AM I Diversified: Intuitive Surgical Inc. ( ISRG ), Precision Castparts Corp. ( PCP ), Google Inc. ( GOOG ), Cisco Systems Inc. ( CSCO ) and The Procter & Gamble Company ( PG ). Cramer said "hallelujah" and that he would buy every one of these stocks. Ford Motor Company ( F ), Hovnanian Enterprises Inc. ( HOV ), Celgene Corporation ( CELG ), E TRADE Financial Corporation ( ETFC ) and ValueClick Inc. ( VCLK ). This portfolio was called "perfectly diversified." The caller is in the house of pain though so keep CELG and VCLK and sell the others. JPMorgan Chase & Co. ( JPM ), Johnson & Johnson ( JNJ ), Exxon Mobile Corporation ( XOM ), Altria Group Inc. ( MO ) and Caterpillar Inc. ( CAT ). This was called a "picture perfect" portfolio. Yamana Gold Inc. ( AUY ), BPZ Resources Inc. ( BZP ), Triple-S Management Corp. ( GTS ), Intel Corporation ( INTC ) and NightHawk Radiology Holdings Inc. ( NHWK ). This portfolio was saluted as diversified. DIVERSIFIED VIDEO Mad Mail: A mailer asked about CEO Jim Bernhard from The Shaw Group Inc. ( SGR ). The CEO has been selling off millions and he was looking at a long term investment here with a pull back and it has pulled back, so he asked what an entry strategy may be good here? Cramer told us that their are times that a stock goes up so much there will be profit taking. He was mocked for recommending Foster-Wheeler Copper & Gold Inc. ( FCX ) but since the CEO was selling stock it is up 100 points.