The first caller’s portfolio included the following stocks: Altria (NYSE:MO), Duke Energy (NYSE:DUK), Intel Corp. (NASDAQ:INTC), Bristol-Myers Squibb Co. (NYSE:BMY) and ATP Oil & Gas Corporation (NASDAQ:ATPG). Cramer said this portfolio has great diversification. The second caller’s top stocks were as follows:  AT&T Inc. (T), Conagra Foods Inc. (NYSE:CAG), Chevron Corp. (NYSE:CVX), Johnson & Johnson (NYSE:JNJ) and Pfizer Inc. (NYSE:PFE). Cramer said Johnson & Johnson and Pfizer are two of a kind. He recommended adding an industrial stock to this portfolio like Emerson Electric Co. (NYSE:EMR) or Nucor Corporation (NYSE:NUE). The third caller was long these names: CPFL Energia S.A. (ADR)(NYSE:CPL), Altria (NYSE:MO), Southern Company (NYSE:SO), Macerich Company (NYSE:MAC) and General Mills Inc. (NYSE:GIS). Cramer said Southern and CPFL were in the same sector, and this portfolio was short of a health care 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!