Jim Cramer's Portfolios of the Week

Here's what Cramer's been talking about lately, including his four horsemen of tech.
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Publish date:

By Roberto Pedone

WINDERMERE, Fla. (

Stockpickr

) -- According to Jim Cramer, those who do not know their history

are doomed to miss the move

. On Wednesday's "Mad Money" TV show, he told viewers that

Intel

(INTC) - Get Report

is amidst the most impressive product cycle he's ever seen, and he thinks the stock is ready to double in price from its current level of around $24 a share.

Cramer explained that in 1982, when Intel launched its 286 chip, the stock doubled. Then, in 1985, it introduced its 386 chip, and the stock doubled again! When the 486 chip hit the market in 1989, that was another double, and again in 1993 with the launch of the Pentium series. However, since the dot-com bust of 2000, Intel's stock has suffered, due to the lack of no new products to take it higher.

Cramer thinks that suffering is about to end. He said Intel is in a position to benefit from a new product cycle that includes strong demand from consumers as well as businesses and plays domestically and internationally. Cramer mentioned that all of tech can be played off of Intel's strong results, including names such as

Hewlett-Packard

(HPQ) - Get Report

,

SanDisk

(SNDK)

,

Western Digital

(WDC) - Get Report

and

Apple

(AAPL) - Get Report

.

Recently, Cramer found opportunity in bank stocks, the four horseman of tech and seven stocks hit by European debt issues. 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 Banking Bull Market Stocks

: Is the banking bull market finally back? Cramer thinks so. In an

April 15 blog post,

he wrote: "I also think the time to buy

First Horizon

(FHN) - Get Report

is still at hand and don't get why it is down despite the excellent Raymond James initiation today." The

Cramer's Banking Bull Market Stocks

portfolio includes

Bank of America

(BAC) - Get Report

and

JPMorgan Chase

(JPM) - Get Report

.

>> Who Owns Bank of America?: David Dreman

Cramer's Four Horseman Stocks

: Cramer thinks the four horseman of tech, including

Cisco

(CSCO) - Get Report

and

Microsoft

(MSFT) - Get Report

, are ready to ride again. In an

April 9 blog post,

he wrote: "Some oldies but goodies are finally breaking out in unison, and it makes me wonder whether their chorus will bring new fans to the market." The

Cramer's Four Horseman Stocks

portfolio includes

Apple

(AAPL) - Get Report

and

Google

(GOOG) - Get Report

.

>> Who Owns Google?: Ken Heebner

Cramer's 7 Stocks Hit by Euro Issues

: Cramer sees opportunity in playing stocks such as

EGO Resources

(EGO) - Get Report

and

Target

(TGT) - Get Report

that are being overshadowed by European woes. On

last Thursday's "Mad Money" TV show,

he told viewers that in all of these cases, the market's focus on European financial issues led to great buying opportunities for those who were paying attention. The

Cramer's 7 Stocks Hit by Euro Issues

portfolio includes

Wynn Resorts

(WYNN) - Get Report

and

Ross Stores

(ROST) - Get Report

.

>> Who Owns Target?: Bill Ackman

Cramer's Hated Retailers Foiling the Shorts

: Cramer thinks some of the most hated stocks by hedge funds are getting lots of love. In an

April 13 blog post

, he wrote: "

Coach's

(COH)

Lew Frankfort has had to battle the shorts at every turn as they perennially claim his stock is overvalued and that his growth will run out. He counters by offering new styles, different price points and innovative new merchandise. The counters are working." The

Cramer's Hated Retailers Foiling the Shorts

portfolio includes

Polo Ralph Lauren

(RL) - Get Report

and

Phillips-Van Heusen

(PVH) - Get Report

.

Cramer's Stocks Handling Adversity

: Cramer has spotted a number of companies, including

Chevron

(CVX) - Get Report

and

BB&T

(BBT) - Get Report

, that are handling adversity so far. In an

April 13 blog post,

he wrote: "The big industrial moves don't seem to be getting hit too hard, with

Caterpillar

(CAT) - Get Report

a classic example of being up huge yesterday and barely down today." The

Cramer's Stocks Handling Adversity

portfolio includes

RadioShack

(RSH)

and

Citigroup

(C) - Get Report

.

>> Who Owns BB&T?: Appaloosa Management

Cramer's Great Rotation Stocks

: Cramer has noticed some unbelievable rotation in stocks such as

AT&T

(T) - Get Report

and

Goldman Sachs Group

(GS) - Get Report

. In an

April 14 blog post,

he wrote: "These moves become very self-fulfilling as the panic fills the air and the portfolio managers go in to tomorrow's meetings and say, "Get me out of this

Pfizer

(PFE) - Get Report

, for heaven's sake, and put me one-for-one into

EMC

(EMC)

." The

Cramer's Great Rotation Stocks

portfolio includes

WellPoint

(WLP)

and

Wal-Mart Stores

(WMT) - Get Report

.

>> Who Owns Pfizer?: George Soros

-- Written by Roberto Pedone in Windermere, Fla.

RELATED LINKS:

>>"Fast Money" Portfolios of the Week

>>Must-See Charts: JPMorgan, Philip Morris

>>Jim Cramer's Diversified Dividend Portfolio

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(Editor's note: At the time of publication and/or original publication of his posts and shows, Cramer owned Apple, Bank of America, Cisco, EMC, Goldman, Intel and JPMorgan for his Action Alerts PLUS charitable trust.)