The first caller’s portfolio had these stocks: Veolia (VE), PICO Holdings (PICO), Ormat Technologies (ORA), IDEXX Laboratories (IDXX) and General Electric (GE). Cramer said this portfolio was complicated, but diversified. The second caller was long the following names: Petroleo Brasileiro (PBR), Philip Morris International (PM), IBM (IBM), NYSE Euronext (NYX) and Genzyme (GENZ). Cramer called this portfolio terrific. The third caller held positions in these stocks: Citigroup (C), ConEd (ED), AT&T (T), Waste Management (WMI) and HCP (HPC). Cramer said that HCP is a problem stock, but this portfolio is diversified. Join the fastest growing community of small cap investors at Stockhideout.com

Bullish
Agnico-Eagle Mines (AEM), Eldorado Gold (EGO), PPG Industries (PPG), Coca-Cola (KO), Alnylam Pharmaceuticals (ALNY), Taiwan Semiconductor (TSM), Xilinx (XLNX), United States Steel (X) and Nucor (NUE).
Bearish
Northern Dynasty Minerals (NAK), Dow Chemical (DOW) and Sigma Designs (SIGM). Get the scoop on tomorrow’s hottest trade ideas – TODAY! BeaconEquity.com PREMIER PICKS have an amazing track record. Join this select group and ride the profit wave!

“The Dow’s 74-point pullback on Wednesday was no surprise, as investors took the chance to pocket some of their gains,” Jim Cramer said on Wednesday’s “Stop Trading!” segment. Cramer told viewers to take some profits in Apple (AAPL) and Google (GOOG), because to not do so would be irresponsible since both of these names have run a lot. He said Hershey (HSY) is a better buy than Deere (DE) right now. Cramer thinks HSY’s earnings estimates are too low, and the company could raise its guidance. Deere, on the other hand, has earnings estimates that are too high, and will most likely have to lower their guidance. Finally, Cramer said Allscripts (MDRX) is his play on Obama’s attempts to reform health care. Join the fastest growing community of small cap investors at Stockhideout.com

“Dividends might be the best indicator of a company’s strength in this market,” Cramer said on Tuesday’s “Mad Money” TV show. He told viewers the only stocks investors should trust are those which have raised their dividends, or which likely to do so in the future. Cramer recommended Procter & Gamble (PG) as his next pick in his series of dividend raisers. He said PG is down almost 20 points from its highs, but the company has raised its dividend for 52 consecutive years. He thinks that is little doubt it won’t raise its dividend for 2009. Cramer said PG isn’t a stock he usually likes this late in the economic cycle, but he prefers the stock for one big reason, and that is the weakening dollar. Now that the dollar is falling, PG should do well because 61% of its sales come from outside the U.S. Cramer also likes PG for a play on lower commodity costs. The company has passed 75% of its costs onto consumers and won’t rescind those increases just because oil is down. The stock trades at 11 times earnings, while the rest of its competitors trade at around 14. Cramer thinks the stock could run up 23% from current levels. Get the scoop on tomorrow’s hottest trade ideas – TODAY! BeaconEquity.com PREMIER PICKS have an amazing track record. Join this select group and ride the profit wave!

In the “Off the Charts” segment, Cramer took a look at the charts of 3M (MMM) and Honeywell (HON) with RealMoney.com commentator Rick Bensignor. Recently, Bensignor said to sell 3M and buy Honeywell based off their respective chart patterns. He mentioned that HON is forming a double bottom pattern, which could mean a move to the upside is coming. Plus, the chart for HON is showing a cross in the MACD indicator, another bullish pattern. For 3M, Bensignor said the sellers are overwhelming the buyers and the MACD hasn’t crossed, which could mean the stock is going to fall more in the near future. Considering the fundamentals, Cramer said he would buy both stocks. Cramer holds 3M in his charitable trust and he called the company a lean, mean restructured machine that is ready to catch up to its competitors. 3M just raised its dividend in February and is trading at 9 times earnings, vs. Honeywell’s 11 times earnings. Cramer explained that the real reason to like 3M is for its overseas exposure given the weakening dollar. Around 63% of 3M’s sales come from abroad, so a weak dollar will translate into better earnings, which should get the stock moving higher. Join the fastest growing community of small cap investors at Stockhideout.com

Bullish
Rio Tinto (RTP), McDonald’s (MCD), NYSE Group (NYX), Nordic American Tanker (NAT), Union Pacific (UNP) and BP (BP).
Bearish
Trinity Industries (TRN), Kraft Foods (KFT), Cbeyond (CBEY), Goodrich (GR), Chicago Mercantile Exchange , Dryships (DRYS), BB&T Corp (BBT), Manulife Financial (MFC) and World Wrestling Entertainment (WWE). Get the scoop on tomorrow’s hottest trade ideas – TODAY!  BeaconEquity.com PREMIER PICKS have an amazing track record.  Join this select group and ride the profit wave!

“The government is going to crack down on naked shorting,” Cramer said on Tuesday’s CNBC “Stop Trading” segment. “I think the SEC understands this game and is putting an end to it,” he said. Cramer mentioned that Sears Holdings (SHLD) and General Electric (GE) are the two most heavily naked shorted stocks. Moving on to financials, Cramer said he likes Capital One (COF) more than American Express (AXP). He thinks COF has its losses under control, and he likes the stock at current prices. Cramer doesn’t recommended shorting stocks, but he said he would not own AXP. There were market rumors today that Allergan (AGN) will be bought out by GlaxoSmithKline (GSK). Cramer told viewers to sell half of there Allergan position here and let the rest run. Join the fastest growing community of small cap investors at Stockhideout.com