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Jan.04
6:24 PM ET
Friday, 4 Jan 2008
Game Plan: Piggybacking to Profits
Posted By:Tom Brennan

There’s no shame in piggybacking a top investor’s success, as far as Cramer’s concerned. So for this week’s Game Plan he highlighted the holdings of CGM Focus Fund’s Ken Heebner.

Cramer doesn’t usually recommend mutual funds on Mad Money. He’s a firm believer in individual stocks for those with the time to do proper homework. But Heebner’s success is astonishing: up 80% in 2007 and 53% and 47% in 2000 and 2001, respectively, which were two tough years in the market. That’s why CGM Focus Fund was Cramer’s top mutual fund pick in Stay Mad for Life.

So Cramer researched Heebner’s holdings from his latest two filings to find out which stocks the money manager likes long term and which he doesn’t. It turns out that, like Cramer, Heebner is bullish on oil, metals and mining, infrastructure, agriculture and Research in Motion [RIMM  Loading...      ()   ].

Mad Money host Jim Cramer has a game plan to make you some mad $$$.

Heebner’s fund owns Posco [PKX  Loading...      ()   ] and Mittal Steel [MT  Loading...      ()   ] in metals, and a slew of companies in the mining sector. CVRD [RIO  Loading...      ()   ], Rio Tinto [RTP  Loading...      ()   ], BHP Billiton [BHP  Loading...      ()   ] and Freeport-McMoRan [FCX  Loading...      ()   ] were all in the portfolio.

Canadian energy stocks Canadian Natural Resources [CNQ  Loading...      ()   ] and Suncor [SU  Loading...      ()   ] also had a presence, as did Brazil’s Petroleo Brasileiro [PBR  Loading...      ()   ]. Apparently, Heebner doubled his stake in China’s CNOOC [CEO  Loading...      ()   ] not too long ago as well.

Infrastructure stocks McDermott [MDR  Loading...      ()   ], Foster Wheeler [FWLT  Loading...      ()   ] and Flour [FLR  Loading...      ()   ] were there, and so were ag names like Potash [POT  Loading...      ()   ] and Mosaic [MOS  Loading...      ()   ]. Heebner was even bullish on the Russian mobile phone business, with holdings in Vimpel Communications [VIP  Loading...