First up is Companhia Vale do Rio Doce. The Brazilian mining giant stands as Soros’ largest position at 16.15% of the portfolio. The company pays a yield of 1.47%. It has been paying dividends at least twice a year since 2002. It carries a P/E of 15.5, with a fairly high PEG of 17.8. Cramer's Take: Companhia Vale do Rio Doce: "It is still, along with Freeport (FCX)," which Cramer owns for his Action Alerts PLUS charitable trust, "and BHP (BHP), among the cheapest mineral stocks. ... I'm not going to sell it yet. It's just too darn cheap, too well-run" In a recent lighting round Cramer was bullish on Companhia Vale do Rio Doce

Next on the list is JetBlue Airways. The discount airliner comprises 4.74% of portfolio, which he recently increased by 52.6%. Cramer’s Take: In more than one lightning round, Cramer was bearish on JetBlue. He adds, “"JetBlue is another airline that's problematic. ... JetBlue is a distinctly bearish equation. If you need an airline, it's GOL.”

Next we visit QUALCOMM. San Diego’s communication company makes up 4.39% of Soros’ portfolio, which he increased by 57%. Cramer’s Take: Cree (CREE): "This proprietary semiconductor stuff, I am not going to endorse here. ... I would ring the register." Cramer recommended Qualcomm (QCOM) and Texas Instruments (TXN) instead. He said he is sick of Qualcomm's underpromising. Though a lightning round revealed he remains bullish on the stock.

Last on today's list is Halliburton. The Houston-based oil company accounts for 3.02% of the portfolio. Cramer’s Take: Cramer explains Halliburton current situation (HAL), “I am not denying pressure-pumping price pressure. I am just saying that the company's stock reflects the dramatic increase in pressure-pumping capacity that is driving rates down” Cramer says he’d buy Halliburton, as people are worried about a preannouncement, but given that it just announced the date of its earnings, I believe that the worries are overblown He doubts animosity against it saying, “If Halliburton's so bad -- like NYSE -- what's it doing going up a day after a big Goldman downgrade?

2.05% of portfolio

New Position: 1.66% of portfolio

Cramer's take: In a Lighning Round Cramer was bullish on CVS Caremark

1.41% of portfolio