The first caller’s stock portfolio had the following stocks: Agrium (AGU), Potash (POT), Apple (AAPL), Caterpillar (CAT) and Sohu.com (SOHU). Cramer said this portfolio has too much exposure to agriculture with POT and AGU. He said sell Agrium and pick up a healthcare or defense stock. The second caller had these stocks: JC Penney (JCP), Dow Chemical (DOW), Disney (DIS), EnerSys (ENS) and Foster Wheeler (FWLT). Cramer called this portfolio is diversified. The third caller had the following equities: McDonald’s (MCD), Transocean (RIG), Waste Management (WMI), CVS Caremark (CVS) and Caterpillar (CAT). Cramer liked this portfolio and called it “the best of them all.”
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