Date updated:06-15-2008
This portfolio gives Jim Cramer’s recent take on the Top 10 Most Searched Stocks on TheStreet.com from the prior trading day.

-
WMT
Wal Mart Stores - $57.90
- -3.06%
- $58.69
Although Cramer is not a big fan of retail, he did offer 2 stocks in the below post you should play if you have to play retail. “Remember the big retail rally not that long ago? That, like the tech rally, now feels like a total short-squeeze. Exhibit A in the short-squeeze theory is Liz Claiborne (LIZ), which last month rallied on a really crummy quarter. This heavily shorted name drew tons of buyers, a real head scratcher, but here it is now at its 52-week low. Many thought that JCPenney (JCP) had reached a bottom and that things going forward would get better. Oops! The stock acts terribly as does its partner, Ralph Lauren (RL), which also had a good run after its last quarter. Costco (COST) and BJ's (BJ), both with excellent quarters under their belts are being hammered and so, for that matter, is Wal-Mart (WMT ) and Target (TGT). The latter, I think, is two to three dollars too high on a relative basis and I would sell or short it here. In fact the only ones I would buy are Costco and Wal-Mart because value is supreme here and portfolio managers have to own something in retail. These are the two best choices. Just to be clear, I despise this group. I hate it almost as much as the financials. I even sold my last couple hundred shares of Sears (SHLD) today because I just don't believe it can get through this period without being cut in half, although I do believe it can survive this period. But managers do need to own a retailer, now you know which ones they will buy.”

-
MON
Monsanto Company - $75.48
- -9.34%
- $80.01
From a recent Mad Money show: "I'm concerned. ... stock had a phenomenal run ... concerned you'd be coming in at a level that is too high ... if oil goes under 130, you'll be able to buy Monsanto in the 120s."

-
FCX
Freeport Mcmoran - $43.71
- -2.56%
- $42.72
From a recent Mad Money show: "The most pro shareholder management in the mineral business ... below 115, you got a real gift."

-
SNE
Sony Cp Adr - $26.46
- -5.47%
- $27.55
From a recent Mad Money show: "Not as bad as it used to be ... really a game play. ... Sony's good ... recommended it in the low 40s. I put it in the Don't Buy camp."

-
CSIQ
Canadian Solar In - $14.98
- -1.32%
- $13.26
From a recent Mad Money show: "I've been recommending First Solar (FSLR). It's a good speculative play." But Cramer says wind stocks and natural gas are his preferred energy plays.

-
COH
Coach Inc - $20.39
- -5.38%
- $20.05
From a recent Mad Money show: "A timing stock. ... problem with the last quarter was a Japanese inventory issue. ... Now moved up 8 straight points. ... Wait till it goes lower." Cramer prefers Costco (COST).

-
CSX
C S X Cp - $47.72
- +0.04%
- $45.51
From a recent Mad Money show: "I praise CEO Michael Ward. This is one of the finest railroads out there. But I can't recommend the stock because of the hedge funds trying to remove him. They make me sick."

-
RBS
Royal Bank Ads - $2.63
- -20.30%
- $2.76
From a recent Mad Money show: "I have to tell you, I wouldn't touch this one with a 10-foot pole. There is nothing there and I do not want to own Royal Bank."
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A. imagine a situations where the demand
for commodities falls more than the
dollar depreciating.
The Glossary of Economics Terms defines
deflation as occurring "when prices
are declining over time. This is the
opposite of inflation; when the
inflation rate (by some measure) is
negative, the economy is in a
deflationary period."
The article Why Does Money Have Value?
explains that inflation occurs when
money becomes relatively less valuable
than goods. Then deflation is simply the
opposite, that over time money is
becoming relatively more valuable than
the other goods in the economy.
A. small trading before thrusday
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