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.
Cramer said this portfolio cannot have both Caterpillar and Deere and he would sell Deere and add Home Depot (HD).The second portfolio's top holdings included: Plains All American Pipeline (PAA), CVS Caremark (CVS), eBay (EBAY), American Campus Communities (ACC) and Las Vegas Sands (LVS). Cramer called this portfolio "beautiful." The third portfolio had: Smith & Wesson (SWHC), Whole Foods (WFM), Facebook (FB), New York Mortgage Trust (NYMT) and Manchester United (MANU) as its top five stocks. Cramer said this portfolio was also properly diversified.
No Huddle OffenseIn his "No Huddle Offense" segment, Cramer said he can't ignore the irony that on the same day Chesapeak Energy (CHK) founder and CEO Aubrey McClendon stepped down over an apparent fight with the company's board of directors, Kinder Morgan Energy Partners (KMP) made a bid for Copano Energy (CPNO). Cramer explained that McClendon bet the company a few years ago on the premise that natural gas and natural gas liquids would rise in value, a bet that he lost big. Meanwhile, Kinder is making the same bet as McClendon, only a few years later. Cramer said that Kinder is now poised to reach the promised land that McClendon saw but was unable to achieve. Chesapeake will survive, noted Cramer, albeit as a smaller company, but Kinder will be the big winner, he said, as that company has always delivered for its shareholders. 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
Select the service that is right for you!COMPARE ALL SERVICES
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
- Real Money + Doug Kass Plus 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV