Select Comfort (SCSS): "No, no. These mattress stocks are too hard. Don't buy is the best advice I can give you."
Am I Diversified?
In the "Am I Diversified" segment, Cramer spoke with callers and responded to tweets sent via Twitter to @JimCramer to see if investors' portfolios have what it takes for today's markets.
The first portfolio included:Apple, Caterpillar (CAT), John Deere (DE), Walt Disney (DIS) and Monstanto (MON). Cramer identified two of a kind with John Deere and Monsanto. He recommended selling John Deere and adding a drug stock like Bristol-Myers Squibb (BMY). The second portfolio's top holdings included: AT&T (T), Boeing (BA), Merck (MRK), Johnson Controls (JCI) and Baker Hughes (BHI). Cramer said this portfolio was "well played" and properly diversified. The third portfolio had: McDonald's (MCD), Apple, Nike (NKE), iShares Gold Trust (IAU) and Yum Brands (YUM) as its top five stocks. Cramer said this portfolio shouldn't include both McDonald's and Yum Brands. He recommended selling Yum and adding a drug company with a good yield like Bristol Myers-Squibb. The fourth portfolio's top stocks were: Walt Disney (DIS), EMC (EMC), Conoco-Phillips (COP), Whole Foods Markets (WFM) and Huntington Banshares (HBAN). Cramer also blessed this portfolio as properly diversified.