Jim Cramer's Portfolios of the Week

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

Updated from 7:13 a.m. EDT

Jim Cramer returned to his computer and the studio this week, well-rested from a much-deserved vacation. He wasted little time and jumped right back into the markets to uncover some key investment trends.

Recently, Cramer found opportunity in green stocks, defensive stocks and agricultural and natural gas stocks.

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 8 Green Stocks Portfolio

: Cramer took a fresh look at his green stocks portfolio. On

Monday's "Mad Money" show

, Cramer told viewers: "I got

Tetra Tech

(TTEK) - Get Report

wrong, but now it's actually becoming right."

Cramer's 8 Green Stocks Portfolio

includes

First Solar

(FSLR) - Get Report

among others.

Cramer's Defensive Stocks

: Cramer thinks it's wrong that investors aren't buying defensive when oil spikes higher. In an

April 22 blog post

, he wrote: "I find that pretty amazing. Higher oil prices mean a slowdown in the economy, which means buy drugs and foods, or at least drugs."

Cramer's Defensive Stocks

include names like

Philip Morris

(PM) - Get Report

and

Eli Lilly

(LLY) - Get Report

among others.

Cramer's Insurance Stock Picks

: Cramer sees opportunity in the insurance sector after

Liberty Mutual

bought

Safeco

(SAF) - Get Report

for more than $6 billion. On

Wednesday's "Stop Trading!" segment

, Cramer told viewers: "The Street has missed out on the insurance game. There were 12 holds and four sells on Safeco."

Cramer's Insurance Stock Picks

include

Chubb

(CB) - Get Report

and

Prudential

(PRU) - Get Report

among others.

Cramer's Ag and Natural Gas Stock Picks

: Cramer feels the chances for crude oil sliding back to $100 a barrel are slim. In an

April 18 blog post

, he wrote: "Do I think oil can retreat to $110? Yes. But you will have to buy these stocks if it does, and it will feel horrible when you do. As horrible as it has every other time that oil has dropped and everyone calls the big oil move

over

!"

Cramer's Ag and Natural Gas Stock Picks

include

Potash

(POT)

among others.

Cramer's Long-Term Thesis Stocks

: Cramer thinks investors should stay focused on stocks with a long-term thesis. In another

April 22 blog post

, he wrote: "You need to use these pullbacks to get into the long-term-thesis stocks. Or you need to just go after the two-pointers up and back -- the 'three yards and a cloud of dust' stuff."

Cramer's Long-Term Thesis Stocks

include

Apple

(AAPL) - Get Report

and

Research In Motion

(RIMM)

among others.

Cramer's Green Stocks for a Democratic Win

: Cramer sees a green future for eco-friendly investors under a Democratic administration. On

Wednesday's "Mad Money" show

, Cramer told viewers: "Everyone knows that a Democratic president would be good for just about everything green."

Cramer's Green Stocks for a Democratic Win

include

Comverge

(COMV)

among others.

Cramer's Eco-Friendly Stock Picks

: All week long Cramer has been talking about eco-friendly stocks in honor of "Green Week." On Tuesday's "Mad Money" show, Cramer told viewers: "

Itron

(ITRI) - Get Report

manufactures electricity and water meters to help monitor and conserve utilities, which makes it the perfect 'green' play."

Cramer's Eco-Friendly Stock Picks

include

Trina Solar

(TSL)

and

Covanta Holding

(CVA) - Get Report

among others.

Lightning Round:

Cramer was full speed ahead

last night

with his latest

Lightning Round

. He was bullish on several stocks such as

Nike

(NKE) - Get Report

and

Honeywell

(HON) - Get Report

, but also bearish on the likes of

Crocs

(CROX) - Get Report

and

Under Armour

(UA) - Get Report

.

(Editor's note: At the time of original publication of his posts and shows, Cramer owned Philip Morris for his Action Alerts PLUS charitable trust. And General Electric owns CNBC, for which Cramer is a featured commentator.)

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;

click here

to send him an email.

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