Then there's Yelp, with its spectacular revenue growth over the past two years, growth that has propelled its shares to a permanent position on the 52-week high list. Cramer said all three of these companies deserve their success because they represent the holy trinity of social, mobile and cloud computing, the three things for which investors are salivating.
More of Cramer's Team
Continuing with his fantasy stock portfolio honoring the start of football season, Cramer offered up his picks for wide receivers, defense and kicker.
Amazon has a long-term track record second to none, he said, and has long-term ambitions. Netflix may be expensive by any metric but its "cult" status continues to propel its shares higher. EOG may not be as sexy as the other two but its exposure to America's oil shale makes it a big winner.On defense, Cramer went, not with a defense stock, but UnitedHealth Group (UNH - Get Report), the health care provider that can flourish even if the overall economy isn't working. Finally, as his kicker, Cramer said Celgene (CELG - Get Report) made the cut. This drug maker has a robust pipeline and makes every shot at FDA approval count while also being able to easily shake off any shots that miss the mark.
Lightning RoundIn the Lightning Round, Cramer was bullish on ServiceSource International (SREV), Rockwood Holdings (ROC) and Chevron (CVX). Cramer was bearish on Annaly Capital (NLY), Baytex Energy Trust (BTE), ExOne (XONE), Public Storage (PSA), Dole Food (DOLE) and Exxon Mobil (XOM).
Executive Decision: Moshe GavrielovIn the "Executive Decision" segment, Cramer sat down with Moshe Gavrielov, president and CEO of Xilinx (XLNX - Get Report), the programmable logic chipmaker that's seen its shares rise 22% since Cramer last spoke with Gavrielov on March 6. Xilinx currently commands 50% market share for its chips. XLNX is another Action Alerts PLUS holding. Gavrielov was upbeat on Xilinx' outlook, saying the current uptick in business is being driven by his company's strong product portfolio and the expansion of wireless technologies in China. He said Xilinx foresees a lot more growth. One of the areas Gavrielov is excited about is the next generation of autos that will include smarter assistive technologies to improve safety. He said things like lane assist and assistive braking will be rolling out in Europe and Japan first, followed by the U.S. shortly thereafter. Xilinx is also a big player in the smartphone revolution, helping devices deliver smooth video to consumers. Gavrielov said Xilinx technology is behind many of the carriers' transition to advanced LTE that can support video and other stream technologies. Cramer said Xilinx is a company that's doing a lot of things right. With 2014 shaping up to be a big year for the company, he remains a buyer.
Am I Diversified?In the "Am I Diversified?" segment, Cramer spoke with callers and responded to tweets sent via Twitter to @JimCramer to see if investors' portfolios have what it takes for today's markets. The first portfolio included: Under Armour (UA), Cogent Communications (CCOI), Home Depot (HD), IMAX (IMAX) and Berkshire Hathaway (BRK.B). Cramer said this portfolio was "just perfect" in terms of diversification. The second portfolio's top holdings included: UnitedHealth Group, Home Depot, Starbucks (SBUX), Apple and Adobe Systems (ADBE). Cramer said this portfolio needs a stock like Boeing (BA) to replace Apple, which is too similar to its tech counterpart, Adobe. The third portfolio had: SiriusXM Radio (SIRI), Qualcomm (QCOM), WhiteWave Foods (WWAV), MetLife (MET) and Blackstone Group (BX) as its top five stocks. Cramer said that he considers MetLife and Blackstone to be different enough to bless this portfolio as diversified. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC
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