The first caller’s portfolio included the following stocks:  US Bancorp (NYSE:USB), Berkshire Hathaway Inc. (NYSE:BRK.B), Exxon Mobil Corporation (NYSE:XOM), Procter & Gamble Company (NYSE:PG) and Walgreen Company (NYSE:WAG). Cramer said this portfolio was fabulous and well played. The second caller’s top stocks included these names: Bank of America Corporation (NYSE:BAC), Bristol Myers Squibb Company (NYSE:BMY), Johnson & Johnson (NYSE:JNJ), Accenture Plc (NYSE:ACN) and Verizon Communications Inc. (NYSE:VZ). Cramer said he would sell Johnson & Johnson and buy an industrial stock to make this portfolio diversified. The third caller was long these stocks: Oracle Corporation (NASDAQ:ORCL), eBay Inc. (NASDAQ:EBAY), JA Solar Holdings Co., Ltd. (ADR)(NYSE:JASO), Sinclair Broadcasting Group Inc. (NASDAQ:SBGI) and Diana Shipping Inc. (NYSE:DSX).  Cramer said with JA Solar, Sinclair and Diana this portfolio is too speculative. 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!