In the second portfolio, were Cisco ( CSCO), Ford ( F), Garmin ( GRMN), Oracle ( ORCL) and Schlumberger ( SLB). Cramer said, "Cisco and Oracle are too much the same." He recommended selling Oracle and bringing in a pharmaceutical company, such as Johnson & Johnson ( JNJ). In the third portfolio, top holdings included eBay ( EBAY), Starbucks, International Paper ( IP), Regions Financial ( RF) and Blackstone Group ( BX). Cramer said Regions and Blackstone were too similar and recommended selling Regions and buying Johnson & Johnson.
No Huddle Offense
"Don't ever say this market doesn't give you chances to get in at terrific prices," Cramer said. "Prices you may not even deserve." Among the stocks he cited were Yelp ( YELP), 3M ( MMM), United Technologies ( UTX), Boeing, Expedia ( EXPE), Perrigo ( PRGO) and Visa ( V). To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here.-- Written by Carla Baranaukas in New York.