Jim Cramer's Portfolios of the Week
Updated from 7:03 a.m. EDT
On Wednesday, Jim Cramer signed a new three-year employment contract with
TheStreet.com
, lifting a ton of uncertainty surrounding the "booyah" king. Market players and fans of Cramer can now relax and get back to following one of Wall Street's finest. Recently, Cramer found opportunity in Russian stocks, stocks that work with oil at $110 and stocks ready to play catch-up.
Here are some Cramer highlights from over the past week as aggregated from his "Mad Money" TV show, the "Stop Trading!" segment on
CNBC
and his
RealMoney
blog posts (these blog post links require a
RealMoney
subscription).
Cramer's Stock Plays Off the Corn Report
: A corn shortage could be on the horizon, and Cramer sees opportunity. In an April 9 blog post, he wrote: "The impact of the president's food-for-oil plan continues with this morning's corn inventory report, which shows a smaller-than-forecast harvest. That means costs going up for everyday food for everyday people, but that's not been an issue as the ethanol boondoggle continues."
Cramer's Stock Plays Off the Corn Report
include
Syngenta
TheStreet Recommends
(SYT)
and
Potash
(POT)
.
Cramer's Diversified Dividend Stock Portfolio
: Recently, Cramer unveiled a new, diversified dividend portfolio for investors. On last Friday's "Mad Money" show, Cramer told viewers: "In a low-growth world, we want stocks with stability and consistency. That's why these stocks are perfect for your 401(k)."
Cramer's Diversified Dividend Stock Portfolio
includes names such as
World Wrestling Entertainment
(WWE)
and
Dow
(DOW)
.
: Cramer thinks the Russian economy is on fire. On Monday's "Mad Money" show, Cramer told viewers: "The way to play the newly ignited Russian economy is with steelmaker
Mechel
(MTL)
, one of the best international steel plays around."
also include
CTC Media
(CTCM)
.
Cramer's Stock Plays for Oil at $110
: Cramer thinks number bumps are coming for the drillers and drilling equipment stocks with high crude oil prices. In an April 9 blog post, he wrote: "As long as oil maintains this trajectory -- and remember, I am using $125 and have not varied -- you can pretty much bet that earnings are too low."
Cramer's Stock Plays for Oil at $110
include
Chesapeake Energy
(CHK)
and
Southwestern Energy
(SWN)
.
: On "Mad Money" Tuesday, Cramer introduced a new segment called "Catch-Up Stocks" that highlights stocks that are lagging in their peer group and are poised for big gains. Cramer told viewers: "
UST
(UST)
is ready to break out and 'catch up' to the growth of its peers."
also include
Merck
(MRK)
.
: Cramer thinks the technology sector is lacking a strong product cycle. In an April 8 blog post, he wrote: "When people say 'tech' on TV, it is almost always followed with 'cheap,' or 'low valuation.' To which I say, 'So what?'"
include
(GOOG)
.
Cramer was full speed ahead
with his latest
. He was bullish on several stocks such as
Merck
(MRK)
and
Petroleo Brasileiro
(PBR)
, but also bearish on the likes of
Yahoo!
(YHOO)
and
Petrobras
(PZE)
.
At the time of publication, Altucher and/or his fund had no positions in stocks mentioned, although positions may change at any time.
James Altucher is president of
LLC, a wholly owned subsidiary of TheStreet.com and part of its network of Web properties, and a managing partner at Formula Capital, an alternative asset management firm that runs a fund of hedge funds. He is also a weekly columnist for the
Financial Times
and the author of
Trade Like a Hedge Fund
,
Trade Like Warren Buffett
and
SuperCa$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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