Take a deep breath, look into Cramer’s eyes, and let him suggest to you the power of the diversified portfolio.
Cramer doesn’t care for Southwest, he said. If forced to own an airline, he’d go with United parent UAL. He’s a believer in Wachovia and Nastech, which is his speculative pick of the year. But Cramer said he would sell eBay to balance out this portfolio, even though he thinks it’s a great stock with takeover potential. Mike should pick up a defense contractor instead.