Date updated:05-04-2008
This portfolio gives Jim Cramer’s recent take on the Top 10 Most Searched Stocks on TheStreet.com from the prior trading day.

-
PG
Procter & Gamble - $53.71
- 0.00%
- $53.23
In a recent post, Cramer didn’t hold back in his praise for the 2 companies. “It's tough not to be a Pollyanna after talking to Bill Johnson, the CEO of Heinz (HNZ ), and after reading the Procter & Gamble (PG) quarterly transcript. Both of these companies have had to deal with hundreds and hundreds of millions of dollars of raw cost increases, and both have not only come through with flying colors but are more profitable than I bet even they thought they could be. PG is amazing. Almost every business was up much more than people thought possible, with divisions like razors and hair care (shampoo) so strong that you would think that suddenly a large part of the populace has decided to start shaving and shampooing for the first time. Innovations, like the Fusion blade, have produced remarkable returns in a short time, as Fusion is yet another billion-dollar brand that didn't exist a couple of years ago. Most impressive? The price increases have held everywhere, even though times are tougher. One of the reasons is that it is harder than ever to trade down, because the knockoff companies have the same raw cost inputs and can't make it any cheaper. The other is that PG has created a value-added machine. The public, worldwide, believes that PG's products are better, and there is enough proprietary technology in their products to make me agree. Of course, they have the advertising budget to make you think that, but nobody in this industry believes that anyone makes anything better than PG. Heinz used to be one of the most boring non-innovative companies on the planet. Last year, it introduced 200 new products and is getting double-digit growth worldwide, with more than 20% growth from emerging markets. Yet it sells at 17 times earnings. This one is better than Wrigley (WWY) ever was and is cheaper with a fantastic brand name. Its stock has been stagnant even if management has produced huge value. Neither of these stocks is expensive. Both have put through enough price increases that I have to believe if we had a month where ethanol was "suspended" you would be seeing profit margins go through the roof. In the meantime, they are playing as if they are in the penalty box despite the great earnings. (Some of it is currency, so if you think the dollar is about to get strong, it could offset some of the win -- but not all -- that would come from lower input costs.) The short-selling consensus was that PG couldn't possibly make the number with all of that plastic they have to buy and all of the ingredients that have anything to do with oil. The consensus couldn't have been more wrong. And now the stock has a lot of room to run.”

-
POT
Potash Corp. Of S - $116.39
- 0.00%
- $117.60
From a recent Mad Money show: "Everyone wants to sell these stocks, but I believe we're still in the early stages of fertilizer shortages. I want to buy the fertilizer stocks."

-
CMO
Capstead Mortgage - $12.51
- 0.00%
- $12.20
From a recent Mad Money show: "I used to like these companies but they use too much leverage and I don't think the system is going to give it to them anymore. I want you to ring the register."

-
CGV
Cgg Veritas - $19.03
- 0.00%
- $18.93
From a recent Mad Money show: "You're messing with some difficult technology there. Why not go right to king Halliburton (HAL)? HAL is going to $50. Back up the truck."

-
V
Visa Inc. - $66.81
- 0.00%
- $66.40
From a recent Mad Money show: "I like Mastercard (MA) more than Visa. If you want to hear a company in charge of their destiny, listen to the Mastercard conference call."

-
COP
Conocophillips - $47.93
- 0.00%
- $48.00
From a recent Mad Money show: "I think Conoco is, and remains, a great integrated oil play. 2008 is the year of natural gas. I want to keep buying until natural gas goes to $16."

-
LZB
La-z-boy Inc. - $2.18
- 0.00%
- $2.19
From a recent Mad Money show: "That's easy: sell, sell, sell. I have no furniture companies that I'd ever recommend on this show."

-
WFR
Memc Electronic M - $20.10
- 0.00%
- $20.99
From a recent Mad Money show: "This is in the sell block. It continues to disappoint. It's not the technology that I like. I like First Solar (FSLR)."
- Top Professional Portfolios
- 1. Navellier & Associ...
- 2. Highbridge Statistical...
- 3. Joel Greenblatt
- 4. Amana Trust Growth - A...
- 5. Fidelity International...
- show all
- Top Do-It-Yourself Portfolios
- » agtest1
- » Joy
- » tsamanuli Portfolio 1
- » brueckenc Portfolio 1
- » HMH1
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
By Stockpickr Staff Posted on July 2, 2009 Developments in the stem cell world are starting to get very interesting. On Tuesday, General Electric (GE) signed an exc...
By Rebecca Corvino Posted on July 2, 2009 Every day, Stockpickr members are creating and sharing stock ideas with each other through various platforms. If you're not al...
By Rebecca Corvino Posted at 12:30 p.m. EDT on July 2, 2009 Making Thursday's headlines and sending stocks lower were reports that June saw the loss of 467,000 more job...
By Stockpickr Staff Posted on July 2, 2009 Some investors assume that at this time of year, it's the summer doldrums for the stock market. After all, as the saying goe...
A. The only one I own : SLX,
too hard pick a winner out all of them
Analyst Downgrades for July 1, 2009. Read more here. more
Here are the latest Activist or "13D" situations from the StreetInsider.com 13D Tracker page found at: http://www.13dtracker.blogspot.com/.... more
Here is a list of some of the biggest stocks that hit 52-week lows as of July 1, 2009. more








Comments not available