The first caller's portfolio had the following stocks: Raytheon (RTN), Merck (MRK), Anheuser-Busch (BUD), Apple (AAPL) and Schlumberger (SLB). Cramer liked this portfolio for the most part, but suggested the investors sell Anheuser and buy Molson Coors (TAP). The second caller held these stocks: Apple Computer (AAPL), Google Inc. (GOOG), Pfizer (PFE), Wal-Mart (WMT) and Allied Waste (AW). Cramer told this viewer to buy Schering-Plough (SGP) over Pfizer (PFE) and said sell Google and buy an energy company like El Paso (EP). The third caller's portfolio included: Apple (AAPL), ConocoPhillips (COP), Mastercard (MA), Foster Wheeler (FWLT) and EMC (EMC) in his portfolio. Cramer said this portfolio had two tech stocks. He said sell EMC and buy a healthcare stock.
What is the man doing? Can you tell what he wants you to do? Sell Google?
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jim Cramers advise on calls portfolio being diversified
