Cramer's Bulllish Stocks In A Bear Market Portfolio - Stockpickr! Your Source for Stock Ideas

Cramer's Bulllish Stocks In A Bear Market

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Created by barrons2

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Date updated:01-17-2008

"Need to find some bull markets within the bear maw. The stocks that work in a deflationary environment are those that make stuff that gets bought no matter what and that don't have outrageous raw costs. The fact that GIS/BUD can stabilize shows that we are struggling to a recession consensus that can only help things while everything else in finance goes kerflooey."

KO
Coca Cola Co The
$56.13
+0.57%
$56.06

Here's what I am watching, though: Coke (KO), MO (MO) and the DRG. As soon as everyone knows we are in a recession, then these will be bought again. I pick those because they have the least inflationary pressures.

People owning KO also tend to own: AA AIG IBM INTC JNJ JPM MSFT

TheStreet.com Rating: B What is this?

MO
Altria Group Inc
$18.97
-0.52%
$19.23

People owning MO also tend to own: AA ALL APC BUD COP CVX DOW

TheStreet.com Rating: C What is this?

AGN
Allergan Inc
$60.06
-0.38%
$60.56

Allergan (AGN) holds up and Schering-Plough's (SGP) trying to bottom; good signs, again.

People owning AGN also tend to own: ALK BA BK C CA CMCSA ERIE

TheStreet.com Rating: B What is this?

SGP
Sgp
$0.00
N/A
$N/A

Allergan (AGN) holds up and Schering-Plough's (SGP) trying to bottom; good signs, again.

People owning SGP also tend to own: AMGN APA BAC C COP CVX DOW

TheStreet.com Rating: C+ What is this?

GIS
Gen Mills Inc
$66.95
-0.33%
$67.43

I am also watching General Mills (GIS) because it has a good yield but has high inflationary costs. If it can hold, that again shows that you can play some defense while we wait out the bear.

People owning GIS also tend to own: CAR COF COP DOW FRN HD HPQ

TheStreet.com Rating: B+ What is this?

BUD
Anh Bsch Inb Sa A
$48.64
+0.66%
$47.68

And I am watching BUD (BUD) to see the potential worth of SAB Miller as it becomes unstuck from Altria.

People owning BUD also tend to own: AA ADP AVP BAC BRK-B CSCO CX

TheStreet.com Rating: C What is this?

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