The first caller had these stocks in his portfolio: Eaton (ETN), Johnson Controls (JCI), Petrohawk (HK), Trinity Industries (TRN) and Genentech (DNA). Cramer said that Eaton, Johnson Controls and Trinity are three of a kind in the industrial space. He said buy a defense stock and a consumer stock. He also said to sell Genentech off the takeover bid. The second caller was long these stocks: Caterpillar (CAT), Covance (CVT), Transocean (RIG), Whirlpool (WHR) and Masco (MAS). Cramer said this portfolio has too much in housing appliances with Whirlpool and Masco. He said sell Whirlpool and replace it with a food or beverage stock. The third caller’s portfolio included: Boeing (BA), Johnson & Johnson (JNJ), Safeway (SWY), Duke Energy (DUK) and Spectra Energy (SP). Cramer said Duke and Spectra are two of a kind.  He suggested swapping Safeway in favor of Kroger (KR). He also said sell Boeing because of their labor problems. The final caller’s portfolio included: AK Steel (AKS), Schlumberger (SLB), McDonald’s (MCD), Coca-Cola (KO) and Apache (APA). Cramer said Schlumberger and Apache are both oil plays. He said sell Schlumberger and buy a defense stock. Get the scoop on tomorrow’s hottest trade ideas – TODAY! BeaconEquity.com PREMIER PICKS have an amazing track record. Join this select group and ride the profit wave!