NEW YORK ( TheStreet) -- TheStreet's Jim Cramer, co-manager of the Action Alerts PLUS portfolio, was all about Zulily (ZU - Get Report), which posted big beats on the top and bottom lines when it reported earnings Monday after the close.
Cramer said the company launches about 4,500 new products every morning, and is one of the few companies that can stack up against Amazon (AMZN). The company deserves to be trading at a higher value, he added, and the shares back him up: they are up nearly 44% Tuesday.
He added that Zulily understands women's apparel better than any other company, and also operates extremely well in mobile e-commerce. This is important because mall-based retail is in a secular decline. "I urge everyone to take a look at ZU," Cramer concluded.
Cramer said the U.S. will eventually be energy-independent, which will benefit EOG Resources as well as other energy stocks he likes including Noble Energy (NBL) (an AAP holding), Continental Resources (CLR), and Cimarex Energy (XEC).
"This stock is not overheated, and can go higher," Cramer said of EOG.