Jim Cramer's Portfolios of the Week
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By Roberto Pedone
PEWAUKEE, Wis. (
) --According to Jim Cramer,
. On Tuesday's "Mad Money" TV show, Cramer told viewers that we're just three days away from the end of the month and the end of the fiscal year for most hedge funds and mutual funds.
He explained that that means managers will look to mark up their biggest holdings to generate better returns and keep clients from withdrawing funds. For most mutual and hedge funds, October and early November is when clients can withdraw capital due to tax implications and fund requirements if they're unhappy with a fund's performance.
Cramer said watch what happens to stocks on Tuesday, Wednesday and Thursday, specifically, as hedge and mutual funds move up their best-performing stocks. He mentioned that the markup period will send some stocks higher for what will look like no good reason. Cramer said the markets won't make much sense for the next three days.
He advised viewers that if they want to sell some of their winners to look to do it on Thursday so they can get the best price. If you're an investor who wants to buy some of the best performers, Cramer said to wait until next week after the "window dressing" period has ended.
Recently, Cramer found opportunity in 10 natural gas stocks, five regional bank stocks and stocks that could benefit from big-tech leaders. 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 posts might require a
RealMoney
subscription).
Cramer's Top 10 Nat Gas Stocks
: Cramer believes that natural gas will rebound to $6 to $7 in 2010 from its present level. He highlighted 10 names that he believes will benefit the most. In a special
CNBC
, he wrote: "
Chesapeake Energy
(CHK) - Get Free Report
has 46 trillion cubic feet of unproved reserve potential, which is enough to supply the U.S. with most of its energy needs for the next 20 years." The
Cramer's Top 10 Nat Gas Stocks
portfolio includes
Halliburton
(HAL) - Get Free Report
and
Clean Energy Fuel
(CLNE) - Get Free Report
.
: Cramer thinks Washington doesn't care about the health care stocks. On
Monday's "Stop Trading!" segment
, he told viewers that he doubts the public option would hurt these companies in the long run, but who wants to be long these names. The
portfolio includes
WellPoint
(WLP)
and
Humana
(HUM) - Get Free Report
.
Cramer's Spec-Game-Is-Up Stocks
: Cramer believes that the average investor is losing in interest in trading low-priced speculative stocks. In an
Oct. 27 blog post
, he wrote: "I first heard it from
optionsXpress
( OXPS) when it said on its call that retail is returning to options and the low-dollar fascination is ending." The
Cramer's Spec-Game-Is-Up Stocks
portfolio includes
Citigroup
(C) - Get Free Report
and
Fannie Mae
( FNM).
Cramer's 5 Breakout Regional Bank Stocks
: Cramer sees opportunity in the regional bank sector. In a special
CNBC
, he wrote: "Run by one of the most experience East Coast bankers, Connecticut's
NewAlliance
( NAL) is anything but a subprime lender." The
Cramer's 5 Breakout Regional Bank Stocks
portfolio includes
Glacier Bancorp
(GBCI) - Get Free Report
and
First Niagara Financial Group
(FNFG)
.
Cramer's Big-Tech-Returns-to-Life Stocks
: Cramer sees leaders in big-name tech that will lead to winners all over tech. In an
Oct. 26 blog post
, he wrote: "
(GOOG) - Get Free Report
is driving a ton of stocks, including the
F5 Networks
(FFIV) - Get Free Report
like Web infrastructure plays." The
Cramer's Big-Tech-Returns-to-Life Stocks
portfolio includes
Apple
(AAPL) - Get Free Report
and
Akamai
(AKAM) - Get Free Report
.
Cramer's Stocks Battling Tough Odds
: Cramer thinks a number of stocks are battling tough odds. In an
Oct. 26 blog post
, he wrote: "It is a confusing moment when the market is boxing with shadows. All financials are vulnerable, because the government has said, basically, if you want to fall under voluntary restrictions, you better raise equity and get out from under." The
Cramer's Stocks Battling Tough Odds
portfolio includes
Bank of America
(BAC) - Get Free Report
and
Broadcom
undefined
.
-- Written by Roberto Pedone in Pewaukee, Wis.
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(Editor's note: At the time of publication and/or original publication of his posts and shows, Cramer owned Bank of America for his Action Alerts PLUS charitable trust.)
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