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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday February 10.

CEO Interview: Jeff Jordan, OpenTable (NASDAQ:OPEN), eBay (NASDAQ:EBAY)

It is time to stop worrying and to learn to love high-flying turbo growth stocks. OpenTable (OPEN) has risen 350% since its IPO in 2009, and 28% since Cramer highlighted it in December. The company reported a "stellar thing of beauty" quarter with an earnings beat of 11 cents and 16.4% revenue growth. The stock rose 6 cents after the earnings report. OpenTable makes money from a one-time fee it charges clients, a subscription and a fee per diner. The company now has 20,000 restaurants in the program, up 62% year over year and up 31% from the prior quarter. Even though the stock has risen significantly, the story is still in its early innings, since only 9% of all reservations are made through OpenTable.

Cramer says CEO Jeff Jordan is "the real deal" and has managed the company through its initial build in metropolitan areas through to its national and international growth. When asked about possible competition, Jordan replied the company has been in operation for 12 years and has built up a reputation and loyalty among its clients. In addition, OpenTable's management team is strong and the infrastructure is developed. Jordan compares OpenTable's story to that of PayPal and eBay (EBAY). Cramer is "enthused" about OpenTable's "terrific story."

CFO Fran Shammo, Verizon (NYSE:VZ), AT&T (NYSE:T)

"It's iPhone day for Verizon (VZ)." Even before the iPhone hype, Cramer thought Verizon was a terrific company with a 5.4% yield, but now that the company carries "the single hottest product on Earth," subscribers are going way up, and revenue per subscriber will grow substantially, since the average revenue per smartphone is triple that of a regular cell phone. Verizon is paying AT&T (T) customers to hand in their handsets and switch to Verizon. CFO Fran Shammo says this incentive is still in the early phases, but is showing promise. The stock has rallied 37% since July when Cramer got behind it and is up 13% since Cramer interviewed the CEO in October.

Shammo says online sales are strong and customers are lining up around the corner at Verizon stores. He predicts 8-12 million new iPhones will be sold by Verizon with 4-8% revenue growth and 5-7% EPS growth. Cramer asked if Verizon's network could be overstrained, but Shammo replied that since the company prepared for this event for a year, the network should be fine. A target of 50% penetration for smartphones by the end of 2011 is "doable" according to Shammo and with the increase in cash flow, management will encourage the Board to agree to another dividend increase. Cramer called Verizon "the growth stock with the biggest yield I know...The rollout is bigger than expected and I think it sounds like a blowout. Verizon is going to $40."

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Source: Cramer's Mad Money - No Reservations About OpenTable (2/10/11)