Jim Cramer's Portfolios of the Week - TheStreet

Jim Cramer's Portfolios of the Week

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

Updated from 6:52 a.m. EDT

Jim Cramer isn't afraid to challenge short-sellers on Wall Street. He has been putting bears on blast all week for what he feels is a premature call for oil to sell off. Recently, Cramer found opportunity in stocks that will benefit from the earthquake in China, packaged-goods stocks and energy 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 Solar, Wind and Nat Gas Stocks

: Cramer believes that solar, wind and natural gas stocks can run until oil hits his target of $150 a barrel. In a

May 14 blog post

, he wrote: "You can wait for an oil pullback, but think of this: Iran takes off 500,000 barrels a day, and you can't get oil below $120. It is that tight. Forget what you read about a slowdown in demand because of price."

Cramer's Solar, Wind and Nat Gas Stocks

include

Renesola

(SOL) - Get Report

and

First Solar

(FSLR) - Get Report

among others.

Cramer's Rebuilding China Stock Plays

: Cramer knows exactly which stocks will benefit from a rebuild in China. In another May 14

RealMoney

blog post (that was

reposted on TheStreet.com

), he wrote: "This rebuild will soon obliterate any worries about U.S. demand. You can only imagine the kind of heavy equipment that will have to be bought for that rebuild, and with a weak dollar, the orders will go to the U.S. manufacturers of heavy equipment."

Cramer's Rebuilding China Stock Plays

include

U.S. Steel

(X) - Get Report

and

Cummins

(CMI) - Get Report

among others.

Cramer's Bears Are Wrong on Oil Selloff

: Cramer feels that bears on the Wall Street are dead wrong with their calls for oil to trade lower. In a

May 13 blog post

, he wrote: "So much for the oil selloff. Remember that? Remember how the bears were saying the run was over? They will be back again on either a high inventory oil or nat gas number. I urge you not to listen to their sirens until we get to $150."

Cramer's Bears Are Wrong on Oil Selloff

include

Broadwind

(BWEN) - Get Report

and

Trinity

(TRN) - Get Report

among others.

Cramer's Market Barometer Stocks

: Cramer offered up a group of stocks that investors should follow as a barometer for the stock market. On Wednesday's "Stop Trading!" segment, Cramer told viewers: "If you were in outer space and you wanted to know how our market was doing, those are the four that you'd call in for."

Cramer's Market Barometer Stocks

include

Apple

(AAPL) - Get Report

and

MasterCard

(MA) - Get Report

among others.

Cramer's Packaged Goods Stocks

: Cramer sees opportunity in the packaged goods sector. In a

May 15 blog post

, he wrote: "But to hear any player in the group, especially new player

Cadbury

(CBY)

, say encouraging things could bring people back to kick the tires, if not buy."

Cramer's Packaged Goods Stocks

include

Procter & Gamble

(PG) - Get Report

and

Coca-Cola

(KO) - Get Report

among others.

Cramer's Oil & Gas Stocks That Should Split

: Cramer believes a group of energy stocks should divide their oil and gas businesses to create more shareholder value. On

Tuesday's "Stop Trading!" segment

, Cramer told viewers: "My urging is you go over these companies. They all have oil, and they've all got gas businesses."

Cramer's Oil & Gas Stocks That Should Split

include

Exxon Mobil

(XOM) - Get Report

.

Cramer's Wind Stock Picks for Beat the Street

: Cramer recommended some wind stock picks for traders who are competing in

TheStreet.com's Beat the Street

stock-picking contest. In a May 15 blog post that was

reposted the same day on TheStreet.com

, he wrote: "Please forgive me, but when people are betting to win $5,000 a week for '

Beat the Street

,' and they are wagering heavily on solar portfolios, I have to speak up for wind, which is much more explosive and happening much more quickly."

Cramer's Wind Stock Picks for Beat the Street

include

Woodward Governor

(WGOV)

and

Quanta

(PWR) - 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

Merck

(MRK) - Get Report

and

Temple-Inland

(TIN)

, but also bearish on the likes of

Whole Foods

(WFMI)

and

PG&E

(PCG) - Get Report

.

(Editor's note: At the time of original publication of his posts and shows, Cramer owned Quanta for his Action Alerts PLUS charitable trust. Cramer is a featured commentator for

CNBC

, which is owned by General Electric; as part of his contract, Cramer holds restricted shares in GE.

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.

TheStreet.com has a revenue-sharing relationship with Trader's Library under which it receives a portion of the revenue from purchases by customers directed there from TheStreet.com.