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NEW YORK (TheStreet) -- Every night, Jim Cramer sits down with CEOs and executives on his "Mad Money" show to discuss their business, the economy, politics and more. Today we look back at his recent interviews with Steve Singh, chairman and CEO of Concur Technologies (CNQR), and George John, CEO of Rocket Fuel (FUEL), two cloud computing services that have been on the move of late.
These are excerpts from Cramer's 'Mad Money' Recap, originally published on Jan. 30 and Jan. 31, 2014.
Executive Decision: Steve SinghFor his "Executive Decision" segment, Cramer 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. Even just continuing to sell its current travel services, Concur has tens of billions of dollars of opportunities ahead. But Concur has big plans, Singh noted, and is investing heavily into its platform to integrate many travel related services and improve the traveling experience for business travelers. Wouldn't it be great, he posited, if notice of your flight delay was automatically relayed to your taxi, hotel and the rest of your itinerary? That's what Concur is aiming to build with its many partners. Cramer said Concur is an excellent example of what the cloud has to offer, which is why this stock is not expensive if you look at the out years beyond 2014. Executive Decision: George John For his "Executive Decision" segment, Cramer spoke with George John, CEO of the online ad buying service Rocket Fuel, which has been on a wild ride in the markets this week. John started off by addressing Rocket Fuel's recent volatility by explaining that there IPO last year was relatively small, which has led to increased volatility. However, with the company's recent secondary offering, more shares are now available and things should appear more normal from now on. John also spoke about Rocket Fuel's relationship with ad giant Google (GOOG). He said that Google remains a terrific partner, and Rocket Fuel uses its proprietary software to place ads through Google as well as many others. The secret to Rocket Fuel's success has been the company's ability to rapidly place ad inventory in real time, shifting placements with customers' attention and as patterns emerge. John noted that ads for pizza, for example, do well first thing in the morning, the company has learned, as office managers order food for their lunchtime meetings. Rocket Fuel is also adapting to the changing markets of mobile and social. John said 32% of its revenue now stem from those two key areas of the Web. Cramer said investors need to keep Rocket Fuel on their radar as, he hopes, the volatility has subsided.
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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