NEW YORK (
TheStreet's Jim Cramer and "Mad Money" Research Director Nicole Urken were examing some growth stocks and how they might fit into investors' portfolios.
The first stock they looked at was
(MKTO - Get Report), which focuses on reaching out to potential clients via email marketing. The company is similar to
(ET), which was just acquired by
Cramer noted that Salesforce.com currently works with Marketo, but doesn't think the companies will continue to do business together because of the acquisition.
However, there could be value there for companies such as
(SAP) that might be looking to acquire an online marketing company.
(MDSO - Get Report)
is a company that focuses on using the cloud to help make biotech and health care companies more efficient. Instead of having to wait days to see the results of a current test, they can now see them as it is happening.
This helps dramatically improve the effectiveness and timeliness for a lot of companies. With many firms focusing on cutting costs and ratcheting up efficiency, this may be a good stock for investors to look at.
-- Written by Bret Kenwell in Petoskey, Mich.