Cramer's Stop Trading! Salesforce Is the Corporate Facebook (5/20/11)

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Includes: ARO, CRM, FCX, GLD, GMCR, GPS, SODA, VFC
by: Miriam Metzinger

Stocks discussed on Jim Cramer's Stop Trading! TV Segment, Friday May 20.

SodaStream (NASDAQ:SODA), Gap (NYSE:GPS), Salesforce.com (NYSE:CRM), Goldshares ETF (NYSEARCA:GLD), Freeport-McMoRan (NYSE:FCX), Green Mountain Coffee Roasters (CMCR), Aeropostale (NYSE:ARO), VFCorp (NYSE:VFC)

Cramer reiterated his bullish comments about SodaStream (SODA) and thinks it is the next Kuerig, a revolutionary product from Green Mountain Roastes (NASDAQ:GMCR).

Gap (GPS) and Aeropostale (ARO) are "terrible executors," but one should not conclude retail is doing badly. Cramer thinks VF Corp (VFC) is down unfairly, given falling cotton prices, and could be bought at its current level.

Salesforce (CRM) is "the corporate Facebook," and has dramatically accelerating revenue growth of $2 billion, a level not usually reached by mature companies. "I say if you want social media, think about corporate social media enterprise business," Cramer said.

With the dollar and the euro at a race to the bottom, Cramer thinks demand for gold will stay strong. The demand for gold in China is outstripping demand in India, and gold should be considered a currency rather than a commodity. Cramer would buy the Goldshares ETF (GLD).

Negative news from China about industrial production might be an indication that the Chinese government might be done tightening. The rise in Freeport-McMoRan's (FCX) stock price might be an indicator of an easing in Chinese interest rates.

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