Almost on cue, Cramer provided this list on his website. I didn't see Friday's show, but I know he's on vacation and it was a packaged rerun--a greatest hits, of sorts. Here's the link:
http://www.thestreet.com/_yahoo/fund...FREE&cm_ite=NA
For me personally, here's some of what I hold and the latest opinion that I can remember he gave. If I misstate any of his positions, it is solely my fault and not intended to cast a good or bad light on Cramer. We don't learn about his ability as a stock picker if we don't analyze correct data.
EMC--he liked it but has now cooled on it. I think it was up about 7% from when he was more bullish.
EP--he thinks they have their act together now, and it's up about 10% from where he said he was bullish.
KFX--he didn't like it a few weeks ago and then seemed to be more lukewarm last time he was asked. I think it's up about 12% from when he didn't like it and 7% from when he was less adamant.
HDI--He's not liked it since the company reported bad numbers and fell about 8% in a day (maybe a bit more). I bought it before the report and didn't sell it as I should have (I've since adopted the Investor Business Daily rules as my own), but it has steadily crept back up. He gave the "get out" around 45.50 and it's back up about 10% since then.
AIG is the one in the portfolio I can say I bought because of his recommendation--at least it was because of it that I looked at it and decided to buy. It's up 13% since I did so.
C--I owned it before his show started, and it's been flat for the most part, but Cramer almost always mentions it in a good light.
FRO--Cramer is down on all the tanker stocks, and may be right. This one rose from his last "not for me" by about 8% on a couple of good days this week while he was gone. Overall, it's been pretty flat for me since I bought it in April, mainly for the great dividend. If the dividend can't hold, though, the stock will plummet, I think.
PG--pretty much the same as C, although I swapped out of WMT to buy it a month or so ago, and it's actually gone down some. I don't "double down" anymore, but I am thinking of adding to this position, as I took Cramer's advice and nibbled at the stock rather than committing the whole portion that I wanted to buy at once.
PGH--Cramer has natural gas trusts that he likes better, and those may be doing better, but PGH is up 11% since I bought it, and most of that gain is after I heard Cramer say he wasn't a buyer.
LU--I've been in Lucent for years (a major reason I'm taking IBD's rules to heart) but actually bought some more around 3 late last year. Cramer likes it still, but doesn't understand why it's stuck. Me either.
That's about it for what I'm holding. As you can see, I've got mixed results--his advice sometimes works and sometimes doesn't. I keep in mind the old axiom "You can't kiss all the pretty girls" and when Cramer says he likes something better than the stock I have interest in, that could mean that he's looking at something that would give better returns.