Jim Cramer's Portfolios of the Week

These are the stocks Cramer's been talking about lately.
Author:
Publish date:

Updated from 6:29 a.m. EST

Jim Cramer doesn't stop searching for trading and investing ideas as the holiday season approaches. Cramer raised his stock-finding skills a notch this week and found opportunity in stocks being marked up and in ones that could benefit from a food shortage.

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 3 Stocks With Great Earnings Visibility

: In an uncertain environment Cramer looks for companies that have earnings visibility. He launched

Monday's "Mad Money" show

by telling viewers that a company with great visibility can give market players a good picture right now of what it's going to earn years from now.

Cramer's 3 Stocks With Great Earnings Visibility

include

First Solar

(FSLR) - Get Report

.

Jim Cramer's Year-End Markup Stocks

: Cramer knows how the markup game is played on Wall Street. In a Dec. 19 blog post he wrote, "These are the kind of moves that signal that momentum guys are starting to take stocks up this week and then nail them in defense during the last week of the year."

Jim Cramer's Year-End Markup Stocks

include names like

Garmin

(GRMN) - Get Report

and

Jacobs Engineering Group

(JEC) - Get Report

.

Jim Cramer's 3 Stocks That Signal Recession Alert

: Cramer is watching three stocks that could be forecasting a recession on the horizon.

In another blog post on Dec. 19 he wrote, "When I see the best accessory company, a great credit card company and the finest apparel company getting smashed, forgive me, but I get worried."

Jim Cramer's 3 Stocks That Signal Recession Alert

include names like

Coach

(COH)

.

Cramer's Food Shortage Stock Plays

: Cramer believes the food supply is turning into the oil supply.

In a Dec. 20 blog post he wrote, "Given that it is inconceivable that there will be a shortfall here between now and the end of the year, and given that all of the harvests of the world are pointing to a shortage in grain, this group has to be the No. 1 group to own for those who want to make money between now and the end of the year."

Cramer's Food Shortage Stock Plays

include

Monsanto

(MON)

and

Mosaic

(MOS) - Get Report

.

Cramer's Look-Around-the-House Stock Ideas

: Cramer believes that some consumer product companies could be ripe for a takeover. In a Dec. 14 blog post he wrote, "When I say the dollar has bottomed, these are the companies I think could get bids. These are the ones that would pay for themselves fast. These are the housing plays worth owning, not the homebuilders or the banks."

Cramer's Look-Around-the-House Stock Ideas

include

Fortune Brands

and

Black & Decker

.

Jim Cramer's Oil Stocks That Save the Day

: Cramer continues to see a pattern with the oil stocks. In a Dec. 18 blog post he wrote, "Oil saves the day, as always. Oil is always what allows a rally. The fact that the futures are still high is classic, because nobody believes in this oil market. Nobody at all. What a ridiculous thing. "

Jim Cramer's Oil Stocks That Save the Day

include

Transocean

(RIG) - Get Report

and

National Oilwell Varco

(NOV) - Get Report

.

Lightning Round

: Cramer was full speed ahead last night with his latest

Lightning Round

. He was bullish on several stocks such as

DuPont

(DD) - Get Report

and

eBay

(EBAY) - Get Report

but also bearish on the likes of

Coach

(COH)

and

Savvis

(SVVS)

.

(Editor's note: At the time of original publication of his posts and shows, Cramer owned 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;

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to send him an email.

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