The first caller had the following stocks: Altria (MO), Dow Chemical (DOW), Alcoa (AA), Excelon (EXC) and McDonald’s (MCD). Cramer said this is a great portfolio and he owns Altria and McDonald’s for his charitable trust. The second caller had long positions in these stocks: IBM (IBM), Johnson & Johnson (JNJ), Bristol Myers-Squibb (BMY), Coca-Cola (KO) and Colgate-Palmolive (CL). Cramer said this portfolio is drug heavy. He said sell Bristol and buy a oil or financial company. The third caller held the following stocks: GrafTech (GTI), Merck (MRK), CVRD (RIO), Halliburton (HAL) and JP Morgan (JPM). Cramer said sell GTI and buy and industrial company like General Electric (GE). 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!