PM EDT

TheStreet.com Staff

Click here for an archive of Cramer's "Mad Money" recaps.


"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.

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. 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. 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. Theismann believes that it will have "deep pockets" from mortgage profits.

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At the time of publication, Cramer was long Goldman Sachs, Hewlett-Packard, Sears Holdings, Inverness Medical Innovations, Transocean and XTO Energy.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of TheStreet.com or its affiliates, or CNBC, NBC UNIVERSAL or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither TheStreet.com, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or TheStreet.com is related to the specific opinions expressed by him on "Mad Money."

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