The first caller had the following stocks: Apple (AAPL), Goldman Sachs (GS), Petrobras (PBR), Visa (V) and Valero (VLO). Cramer said this portfolio had two pairs. He advised the caller to sell Visa and buy a drug stock and sell Valero for a food stock. The second caller was long these stocks: Deere & Co (DE), El Paso (EP), Quanta Services (PWR), Freeport McMoran (FCX) and Yamana Gold (AUY). Cramer explained that both Freeport and Yamana are too much of the same, so he said sell one and buy a defense stock. Chat and share ideas with the best small cap traders LIVE each day free at Stocknetworkonline.com