NVIDIA, SAP and BEA Systems are all tech, and the latter two overlap, Cramer said. He would cash in SAP and NVIDIA and pick up a healthcare stock like Inverness or Hologic and a defense like General Dynamics or Northrop Grumman .
Too much tech again. Trimble and Apple are two-of-a-kind, even if they specialize in different parts of the sector, Cramer said. He recommended selling the TRMB and adding a healthcare cost container.
Oil. Steel. Tech. Soft drink. Biotech/agriculture. This portfolio is the “best of the night,” Cramer said. His only advice would be to trim some off RIM ahead of its earnings, but to the rest: “Hallelujah!”