Enter multiple symbols separated by commas

Are You Diversified?

Between an oil driller, mineral company, shipping company, retailer/hedge fund and a railroad company, Cramer could argue that there’s too much transport in this portfolio. However, Union Pacific is not the same as a bulk shipping company, he says, so it’s different enough from Genco. “I would say that you are diversified. I wouldn’t change a thing."

Cramer says Solectron and EMC are too similar, and he would sell the former. Also, luckily for Mike, Cramer’s now endorsing Grey Wolf as a driller. He also has a “terrific” minerals company in Northgate, although Cramer personally likes Lundin Mining more. “Sell the SLR and buy a defense company – they’re all for sale,” Cramer recommends.

Jim’s charitable trust owns Sears Holdings and Union Pacific.

Questions? Comments? madmoney@cnbc.com

Contact Mad Money

  • Showtimes

    Monday - Friday 6p ET
    Saturday 8a, 1p, 7p SYD
    Sunday 12a, 1a, 8a, 7p SYD
    New Zealand
    Saturday 10a, 3p, 9p NZ
    Sunday 2a, 3a, 10a, 9p NZ
  • Jim Cramer

    Jim Cramer is host of CNBC's "Mad Money" and co-anchor of the 9 a.m. ET hour of CNBC's "Squawk on the Street."

Mad Money Features

Mad Money Moments

Cramer's New Book