Jim Cramer's Portfolios of the Week - TheStreet

By Roberto Pedone

According to Jim Cramer,

tech companies can do whatever they want right now.

Just take a look at how the


has preformed recently, rising for 12 consecutive trading sessions through Thursday.

Is there something big going on in technology? Cramer thinks he has figured it out. He mentioned that tech's not unionized, so card check and arbitration have no affect on the sector. Tech companies aren't on the government's radar as big polluters, so cap and trade means nothing to the space. Tech doesn't sell products that increase government budgets like the defense companies, and tech doesn't need any help from the government with health care.

Most important, tech doesn't need government bailouts or financial help. Cramer believes that all of the above reasons are why tech companies such as


(INTC) - Get Report



(SWKS) - Get Report



(GOOG) - Get Report

are doing so well. These companies aren't in the crosshairs of the U.S. government, so big money managers are willing to pay more for their future earnings power. Cramer thinks the break that tech is getting for the Obama administration can last for possibly three and a half years.

Recently, Cramer found opportunity in homebuilder stocks, stocks that could benefit if Obama's major agendas fail and stocks that ran up too much ahead of their earnings report. 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.

To read more,

visit Stockpickr.com


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