Jim Cramer's Portfolios of the Week
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
, Cramer told viewers: "I got
Tetra Tech
(TTEK) - Get Tetra Tech Inc. Report
TheStreet Recommends
wrong, but now it's actually becoming right."
Cramer's 8 Green Stocks Portfolio
includes
First Solar
(FSLR) - Get First Solar Inc. Report
among others.
: Cramer thinks it's wrong that investors aren't buying defensive when oil spikes higher. In an
, 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."
include names like
Philip Morris
(PM) - Get Philip Morris International Inc Report
and
Eli Lilly
(LLY) - Get Eli Lilly and Company Report
among others.
Cramer's Insurance Stock Picks
: Cramer sees opportunity in the insurance sector after
Liberty Mutual
bought
Safeco
(SAF) - Get Saratoga Investment Corp. 6.25 % Notes 2018-31.08.25 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 Chubb Limited Report
and
Prudential
(PRU) - Get Prudential Financial Inc. 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
, 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
, 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 Apple Inc. 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 Itron Inc. 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 Covanta Holding Corporation Report
among others.
Cramer was full speed ahead
last night
with his latest
. He was bullish on several stocks such as
Nike
and
Honeywell
(HON) - Get Honeywell International Inc. Report
, but also bearish on the likes of
Crocs
(CROX) - Get Crocs Inc. Report
and
Under Armour
(UA) - Get Under Armour Inc. Class C 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
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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