Google (GOOG): Cramer noted Google is in a similar position. It dominates online search, commanding a 66% market share in the U.S. The company is also a major in mobile with its Android operating system and it has a mobile and social strategy, as well as YouTube, among its other opportunities.
Given that online advertising still represents only 10% of all advertising, Google clearly has lots of growth ahead of it. Google trades at only 11 times its expected 2015 earnings of $67 a share.