This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Cramer's 'Mad Money' Recap: Transports Finally Join In (Final)

Am I Diversified?

Cramer spoke with callers to see if their portfolios have what it takes for today's markets. The first caller's portfolio included Hewlett-Packard (HPQ), Apple (AAPL), Qualcomm (QCOM), Frontier Communications (FTR) and Cimarex Energy (XEC).

Cramer said this portfolio needed surgery and advised selling Hewlett and Qualcomm and add a financial and a healthcare stock.

The second caller's top holdings included Chesapeake Energy (CHK), Ford (F), Spectra Energy (SE), Microsoft (MSFT) and American Capital Agency (AGNC).

Cramer blessed this portfolio as terrific.

The third caller had AT&T (T), Freeport-McMoRan (FCX), Ford (F), DuPont (DD) and Intel (INTC).

Cramer said this portfolio was also properly diversified.

The fourth caller's top stocks were Bank of America (BAC), DR Horton (DHI), Ford (F), St Joe (JOE) and Solazyme (SZYM).

Cramer said St. Joe and DR Horton were both real estate and he advised selling St. Joe and adding a diversified manufacturer.

Cramer's fifth caller's portfolio included AT&T (T), Cirrus Logic (CRUS), Emerson Electric (EMR), Phillip Morris (PM) and Raytheon (RTN).

Cramer said this portfolio was "well played."

Lightning Round

Cramer was bullish on Kraft Foods (KFT), ConocoPhillips (COP), Apple (AAPL), SPDR Gold Shares (GLD), Heckmann (HEK), (BIDU) and Devon Energy (DVN).

Cramer was bearish on SodaStream (SODA), Nokia (NOK) and Newmont Mining (NEM).

IPO Plays

In his "No Huddle Offense" segment, Cramer said that slow and steady will win the race when it comes to today's pair of IPOs. He said it's time to ring the register on Demandware (DWRE - Get Report), an ecommerce software provider that priced at $16 a share an popped 43% in its first day of trading. Cramer said the trade has been made and it's time to sell.

But for the IPO of Allison Transmission (ALSN - Get Report), a stock that opened at $23 a share only to trade flat on the day, is a different story. Cramer said this former spin-off of General Motors (GM) is right in the middle of the raging bull market in trucks and he would be a buyer of the stock long term.

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

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

Follow TheStreet on Twitter and become a fan on Facebook.

To submit a news tip, send an email to:

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

Click here to sign up for Jim's Daily Booyah to get the Mad Money recap delivered to your inbox.

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

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.
3 of 3

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
ALSN $22.99 -2.42%
DWRE $30.76 -3.54%
AAPL $94.99 -0.02%
FB $99.54 -0.21%
GOOG $678.11 -0.68%


Chart of I:DJI
DOW 16,014.38 -12.67 -0.08%
S&P 500 1,852.21 -1.23 -0.07%
NASDAQ 4,268.7630 -14.99 -0.35%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs