Date updated:11-12-2009
This portfolio has stocks that don't fit into the most common sectors

-
HTZ
Hertz Global Hold - $9.78
- -1.11%
- $9.75
this is a rental car company - both Cramer and Jon Najarian recommended it at about the same time

-
CRM
Salesforce.com In - $62.56
- -0.03%
- $62.07
this is sales force and it does cloud computing - basically it allows companies to run programs and store their info on CRM Network - it help reduce the cost of companies because they don't have to store the servers and don't have to maintain them

-
PAYX
Paychex - $31.05
- +0.32%
- $30.70
This is pay checks - Cramer likes it as a turn around play in the economy - really will only turn around once employment turns around

-
NFLX
Netflix - $59.97
- -0.48%
- $59.57
this is Net Flix ; has gotten new deal with play station 3 ; already has a deal with XBOX ; in 2010 could have a deal with Wii ; the biggest catalyst is this stock can not be stopped - also it just broke a major resistance level - 40/share has been historic resistance - every time it got up to this level - it sold off - it just now broke through this level - long term price target is 74/share

-
WU
Western Union Com - $18.83
- -2.33%
- $19.21
This is Western Union - over 50% of business deals with ROW ; but just started building relationships with Banks - one big bank that they just made a deal with is USB - and they are trying to get into other banks ; they also have a new service where you can do pre pay ; these two things could together be a big enough catalyst to buy this stock
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A. The only one I own : SLX,
too hard pick a winner out all of them
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