Jim Cramer's Portfolios of the Week

Here's what Cramer's been talking about lately.
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WINDERMERE, Fla. (Stockpickr) -- According to Jim Cramer, investors should be hunting for bargains on down days. On Wednesday's "Mad Money" TV show, he told viewers that the averages are telling us to fear the market, but the data is telling a different story. Cramer mentioned that the information coming out of individual companies such as Tractor Supply (TSCO) - Get Report and Bed Bath & Beyond (BBBY) - Get Report tells him that the recovery is still on track.

He told investors to ignore the headlines and the bearish action in the market and start looking for the bargains. Cramer cited a Goldman Sachs report that said regional banks such as

KeyCorp

(KEY) - Get Report

and

SunTrust

(STI) - Get Report

should see a boost in earnings once their high-priced certificates of deposit roll over. If this is true, then Cramer thinks these stocks are bargains.

Cramer also noted that a number of firms, including

Urban Outfitters

(URBN) - Get Report

and

Staples

(SPLS)

, were upgraded recently because analysts think that their businesses are improving.

"So while the averages may tell you to sell," Cramer said, "the data's saying otherwise." He wants investors to trust the data, otherwise you could get burned!

Recently, Cramer found opportunity in 12 retail stocks, coal stocks and 3 stocks

Apple

(AAPL) - Get Report

can't stop. 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 10 Bull Market Stocks

: Cramer has found 10 bull markets, which include sectors such as retail and shipping. On

Monday's "Mad Money" TV show,

he said that the auto market is on fire. He told viewers that he liked parts maker

Johnson Controls

(JCI) - Get Report

and

CarMax

(KMX) - Get Report

. The

Cramer's 10 Bull Market Stocks

portfolio includes

Capital One

(COF) - Get Report

and

Eaton

(ETN) - Get Report

.

>>Who Owns Eaton?: David Dreman

Cramer's 12 Best Retailers

: Recently, Cramer highlighted his top 12 resurgent retail stocks, such as

Macy's

(M) - Get Report

and

Skechers

(SKX) - Get Report

. In a

special report on CNBC.com,

he wrote: "

J. Crew Group

(JCG)

is a top-notch, best-of-breed retailer that's firing on all cylinders." The

Cramer's 12 Best Retailers

portfolio includes

PetSmart

(JNPR) - Get Report

(PETM)

and

Nike

(NKE) - Get Report

.

>>Who Owns Nike?: Warren Buffett

Cramer's California Stock Picks

: Cramer sees opportunity in playing stocks tied to California, such as

Costco Wholesale

(COST) - Get Report

and

Standard Pacific

(SPF)

. On

Wednesday's "Mad Money" TV show,

he said investors can look at the big national banks, including

U.S. Bancorp

(USB) - Get Report

and

Wells Fargo

(WFC) - Get Report

, which represent 23% and 21% of the state's consumer deposits, respectively. The

Cramer's California Stock Picks

portfolio includes

CVB Financial

(CVBF) - Get Report

and

99 Cents Only Stores

(NDN)

.

Who Owns Wells Fargo? Trafelet SAC Capital Eddie Lampert

Cramer's 3 Stocks Apple Can't Stop

: Cramer believes that three stocks are just too strong to be taken down by

Apple

(AAPL) - Get Report

. In an

April 6 blog post,

he wrote: "

Netflix

(NFLX) - Get Report

is a cult stock. This stock is loved, and the product is loved, and I cannot countenance selling it even at 31 times next year's earnings." The

Cramer's 3 Stocks Apple Can't Stop

portfolio includes

Research In Motion

(RIMM)

.

>>Who Owns Netflix?: Renaissance Technologies

Cramer's Coal Stock Buys

: Cramer thinks it's time to buy coal stocks such as

Walter Energy

(WLT)

. In an

April 5 blog post,

he wrote: "It pains me to write this, but I am beginning to believe the nation is going more coal than ever. That's the only take I can have about what's been going on of late." The

Cramer's Coal Stock Buys

portfolio includes

SandRidge

(SD) - Get Report

and

Massey

(MEE)

.

>>Who Owns Massey?: Atticus Capital

Cramer's Too-Much-Worry Stocks

: Cramer doesn't want investors to worry too much, because it could hurt their profit potential in the markets. In an

April 6 blog post,

he wrote: "What do you think was behind

Cree

(CREE) - Get Report

being up $7 yesterday, besides that monster target boost? I will tell you. People were fretting that computers were slowing down because the consumer was too strapped. A 7-point move? That's the fretters covering from their ill-informed fretting." The

Cramer's Too-Much-Worry Stocks

portfolio includes

Vornado Realty Trust

(VNO) - Get Report

and

Regions

(RF) - Get Report

.

>>Who Owns Vornado?: Ken Heebner

-- Written by Roberto Pedone in Windermere, Fla.

RELATED LINKS:

>>"Fast Money" Portfolios of the Week

>>High-Dividend Short Squeezes

>>Must-See Charts: AIG, Goldman, Citi

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(Editor's note: At the time of publication and/or original publication of his posts and shows, Cramer owned Apple, Johnson Controls and Costco for his Action Alerts PLUS charitable trust.)