Jim Cramer's Portfolios of the Week

Lately, Cramer's found opportunity in housing-related stocks, five stock surprises Wall Street missed and more.
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Publish date:

By Roberto Pedone

WINDERMERE, Fla. (

Stockpickr

) -- According to Jim Cramer,

all the banks need is some clarity.

In an April 29

RealMoney.com

blog post, he said we are going to get a bill that, while not benign to the sector, isn't malignant. Cramer pointed out that the financial reform bill will end up regulating derivatives, will list and trade those derivatives on exchanges and will have some sort of consumer-protection agency on mortgages and more scrutiny of the capital positions of the banks.

He said the new bill will not take away the big banks' ability to offer a full suite of lending options, including interest-rate swaps and hedges. This would have just forced customers to drop banks such as

JPMorgan Chase

(JPM) - Get Report

in favor of institutions that aren't facing regulation, such as

Deutsche Bank

(DB) - Get Report

,

Credit Suisse

(CS) - Get Report

and

Toronto-Dominion

(TD) - Get Report

.

Even more important, Cramer thinks that if the new bill gets passed, it will finally allow Wall Street analysts to assign estimates to the banks on what they can earn. He thinks the new clarity will show that many of the bank stocks are cheap. This should start to push names such as

Morgan Stanley

(MS) - Get Report

,

Citigroup

(C) - Get Report

and maybe even

Goldman Sachs Group

(GS) - Get Report

higher.

Recently, Cramer found opportunity in stocks that will benefit off of five major investment themes, housing-related stocks and five stock surprises that Wall Street missed. 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 Five Big Investment Themes

: Cramer has identified five major investment themes that make stocks such as

Apple

(AAPL) - Get Report

and Citigroup must-buys. On

last Thursday's "Mad Money" TV show,

he told viewers that the markets are paying up for banks that have revenue growth, and that's why stocks such as

PNC

(PNC) - Get Report

and

Huntington Bancshares

(HBAN) - Get Report

are great investments. The

Cramer's Five Big Investment Themes

portfolio includes

Wynn Resorts

(WYNN) - Get Report

and

Whirlpool

(WHR) - Get Report

.

>> Who Owns Apple?: Prince Al-Waleed

Five Stock Surprises Wall Street Missed

: Recently, Cramer highlighted five stock surprises that Wall Street missed. In an

April 26 blog post,

he wrote: "

Netflix

(NFLX) - Get Report

has the best subscriber growth of any business I know of, and there are myriad portfolio managers who love subscriber models for their incredibly consistent cash flow and easy-does-it renewals." The

Five Stock Surprises Wall Street Missed

portfolio includes

Chipotle Mexican Grill

(CMG) - Get Report

and

Deckers Outdoor

(DECK) - Get Report

.

>> Who Owns Netflix?: Renaissance Technologies

Stocks Better Off Today Vs. Three Years Ago

: Cramer has spotted a number of stocks that are better off today than they were three years ago. On

Wednesday's "Mad Money" TV show,

he said

Home Depot

(HD) - Get Report

was just starting the housing bust three years ago, but now the bottom is at hand. The

Stocks Better Off Today Vs. Three Years Ago

portfolio includes

Intel

(INTC) - Get Report

and

Boeing

(BA) - Get Report

.

>> Who Owns Home Depot?: Tweedy Browne

Stock Buys Off the Goldman-Sparked Slide

: Cramer thinks market players should look to buy names such as

SanDisk

(SNDK)

and

Bank of America

(BAC) - Get Report

. In an

April 27 blog post,

he wrote: "This is one of those "let it snow" moments where we are going to be able to pick up the best for less." The

Stock Buys Off the Goldman-Sparked Slide

portfolio includes

Cree

(CREE) - Get Report

and

JPMorgan Chase

(JPM) - Get Report

.

>> Who Owns Bank of America?: John Paulson

Cramer's Housing-Credit Stock Plays

: Cramer thinks the expiration of the housing credit is a nonissue for stocks such as

Sears Holdings

(SHLD)

and

D.R. Horton

(DHI) - Get Report

. In an

April 29 blog post,

he wrote: "I let the stocks do the talking. Every single entity related to housing is flying. Go listen to

Owens Corning

(OC) - Get Report

, which was remarkable for housing." The

Cramer's Housing-Credit Stock Plays

portfolio includes

Weyerhaeuser

(WY) - Get Report

and

Fortune Brands

(FO)

.

>> Who Owns Sears?: Bruce Berkowitz

Cramer's Something-for-Everyone Stocks

: Cramer thinks the current market reminds him of the 1980s rallies where the market was experiencing gains in almost every sector. In an

April 23 blog post

, he wrote: "Still, there is plenty to buy. We liked

Johnson Controls

(JCI) and

Honeywell

(HON) - Get Report

a great deal and think the companies are simply not talking themselves up enough." The

Cramer's Something-for-Everyone Stocks

portfolio includes

Western Digital

(WDC) - Get Report

and

Teva Pharmaceutical

(TEVA) - Get Report

.

>> Who Owns Teva?: SAC Capital

-- Written by Roberto Pedone in Windermere, Fla.

RELATED LINKS:

>>"Fast Money" Portfolios of the Week

>>Airline Industry Winners & Losers

>>Must-See Charts: Exxon, Aflac

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