Jim Cramer's Portfolios of the Week
Updated from 7:01 a.m. EDT
Jim Cramer thinks the skyrocketing price for a barrel of oil is getting ridiculous. However, no matter what oil does, Cramer has the confidence to guide investors toward the sweet spots in the market. Recently, he found opportunity in his new-tech stocks, coal stocks and stocks that benefit from higher oil prices.
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 links require a
RealMoney
subscription).
Cramer's Stock Plays For Oil's Rise
: Cramer knows exactly which stocks to look at as oil continues its march higher. In
, he wrote: "Every day that oil goes up, there is a new set of technologies that had formerly been priced out of the market that comes back to life."
Cramer's Stock Plays For Oil's Rise
include
Trinity
( TRB) and
First Solar
(FSLR) - Get Report
.
: Cramer remains bullish on his new-tech stock plays that are bringing innovation to the most important parts of the economy. On
Wednesday's "Mad Money" TV show
, Cramer told viewers: "Use the weakness created by Merriman's downgrade to buy shares in
EnerSys
(ENS) - Get Report
."
include
Parker Hannifin
(PH) - Get Report
and
Navistar
( NAVZ).
Cramer's Dividend Protection Stocks
: Recently, Cramer reminded investors to not forget about dividends. In
, he wrote: "Remember what worked down here last time (or at least where we seem to be going): dividends. You need dividend protection."
Cramer's Dividend Protection Stocks
include
Verizon
(VZ) - Get Report
.
Cramer's Bullet-Proof Portfolio
: Cramer took a fresh look at his bullet-proof portfolio, which he originally created in November of 2007. On
, Cramer told viewers: "There's a global shortage of copper, and this is the company that has it. If the U.S. housing market recovers, I expect
Freeport-McMoRan
(FCX) - Get Report
to go through the roof."
Cramer's Bullet-Proof Portfolio
includes
Foster Wheeler
(FWLT)
and
Transocean
(RIG) - Get Report
.
Cramer's China Rebuild Stock Picks
: Cramer thinks the market selloff has opened the door for U.S.-based companies that will benefit from the China rebuild. In
, he wrote: "Twelve million people get moved to a new city. Think of it. Think of it as being 100 times the move of New Orleans. Think about what the rebuild after Katrina did to the GDP of this country. This Chinese post-earthquake move is just much, much bigger."
Cramer's China Rebuild Stock Picks
include
Nucor
(NUE) - Get Report
and
Caterpillar
(CAT) - Get Report
.
: Cramer thinks the coal sector will continue to outperform. In
, he wrote: "Coal hasn't appreciated nearly enough to get less competitive than oil. It is much more easily transportable than natural gas. It is the ideal transferable fuel. Always has been. So the group's not quitting." Check out
.
Cramer was full speed ahead
with his latest
. He was bullish on several stocks, such as
McMoRan Exploration
(MMR)
and
Cleveland Cliffs
(CLF) - Get Report
, and bearish on several others, including
Nordstrom
(JWN) - Get Report
and
Sara Lee
( SLE).
(Editor's note: At the time of original publication of his posts and shows, Cramer owned Verizon, Freeport-McMoRan and Foster Wheeler for his Action Alerts PLUS charitable trust. Cramer is a featured commentator for
CNBC
, which is owned by General Electric; as part of his contract, Cramer holds restricted shares in GE.
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
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;
to send him an email.
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