This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
TheStreet Open House

Jim Cramer Talks Apple (AAPL), Microsoft (MSFT), General Electric (GE) and More

Stocks in this article: AAPLTWTRFBGEMSFTTGTKOGWLLINTCWMT

NEW YORK (TheStreet) -- TheStreet's Jim Cramer answered some Twitter questions from the floor of the New York Stock Exchange on Monday, and the first one asks if privacy concerns and laws would cripple the cloud model.

Cramer says he is not concerned about a mobile Internet bubble forming. He noted over the weekend that Twitter  (TWTR) is a much-loved vehicle for advertisers because they do not have to pay for it, unlike Facebook  (FB). Cramer points out, though, that he made this remark because of conversations with CEOs and he loves Twitter.

Another Twitter user asks when he should sell Apple  (AAPL) or if he should keep it for the long run. Cramer calls it a valuation play and says it remains one of the cheapest techs, much like Intel  (INTC) and Microsoft  (MSFT). He says he wants to see overvaluation before he sells it, which he does not have at this time.

Must Watch: Cramer: GE Needs a Boost to Its Dividend, Target is Going Higher

STOCKS TO BUY: TheStreet Quant Ratings has identified a handful of stocks that can potentially TRIPLE in the next 12 months. Learn more.

Another user asks about General Electric  (GE), and Cramer says investors need to see a dividend boost. He owns it in his charitable trust, but Cramer advises not to trade GE because it historically does nothing going into and coming out of its quarterly earnings reports.

In response to a question about Microsoft, Cramer immediately suggests buying the tech giant because CEO Satya Nadella has "really re-energized the place," while CFO Amy Hood has been "terrific." Cramer believes Microsoft can split up and anticipates better-than-expected earnings because of Windows.

Asked if Target  (TGT) is about to head higher, Cramer says the broad-line retailers such as Walmart  (WMT) and Target have paid their dues. If investors want to play Target to $61 or $62, then Cramer thinks they will get it.

Finally, Cramer says his favorite sector for the remainder of 2014 is oil and gas. He points to Monday's consolidation of Kodiak Oil & Gas  (KOG) and Whiting Petroleum  (WLL), which had both been way up individually and then did a deal together and climbed even higher. These stocks get hammered every time oil ticks down, and Cramer says "that's when you swoop in." 

STOCKS TO BUY: TheStreet Quant Ratings has identified a handful of stocks that can potentially TRIPLE in the next 12 months. Learn more.

Editor's Note: Any reference to TheStreet Ratings and its underlying recommendation does not reflect the opinion of TheStreet, Inc. or any of its contributors including Jim Cramer or Stephanie Link.

Check Out Our Best Services for Investors

Action Alerts PLUS

Jim Cramer and Stephanie Link reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

Jim Cramer's protégé, David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
Try it NOW
Try it NOW
Try it NOW

Check Out Our Best Services for Investors

Dividend Stock Advisor

Jim Cramer's protégé, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
Try it NOW
Try it NOW
Try it NOW
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
DOW 16,677.90 +216.58 1.32%
S&P 500 1,950.82 +23.71 1.23%
NASDAQ 4,452.7920 +69.9450 1.60%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs