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.