Jim Cramer's Portfolios of the Week

Stock quotes in this article: HAS , MAT , RIMM , ISRG , FLO , ENOC , CLX , DNDN  

Updated from 6:34 a.m. EST

On Tuesday's "Late Night with Conan O'Brien" TV show, Jim Cramer joked that he is just a dollar sign represented by a man. Recently, the "dollar sign" found opportunity in toy stocks, trading off a key technical indicator and stocks that benefit from high oil prices.

Here are some Cramer highlights from the past week as aggregated from his "Mad Money" TV show, the "Stop Trading!" segment on CNBC and his RealMoney blog posts (these blog post links require a RealMoney subscription).

Cramer's Stock Buys Off the Bull-Bear Ratio: Recently, a key technical indicator that Cramer follows hit a level that makes him want to buy stocks. In a Feb. 13 blog post he wrote, "OK, this is really important, one of my most beloved indicators, the bull-bear ratio, has hit a level that simply means you cannot have a big hit to this market, and that level is the 36% bull level." Cramer's Stock Buys Off the Bull-Bear Ratio include EMC (EMC Quote) and Goldman Sachs (GS Quote) among others.

Cramer's Long-Term Bull Market Plays: Cramer is always keeping a close watch on five sectors to make sure his long-term bull market thesis is intact. On last Tuesday's "Mad Money" show, Cramer told viewers, that up until now aerospace and defense stocks have been weighed down by delays in Boeing's(BA Quote) new Dreamliner. Cramer said that Boeing's announcement Tuesday that the Dreamliner is back on track should allow the whole sector to rally once again. Cramer's Long-Term Bull Market Plays include names like Cleveland-Cliffs (CLF Quote) and XTO Energy (XTO Quote) among others.

Cramer's High Oil Price Stock Plays: Cramer believes that high oil prices will benefit many different stocks and sectors. On Wednesday's "Mad Money" show, Cramer told viewers: "Oil is the umbrella that makes everything else work." Cramer's High Oil Price Stock Plays include First Solar (FSLR Quote) and MEMC Electronic Materials (WFR Quote) among others.

Cramer's Risky Mo-Mo Stocks: Cramer is no longer in favor of buying certain hot momentum stocks. In a Feb. 13 blog post, he wrote: "We are in such a bad market that anything with a remotely high multiple exhibits horrible daily action." Cramer's Risky Mo-Mo Stocks include Research In Motion (RIMM Quote) and Intuitive Surgical (ISRG Quote) among others.

Cramer's Take on Ladies' Night Stock Picks: Cramer took the time to evaluate four stocks that were pitched to him by the student-run investment club, Smart Woman Securities (SWS) on "Ladies Night" two weeks ago. On last Friday's "Mad Money" show, Cramer told viewers: "While Flowers Foods (FLO Quote) might have looked good two weeks ago, it's a sell due to rising raw costs." Cramer's Take on Ladies Night Stock Picks include EnerNoc (ENOC Quote) and Clorox (CLX Quote) among others.

Cramer's Toy Stock Picks: Cramer believes that toy stocks are trading at attractive valuations. On Monday's "Stop Trading" segment, Cramer told viewers: "This group is dirt cheap. Hasbro (HAS Quote) is buying back a lot of stock." Check out Cramer's Toy Stock Picks, which also includes Mattel (MAT Quote).

Lightning Round: Cramer was full speed ahead last night with his latest Lightning Round. He was bullish on several stocks such as Western Union (WU Quote) and Nike (NKE Quote), but also bearish on the likes of Dendreon (DNDN Quote) and Under Armour (UA Quote).

(Editor's note: At the time of original publication of his posts and shows, Cramer owned EMC, Goldman Sachs and XTO Energy for his Action Alerts PLUS charitable trust.)

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At the time of publication, Altucher had no positions in stocks mentioned, although positions may change at any time.

James Altucher is president of Stockpickr LLC, a wholly owned subsidiary of TheStreet.com and part of its network of Web properties, and a managing partner at Formula Capital, an alternative asset management firm that runs a fund of hedge funds. He is also a weekly columnist for the Financial Times and the author of Trade Like a Hedge Fund, Trade Like Warren Buffett and SuperCa$h. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Altucher appreciates your feedback; click here to send him an email.

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