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(Updates from 11:01 a.m. ET with closing information.)
NEW YORK ( TheStreet) -- Here's what Jim Cramer had to say on CNBC's "Squawk On The Street" Wednesday.
"Everybody's picking on the Web today," Cramer said of TripAdvisor (TRIP - Get Report). " AOL (AOL) is down, Zillow (Z) is down. Be careful, the group is consolidating. It's just run too much. TRIP ended Wednesday trading down 4.6% to $52.49.
By contrast, WebMD (WBMD - Get Report) is an example of an Internet company that hasn't had its run. Investors are leaving Internet companies that have soared and going into ones that haven't, such as this one, he said. WBMD jumped 9.5% to $27.94.Travelers (TRV - Get Report) has been "one of the monster stocks on the Dow," Cramer said. "It's done a remarkable job and it goes ... higher." TRV rose 1.5% to $87.28. Asked about valuation issues at Yahoo! (YHOO - Get Report), Cramer responded, "Has