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Jim Cramer, using a football analogy, said on his "Mad Money" TV show Tuesday that investors must aim to "get offensive players on the field." These stocks are needed for their scoring ability, and they must also complement one another so that there is always "some pizzazz in your portfolio."
In Cramer's analogy, "wide receivers," considered the "speed demons" of the football team, are the fastest growers and biggest winners out there. They are generally the ones you see on the highlight reels, because they make the biggest plays for the offense.
Cramer's first pick of the wide receivers was
Research In Motion
. The company "almost always" beats the benchmarks, and Cramer believes it has momentum as a tech play. He related Research In Motion to Randy Moss of the New England Patriots, who had a huge day yesterday against the New York Jets.
Cramer also mentioned
, which is known for its consistent growth. Cramer likes that Apple attracts frequent media attention, although it may be overpricing its products. He compared Apple to Terrell Owens of the Dallas Cowboys, who "gets the touchdowns."
The third stock Cramer mentioned was
, a medical device play. Cramer said that no stock can move 100 points faster than Intuitive Surgical, which is tapping the international growth market. His NFL equivalent to the stock was Santana Moss of the Washington Redskins.
The final wide-receiver stock Cramer mentioned was
. Cramer believes that VMware is the "rookie of the year" for its strong bottom line. The stock can be thought of as the Calvin Johnson of the stock market because it dominates the field the way the Detroit Lions' rookie wide receiver does.
Cramer reminded that only one of these four stocks will "make the cut" on Friday's show.
yesterday's program, Cramer gave his portfolio picks for defensive linemen and quarterbacks. Today, in addition to the wide receiver, he discussed the need for a "tight end," a company that provides protection against downside risk along with upside potential.
Cramer's first pick for tight end was
. He likes the stock's 3.6% yield and that it has a wireless subscriber base of 1.7 million users. Cramer related the stock to burly Antonio Gates of the San Diego Chargers.
Cramer then offered
. Con Ed carries a 5.1% yield and is generally a "solid, consistent stock." He compared the company to Tony Gonzales, tight end for the Kansas City Chiefs.
The final tight end Cramer discussed was
Enterprise Products Partners
. Enterprise is a "bit of a sleeper" but carries a 4.65% yield. The NFL equivalent to Enterprise is Jason Witten of the Dallas Cowboys.
As with the receivers, Cramer reminded viewers that he will not be making his pick of the bunch until Friday's program. For now, viewers should do their homework on these stocks and not rush into pulling the trigger on any of them.
Into the Inverness
Inverness Medical Innovations
is a leader in rapid diagnostics and is becoming a "one-stop shop for diagnostics." It already has a joint venture with
Procter & Gamble
, but Cramer believes that Procter & Gamble or
Johnson & Johnson
may eventually buy Inverness. Cramer said that Inverness is not only a long-term play but "a triple buy."
Cramer, who owns Inverness for his charitable trust,
Action Alerts PLUS, said its shareholders will find out Wednesday if a $326.3 million acquisition of
will go through.
If the deal goes through, Cramer believes there could be some big gains for Inverness, whose shares have stood still lately. He likes "catalyst-driven stocks," and he said that Inverness is "already a great company." It is known for being smart about cost containment.
Also related to the medical field, Cramer mentioned
Medco Health Solutions
, which is up 30% since his recommendation last March. He also likes
, whose chairman and CEO was a
recent guest on the program.
Mail It In
In his "Mad Mail" segment, Cramer's first letter writer thanked him for last Friday's broadcast at USC's Marshall School of Business. Cramer said that he enjoyed his visit and hopes to return to USC one day.
Cramer's second writer asked if
will be buying out
RF Micro Devices
. Cramer said that this merger will be happening and that he likes Sirenza. However, he usually stays away from stocks related to cell-phone components.
The final letter inquired about
, which the viewer could not find recent positive reports about. Cramer told the viewer to look for current reports on Yahoo! Finance or TheStreet.com. He also told the viewer to "get out" of Verifone and said that he "blew it" in recommending the stock.
Cramer was bullish on
Eagle Bulk Shipping
Cramer was bearish on
New York Times
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At the time of publication, Cramer was long Inverness Medical.
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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