The first caller had the following stocks: Costco (COST), Raytheon (RTN), Joy Global (JOYG), Proctor & Gamble (PG), and Chesapeake Energy (CHK). Cramer said this portfolio was diversified. The next caller was long: Alcoa (AA), Apple (AAPL), Harley Davidson (HOG), Ford (F) , and Solarfun (SOLF). Cramer told this investors to sell Ford and buy Raytheon (RTN). Join the fastest growing community of small cap investors at Stockhideout.com