Jim Cramer's Portfolios of the Week

Recently, Cramer found opportunity in stocks that could benefit off the appreciation of the yuan, accidentally high-yielding dividend stocks and more.
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BALTIMORE (Stockpickr) -- According to Jim Cramer, the weak housing numbers are a victory for the bulls. On Wednesday's "Mad Money" TV show, he said no one should have been shocked by the poor new-home sales data. Cramer thinks the real story is how so many economists got their estates wrong.

He pointed out that he's been preaching for weeks how the housing recovery is waning due to problems in Europe and the expiration of the federal tax credit on new homes. Cramer explained that it makes sense that the numbers were weak this quarter since most prospective home buyers bought last quarter to take advantage of the credit.

Cramer said that what was surprising about this quarter was how home prices were still rising, despite the large overhang of unsold inventory. He told viewers he's still bullish on housing and thinks we will see a housing shortage in 2012.

Cramer recommended housing stocks such as

Lowe's

(LOW) - Get Report

,

Fortune Brands

(FO)

and

Toll Brothers

(TOL) - Get Report

, which he called attractive and cheap.

Recently, Cramer found opportunity in stocks that could benefit off the

appreciation of the yuan

, accidentally high-yielding

dividend stocks

and technology stocks. 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 Top 13 New Dividend Stocks

: Recently, Cramer highlighted his top 13 new dividend stocks that fall into two categories -- "accidental high-yielders" and "dividend boosters." In a

special report on cnbc.com,

he wrote: "

Plum Creek Timber

(PCL)

is the largest private timberland owner in the U.S., and it's a major beneficiary of the rebounding building-materials market, a business that should get even stronger." The

Cramer's Top 13 New Dividend Stocks

portfolio includes

KKR Financial

(KFN)

and

National Fuel Gas

(NFG) - Get Report

.

Who Owns Plum Creek? Al Gore Tom Gayner

Cramer's Yuan-Appreciation Winners

: Cramer sees opportunity in stocks such as

Cirrus Logic

(CRUS) - Get Report

and

Yahoo!

(YHOO)

off the news that China is revaluing their currency. On

Monday's "Mad Money" TV show,

he said both

Baidu

(BIDU) - Get Report

and

Apple

(AAPL) - Get Report

will do well as the Chinese middle class does well. The

Cramer's Yuan-Appreciation Winners

portfolio includes

Wynn Resorts

(WYNN) - Get Report

and

Coach

(COH)

.

Who Owns Yahoo!? George Soros Carl Icahn

Cramer's 5 Hedge Fund Stocks Plays

: Cramer has identified five stocks like

SanDisk

(SNDK)

and

Akamai Technologies

(AKAM) - Get Report

that hedge fund managers could pile into between now and the end of the month. On

Monday's "Mad Money" TV show,

he told viewers that

MetroPCS

(PCS)

with its solid subscriber gains is a great choice for hedge fund managers. The

Cramer's 5 Hedge Fund Stocks Plays

portfolio includes

Pioneer Natural Resources

(PXD) - Get Report

.

Who Owns SanDisk? Renaissance Technologies

Cramer's Stocks for Double-Dippers

: Cramer believes that the double-dippers aren't going to reach for stocks like

Caterpillar

(CAT) - Get Report

and

Bucyrus International

(BUCY)

. In a

June 21 blog post,

he wrote: "

Intuitive Surgical

(ISRG) - Get Report

is screaming here, up eight, as it continues to recover from worries that strapped governments and hospitals won't allow its use or pay for it. Silly, if you ask me." The

Cramer's Stocks for Double-Dippers

portfolio includes

Deckers

(DECK) - Get Report

.

Who Owns Caterpillar? Bill & Melinda Gates Ken Fisher

Cramer's Just Fine Tech Stocks

: Cramer thinks tech stocks like

Jabil Circuit

(JBL) - Get Report

and

Red Hat

(RHT) - Get Report

are just fine. In a

June 22 blog post,

he wrote: "Red Hat? Maybe a good tell for

VMware

(VMW) - Get Report

and

Salesforce.com

(CRM) - Get Report

, not that the latter needs it because we are going to see their new red hot Chatter product, the corporate social networking system that companies are apparently clamoring for." The

Cramer's Just Fine Tech Stocks

portfolio includes

Research In Motion

(RIMM)

and

Adobe Systems

(ADBE) - Get Report

.

More About Research In Motion Top Tech Stocks Picks for 2010

Cramer's Oil-Spill Misery Stocks

: Cramer thinks the Gulf oil spill is bad news for retail stocks such as

Tiffany

(TIF) - Get Report

and

Polo Ralph Lauren

(RL) - Get Report

. In a

June 24 blog post,

he wrote: "Retail is especially vulnerable here because you can't quantify the misery that the spill is creating to the American psyche." The

Cramer's Oil-Spill Misery Stocks

portfolio includes

Home Depot

(HD) - Get Report

and

Bed Bath & Beyond

(BBBY) - Get Report

.

RELATED LINKS:

>>"Fast Money" Portfolios of the Week

>>4 Stocks That Could Get a Lift From a Rising Yuan

>>Top World Cup Stock Picks

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(Editor's note: At the time of publication, Cramer owned Apple and Home Depot for his Action Alerts PLUS charitable trust.)

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