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:
Cramer said this portfolio can't include both Celgene and Gilead. He recommended selling Celgene and adding in
to gain some retail exposure.
The second portfolio's top holdings included: Apple,
iShare Gold Trust
Cramer blessed this portfolio as properly diversified.
The third portfolio had:
iShares Silver Trust
as its top five stocks.
Cramer recommended selling Hain in favor of a drug stock like
No Huddle Offense
In his "No Huddle Offense" segment, Cramer said it's time to start making money in the bank stocks again.
He said the revaluation of the financial sector has begun, as evidenced by the strong earnings from both
(GS - Get Report)
, a stock he owns for his charitable trust,
Action Alerts PLUS
(JPM - Get Report)
Cramer said with much of the government meddling behind them, these banks are returning most of their incremental gains directly to shareholders, which is why these stocks are buy, buy, buys right here.
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-- Written by Scott Rutt in Washington, D.C.
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