Jim Cramer's Portfolios of the Week
By Roberto Pedone
WINDERMERE, Fla. (
) -- According to Jim Cramer, in an era of mass distrust for Wall Street,
investors should focus their attention on dividend-paying stocks.
On Tuesday's "Mad Money" TV show, he told viewers that it's true that there is some unfairness on Wall Street, and that some traders have an inside edge over others. But he explained that market players can make money in stocks, and they can do it through diversification and dividends.
Cramer mentioned that from Jan 1, 2000 through today, the stocks in the
Dow Jones Industrial Average
are down 5.6%, but if you add in those stocks' dividends, an investor would be up a whopping 19%.
Cramer recommended investors look for great companies that pay solid dividends, such as
Eaton
(ETN) - Get Eaton Corp. Plc Report
, which yielded 5.1% at its low. Another example was
Chevron
(CVX) - Get Chevron Corporation Report
, which yielded 4.7% at its low, before soaring 82 points. He pointed out that
TheStreet Recommends
Emerson
(EMR) - Get Emerson Electric Co. Report
has surged 109% off its low, thanks in part to the company's solid dividend.
>> Who Owns Eaton?: David Dreman
"Even if you believe that Wall Street is full of mountebanks, full of charlatans, full of liars, even if you think that the whole game is a sham, a dividend payment is still money in your pocket," Cramer said.
Recently, Cramer found opportunity in speculative stocks, explosive growth stocks and stocks that could benefit post-
Goldman Sachs
(GS) - Get Goldman Sachs Group, Inc. Report
. 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 knows just how investors should play the market in a post-Goldman world. On
last Friday's "Mad Money" TV show,
he told viewers to look at the financials brought down by the Goldman news, stocks such as
JPMorgan Chase
(JPM) - Get JPMorgan Chase & Co. Report
and
Bank of America
(BAC) - Get Bank of America Corp Report
. The
portfolio includes
Apple
(AAPL) - Get Apple Inc. Report
and
Ford Motor
(F) - Get Ford Motor Company Report
.
>> Who Owns Apple?: Blue Ridge Capital
Cramer's Explosive Growth Stocks
: According to Cramer, market players continue to crave growth stocks such as
F5 Networks
and
PNC Financial Services
(PNC) - Get PNC Financial Services Group, Inc. Report
. In an
April 22 blog post,
he wrote: "
Netflix
(NFLX) - Get Netflix, Inc. Report
has growth, 10% sub growth, which is such a big deal vs. all other sub-related models that it is a wonder that this stock was ever down in after hours. The shorts misjudged the importance of growth." The
Cramer's Explosive Growth Stocks
portfolio includes
Chipotle Mexican Grill
(CMG) - Get Chipotle Mexican Grill, Inc. Report
and
Starbucks
(SBUX) - Get Starbucks Corporation Report
.
>> Who Owns Netflix?: Renaissance Technologies
Cramer's Speculative Stock Picks
: Cramer thinks investors should ignore the negative headlines and look for some great speculative stocks instead. On
Wednesday's "Mad Money" TV show,
he said he's still a fan of
Citigroup
(C) - Get Citigroup Inc. Report
, and he's sticking with his $12 price target for 2012. The
Cramer's Speculative Stock Picks
portfolio includes
Huntington Bancshares
(HBAN) - Get Huntington Bancshares Incorporated Report
and
Sprint Nextel
(S) - Get SentinelOne, Inc. Class A Report
.
>> Who Owns Citigroup?: Third Point
Cramer's Growth Story Oil Stocks
: Cramer thinks oil stocks such as
BP
(BP) - Get BP Plc Report
and
Marathon
(MRO) - Get Marathon Oil Corporation Report
are a growth story once again. In a
April 20th blog post,
he wrote: "Growth, not value is what people want. The big oils have gotten the message." The
Cramer's Growth Story Oil Stocks
portfolio includes
Exxon Mobil
(XOM) - Get Exxon Mobil Corporation Report
and
ConocoPhillips
(COP) - Get ConocoPhillips Report
.
>> Who Owns BP?: Bill and Melinda Gates Foundation
Cramer's Stellar Night for Tech Stocks
: Recently, Cramer highlighted a number of tech companies that reported great earnings results. In an
April 22 blog post,
he wrote: "
Apple
(AAPL) - Get Apple Inc. Report
is not alone:
VMWare
(VMW) - Get VMware, Inc. Class A Report
was huge and
Altera
(ALTR) - Get Altair Engineering Inc. Class A Report
terrific." The
Cramer's Stellar Night for Tech Stocks
portfolio includes
EMC
(EMC)
and
Ciena
(CIEN) - Get Ciena Corporation Report
.
>> Who Owns EMC?: David Einhorn
Cramer's Stocks Holding Up on Their Own
: Cramer wants investors to buy stocks such as
Boeing
(BA) - Get Boeing Company Report
and
Intel
(INTC) - Get Intel Corporation Report
because they deserve to be trading higher. In an
he wrote: "'Bout time we had a big shakeout. I was beginning to wonder if there was anything that could stop this juggernaut. I say sink your teeth into the winners." The
Cramer's Stocks Holding Up on Their Own
portfolio includes
Cummins
(CMI) - Get Cummins Inc. Report
and
Union Pacific
(UNP) - Get Union Pacific Corporation Report
.
>> Who Owns Boeing?: Atticus Capital
-- Written by Roberto Pedone in Windermere, Fla.
RELATED LINKS:
>>"Fast Money" Portfolios of the Week
>>Must-See Charts: Deutsche Bank, Costco
>>Goldman Sachs Winners & Losers
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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, BP, EMC, Goldman Sachs, Intel and JPMorgan for his Action Alerts PLUS charitable trust.)
