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Jim Cramer's Portfolios of the Week

These are some of the stocks Cramer's been talking about lately.

Updated from 7:01 a.m. EDT

Jim Cramer has made it clear that he is bullish on the stock market no matter what the


does with interest rates. Cramer believes market players should focus on what is really driving stock prices right now -- earnings, valuation and global economic momentum.

Recently, Cramer found opportunity in stocks that will benefit from the $600 income tax rebate, great American manufacturers and retail stocks.

Here are some Cramer highlights from over the past week as aggregated from his "Mad Money" TV show, the "Stop Trading!" segment on


and his


blog posts (these blog post links require a



Cramer's Stocks That Don't Need the U.S.

: Cramer believes that Wall Street no longer cares about softness in the U.S. economy. In a

May 1 blog post

, he wrote: "This is a phenomenal shift, a no-longer-grudging recognition that how we sell in this country doesn't even matter. Our best companies have adjusted and recognized the reality: The U.S. is not a great place to do business."

TheStreet Recommends

Cramer's Stocks That Don't Need the U.S.


General Motors

(GM) - Get General Motors Company (GM) Report


United Tech

(UTX) - Get United Technologies Corporation Report

among others.

Cramer's $600 Names

: Cramer predicts Americans will spend their $600 tax rebate checks on clothing and technology gadgets. On

Monday's "Stop Trading!" segment

, Cramer told viewers: "Wealthier people are going to their


(AAPL) - Get Apple Inc. (AAPL) Report

store. It's my favorite thing to do when I'm not working."

Cramer's $600 Names

include stocks like

Ralph Lauren

(RL) - Get Ralph Lauren Corporation Class A Report

among others.

Cramer's Great American Manufacturers

: All week long, Cramer has been highlighting great American manufacturers that are innovating with new technologies. On

Wednesday's "Mad Money" show

, Cramer told viewers: "Manufacturers are the new technology companies. These companies are showing organic growth that is as good or better than so-called traditional technology companies such as


(CSCO) - Get Cisco Systems, Inc. Report


National Semiconductor



Cramer's Great American Manufacturers


Parker Hannifin

(PH) - Get Parker-Hannifin Corporation Report



(ETN) - Get Eaton Corp. Plc Report

among others.

Cramer's Pockets of Greatness in Retail

: Cramer isn't a fan of the retail sector, but he did acknowledge that a select few stocks in the space are on fire. In an

April 30 blog post

, he wrote: "


(WMT) - Get Walmart Inc. Report

? I have been saying this one is going to $60 because people feel poor, courtesy of the negative troika of housing, oil and food."

Cramer's Pockets of Greatness in Retail


Urban Outfitters

(URBN) - Get Urban Outfitters, Inc. Report


Jones New York


among others.

Cramer's Bad Earnings Stock Picks

: Cramer likes the action in some stocks that have had negative news or bearish sentiment surrounding them. In an

April 28 blog post

he wrote, "Memory for the so-called bad has become so short-term that it is remarkable."

Cramer's Bad Earnings Stock Picks



(C) - Get Citigroup Inc. Report



(MRK) - Get Merck & Co., Inc. (MRK) Report

among others.

Cramer's Ignore-the-Fed Stock Plays

: Cramer thinks investors should just ignore the Fed and focus on what really drives stock prices. On

Monday's "Mad Money" show

, Cramer told viewers: "Ladies and gentlemen, the upcoming Federal Reserve meeting is irrelevant. Interest rates are low enough that they just don't matter to stock prices anymore."

Cramer's Ignore-the-Fed Stock Plays



(PFE) - Get Pfizer Inc. Report



(NBR) - Get Nabors Industries Ltd. 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


(TJX) - Get TJX Companies Inc Report



(COST) - Get Costco Wholesale Corporation Report

, but also bearish on the likes of

Las Vegas Sands

(LVS) - Get Las Vegas Sands Corp. (LVS) Report


International Game Technology

(IGT) - Get International Game Technology PLC Report


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 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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