Date updated:09-02-2008
This portfolio gives Jim Cramer’s recent take on the Top 10 Most Searched Stocks on TheStreet.com from the prior trading day.

-
CAT
Caterpillar Inc - $58.14
- +0.33%
- $58.96
"Is steel next to come down? This morning's commodity collapse is by no means limited to oil. We have everything from palm oil to platinum on the way down, and I have to believe that steel -- or at least the raw ingredients of steel -- can't be far away from a decline. I can't stress how important this all is for the heavy-equipment makers like Caterpillar (CAT) or Deere (DE) -- they started to react to it last week -- or even for the Whirlpools (WHR) of the world that need steel. Certainly for the carmakers and the aircraft makers -- I believe if Boeing (BA) takes it to the strikers, you might have even more of a trade coming. Steel pricing has bedeviled everything from commercial construction to the building of rigs for the oil companies. It has also been crimping the pipeline business. So many companies have had to raise prices because of steel that it is a leading cause of the remaining parts of inflation. Look for this to be the next big story. We know that Nucor's (NUE) stock price has forecast this decline. While the long term could see steel shortages now and then -- and we haven't had many Greenfield mills built in years -- you can tell when the pressure's beginning to subside. This is hugely bullish for everything that bends metal in the world, especially companies like heavy-equipment makers."

-
GOOG
Google Inc. - $582.35
- +2.17%
- $576.41
From a recent Mad Money show: "Google does down every day and that's wrong. I don't believe it'll stay here long at all. It'll be back to $500 in no time."

-
GOOG
Google Inc. - $582.35
- +2.17%
- $576.41
From a recent Mad Money show: "Google does down every day and that's wrong. I don't believe it'll stay here long at all. It'll be back to $500 in no time."

-
CMI
Cummins Inc - $46.79
- +0.62%
- $47.43
From a recent Mad Money show: "Cummins has the cleanest engine; that's all you need to know. They have the best technology. You have to stick with them. "

-
CSCO
Cisco Systems - $23.90
- +1.88%
- $23.67
From a recent Mad Money show: "I bought some for my charitable trust. They've got growth and a buyback. I like it."

-
BTU
Peabody Energy Co - $45.25
- -0.31%
- $46.18
From a recent Mad Money show: "I don't want to down that stock," he said. "This is a huge short. Shift to solar and wind."

-
ENS
Enersys - $24.01
- +0.92%
- $24.15
From a recent Mad Money show: "Even if oil goes to $70, I'm sticking with it. Batteries are the future and I like it."

-
T
At&t Inc. - $26.78
- +2.92%
- $26.38
From a recent Mad Money show: "How can this stock be as bad as it is? I think ATT is a buy here. I am not going to back away from this one 50 cents from its low."
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A. I hope you are right. I've owned that
turkey for over two years, and I'm still
waiting for a bounce. Even though it
pays a generous dividend, it reported
negative earnings over a billion for the
latest quarter.
A. The only one I own : SLX,
too hard pick a winner out all of them
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