Date updated:05-18-2008
This portfolio gives Jim Cramer’s recent take on the Top 10 Most Searched Stocks on TheStreet.com from the prior trading day.

-
YHOO
Yahoo! Inc. - $15.61
- -2.32%
- $15.81
In a recent post, Cramer warned that Carl Icahn should not be taken lightly by Yahoo. “Yahoo! (YHOO), be prepared to get pantsed. Carl Icahn has spent much of his life working just on the kind of situations that CEO Jerry Yang just engineered -- a situation where entrenched management doesn't own a lot of stock but doesn't want to lose its job and is willing to screw all of the other shareholders. I have believed from the beginning that Yahoo! did not deal in good faith with Steve Ballmer of Microsoft (MSFT). I believe that every time Ballmer tried to reach a deal, Yang went higher. He wasn't a seller because he believed he owned the company. Now Icahn has put together a slate that I think can be a winner. I think he knows that you can buy the stock at $23-$25 and flip it to Microsoft after the election. I think he is right. And I think he will have the support of a lot of shareholders, new and old alike, who feel like they've got a great opportunity or they have been wronged. I imagine that Capital World, which just disclosed a big holding, isn't a Yang supporter. The day this deal broke down, the stock should have broken to $22. It didn't, I believe, because Icahn saw this kind of hubris and wanted to get to work. I predicted it immediately on "Squawk Box" and on video because Icahn lives for these situations. Icahn's a pro, Yang's an amateur. Any weakness down to $25-$26 and this is a buy. Why not here? Time value of money -- this is going to take some time, and if the deal ultimately gets done at $33-$34, you are going to have a long time waiting, and the spread needs to be bigger.”

-
DBD
Diebold Inc - $26.41
- -1.71%
- $26.68
From a recent Mad Money show: "You have to sell. Once we get a bid, we take it off the table and start looking for the next one. Sell that one Monday morning."

-
HBI
Hanesbrands Inc. - $24.62
- 0.00%
- $N/A
From a recent Mad Money show: "That's a remarkable turn-around company. I think it's a good company."

-
POT
Potash Cp Saskatc - $113.17
- -0.54%
- $112.04
From a recent Mad Money show: "Potash is not just about renewable energy; they're about getting more out of an acre of land. I'm not backing down from this one."

-
GVA
Granite Construc - $30.25
- -2.42%
- $30.84
From a recent Mad Money show: "You sell that sucker. It's had a little spike here. You ring the register and sell."

-
RHT
Red Hat Inc - $27.87
- 0.00%
- $N/A
From a recent Mad Money show: "Oh boy. I have never called this one well. It's on my restricted list. I have never been right on this one. I'm not going to give you an opinion."

-
FTE
France Telecom Ad - $26.15
- -1.10%
- $26.00
From a recent Mad Money show: "I don't think you can go wrong with that one. I'd hold onto it."

-
CPST
Capstone Turbine - $1.34
- +3.88%
- $1.28
From a recent Mad Money show: "This one is an interesting speculation. It's gone up a lot, but I like it."
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A. Long term investment considerations: 20%
in OIH ETF; 10% in GDX ETF and 10% in
GDXJ (Van Eck Jr Gold Mining) ETF . . .
If your grandparents were thoughtful
enough to provide you with funds to
become actively involved in the
trading/investing world, communicate
with them on a regular basis in order to
compare their point of view/insight with
other reliable sources . . . including
those reflected on Online School @
http://www.onlineschools.org/2009/10/22/
100-best-blogs-for-future-investors/
and ValueWiki @
http://blog.valuewiki.com/2007/02/26/top
-100-finance-blogs/
Be open/flexible, resourceful, and
pursue due diligence (research). Best of
luck.
A. The only one I own : SLX,
too hard pick a winner out all of them
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