The first caller had the following stocks: included Teva Pharmaceuticals (TEVA), Altria (MO), Walgreens (WAG), Home Depot (HD) and General Mills (GIS). Cramer told this caller to sell one of the two retailers HD or WAG and buy a financial stock. The second caller was long these stocks: Bank of America (BAC), ConEd (ED), General Dynamics (GD), General Motors (GM) and Verizon (VZ). Cramer said this portfolio was perfect. Join the fastest growing community of small cap investors at Stockhideout.com