In the second portfolio, were
Cramer said, "Cisco and Oracle are too much the same." He recommended selling Oracle and bringing in a pharmaceutical company, such as
Johnson & Johnson
In the third portfolio, top holdings included
Cramer said Regions and Blackstone were too similar and recommended selling Regions and buying Johnson & Johnson.
No Huddle Offense
"Don't ever say this market doesn't give you chances to get in at terrific prices," Cramer said. "Prices you may not even deserve."
Among the stocks he cited were
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-- Written by Carla Baranaukas in New York.