Thirty days ago, Jim Cramer made some recommendations on these five stocks, and now I will take a look at how they have performed since then. I approach each pick from a valuation standpoint and then make a determination as to whether Cramer made the right call. While his record in the recent past has been spotty, He is five for five here. Here is my analysis:

Health Care REIT Inc. (HCN): About a month ago, Jim Cramer recommended Health Care REIT. The stock was just coming off its 52 week low of $41.03 and has made three attempts at the $52 mark before retracing down to its lows, only to rise back to $50 where it stands today. This is a show of resilience in the face of uncertainty in the healthcare sector, if nothing else (see this article). There are two factors that are a little more certain pertaining to this stock. For one, the nation’s baby boomers are in the process of retiring, and increased demand for the company’s services is a certainty. The second factor is that the company invests in real estate, which is at an all time low, relatively speaking (prior to 2008, it generally only moved up in value). Some pessimists might take this as evidence to support their misguided premises, but I take it as evidence that the company is well-positioned for the future. Although the ageing of our population does pose significant problems in the near term, history shows that these types of problems only produce more significant solutions. To continue reading, click here