It's time to get out of Akamai (AKAM Quote - Cramer on AKAM - Stock Picks) and into F5 (FFIV Quote - Cramer on FFIV - Stock Picks), Jim Cramer said Thursday on CNBC's Stop Trading! segment.
Cramer said Akamai has been "unstoppable" of late with its hold on the fast-growing streaming video business. But at 63 times earnings, he believes the stock has limited upside. Cramer said F5 traffics in a similar business but trades at only 26 times earnings estimates. "It's time to jump off the Akamai horse," Cramer said, and buy F5. Cramer also loves the oil service companies, particularly Input/Output (IO Quote - Cramer on IO - Stock Picks), up 8% Thursday, and Baker Hughes (BHI Quote - Cramer on BHI - Stock Picks). The drillers, he explained, are "en fuego." Cramer believes the market should rise sharply for the rest of Thursday into Friday. He cited options expiration-driven action in big names like Exxon (XOM Quote - Cramer on XOM - Stock Picks) and AIG (AIG Quote - Cramer on AIG - Stock Picks). "Bears, look out," Cramer said.Sponsored by:



