Joel’s got two tech stocks in MEMC and Corning. Cramer would ring the register on MEMC and buy a defense stock.
“You are totally diversified. Nice work!”
Pfizer is Cramer’s least favorite drug stock, but more importantly, eBay and Microsoft are two-of-a-kind in tech. Cramer would sell the EBAY and buy a defense stock. “That would balance you well and then you’d be well on the way to the house of pleasure.”
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