Am I Diversified?Cramer spoke with callers to see if their portfolios have what it takes. The first caller's portfolio included Procter & Gamble ( PG), Caterpillar ( CAT), Wal-Mart ( WMT), Waste Management ( WM) and Skyworks Solutions ( SWKS). Cramer said this portfolio was perfect and well played. The second caller's top holdings included Chesapeake Energy ( CHK), Cliffs Natural ( CLF), Dryships ( DRYS), Diana Shipping ( DSX) and JDS Uniphase ( JDSU). Cramer said this portfolio had two of a kind with Dryships and Diana. He advised selling Dryships in favor of a health care stock. The third caller had Apple ( AAPL), AT&T ( T), Duke Energy ( DUK), Freeport McMoRan ( FCX) and Pfizer ( PFE) as their top five stocks. Cramer said this portfolio was also perfectly diversified.
Lightning RoundCramer was bullish on Bucyrus International ( BUCY), Southern Peru Copper ( PCU), Boise ( BZ), Temple-Inland ( TIN) and International Paper ( IP). He was bearish on Manitowoc ( MTW) and Pitney Bowes ( PBI). -- Written by Scott Rutt in Washington D.C. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.