Mad Mail: 'Winterize' Your Portfolio With These Stocks
Hey Jim: I know the energy sector soared yesterday because of the Exxon Mobile deal with XTO Energy, but is it possible that this deal caused some pin action in the solar sector, specifically JA Solar Holdings ? What do you think? –Joe in Hauppauge, N.Y.
Cramer says: “No, absolutely wrong, no. And don’t even mention solar within the confines of XTO, which was up more than 4,400% [over the last 15 years]. You stick with natural gas. Honestly, I’d rather see you in Chesapeake, OK? And you know that’s not necessarily my favorite. I like Devon.”
Jim: If you'd be kind enough, please look at Monster Worldwide. It has already hinted that we are slowly turning the job market back to an even keel, but don't you think that once we start gaining jobs, this company has nothing but more business to gain? Let me know your thoughts Jim! –Mike from Queens, N.Y.
Cramer says: “I’d rather see you in Hot Jobs with Yahoo!. I think [CEO] Carol Bartz is making a major change at Yahoo!. I am telling you I like Yahoo! the stock more than [Monster Worldwide]. As a matter of fact, I think you should buy Yahoo!.”
Booyah Jim: I was thinking about the inclement weather we are set to have this year and what some of the country is already experiencing. I wondered what this mean for companies like CSX, which ship salt or snow blowers, or even Honeywell International for heaters that will be working overtime. I believe companies like Lowe's , Home Depot or Hess might best benefit from the winter blast. What do you think? –Ted
Cramer says: “Home Depot and Lowe’s are the way to play it. The other stuff is way too attenuated. Don’t even go there. By the way, Walmart does very well, too, when you look at that kind of stuff. So, Home Depot, Lowe’s and Walmart if you think you’re going to get that kind of winter.”
Cramer's charitable trust owns Home Depot and Honeywell International.
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