(ALXN): "It's really speculative and it's up a huge amount. I like it but it can come down in this environment."
(BCS): "I need best of breed and Barclays isn't it. I prefer domestic banks. "
(SRPT): "This is a speculative situation. I believe the company will partner with a bigger one. I like it in the $20's"
Calumet Specialty Products
(CLMT): "I'm sending you to
(LINE), which is better and more reliable."
Am I Diversified?
In the "Am I Diversified?" segment, Cramer spoke with callers and responded to tweets sent via Twitter to
to see if investors' portfolios have what it takes for today's markets.
The first portfolio included:
SPDR Gold Shares
Cramer said this portfolio was "picture perfect."
The second portfolio's top holdings included:
Cramer said while he's not a fan of HP, this portfolio is diversified.
The third portfolio had:
as its top five stocks.
Cramer said he liked this portfolio as well.
No Huddle Offense
In the "No Huddle Offense" segment, Cramer weighed in on the seasonal rally in tech stocks, the one that investors could always count on until now.
There still is a holiday buying season, and companies still have tech budgets they need to spend, he said, but unlike years past there are a few new factors to take into account.
First, there's a global slowdown in consumer spending. Second, when it comes to consumer tech, Apple's gain appears to be everyone else's loss. Third, enterprises are buying less and less tech as they move more and more of their IT into the cloud. Finally, there's a slowdown in telecommunications spending.
Add up all these new elements and this year's seasonal rally in tech may not come at all.
-- Written by Scott Rutt in Washington, D.C.
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