Jim Cramer's Portfolios of the Week
WINDERMERE, Fla. (Stockpickr) -- According to Jim Cramer, investors should be hunting for bargains on down days. On Wednesday's "Mad Money" TV show, he told viewers that the averages are telling us to fear the market, but the data is telling a different story. Cramer mentioned that the information coming out of individual companies such as Tractor Supply (TSCO) - Get Report and Bed Bath & Beyond (BBBY) - Get Report tells him that the recovery is still on track.
He told investors to ignore the headlines and the bearish action in the market and start looking for the bargains. Cramer cited a Goldman Sachs report that said regional banks such as
KeyCorp
(KEY) - Get Report
and
SunTrust
(STI) - Get Report
should see a boost in earnings once their high-priced certificates of deposit roll over. If this is true, then Cramer thinks these stocks are bargains.
Cramer also noted that a number of firms, including
Urban Outfitters
(URBN) - Get Report
and
Staples
(SPLS)
, were upgraded recently because analysts think that their businesses are improving.
"So while the averages may tell you to sell," Cramer said, "the data's saying otherwise." He wants investors to trust the data, otherwise you could get burned!
Recently, Cramer found opportunity in 12 retail stocks, coal stocks and 3 stocks
Apple
(AAPL) - Get Report
can't stop. 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 posts might require a
RealMoney
subscription.)
Cramer's 10 Bull Market Stocks
: Cramer has found 10 bull markets, which include sectors such as retail and shipping. On
Monday's "Mad Money" TV show,
he said that the auto market is on fire. He told viewers that he liked parts maker
Johnson Controls
(JCI) - Get Report
and
CarMax
(KMX) - Get Report
. The
Cramer's 10 Bull Market Stocks
portfolio includes
Capital One
(COF) - Get Report
and
Eaton
(ETN) - Get Report
.
>>Who Owns Eaton?: David Dreman
: Recently, Cramer highlighted his top 12 resurgent retail stocks, such as
Macy's
(M) - Get Report
and
Skechers
(SKX) - Get Report
. In a
special report on CNBC.com,
he wrote: "
J. Crew Group
(JCG)
is a top-notch, best-of-breed retailer that's firing on all cylinders." The
portfolio includes
PetSmart
(JNPR) - Get Report
(PETM)
and
Nike
(NKE) - Get Report
.
>>Who Owns Nike?: Warren Buffett
Cramer's California Stock Picks
: Cramer sees opportunity in playing stocks tied to California, such as
Costco Wholesale
(COST) - Get Report
and
Standard Pacific
(SPF)
. On
Wednesday's "Mad Money" TV show,
he said investors can look at the big national banks, including
U.S. Bancorp
(USB) - Get Report
and
Wells Fargo
(WFC) - Get Report
, which represent 23% and 21% of the state's consumer deposits, respectively. The
Cramer's California Stock Picks
portfolio includes
CVB Financial
(CVBF) - Get Report
and
99 Cents Only Stores
(NDN)
.
Who Owns Wells Fargo?
Trafelet
SAC Capital
Eddie Lampert
|
Cramer's 3 Stocks Apple Can't Stop
: Cramer believes that three stocks are just too strong to be taken down by
Apple
(AAPL) - Get Report
. In an
he wrote: "
Netflix
(NFLX) - Get Report
is a cult stock. This stock is loved, and the product is loved, and I cannot countenance selling it even at 31 times next year's earnings." The
Cramer's 3 Stocks Apple Can't Stop
portfolio includes
Research In Motion
(RIMM)
.
>>Who Owns Netflix?: Renaissance Technologies
: Cramer thinks it's time to buy coal stocks such as
Walter Energy
(WLT)
. In an
he wrote: "It pains me to write this, but I am beginning to believe the nation is going more coal than ever. That's the only take I can have about what's been going on of late." The
portfolio includes
SandRidge
(SD) - Get Report
and
Massey
(MEE)
.
>>Who Owns Massey?: Atticus Capital
Cramer's Too-Much-Worry Stocks
: Cramer doesn't want investors to worry too much, because it could hurt their profit potential in the markets. In an
he wrote: "What do you think was behind
Cree
(CREE) - Get Report
being up $7 yesterday, besides that monster target boost? I will tell you. People were fretting that computers were slowing down because the consumer was too strapped. A 7-point move? That's the fretters covering from their ill-informed fretting." The
Cramer's Too-Much-Worry Stocks
portfolio includes
Vornado Realty Trust
(VNO) - Get Report
and
Regions
(RF) - Get Report
.
>>Who Owns Vornado?: Ken Heebner
-- Written by Roberto Pedone in Windermere, Fla.
RELATED LINKS:
>>"Fast Money" Portfolios of the Week
>>High-Dividend Short Squeezes
>>Must-See Charts: AIG, Goldman, Citi
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(Editor's note: At the time of publication and/or original publication of his posts and shows, Cramer owned Apple, Johnson Controls and Costco for his Action Alerts PLUS charitable trust.)