Preparing for a terrorist attack means getting your portfolio in order, too.
Today's apparent terrorist attack in London, the second in two weeks, rattled a few nerves. In response to listener email, James Cramer spent his
"RealMoney" radio show cobbling together a portfolio designed to withstand a terror attack.
In the category of surveillance companies, Cramer named
and the small-cap
In the biochemical-biothreat arena, he cited
( RAE) and
In IT security, he pointed to
Internet Security Systems
( ISSX) and
And in identity verification, Cramer rattled off
( WGII) and
Why these companies? They are all integral to our security, said Cramer. So until they come up with an exchange-traded fund based on homeland security stocks, you can use these names to create a basket on your own.
The first caller attempted to stump Cramer with
. But Cramer recognized it as a company whose stock symbol is sometiems confused with chipmaker
That next caller tried to stump Cramer with
. Unfortunately, as Cramer pointed out, that company is in bankruptcy.
Cramer may have been tired from his big special last night, because four straight callers then stumped him with
Access Integrated Technologies
In a response to a question about
, Cramer said it's a very expensive stock, but he likes it.
On the other hand, Cramer said
is not expensive at all, plus it has a decent risk-reward ratio. "It's levered to
( MOT), so it should be doing very well," Cramer said.
"the best tech company out there, but maybe not the best stock because it sells at 33 times earnings." He suggested interested investors buy half before earnings and half after.
Cramer said today's big winner,
, should move up to $50 a share from around $42. He said eBay's quarter was reminiscent of the old days. "The stock has lost the cloud over its head," Cramer said.
Finally, Cramer said he's giving
one more quarter to prove itself before he unloads it. He has lost patience in the stock. "If it had a high dividend yield then I would put up with it, but it doesn't and business may be good but the stock has not shown it," Cramer said.
At the time of publication, Cramer was long Comcast, Intel and Motorola.
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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