Jim Cramer's Portfolios of the Week
By Roberto Pedone
WINDERMERE, Fla. (
) -- According to Jim Cramer, you can buy it all
after Best Buy's (BBY) - Get Report strong quarter.
In a March 25
RealMoney.com
blog post, he said that the most important pin-action retailer in the U.S. just reported numbers that tell you the tsunami wave of Internet speed and smartphones is on, and the consumer is spending like crazy and the tech rally might be unstoppable!
Cramer thinks market players can run out and buy names such as
Sony
(SNE) - Get Report
,
Electronic Arts
( ERTS),
Corning
(GLW) - Get Report
and
RF Micro Devices
(RFMD)
, off of Best Buy's strength. He believes these names will work because Best Buy is the leading seller of PCs, phones, video games, printers and TVs. Cramer pointed out that last time tech was rallying, Best Buy killed the bulls after the company issued not so bullish guidance. However, now he thinks this time it is all systems go. Cramer said the tech pin action that Best Buy just provided should be obeyed by investors.
Recently, Cramer found opportunity in 5 Obama-proof dividend plays, the top stocks to buy following the passing of ObamaCare and technology 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 require a
RealMoney
subscription).
Cramer's Top Stocks Following ObamaCare
: What stocks should investors play now that healthcare reform has been passed into law? Cramer knows just where to turn. On
he told viewers now that the healthcare event is behind us, it's time to get back to earnings, and the seemingly unstoppable mini-bull markets that have been developing. The
Cramer's Top Stocks Following ObamaCare
portfolio includes
Ford Motor
(F) - Get Report
and
JDS Uniphase
(JDSI)
.
Cramer's 5 Obama-Proof Dividend Plays
: Recently, Cramer highlighted 5 high-yielding dividends stocks that can protect investors from Obama's plan to increase taxes on capital gains and dividends. In a
he wrote: "What was once a play on housing, and even pharma, is now an investment in emerging markets.And
DuPont
(DD) - Get Report
yields 4.4%." The
Cramer's 5 Obama-Proof Dividend Plays
portfolio includes
Kinder Morgan Energy
(KMP)
and
Verizon Communications
(VZ) - Get Report
.
Cramer's Right Play Tech Stocks
: Cramer believes the tech sector is the right place to be right now. In a
he wrote: "The case against these stocks can't possibly be valuation. They aren't even expensive. The case is simply a stock case, a business-as-usual, sell-tech-on-the-regular-qualms, nothing-proprietary logic." The
Cramer's Right Play Tech Stocks
portfolio includes
Research In Motion
( RIMM) and
Microsoft
(MSFT) - Get Report
.
Cramer's Bargains Created by Tech IPOs
: Cramer thinks money has come out of a number of strong tech stocks to chase performance in the tech IPO market. In a
he wrote: "
MaxLinear
(MXL) - Get Report
and
Calix
(CALX) - Get Report
have created some bargains, but they aren't these two." The
Cramer's Bargains Created by Tech IPOs
portfolio includes
Intel
(INTC) - Get Report
and
Skyworks Solutions
(SWKS) - Get Report
.
Cramer's Confluence of Bullishness Stocks
: Besides the oil sector, Cramer sees a confluence of bullishness sweeping across the markets. In a
he wrote: "We've got a powerful combination of lower unemployment claims, higher retail sales from
Best Buy
(BBY) - Get Report
and a
Fed
chairman who is still saying he will not pull the rug out from this economy." The
Cramer's Confluence of Bullishness Stocks
portfolio includes
Apple
(AAPL) - Get Report
and
BHP Billiton
(BHP) - Get Report
.
: Cramer has discovered a hidden bull market in the shoe sector. On
Monday's "Mad Money" TV show,
he said shoes have been flying off the shelves over the last few months, but Wall Street has failed to take notice. The
portfolio includes
Deckers Outdoor
(DECK) - Get Report
and
Skechers USA
(SKX) - Get Report
.
-- Written by Roberto Pedone in Windermere, Fla.
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