Editor's Note: The following are questions received from viewers of "Mad Money," seen every day at 6 p.m. EDT on CNBC.
My research on EMC (EMC) suggests this is a good company, but the stock has been going down a lot lately. What do you like?-- Barbara from Indiana
James J. Cramer
: This is not my favorite stock in the group, but I maintain that the tech sector should outperform the broader market in the fourth quarter. Even so, if you want to play higher computer sales, I believe viewers will be better served holding
. I own shares of Intel in my charitable trust,
I own Atari (ATAR) , Adobe Systems (ADBE) - Get Adobe Inc. Report, VeriSign (VRSN) - Get VeriSign, Inc. Report, ActiVision (ATVI) - Get Activision Blizzard, Inc. Report and Qualcomm (QCOM) - Get Qualcomm Inc Report. Am I diversified?-- Luke from Michigan
James J. Cramer
: Unfortunately, you are the poster boy for
-diversification. While they're in different market niches, at the end of the day, these are five tech stocks. That said, Qualcomm is the best of breed here, but I believe someone with this lack of a mix should round out a formerly all-tech portfolio with a financial, an energy stock, a solid biotech/health care cost-container and maybe an industrial manufacturer.
At the time of publication, Cramer was long Intel.
James J. Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for
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