Cramer calls this “perfect diversification,” although he would swap out of Starwood and get into Wyndham , which is cheaper. Kohl’s is good, but JC Penney is better, and he prefers Time Warner or Discovery
Here’s the problem: Cisco and Nokia are both tech. Cramer would ring the register on Nokia and buy a healthcare company like Inverness Medical.
“You have a dynamite portfolio.” Cramer would swap WaMu for Bank of America in the interest of safety, but these holdings are the “essence of diversification.”
Even though NYX is the single most-hated stock Cramer has even seen, this portfolio is definitely diversified.
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