Jim Cramer's Portfolios of the Week
By Roberto Pedone
WINDERMERE, Fla. (
) -- 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 Intel Corporation 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
,
SanDisk
(SNDK)
TheStreet Recommends
,
Western Digital
(WDC) - Get Western Digital Corporation Report
and
Apple
(AAPL) - Get Apple Inc. 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
he wrote: "I also think the time to buy
First Horizon
(FHN) - Get First Horizon Corporation 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 Bank of America Corp Report
and
JPMorgan Chase
(JPM) - Get JPMorgan Chase & Co. Report
.
>> Who Owns Bank of America?: David Dreman
: Cramer thinks the four horseman of tech, including
Cisco
(CSCO) - Get Cisco Systems, Inc. Report
and
Microsoft
(MSFT) - Get Microsoft Corporation 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
portfolio includes
Apple
(AAPL) - Get Apple Inc. Report
and
(GOOG) - Get Alphabet Inc. Class C 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 Eldorado Gold Corporation Report
and
Target
(TGT) - Get Target Corporation 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 Wynn Resorts, Limited Report
and
Ross Stores
(ROST) - Get Ross Stores, Inc. 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 Ralph Lauren Corporation Class A Report
and
Phillips-Van Heusen
.
Cramer's Stocks Handling Adversity
: Cramer has spotted a number of companies, including
Chevron
(CVX) - Get Chevron Corporation Report
and
BB&T
(BBT) - Get BB&T Corporation 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 Caterpillar Inc. 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 Citigroup Inc. Report
.
>> Who Owns BB&T?: Appaloosa Management
Cramer's Great Rotation Stocks
: Cramer has noticed some unbelievable rotation in stocks such as
AT&T
and
Goldman Sachs Group
(GS) - Get Goldman Sachs Group, Inc. 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 Pfizer Inc. 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 Walmart Inc. 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.)
