Jim Cramer's Portfolios of the Week
Updated from 6:10 a.m. EST
Jim Cramer returned this week from a much deserved holiday break eager to give out his best investment ideas.
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 Stock Plays Off the 1990 Playbook
: Cramer sees similarities in stocks that can work now and stocks that worked in 1990. On
Wednesday's "Mad Money" show
Cramer told viewers, "We've been operating on the 1990s playbook for months in Cramerica and we cannot ignore it now."
Cramer's Stock Plays Off the 1990 Playbook
include
(GOOG) - Get Alphabet Inc. Report
and
TheStreet Recommends
Apple
(AAPL) - Get Apple Inc. Report
.
Cramer's Stock Plays Off Oprah
: Cramer believes that Oprah has the potential to make investors some big bucks. Each year the talk show host dedicates a show to her "favorite things," products she likes and gives as gifts herself. On
Monday's "Mad Money" show
Cramer offered three Oprah plays that could make folks "a bundle for the holidays."
Cramer's Stock Plays Off Oprah
include names like
Decker's
(DECK) - Get Deckers Outdoor Corporation Report
.
Cramer's 10 Companies That Can't Be Allowed to Go Under
: Cramer believes the capital infusion that Abu Dhabi made in
Citigroup
(C) - Get Citigroup Inc. Report
could be a signal that other troubled financial firms could get rescued from bankruptcy.
In a Nov. 27 blog post he wrote, "So what can't we handle? There are only 10 companies we can't have go under."
Cramer's 10 Companies That Can't Be Allowed to Go Under
include
MGIC
(MTG) - Get MGIC Investment Corporation Report
and
Countrywide
(CFC)
.
Jim Cramer's Financials That Are Potential International Buyouts
: Cramer sees opportunity in the weak financial stocks. On
Tuesday's "Stop Trading" segment
Cramer said that, "In the wake of the Abu Dhabi Investment Authority's purchase of a $7.5 billion stake in Citigroup other financials are potential international buyouts." Check out
Jim Cramer's Financials That Are Potential International Buyouts
for more names like
AIG
(AIG) - Get American International Group Inc. Report
.
Jim Cramer's Bargain Takeover Plays
: Cramer sees bargains in a down market. In a Nov. 27 blog post he wrote, "Bargains. With the market down 10%, you get them. I know that no one believes that. I am hearing people come on TV and say, 'Not yet.' But when you get these broad declines you have to sit up and take notice."
Jim Cramer's Bargain Takeover Plays
include names like
Time Warner
(TWX)
and
JPMorgan
(JPM) - Get JP Morgan Chase & Co. Report
.
Jim Cramer's Must-Own Oil Stocks
: Cramer continues to find the gems in the oil patch. In a Nov. 28 blog post he wrote, "This is the group. This is the group to own right now. It is washed out and people have abandoned it. "
Jim Cramer's Must-Own Oil Stocks
include
Halliburton
(HAL) - Get Halliburton Company Report
and
Transocean
(RIG) - Get Transocean Ltd (Switzerland) Report
.
: Cramer was full speed ahead last night with his latest
. He was bullish on several stocks such as
Tesoro
(TSO)
and
AT&T
but also bearish on the likes of
Volt
(VOL)
and
Perfect World
(PWRD)
.
(Editor's note: At the time of original publication of his posts and shows, Cramer owned Citigroup and Transocean for his Action Alerts PLUS charitable trust.)
At the time of publication, Altucher and/or his fund had no positions in stocks mentioned, although positions may change at any time.
James Altucher is president of Stockpickr LLC, a wholly owned subsidiary of TheStreet.com and part of its network of Web properties, and a managing partner at Formula Capital, an alternative asset management firm that runs a fund of hedge funds. He is also a weekly columnist for
The Financial Times
and the author of
Trade Like a Hedge Fund
,
Trade Like Warren Buffett
and
SuperCa$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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