Cramer said these are just a few stocks that can transcend the macro economies and reward shareholders for years to come.
In the "Executive Decision" segment, Cramer spoke with Paul Palmieri, co-founder, president and CEO of Millennial Media (MM - Get Report), an advertising company at the forefront of the Internet's migration to mobile devices.
Palmieri said consumers' transition from desktop to mobile is not necessarily a problem for companies like Millennial that are uniquely mobile. He said that, overall, click-thru rates on mobile ads are higher than their desktop counterparts and advertisers are willing to pay more for them.
Among the differences between desktop and mobile, however, are that on mobile users are likely to begin a transaction from within an app, rather than via a search box. Thus companies like Yelp (YELP) are able to deliver very precise ads within their own vertical. Since mobile only serves one ad per page, compared to 15 or 16 on a desktop browser, those mobile ads are far more effective.When asked about Apple's new iPhone, Palmieri said he's excited for a few reasons. First, he said the larger screen means ads can get taller and will be easier to read and click on. Second, 4G speeds mean richer ads with more animations and video. Finally, Apple's Passbook app allows advertisers to "close the loop" and see exactly how many sales are coming from their mobile ad efforts. Cramer said Millennial remains at the forefront of a great business and he continues to like the stock.