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"Today, we saw everything up," said Jim Cramer on his "Mad Money" TV show Friday.
Cramer said that oil, tech, infrastructure, retail and brokers did well as a whole, and that he's even "warming up to the homebuilders." His pick of that bunch is
Sports and stocks have much in common, said Cramer, adding that an analysis of both requires "the exact same skill set."
Cramer welcomed football legend -- and investor -- Joe Theismann onto the program. Keeping up with this week's Fantasy Football drafts, Cramer had the ex-Redskins quarterback pick his championship players on the field and on the Street.
According to Theismann, the "franchise player" of a stock portfolio -- as equated to Colts QB and Super Bowl MVP Peyton Manning -- is
. Theismann said that Monsanto has diversified investments, pays a 1% dividend and has opportunity to grow. Cramer agreed that it could be best of breed and has a solid foundation.
Philly Eagles' QB Donovan McNabb, or the "comeback player," is
. Theismann likes the company's management and that it's building eight new roller coasters. Cramer partially agreed, citing past weather problems for the company.
The "sleeper player" of the portfolio whom no one is paying attention to is Lions' QB Jon Kitna, or
. Theismann believes that it will have "deep pockets" from mortgage profits.
Considered the "speculative player" of the portfolio, Giants' running back Brandon Jacobs is
, which has to prove itself, said Theismann. Cramer called this a fiber-optics YouTube play.
New England Patriots' Randy Moss is the streaky player who sizzles at times -- like
. Cramer likes its management and said that "in the fall, it's right."
As defense is also important in a portfolio, Theismann likes
, the Baltimore Ravens of the market. Cramer said the stock is always there "on bad days."
Cramer liked the portfolio, though he was concerned that both Level 3, whose debt was up recently, and Six Flags "have questionable balance sheets."
The Emerson Edge
As this was a "big, big week for the markets," many of the stocks Cramer was recently considering are now out of his price range. However,
, stayed put and remains in range:
Emerson is "all over the board" in terms of what it does, as it makes everything from appliances and farm equipment to computer hardware and software. It is a real "rest of worlder" because it does a lot of overseas business. But it is not a "stock for all seasons," Cramer said.
Procter & Gamble
, the play if the Fed doesn't cut rates fast enough, Emerson is a "great dividend stock."
It is one of the only stocks that has raised its dividend every year for the past 50 years. Emerson is what you want to own if the
cuts interest rates as expected.
After doing a two-for-one split last year, Emerson is now up 180% from its low of $33.50 seven years ago. It's now priced at $48 with a 2.2% yield, and Cramer likes it.
Emerson and P&G are the "two best in show for the
," he said.
In his "Game Plan" segment, Cramer said that the market needs to see some weakness before the Fed will cut interest rates. He's thinking of the 7 million people who will lose their homes without a Fed move.
Additionally, he believes that consumer spending will wane. First in his plan is
Dollar Tree Stores
, a company selling lower-cost goods. It should report a good quarter Wednesday, he said.
On concerns about the mortgage business, Cramer said that
, reporting Thursday, is in a field that is "too politicized" for him to have 100% conviction.
Cramer also told viewers to avoid
. Warren Buffett has sold his stake in the company, due to post earnings on Thursday, and Cramer does not see any good news forthcoming.
Shifting over to the tech sector, Cramer likes
, calling it a "best buy for next week" ahead of upgrades. It could go to $30, he said, adding that he also likes
, which he owns for his charitable trust,
Action Alerts PLUS.
Cramer told viewers to keep an eye on
, the "one $4 stock he's liking." He prefers Sycamore to
Finally, he still likes
, which he owns for his trust.
The overall future of Sears, which will be closing underperforming stores, looks good, he said. He sees Sears going to $170 and possibly as high as $195 "if the Fed does the right thing."
Trust CEO Eddie Lampert, he said.
Responding to an email, Cramer said that he liked
at $5. He considers SUNW "a sleeper" and said the changing of its ticket symbol to JAVA doesn't matter.
Next, Cramer said that real estate brokerage
wasn't his China play. Go with
, he said.
Finally, Cramer said that
is a "little $3 speculative stock" that he needs more information about.
Cramer was bullish on
Inverness Medical Innovations
Research In Motion
Cramer was bearish on
Whole Foods Market
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At the time of publication, Cramer was long Goldman Sachs, Hewlett-Packard, Sears Holdings, Inverness Medical Innovations, Transocean and XTO Energy.
Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of TheStreet.com or its affiliates, or CNBC, NBC UNIVERSAL or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither TheStreet.com, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or TheStreet.com is related to the specific opinions expressed by him on "Mad Money."
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