Cramer's Mad Money - Twitter May Be Hotter Than Facebook (11/5/13)

by: Miriam Metzinger

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Tuesday November 5.

Be Prudent About Twitter (NYSE:TWTR). Other stocks mentioned: Red Robin (NASDAQ:RRGB), Starbucks (NASDAQ:SBUX), SBA Communications (NASDAQ:SBAC), Facebook (NASDAQ:FB), Alcatel-Lucent (ALU), Lions Gate (LGF), Michael Kors (NYSE:KORS)

The Dow fell 21 points on Tuesday, but there is still plenty of growth in the market. Red Robn (RRGB) reported a fantastic quarter, and Starbucks (SBUX) jumped. Michael Kors (KORS) reported a 49% increase in revenues as well as a 23% increase in same store sales. SBA Communications (SBAC) is performing well and demonstrating demand for towers. Cramer urged caution with the Twitter (TWTR) IPO. He is concerned it might be hotter than the Facebook (FB) IPO, and worse, retail investors might be left out and pressured to buy it too high. Cramer would not buy Twitter above a $20 billion market cap or at $28 a share.

Cramer took some calls;

Alcatel Lucent (ALU) is fixing its balance sheet; "I'm not backing away."

Lions Gate (LGF): Cramer wants to wait until after earnings to decide whether to buy or sell.

CEO Interview: Dr. Ron Cohen, Acorda Therapeutics (NASDAQ:ACOR)

Acorda Therapetuics (ACOR) is only up 31% for the year, which is meager compared to many other biotechs, but it is performing well as a company. It is down 16% since July, but reported a 16 cent earnings beat on revenues lower than expected. Cramer doesn't care as much about the revenues as he does about the rich pipeline. Its MS drug is being tested to see if it can have multiple applications to restore the ability to walk for stroke and cerebral palsy patients. ACOR is developing a nasal spray treatment for epilepsy and is working on treatments for spinal cord injuries.

CEO Interview: Dr. Leonard Schleifer, Regeneron (NASDAQ:REGN)

Regeneron (REGN) reported a 52 cent earnings beat on revenues that rose 39.6%. Even though the numbers were spectacular, there are worries on the street that its macular degeneration drug could face competition. However, sales for Eyelea are strong, and REGN is looking for new applications for eye problems with diabetics. The stock has risen 65% since January and has been one of the most successful Mad Money picks. Eyelea is starting to launch in Europe, where it should see strong sales. REGN is working on a drug to control cholesterol and a treatment that will have applications for both asthma and eczema. "I'm still excited by Regeneron, even at $300 a share," said Cramer.


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