Jim Cramer's Portfolios of the Week

Updated from 7:29 a.m. EDT

Jim Cramer sees lots of good things happening on Wall Street. Some of the positives include tech inventories, which have been worked off, new equity offerings and a possible bottom forming in the housing sector.

Cramer also likes the fact that analysts' expectations are too low for many companies. On Tuesday, he pointed to this fact when Walgreen(WAG Quote) and Tiffany(TIF Quote) surged higher after topping Wall Street estimates but still reporting disappointing numbers. Cramer believes that when estimates are too low, you can get a floor, or bottom, in the stock market.

Recently, he found opportunity in companies that can raise their dividend, including Procter & Gamble(PG Quote); 10 stocks to watch if the rally is real, including General Electric(GE Quote); and a few stocks due for a selloff, such as Google(GOOG Quote). Here are some Cramer highlights from over the past week as aggregated from his "Mad Money" TV show, the "Stop Trading!" segment on CNBC and his RealMoney blog posts (these blog post require a RealMoney subscription). ...