Jim Cramer's Portfolios of the Week

These are the stocks Cramer's been talking about lately.
By James Altucher ,

Updated from 6:29 a.m. EDT

As has been the case for some time now, all eyes are on the

Federal Reserve

. Investors are taking sides and making their bets on what the central bank will decide on interest rates Tuesday. Jim Cramer has been clear in voicing that the Fed needs to act and act now.

Cramer has been all over growth and infrastructure stocks and has even said it may be time to start seriously considering financial stocks again. There are plenty of ways to play this market, and Cramer continued to help us navigate through them all.

Here are some Cramer highlights from the past week as aggregated from his "Mad Money" TV show, the "Stop Trading!" segment on

CNBC

and his

RealMoney

blog posts.

Cramer's Growth Stocks

: In a Sept. 12 blog post, Cramer wrote:

High growth is so right here. And the out-years are being valued so much higher because of the 10-year providing very little competition. I think there is a whole group of investors who have no idea about the importance of stocks being considered long-dated assets. The 10-year says that inflation will be very low, and that means the earnings from far away get discounted much more positively. ... You can simply start taking those out-year gains to the bank. ... That's what's going on right now. Growth is still cheap, and it will get more dear as time goes on. Which is why you need to be in it now. And it will only get better as long as the Fed stays as tight as it is.

Cramer's Growth Stocks

include

Celgene

(CELG) - Get Report

and

Medco Health Solutions

(MHS)

.

On his "Mad Money" shows this week, Cramer compared the selection of a winning fantasy football team to building a strong stock portfolio as "good players are required at every position" and they have the potential to make you money "all the way through the Super Bowl."

Cramer's Defensive-Linemen Stocks

: On

Monday's show

, Cramer offered a list of good "defensive linemen," recession-proof stocks needed for long-term success in the market.

Cramer's Defensive-Linemen Stocks

include

Pepsi

(PEP) - Get Report

and

Procter & Gamble

(PG) - Get Report

.

Cramer's Quarterback Stocks

: On that same show, Cramer offered his quarterback picks, stocks he sees as the leaders of the team and portfolio. His

Quarterback Stocks

include

Exxon Mobil

(XOM) - Get Report

and

Deere

(DE) - Get Report

.

Cramer's Wide-Receiver Plays

: On

Tuesday's show

, Cramer offered his wide receivers, the players/stocks that can score big when the time is right, as they have momentum and are the fastest growers.

Cramer's Wide-Receiver Plays

include

VMware

(VMW) - Get Report

.

Cramer's Tight-End Stocks

: On the same Tuesday show, Cramer offered his picks for the tight-end position. On the football field, tight ends perform double duty by catching in the pass offense and blocking for the run. Such tight-end stocks deliver a steady stream of income while protecting against the downside with

dividends.

Cramer's Tight-End Stocks

include

AT&T

(T) - Get Report

and

Consolidated Edison

(ED) - Get Report

.

Cramer's Running-Back Stocks

: Cramer dished his running back stock picks on

Wednesday's show

. Running backs deliver yards, and in a portfolio they deliver points. Stocks that perform like running backs are consistent, long-term growers.

Cramer's Running-Back Stocks

include

Freeport-McMoRan Copper & Gold

(FCX) - Get Report

.

Cramer's Weak Oil Thesis Plays

: In a Sept. 10 blog post, Cramer wrote:

After we get a weak number like the employment number the stories spread that the economy will not be strong enough to keep oil here. ...Concomitant with this theory, the stocks of coal, natural gas and minerals get shelled. ... And you know what? This is all nonsense. The economic sensitivity of these groups is almost nil, particularly oil. It's ridiculous frankly, particularly if OPEC stays the course and does not increase output. ... So forget this thesis. Respect that it is about to happen and gird yourself to buy not sell. But mark my words this will happen.

Cramer's Weak Oil Thesis Plays

include

ConocoPhillips

(COP) - Get Report

and

Marathon Oil

(MRO) - Get Report

.

Cramer's Tech Plays

: In a Sept. 11 blog post, Cramer said it had to happen at some point: "It's been simmering underneath the crosscurrents of mortgage hell. It is the tech rally. The components? Why, it

is

the components. ... Any time really great news comes out and the market ignores it, you are later going to get a reaction, just like you would get a delayed reaction to bad news if no one cared initially. That means tech remains the best place to be for the moment."

Cramer's Tech Plays

include

Hewlett-Packard

(HPQ) - Get Report

and

Apple

(AAPL) - Get Report

.

Cramer's Infrastructure Stocks

: In another Sept. 11 blog post, Cramer pointed out: "At some point last fall, it dawned on the market that the infrastructure stocks were no longer cyclical or levered to streams of occasional money that got shut off the moment things looked grim. Ever since then, you have seen gains that are so outsized that you have to wonder when they end. Yet, given that they have only

just

earned the respect of the market, I believe the cycle will be much longer than anyone thinks."

Cramer's Infrastructure Stocks

include

McDermott

(MDR) - Get Report

and

Fluor

(FLR) - Get Report

.

Cramer's Broker Plays

: Cramer was talking about the financials again this past week. In a Sept. 12 blog post specifically about brokerage stocks, he said: "You have to ask yourself why these stocks have stabilized. I think it is with a hope that they can paint a picture that the problems are in the past, the estimate cuts are being made and the private equity deals get completed -- or at least some of them. ... Anyway, no matter what, I see the next few days as crucial to the case that the brokers can make on their earnings conference calls: that business improved and is getting better every day. If that's the case, these stocks are all buys."

Cramer's Broker Plays

include

Goldman Sachs

(GS) - Get Report

and

Morgan Stanley

(MS) - Get Report

.

Lightning Round:

Cramer was full speed ahead this week with his latest

Lightning Round

. He was bullish on several stocks, such as

Sun Microsystems

(JAVA)

and

Cisco

(CSCO) - Get Report

but also bearish on the likes of

Microsoft

(MSFT) - Get Report

and

Sara Lee

(SLE)

.

(Editor's note: At the time of original publication of his posts and shows, Cramer owned ConocoPhillips, Goldman Sachs, Hewlett-Packard and Freeport-McMoRan Copper & Gold for his Action Alerts PLUS charitable trust.)

At the time of publication, Altucher and/or his fund had no positions in stocks mentioned, although positions may change at any time.

James Altucher is president of Stockpickr LLC, a wholly owned subsidiary of TheStreet.com and part of its network of Web properties, and a managing partner at Formula Capital, an alternative asset management firm that runs a fund of hedge funds. He is also a weekly columnist for

The Financial Times

and the author of

Trade Like a Hedge Fund

,

Trade Like Warren Buffett

and

SuperCa$h

. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Altucher appreciates your feedback;

click here

to send him an email.

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