Jim Cramer took a lot of tine this week to discuss the latest earnings reports and what those financial statements mean for the markets. With the Dow off to the races, he offered several different names that he believes make good buys on the way up.
He also talked about
dividend "aristocrats," alternative energy stocks and uranium plays. And he took a look at the portfolio of the investor who replaced Warren Buffett as the second-richest man in the world.
Here are some the highlights from Jim over the last week (aggregated from "Mad Money" and his "Stop Trading!" Segment on
as well as his
Monday's "Mad Money" show
, Cramer pointed out that "we tend not to think of the U.S. Supreme Court as a way to make money, and that's usually right." However, on April 2, a Supreme Court decision against the U.S. Environmental Protection Agency has turned this whole theory around.
Thus, he offered viewers his portfolio of
because he feels that the move toward clean energy will result in investors making money top to bottom in the entire alternative energy section. The green day stock picks he gave throughout the week on the show include
As we all know, Jim has been waiting for a big deal to happen in the oil service patch. Despite the rig count rising sharply, we still haven't seen that deal to date. But that didn't stop Jim from giving us his
, because, as he pointed out in a Wednesday blog post on
, "Natural gas is high and oil's not going down. The
earnings -- despite the way-too-cautionary article I read in the
about the cohort -- should be way good. Hard to imagine we won't see a deal real soon in this group." Some of the names Cramer is watching are
Cramer continued to talk about buyout candidates this week. On his
, Cramer talked about potential takeover candidate
In recent weeks, Cramer has mentioned other cheap, cash-rich companies that are buyout candidates. These
include several different stocks in different
sectors, such as
On the April 11 episode of "Mad Money," Cramer mentioned that he liked another portfolio on Stockpickr called
. Reworking singer Shakira's theory, Cramer said, "Like hips, dividends don't lie."
"Owning stocks that consistently improve their dividend allow you to earn more and more money for no reason," said Cramer, who pointed out that in terms of speculation, these weren't high fliers but that owning them will definitely help an investor in a tough economy. Cramer gave us his own
, which include
Automatic Data Processing
Cramer came out this week praising the financial stocks. As he pointed out in a Wednesday blog post, "the re-evaluation of the financials continues. What's behind it this time? Sometimes what you have to do is look at the clients of these firms, the real clients. That's the giant funds that are on the buy side."
Cramer pointed out that these funds have a voracious appetite for product or paper. Thus, he concluded, "These
are all going much, much higher. They can generate the paper with
private equity or with the collapse of the established players in mortgage broking. They can mark it all up big. And they are selling at 10 times earnings." They include
Friday's "Mad Money" show
, Cramer told us he loves the cable companies and believes they could be in for a long-lived rally. He said the key is that they could double in valuations per subscriber from five years ago. He gave us his
, which include
Time Warner Cable
On that same "Mad Money" show last Friday, Cramer mentioned that uranium has gone through the roof. "Because of the nuclear power buildout, the price of uranium has skyrocketed."
He offered us his
to speculate on in the sector. He says that you can extract uranium from phosphate and that "the best way to profit off high uranium prices at this moment if you can take the heat of speculation comes from two fertilizer companies with a lot of phosphate." He said investors should consider these plays soon before Wall Street starts to price in the uranium factor. The plays include
Thursday's "Mad Money" show
Cramer took a look at Carlos Slim's portfolio, including
, now that Slim, who weighs in at $53 billion, has replaced Warren Buffett as the second-richest man in the world.
Cramer was full speed ahead in his Thursday night
. He was bullish on several stocks, including
, and bearish on such stocks as
( MOT) and
Vale do Rio Doce
At the time of publication, Altucher and/or his fund had no positions in stocks mentioned, although positions may change at any time.
James Altucher is a managing partner at Formula Capital, an alternative asset management firm that runs several quantitative-based hedge funds as well as a fund of hedge funds. He is also the author of
Trade Like a Hedge Fund
Trade Like Warren Buffett
. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Altucher appreciates your feedback;
to send him an email.
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