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Jim Cramer's Mad Dash: YELP AOL

NEW YORK (TheStreet) -- After beating on the top and bottom lines when it reported fourth-quarter earnings on Wednesday, TheStreet's Jim Cramer, co-manager of the Action Alerts PLUS portfolio, wanted to discuss Yelp (YELP) in further detail.

"Unbelievable quarter," he said, before reminding investors they should be measuring the company by its revenue growth, not its user base, which is more important for other social media stocks.

Cramer added that Yelp is gaining more ads from previous customers, while lowering its costs for those ads. The repeat business and lower costs are boosting the company's leverage, which is "a thing of beauty," he said.

Cramer noted that the company grew revenue 72% year over year in the fourth quarter of 2013, and 65% year over year in the fourth quarter of 2012. This is known as accelerated revenue growth.

Turning to AOL  (AOL), the company also beat on the top and bottom lines for its fourth-quarter earnings. Cramer was very excited about the company's TV potential as well as the work that CEO Tim Armstrong has done.

Digging further into the earnings report, he highlighted AOL's drop in expenses to $40 million in 2013 from $340 million in 2009. He also pointed out that ad revenue grew 23% year over year in the fourth quarter, while third-party network revenue increased 63%.

- Written by Bret Kenwell in Petoskey, Mich.

At the time of publication, Cramer's Action Alerts PLUS had no position in companies mentioned.

    Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of TheStreet.com or its affiliates, or CNBC, NBC Universal or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither TheStreet.com, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or TheStreet.com is related to the specific opinions expressed by him on "Mad Money."

    None of the information contained in "Mad Money" constitutes a recommendation by Mr. Cramer, TheStreet.com or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the program. Mr. Cramer's past results are not necessarily indicative of future performance. Neither Mr. Cramer, nor TheStreet.com, nor CNBC guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the program. The strategy or investments discussed may fluctuate in price or value and you may get back less than you invested. Before acting on any information contained in the program, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

    Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. When that is the case, appropriate disclosure is made on the program and in the "Mad Money" recap available on TheStreet.com. The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in TheStreet.com, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio program for five days following the broadcast.

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