Cramer's 'Mad Money' Recap: Looking on the Bright Side
Cramer said that Whole Foods remains a great story.
In the Lightning Round, Cramer was bullish on Urban Outfitters (URBN), Linn Energy (LINE), LinnCo (LNCO), ConAgra Foods (CAG), PPG Industries (PPG), Mondelez International (MDLZ), American Axle (AXL) and TRANSDIGM GRP INC (TDG).
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: Silver Wheaton (SLW), QuestCor (QCOR), Priceline.com (PCLN), Fastenal (FAST) and 8x8 (EGHT). Cramer said this portfolio has good diversification. The second portfolio's top holdings included: Heckman (HEK), Cisco (CSCO), Annaly Capital (NLY), Pfizer (PFE) and AT&T (T). Cramer also blessed this portfolio as diversified. The third portfolio had: Apple (AAPL), Exxon Mobil (XOM), Abbott Laboratories (ABT), Pfizer (PFE) and Johnson & Johnson (JNJ) as its top five stocks. Cramer said that Abbott, J&J and Pfizer can't all live in the same portfolio and he advised selling J&J and Pfizer and adding General Electric (GE) and Mondelez International.
No Huddle OffenseIn his "No Huddle Offense" segment, Cramer opined on the terrific quarter posted by Oracle (ORCL) Tuesday night. He said there were record-breaking numbers abound on the company's conference call because every area of the globe, including the U.S. and Europe, were performing well. Cramer said Oracle expressed confidence on its call he's not seen in awhile. The company even scoffed at the notion the fiscal cliff is crimping IT spending. Even Oracle's acquisition of Sun Microsystems, a deal that was panned at the time, was noted as being one of the best acquisitions the company has ever made. Cramer gave a tip of the proverbial hat to the entire team at Oracle for a job well done as it continues to take market share and bring corporate America into the cloud-based IT future. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC
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