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
: 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 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."
include names like
Jacobs Engineering Group
: 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."
include names like
: 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 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."
Black & Decker
: 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. "
National Oilwell Varco
: Cramer was full speed ahead last night with his latest
. He was bullish on several stocks such as
but also bearish on the likes of
(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
. 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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