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Cramer's 'Mad Money' Recap: Customer-Driven Market (Final)

Am I Diversified?

In the "Am I Diversified" segment, Cramer spoke with callers to see if their portfolios have what it takes for today's markets. The first caller's portfolio included Auto Zone (AZO), Decker's Outdoor (DECK), Kinder Morgan Energy Partners (KMP), Bank Of America (BAC) and Verizon (VZ).

Cramer said he liked this portfolio and it was properly diversified.

The second caller's top holdings included Visa (V), Caterpillar (CAT), UPS (UPS), Google (GOOG) and Amgen (AMGN).

Cramer said this was an interesting high-growth portfolio and it too was diversified.

The third caller had Broadcom (BRCM), Chesapeake Energy (CHK), Decker's Outdoor (DECK), Wynn Resorts (WYNN) and Siemens (SI) for the top five stocks.

Cramer also blessed this portfolio as being properly diversified.

The fourth caller's top stocks were Procter & Gamble (PG), Conoco-Phillips (COP), Black Hills (BKH), Home Depot (HD) and Pfizer (PFE).

Cramer said this portfolio made it four-for-four when it comes to great diversification.

Lightning Round

Cramer was bullish on Federal Realty Investment Trust (FRT - Get Report), Tanger Factory Outlet Centers (SKT - Get Report), First Niagara Financial (FNFG - Get Report), Fortinet (FTNT - Get Report), Rio Tinto (RIO), Freeport-McMoRan (FCX - Get Report) and Linn Energy (LINE - Get Report).

Cramer was bearish on Kimco Realty (KIM), Groupon (GRPN), Human Genome Sciences (HGSI) and First Solar (FSLR).

Old Tech Fades

In his "No Huddle Offense" segment, Cramer said the personal computer is no longer where the action is any more, and the band of PC makers and components has broken up and moved on.

How else could you explain shares of Microsoft (MSFT) barely moving after an announcement of slowing PC sales? Cramer said Microsoft is moving itself away from PCs and into gaming with Xbox, smartphones with Nokia (NOK) and into video with its acquisition of Skype.

Other traditional PC plays, like Intel (INTC), are moving away from PCs as well, said Cramer. In the case of Intel, its moving into other processors, while PC makers like Dell (DELL) is expanding into software and services.

News of slowing PCs used to be able to take down all of tech, said Cramer, but that era has now past.

--Written by Scott Rutt in Washington, D.C.

To contact the writer of this article, click here: Scott Rutt.

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To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.

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For more of Cramer's insights during the Lightning Round, click here .
At the time of publication, Cramer was long Johnson Controls.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for, Inc., and CNBC, and a director and co-founder of All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of 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, 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 is related to the specific opinions expressed by him on "Mad Money."

None of the information contained in "Mad Money" constitutes a recommendation by Mr. Cramer, or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the program. Mr. Cramer's past results are not necessarily indicative of future performance. Neither Mr. Cramer, nor, nor CNBC guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the program. The strategy or investments discussed may fluctuate in price or value and you may get back less than you invested. Before acting on any information contained in the program, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. When that is the case, appropriate disclosure is made on the program and in the "Mad Money" recap available on The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio program for five days following the broadcast.
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FCX $14.00 0.00%
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