Cramer had mentioned Aecom as another way to play the same industry as McDermott. Unfortunately, that’s two-of-a-kind. It’s tough to throw away Aecom, but McDermott is better, he says. He would pick up a financial like Goldman Sachs in Aecom’s place.
This portfolio is overloaded, Cramer says. He would sell Idearc and either Vodafone or Qwest and get into a financial or a healthcare company.