The first caller’s portfolio had the following stocks: Apple (AAPL), Disney (DIS), Emerson (EMR), Nike (NKE) and Blue Nile (NILE). Cramer said he doesn’t like Blue Nile, but the portfolio is diversified. The second had these stocks: included Ford (F), Johnson Controls (JCI), Eaton (ETN), Trinity Industries (TRIN) and Manitowoc (MTW). Cramer explained that Ford and Johnson Controls operate in the auto sector. He advised the caller to sell one and buy either a healthcare of defense stock. The third caller was invested in the following stocks: Apple (AAPL), Abbott Labs (ABT), Arch Coal (ACI), Morgan Stanley (MS) and John Deere (DE). Cramer called this portfolio, “crystal clear diversification.”
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