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Jim Cramer Portfolios of the Week

These are the stocks Cramer's been talking about lately.

It finally came. Jim Cramer had been calling for it for quite some time. And the Fed finally delivered, cutting the discount rate last Friday. The market has responded favorably, and Cramer believes we still have a ways to go now. It doesn't mean we are completely out of the woods, but crisis has been averted.

There is no longer the daily panic we had a week ago. Now it's time to bring money back off the sidelines and put some to work and get ready to run. And Cramer continues to help us with that process. Here are some of the highlights from Jim over the past week (aggregated from "Mad Money," "Stop Trading!" and his articles):

Cramer's Stocks to Buy Now

: After the Fed cut, Cramer asked the question we all wanted to ask and also answered it for us. "What to buy? Exactly what everyone was shorting: the big holdings of the hedge funds that people were trying to break. There was never a real case against this stuff short-term except that the hedge funds owned the stuff."

Cramer's Stocks to Buy Now

include

Citigroup

(C) - Get Citigroup Inc. Report

,

Goldman Sachs

(GS) - Get Goldman Sachs Group, Inc. (GS) Report

and

NYSE Euronext

(NYX)

, all three of which he owns for his

Action Alerts PLUS charitable trust.

Cramer's Infrastructure Stocks

: Jim noted earlier in the week that "long-term construction and engineering contracts continue to get let, and the result is a return of the bull market in infrastructure. It had disappeared after the foggy numbers of

Foster Wheeler

undefined

and the worries that

McDermott

(MDR) - Get McDermott International, Inc. Report

expressed about coal-fired power plants. No matter,

Fluor

(FLR) - Get Fluor Corporation Report

has suddenly come up with some big contracts reminding people that this market is alive and well. My take is that the run is for real and you've got more ahead. " Check out

Cramer's Infrastructure Stocks here

.

Cramer also pointed out during the week that when the dust settles, several stocks and groups of stocks will work. "When the market catches its breath, it comes back to the same old same old: agriculture and tech. ... We don't have lots of new ideas on Wall Street. We want to return, ex-crisis, to what works based on international expansion and long-term orders and product cycles ... it is important to see that when the smoke clears, the money does not go to new areas."

Cramer's Wild Bull Ag Stocks

include

Deere

(DE) - Get Deere & Company Report

and

Monsanto

(MON)

.

Cramer's Tech Plays

include

EMC

(EMC)

.

And Cramer even said that his Four Horsemen of Tech have ridden back into town. "As soon as the smoke cleared and we realized that the

S&P 500

would no longer be able to pull down every stock, the four horsemen of tech came back, and they are bigger than ever.

TheStreet Recommends

Cramer's Four Horsemen of Tech

include

Apple

(AAPL) - Get Apple Inc. (AAPL) Report

and

Google

(GOOG) - Get Alphabet Inc. Class C Report

.

Cramer's Random Picks

: On his "Mad Money" shows this week, Cramer offered us insight into a number of different plays he liked for a variety of reasons. These

Random Picks

include several stocks in different sectors, such as

Procter & Gamble

(PG) - Get Procter & Gamble Company Report

and

PetSmart

(PETM)

.

Lightning Round :

Cramer was full speed ahead last night with his latest

Lightning Round

. He was bullish on several stocks such as

Amazon

(AMZN) - Get Amazon.com, Inc. Report

and

Dominos Pizza

(DPZ) - Get Domino's Pizza, Inc. Report

but also bearish on the likes of

Metropcs Communications

(PCS)

and

Radioshack

(RSH)

.

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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