Cisco Systems ( CSCO): "I was on the fence on Cisco but I listened to the conference call of Jabil Circuit ( JBL) and I think Cisco is doing better. I want to own it at $17.50." Cyberonics ( CYBX): "I've been a huge backer of this company. I think it's a great speculative investment." Hershey Foods ( HSY): "I think that the price of chocolate is coming down and Hershey has become a go-to name on weakness. I also like McCormick ( MKC)." Suncor Energy ( SU): "I'm going to say hold but don't sell. That's not one of my favorites. I like ConocoPhillips ( COP) or Statoil. Freeport-McMoRan ( FCX): "Any time that yield hits 4% you're going to hear me say to pull the trigger and buy." Digital Domain Media ( DDMG): "That is OK for young investors. It's certainly not a blue-chip company." SandRidge Energy ( SD): "This one is built on the idea that oil is going higher, not lower. It's hard to own right here but I wouldn't sell it."
Am I Diversified?
In the "Am I Diversified" segment, Cramer spoke with callers and responded to tweets sent via Twitter to @JimCramer to see if investors' portfolios have what it takes for today's markets. The first portfolio included: B&G Foods ( BGS), Perrigo ( PRGO), Spectra Energy Partners ( SEP), TAL Internationall ( TAL) and Brookfield Infrastructure ( BIP). "Bingo," Cramer said. This portfolio is perfectly diversified. The second portfolio's top holdings included: Caterpillar ( CAT), Chesapeake Energy ( CHK), Cliff's Natural Resources ( CLF), Aloca ( AA) and Magna Int'l ( MGA). Cramer suggested selling Cliff's Natural in favor of adding a health-care stock like Eli Lily ( LLY). The third portfolio had: American Capital Agency ( AGNC), ConEd ( ED), MarkWest Energy ( MWE), National Oilwell Varco ( NOV) and Westport Innovations ( WPRT) as its top five stocks. Cramer said this portfolio passed the test as long as MarkWest was considered as a master limited partnership. The fourth portfolio's top stocks were: Sherwin-Williams ( SHW), Clorox ( CLX), Berkshire Hathaway ( BRK.B), Brown-Forman ( BF.A) and Spectra Energy ( SE). Cramer was also bullish on this portfolio for being diversified.
In the "Mad Mail" viewer feedback segment, Cramer followed up on Smart Balance ( SMBL), a stock that stumped him in an earlier show. He said this healthy-food company would be a buy on any weakness. Cramer was less bullish on Shutterfly ( SFLY), a stock he called too rich and too risky selling at 58 times next year's earnings. He was equally bearish on Allscripts Healthcare Solutions ( MDRX), telling viewers they must wait two quarters after the company's horrible performance this quarter.