Jim Cramer's Portfolios of the Week

Here's what the Cramer's been talking about lately.
By Stockpickr Staff ,

WINDERMERE, Fla. (Stockpickr) -- According to Jim Cramer, the stock market is trading higher for some very good reasons! In a March 11 RealMoney.com blog post, he said that a year ago we used to talk about "green shoots," but now we don't even say that because we have trees shooting up everywhere. He cited some examples, such as the Baltic Freight staying strong, rail-car loadings up double digits, big increases in the price of steel and the rapid increase of rents at shopping malls.

Cramer also pointed out the increase in production at

Boeing

(BA) - Get Report

, and the resurrection of

Ford Motor

(F) - Get Report

and even of

Citigroup

(C) - Get Report

. And now Cramer sees two new trees sprouting up. The first is

Caterpillar

(CAT) - Get Report

talking about moving some manufacturing out of Asia and back to the U.S. Cramer thinks that if Caterpillar is moving plants here, it must mean that demand in the U.S. is strong.

The second new tree is coming out of

General Motors

. The company is about to increase the number of shifts to meet demand and could start paying back the government next quarter.

Cramer said the market is moving higher for concrete reasons such as the ones mentioned above. "The green shoots are now so visible that you could be seeing a forest full of trees," he said.

Recently, Cramer found opportunity in stocks fund managers need, natural gas stocks and 14 top tech stocks. 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).

Cramer's Stocks Fund Managers Need

: Cramer knows exactly which stocks fund managers want right now. In a

March 5 blog post,

he wrote: "We're in one of those moments when many mutual fund managers are beside themselves because they are in stocks that are going higher but not going high enough." The

Cramer's Stocks Fund Managers Need

portfolio includes

Apple

(AAPL) - Get Report

and

Abercrombie & Fitch

(ANF) - Get Report

.

Cramer's 14 Best Tech Stocks

: Recently, Cramer highlighted 14 stocks that could be some of the

Nasdaq's

best buys for 2010 and beyond. In a

special report on cnbc.com,

he wrote: "The smartphone revolution will drive tech's growth for the foreseeable future. It's the biggest secular growth trend of my life. So anyone who wants to play the trend should consider the companies that help to make it happen." The

Cramer's 14 Best Tech Stocks

portfolio includes

Google

(GOOG) - Get Report

and

Cisco Systems

(CSCO) - Get Report

.

Cramer's Dogs-of-the-Dow Stocks

: Cramer believes the

Dow's

path to 11,000 is dependent on 10 key stocks. On

Tuesday's "Mad Money" episode,

he told viewers that in order for

IBM

(IBM) - Get Report

to budge the company will have to deliver a bullish quarter. And that won't happen for more than another month. Therefore, IBM most likely won't be contributing to a move higher in the Dow. The

Cramer's Dogs-of-the-Dow Stocks

portfolio includes

Microsoft

(MSFT) - Get Report

and

Exxon Mobil

(XOM) - Get Report

.

Cramer's Nat Gas Bets

: Cramer thinks the place to be for his money is natural gas. In a

March 8 blog post,

he wrote: "No matter. The oil and gas companies are betting against Obama, believing he is a one termer and that he will be out. They think someone who favors energy independence will come in, making it so that the acquisitions, at least in our country, make economic sense." The

Cramer's Nat Gas Bets

portfolio includes

Noble Energy

(NBL) - Get Report

and

Anadarko

(APC) - Get Report

.

Cramer's Small Community Bank Stocks

: Cramer sees opportunity in a number of small bank stocks flying under the radar. In a

March 8 blog post,

he wrote: "These heartland banks are leading the charge higher for the bank groups, and they are doing it quietly and methodically. I looked at the group today because

Fifth Third Bancorp

(FITB) - Get Report

was downgraded by an important firm, FBR Capital Markets, and yet it failed to go down at the opening. That's real strength." The

Cramer's Small Community Bank Stocks

portfolio includes

Huntington Bancshares

(HBAN) - Get Report

and

Regions Financial

(RF) - Get Report

.

Cramer's Aerospace Rally Plays

: Cramer thinks market players need to get on board the aerospace rally. In a

March 10 blog post,

he wrote: "The analyst community has been fighting this rally all year. Doesn't matter. I expect many upgrades simply because of the tanker contract and the Airbus difficulties." The

Cramer's Aerospace Rally Plays

portfolio includes

Honeywell

(HON) - Get Report

and

BE Aerospace

(BEAV)

.

-- Written by Roberto Pedone in Windermere, Fla.

(Editor's note: At the time of publication, Cramer owned Apple, Honeywell and Cisco for his Action Alerts PLUS charitable trust.)

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