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NEW YORK ( TheStreet) -- With the markets still sending mixed messages to investors, Jim Cramer told his Mad Money TV show viewers Wednesday he's sticking with stocks he trusts. That's why for the second installment of his "Fantasy Stock Portfolio," Cramer drafted his three running back candidates from his charitable trust, Action Alerts PLUS.
Cramer said Apple (AAPL - Get Report) gets the job done year after year. He said while many investors are trying to game Apple's Sept 9 event, buying and selling on the latest inkling of news, the smart money just owns it for the long run.
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Cramer's next running back was the surprise pick of Microsoft (MSFT - Get Report) . Cramer said Microsoft's new CEO is focused on unlocking value from all of the company's divisions, including software, devices, entertainment and the cloud.Finally, there's Dow Chemical (DOW - Get Report) , perhaps the largest beneficiary of America's cheap and plentiful natural gas. Cramer said this company continues to dump its commodity chemical businesses in favor of high margin specialty ones, and that makes it another solid performer.