Cramer's Mad Money - Yelp Vs. Twitter (2/6/14)

by: Miriam Metzinger

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday February 6.

Yelp (NYSE:YELP) vs. Twitter (NYSE:TWTR)

Yelp (YELP) is rising on accelerated revenue growth, while Twitter (TWTR) is floundering, because its key metric, monthly average users, is declining. Yelp rose 19% and Twitter sank 24%. Twitter has to do something quickly to generate more users, or the decline will become a new trend for the company. Yelp, on the other hand, reported 72% revenue growth and gross margins are strong. Yelp could easily go from $89 to $100, and Cramer is glad he was behind the stock even when it sank.

Green Mountain Coffee Roasters (NASDAQ:GMCR), Coca-Cola (NYSE:KO), American Airlines (NASDAQ:AAL), AOL (NYSE:AOL), Facebook (NASDAQ:FB), The Walt Disney Company (NYSE:DIS), Linn Energy (LINE), Marathon Petroleum (NYSE:MPC), Phillips-Van Heusen (NYSE:PVH), Microsoft (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Akamai (NASDAQ:AKAM)

The Dow rose 188 points on Thursday. Coca-Cola (KO) announced it is buying a 10% stake in Green Mountain Coffee Roasters (GMCR) to produce a cold soda maker. American Airlines (AAL) might be facing cancellations due to the weather, but the airlines are still strong. AOL (AOL) has re-invented itself and has strong revenues. Facebook (FB) has years of growth ahead. Disney (DIS) is acquiring content providers. Marathon Petroleum (MPC) continues to bring out value, as well as Linn Energy (LINE), which acquired an oil company. Cramer thinks LINE is not finished going up. Phillips-Van Heusen (PVH) is also a good example of a company that grows through acquisitions. Cramer thinks Microsoft (MSFT) and Apple (AAPL) need to use their cash to buy a company.

Cramer took a call:

Akamai (AKAM) has risen, but there are still buyers. "I like the stock."

CEO Interview: Dustan McCoy, Brunswick (NYSE:BC)

Brunswick (BC), producer of boat and bowling products, reported a decent quarter at a weak moment for the markets last week. BC beat earnings by 2 cents and reported higher than expected revenues at 8.6%. Even though guidance was conservative and it was a down day, the stock rose $2, but has declined since. Cramer recommended BC two years ago, and it has increased 97% since. CEO Dustan McCoy discussed the strength of boating and bowling, and says the business in Europe is improving. Much of the high-end growth in boating is led by clubs and bowling leagues.


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