Cramer said the craft brew movement is one that should inspire all entrepreneurs and investors.
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: Ford (F), Starbucks (SBUX), Walt Disney (DIS), HollyFrontier (HFC) and Huntington Bancshares (HBAN). Cramer said this portfolio was properly diversified. The second portfolio's top holdings included: Exxon Mobil (XOM), AT&T (T), McDonald's (MCD), Johnson & Johnson (JNJ) and General Electric (GE). Cramer said this portfolio "rocks." The third portfolio had: BGC Partners (BGCP), PetMed Express (PETS), Macquarie Infrastructure (MIC), Coca-Cola (KO) and Mondelez (MDLZ) as its top five stocks. Cramer said that Mondelez and Coke cannot coexist and advised selling Mondelez in favor of a drug stock. The fourth portfolio's top stocks were: Ford, Facebook (FB), Verizon (VZ), SuperValu (SVU) and US Airways (LCC). Cramer was also a fan of this portfolio.
No Huddle OffenseIn his "No Huddle Offense" segment, Cramer said now that most retail earnings are in, the woes appear to be limited to just one segment -- apparel. He noted that Lowe's (LOW) saw strength in just about everything that goes into your home, a sentiment that Best Buy (BBY) and the HomeGoods division of TJX Stores (TJX) also shared. Meanwhile, Wal-Mart (WMT), Target (TGT) and Macy's (M) all fell sharply at the hand of apparel. Cramer concluded that consumers are spending on their homes and not themselves. All of that could change if interest rates keep rising, however. But for now, the trend appears to be intact. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. -- 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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