Jim Cramer's Portfolios of the Week
Updated from 5:51 a.m. EST
Jim Cramer doesn't let stock market volatility worry him. Cramer doesn't even let a falling U.S. dollar keep him from finding opportunities. Cramer battened down the hatches this week and found plenty of stock ideas that could make some mad money.
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 Three Tech Stock Plays for Year-End
: On Tuesday, Cramer gave us some stock ideas that could work into year-end as money managers do some window-dressing to impress investors. In a Nov. 6 blog post, he wrote, "Every few years we get into a situation where the year is in its final months and there are some names that everyone knows including the trustees of mutual funds and investors in hedge funds."
Cramer's Three Tech Stock Plays for Year-End
includes
(GOOG) - Get Report
.
: Cramer revisited some of his green stock plays, eight of which, he said, have gained an average of 65% since he picked them in April. Cramer based
Tuesday's "Mad Money" show
around the theme that investing in "green" stocks can be profitable.
include
Foster Wheeler
(FWLT)
and
First Solar
(FSLR) - Get Report
.
Cramer's Hot Stocks With a Secret
: Cramer offered praise to a group of companies that he says have figured out a secret to success. In an Nov. 2 blog post, he wrote, "These companies gave up on the U.S. a long time ago. They know that the U.S. market has become stagnant, unable to help these companies grow. The sales here go into financial services companies and that sector is in shrinkage mode like you wouldn't believe."
Cramer's Hot Stocks With a Secret
include
Brocade Communications
(BRCD)
and
Intel
(INTC) - Get Report
.
Cramer's Stocks That Worked in '90 Will Work Now
: Cramer took a page out of history from 1990, and found some stocks that worked then and could work now. In a Nov. 2 blog post he wrote, "What are the 1990 growth stocks, the ones that can transcend the financial gravitational pull?"
Cramer's Stocks That Worked in '90 Will Work Now
include names like
Research In Motion
(RIMM)
.
Cramer's Stock Plays Off of Falling Futures
: Cramer found opportunity in some stocks that went down when the falling dollar took the futures lower. In a Nov. 7 blog post, he wrote, "I don't want to be too glib: the futures are down off the dollar ... and you are going to have to take advantage of the fact that the
S&P
is going to take
everything
down, including the stocks that benefit from the surge in commodities and the weak dollar."
Cramer's Stock Plays Off of Falling Futures
include names like
Barrick Gold
(ABX)
.
: Cramer was full speed ahead last night with his latest
. He was bullish on several stocks such as
Hologic
(HOLX) - Get Report
and
First Solar
(FSLR) - Get Report
but also bearish on the likes of
Applied Materials
(AMAT) - Get Report
and
Time Warner
(TWX)
.
: Cramer believes it's time to start building positions in the beaten-up retailers. In a Nov. 6 blog post he wrote, "Sometimes you have to take pain to make big gains. These companies, most with good balance sheets and bad short-term fundies, need to be bought and put away for better times."
include
Target
(TGT) - Get Report
and
JC Penney
(JCP) - Get Report
.
Cramer's Smaller Oil Stock Plays
: Cramer sees opportunity in some smaller oil stocks, explaining his reasons in a Nov. 2 blog post: "How about that head-fake in the oils yesterday? How about how wrong that was?
Exxon Mobil
(XOM) - Get Report
and
Chevron
(CVX) - Get Report
didn't believe in higher prices. They didn't invest. The smaller guys did. It is as simple as that."
Cramer's Smaller Oil Stock Plays
include
Apache
(APA) - Get Report
and
Oceaneering International
(OII) - Get Report
.
(Editor's note: At the time of original publication of his posts and shows, Cramer owned Hologic 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;
to send him an email.
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