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NEW YORK (
) -- "With the NFL football season starting tomorrow, it's time to pick our fantasy stock portfolio," Jim Cramer announced to the viewers of his
TV show Wednesday.
Donning his "Mad Money" football helmet, Cramer said picking a diversified portfolio is a lot like picking the best players for each position you need for a football team.
For his running backs, Cramer chose
, a stock which he owns for his charitable trust,
Action Alerts PLUS, and
. He said these stocks are the work horses of this portfolio.
At quarterback, Cramer said he wanted someone with many skills, and that's
. This company provides a railroad and an insurance company, along with pipelines, steel and a host of other industries.
, another Action Alerts PLUS name, was drafted for Cramer's wide receiver spot, as he reiterated his $300 price target on the stock. Also in at wide receiver,
Medco Health Solutions
For his defense, Cramer chose the
SPDR Gold Shares
ETF, for now through October 1st, then the
iShares Silver Trust
for the remainder of the season.
Finally, as his all-star kicker, Cramer picked
, another Action Alerts PLUS favorite.
Cramer said with a portfolio as diverse and as talented at this one, investors will enjoy a great football season.
Natural Gas Play
In an exclusive "Executive Decision" segment, Cramer spoke with John Sherman, president and CEO of
, the country's fourth largest distributor of propane gas and a master limited partnership currently yielding 7.8%.
Sherman said while he still likes the propane business, Inergy's recent acquisition of Tres Palacios Gas in Texas creates an opportunity to take the company to a new level. He said the acquisition not only puts Inergy on the map for the natural gas business, it also makes them the largest storage provider of natural gas in the country.
When asked whether this acquisition adds additional risk to the company, Sherman said the storage business is 100% fee based, just like Inergy's propane business, and is agnostic to the price of the commodity. He said Inergy plans to grow and develop the Tres Palacios assets for at least the next 20 to 30 years.
Sherman also noted that the acquisition also gives Inergy a competitive advantage over other players given the location of the Tres Palacios storage facilities. He said they sit right between the gas shale fields, with their huge reserves, and the high demand markets of the Northeast and Texas. He said it also gives Inergy exposure to Florida and the Midwest markets as well as several power generation markets.
Cramer said with a 7.8% yield, Inergy is a must own stock, especially given its recent decline as a result of the company's secondary offering that will help it pay for the Tres Palacios deal.
Am I Diversified?
Cramer spoke with callers to see if their portfolios have what it takes. The first caller's portfolio included:
Bank of America
EV Energy Partners
Cramer said Copano and EV Energy Partners are two energy companies. He recommended selling Copano in favor of a food stock.
The second caller's top holdings included
Cramer said this caller has done some great work and has a great portfolio.
The third caller had
as their top five stocks.
Cramer said this portfolio can't have both Intel and Microsoft. He advised selling Microsoft and picking up an industrial company.
The fourth caller's top stocks were
Cramer said this portfolio was also terrific.
In this segment, Cramer told a viewer that the stock of
is under a lot of pressure as the government sells its stake. But he said the stock is trading below book value and will see $5 a share once that selling is done.
Cramer told another viewer that he's not bullish on Chinese auto stocks, and would only recommend
, or the upcoming IPO of General Motors. When asked about platinum and copper stocks, Cramer said he's not a fan of platinum, but
remains his favorite gold and copper play.
Finally, when asked about
, Cramer said he's still bullish on the company for its long term LED light bulb exposure and would not be a seller on the short term weakness in LED TV's.
Cramer was bullish on
Kinder Morgan Energy Partners
He was bearish on
--Written by Scott Rutt in Washington, D.C.
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At the time of publication, Cramer was long ConocoPhillips, Nucor, Apple, General Mills.
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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