By Roberto Pedone

WINDERMERE, Fla. ( Stockpickr) -- According to Jim Cramer, the old playbook is obsolete. In a July 1 blog post, he said the market has thrown out a bunch of conventions in the last few months.

He explained that the market won't be seeing a big bump up from new money at the first of the quarter. Cramer said nobody is looking for a summer rally anymore. He pointed out that unlike last year, there was no end-of-the-quarter markup either.

Cramer also said we no longer expect to see anything positive out of Congress or from the president. The market has also lost any positive influence from the Fed. He said the Fed just keeps firing the same gun.

Cramer thinks the market will continue to trade lower to where the estimates for most companies are a given. Or investors will realize they have to be patient and wait for yields to get ridiculous an safe and the growth obvious for his CANDIES stocks.

Recently, Cramer found opportunity in his CANDIES stocks, safe haven stocks his "kid-friendly" basket of stocks. Here are some Cramer highlights from over the past week as aggregated from his "Mad Money" TV show, the "Stop Trading!" segment on CNBC and his RealMoney blog posts (these blog posts might require a RealMoney subscription).

Cramer's CANDIES Moment Stocks: Cramer thinks market-players should start looking to buy the CANDIES stocks, including Netflix ( NFLX) and Deckers Outdoor ( DECK). In a June 30 blog post, he wrote: "You buy these stocks into the weakness. You buy them with calls. You buy them now for the snapback that takes them to highs, as it has during all of these selloffs." The Cramer's CANDIES Moment Stocks portfolio includes Apple ( AAPL) and Salesforce.com ( CRM).

Cramer's Safe-Haven Stocks: Cramer sees only two safe havens in this market right now: the rails and master limited partnerships. On Tuesday's "Stop Trading!" segment, he told viewers that Norfolk Southern ( NSC) is down horribly today and now looks cheap. The Cramer's Safe-Haven Stocks portfolio includes Berkshire Hathaway ( BRK.B) and Kinder Morgan Energy Partners ( KMP).

Cramer's Kid-Friendly Stocks: Recently, Cramer made some changes to his "kid-friendly" basket of stocks that he originally created on June 19 of last year. On last Thursday's "Mad Money" TV show, he said he's dropping VF Corp. ( VFC), despite the stock's being up 26%, and he's adding Nike ( NKE). He pointed out that Nike is more recognizable to kids and has more growth. The Cramer's Kid-Friendly Stocks portfolio includes Walt Disney ( DIS) and McDonald's ( MCD).
Who Owns Nike?

Cramer's Damaged Stocks: Cramer thinks the damage is astounding in stocks such as Janus Capital Group ( JNS) and Tidewater ( TDW). In a June 28 blog post, he wrote: "We now have eight weeks of horrid bear market behavior, and from the looks of the charts the rollover hasn't yet run its course." The Cramer's Damaged Stocks portfolio includes Sears Holdings ( SHLD) and American Eagle Outfitters ( AEO).

Cramer's Obama Drag Stocks: Cramer believes that the Obama's agenda is dragging down stocks like Chesapeake Energy ( CHK) and Wal-Mart Stores ( WMT). In a June 28 blog post, he wrote: "You need to see Bank of America ( BAC), JPMorgan Chase ( JPM) and Wells Fargo ( WFC) tellers unionized, and the easiest way to do that is to ease the rules on the ability to have elections that go the unions' way. That's Card Check." The Cramer's Obama Drag Stocks portfolio includes Express Scripts ( ESRX) and Schlumberger ( SLB).
Who Owns JPMorgan?

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(Editor's note: At the time of publication, Cramer owned JPMorgan, Bank of America and Apple for his Action Alerts PLUS charitable trust.)

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