The first caller had the following stocks: General Mills (GIS), Boeing (BA), Darden Restaurants (DRI), AT&T (T) and IBM (IBM). Cramer called this portfolio perfect. The second caller was long these stocks: Vivo (VIV), Dr Reddy’s (RDY), Tata Motors (TTM), Coca Cola (KO) and Motorola (MOT). Cramer said Vivo and Motorola are in the same sector. He advised the caller to sell one and buy a defense contractor or large conglomerate. Chat and share ideas with the best small cap traders LIVE each day free at Stocknetworkonline.com