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TheStreet Open House

Jim Cramer's 'Mad Money' Recap: Social, Mobile, Cloud Are Buys

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NEW YORK (TheStreet) -- Investors looking for multi-year, game-changing stocks need look no further than anything that deals with social, mobile and the cloud, Jim Cramer told his "Mad Money" viewers Thursday, after what he called a terrific day for the stock market.

Cramer called out fantastic earnings from Facebook (FB) and Google (GOOG), a stock he owns for his charitable trust, Action Alerts PLUS, as the two most recent examples of how well this social cloud segment of the markets is working.

Unlike television, Facebook works best when people are on the go, Cramer noted, which is why advertisers are falling head over heels for it. Facebook more effectively connects advertisers with buyers and it doesn't matter whether companies need branding or direct marketing on a national or local level. Whatever the need, Facebook delivers, which is why shares soared 14% in today's session.

Google is another social and mobile star, with $5.4 billion in free cash flow, steadily growing revenue and the recently announced two-for-one stock split. That news was more than enough to send shares up 4%.

Cramer called out two more cloud players, ServiceNow (NOW) and Concur Technologies (CNQR), whose shares popped 14% and 17%, respectively, also on strong growth and earnings.

"This is their moment," Cramer concluded, and that moment will likely last for quite some time, giving investors continued gains.

Executive Decision: Steve Singh

For his "Executive Decision" segment, Cramer once again welcomed Steve Singh, chairman and CEO of Concur Technologies, a stock that's gained 35% since Cramer last recommended the stock in November, including a 17% rise today thanks to a nine-cents-a-share earnings beat on a 32% rise in revenue and strong guidance.

Singh was very upbeat on Concur's growth prospects, saying the company is adding thousands of new customers every month and even just continuing to sell their current travel services, Concur has tens of billions of dollars of opportunities ahead of them.

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