Kass by preference goes long and short. Kass gets more grief from being noted for his short selling. And being a trader, randomness is often part of the game. Cramer does not trade. His portfolio is long only, and are longer term investments. But Kass also holds longer term. He manages a hedge fund and has longer term holdings as well, but will also trade around those holdings. You have to monitor the market minute by minute to trade along with Kass.