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