Cramer's 'Mad Money' Recap: It's Time to Pause
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 was "pretty perfect" and well diversified.The second portfolio's top holdings included: BP (BP), Mondelez (MDLZ), Bristol-Myers Squibb (BMY), Verizon (VZ) and Public Service Enterprise (PEG). Cramer also blessed this portfolio as diversified with great yield. The third portfolio had: Dendreon (DNDN), Ford (F), Zynga (ZNGA), Financial Select SPDR (XLF) and Zoetis (ZTS) as its top five stocks. Cramer said that Dendreon was too much like too much like Zoetis and this portfolio needed to add a diversified industrial or a technology stock. The fourth portfolio's top stocks were: KeyCorp (KEY), Kinder Morgan Partners (KMP), Verizon, Altria (MO) and Pfizer (PFE). Cramer said this portfolio was also perfect.
No Huddle OffenseIn his "No Huddle Offense" segment, Cramer followed up on General Mills (GIS - Get Report) and Sanchez Energy (SN - Get Report), two companies whose CEOs he interviewed on last night's show. Cramer explained that all too often, due to time constraints, he doesn't have time to fully explain how he feels about a company after he interviews a CEO. He called General Mills a terrific investment for those investing for the long term and those investing for their kids -- although he'd wait for a pullback before pulling the trigger. As for Sanchez, Cramer said that company is the opposite -- it's for those younger investors who can take more risks on speculative stocks. He said Sanchez is taking a gamble on the land it purchased, but if the oil is there the company'll be a huge winner. 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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