Jim Cramer's Portfolios of the Week
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PEWAUKEE, Wis. (
) -- According to Jim Cramer,
selling stocks makes sense here
, and investors should prepare their portfolios for lower prices in the market. Cramer sees a fast sharp pullback coming for the markets that will take the
Dow
to 9000.
He said one of the problems that could hit the market is the anti-stock-market actions from the leaders in Congress. Cramer mentioned that everything he hears out of Congress is very negative for the U.S. economy.
If the market does experience a selloff, which stocks should you look to buy? On Wednesday's "Mad Money" TV show, Cramer said
investors should connect the dots
and recognize the strength in the mobile Internet stocks such as
Apple
(AAPL) - Get Report
,
Skyworks Solutions
(SWKS) - Get Report
and
Research In Motion
(RIMM)
.
He told viewers to hope for a pullback in these names because we're still early in the "mobile Internet tsunami." Cramer believes all the mobile Internet players can go much higher. He advised viewers to buy into the selloff that could come over the next couple of days.
Recently, Cramer found opportunity in stocks he thinks deserve to trade higher, small financial stocks and stocks that are part of a powerful trend in tech. 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 require a
RealMoney
subscription).
Cramer's Stocks That Deserve to Go Up
: Cramer thinks a number of stocks have earned the right to trade higher. In a
, he wrote: "These stocks should be going up. They have places to go, on the basis of better earnings on the same multiples. In other words, I am not even talking about multiple expansion." The
Cramer's Stocks That Deserve to Go Up
portfolio includes
(GOOG) - Get Report
and
Wynn Resorts
(WYNN) - Get Report
.
Cramer's Powerful Trend Stocks
: Cramer believes the mobile Internet is the most powerful trend in tech. On
Monday's "Stop Trading!" segment,
he told viewers that if he had to start over again, he would get into the tower business. The
Cramer's Powerful Trend Stocks
portfolio includes Research In Motion and
American Tower
(AMT) - Get Report
.
Cramer's Petering Out Catch-Up Stocks
: Cramer has noticed the stocks that lagged the most during the rally are starting to roll over. In a
, he wrote: "One of the most disturbing moments when things start coming in is a recognition that you bought stuff only because it had lagged." The
Cramer's Petering Out Catch-Up Stocks
portfolio includes
Potash
(POT)
and
EMC
(EMC)
.
Cramer's Hot Small Financial Stocks
: Cramer sees opportunity in some small financial stocks. In a
, he wrote: "What is most important is that, once again, the small banks are on fire, and this time it is my fave,
Huntington Bancshares
(HBAN), bursting out from where it did the deal." The
Cramer's Hot Small Financial Stocks
portfolio includes
Fifth Third
(FITB) - Get Report
and
Citigroup
(C) - Get Report
.
Cramer's 8 Essential Earnings Reports
: Cramer highlighted eight earnings reports that investors should follow for clues on the direction of the economy. On
last Friday's "Mad Money" episode
, he told viewers the most important stock reporting next week is Research In Motion because it will be a good tell on the state of the mobile Internet tsunami. The
Cramer's 8 Essential Earnings Reports
portfolio includes
RiteAid
(RAD) - Get Report
and
AutoZone
(AZO) - Get Report
.
: Cramer thinks that good earnings reports tell the real story behind the market rally. In a
, he wrote: "These are big companies delivering big quarters that are working and making people money. They are at the fundament of this bull market that no one wants to acknowledge exists." The
portfolio includes
Xilinx
(XLNX) - Get Report
and
General Mills
(GIS) - Get Report
.
-- Written by Roberto Pedone in Pewaukee, Wis.
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Roberto Pedone, based out of Pewaukee, Wis., is an independent trader who focuses on stocks, options, futures, commodities and currencies. He is also na outside contributor to Beconequity.com and maintains the website Maddmoney.net, which he sold to Blue Wave Advisors in 2008. Roberto studied International Business at The Milwaukee School of Engineering, and he spent a year overseas studying business in Lubeck, Germany.
