Jim Cramer's Portfolios of the Week

Here's what Cramer's been talking about lately, including post-Goldman trades and explosive growth stocks.
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By Roberto Pedone

WINDERMERE, Fla. (

Stockpickr

) -- 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 Report

, which yielded 5.1% at its low. Another example was

Chevron

(CVX) - Get Report

, which yielded 4.7% at its low, before soaring 82 points. He pointed out that

Emerson

(EMR) - Get 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 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's Post-Goldman Trades

: 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 Report

and

Bank of America

(BAC) - Get Report

. The

Cramer's Post-Goldman Trades

portfolio includes

Apple

(AAPL) - Get Report

and

Ford Motor

(F) - Get 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

(FFIV) - Get Report

and

PNC Financial Services

(PNC) - Get Report

. In an

April 22 blog post,

he wrote: "

Netflix

(NFLX) - Get 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 Report

and

Starbucks

(SBUX) - Get 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 Report

, and he's sticking with his $12 price target for 2012. The

Cramer's Speculative Stock Picks

portfolio includes

Huntington Bancshares

(HBAN) - Get Report

and

Sprint Nextel

(S) - Get Report

.

>> Who Owns Citigroup?: Third Point

Cramer's Growth Story Oil Stocks

: Cramer thinks oil stocks such as

BP

(BP) - Get Report

and

Marathon

(MRO) - Get 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 Report

and

ConocoPhillips

(COP) - Get 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 Report

is not alone:

VMWare

(VMW) - Get Report

was huge and

Altera

(ALTR) - Get Report

terrific." The

Cramer's Stellar Night for Tech Stocks

portfolio includes

EMC

(EMC)

and

Ciena

(CIEN) - Get 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 Report

and

Intel

(INTC) - Get Report

because they deserve to be trading higher. In an

April 22 blog post,

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 Report

and

Union Pacific

(UNP) - Get 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.)