He told one viewer tweeting a question Wednesday that while Twitter's quarter looked good on the surface, the conference call indicated otherwise. He interpreted management's comments on the call as saying Twitter expects to have no user growth because people don't understand how to use the product.
He added management seems to understand that it needs to make the product easier to use, but it doesn't have the answers yet. As far as investors go, that means if you have a horizon of only a quarter or two, be aware that Twitter is not going to deliver within that time frame.
Another viewer asked Cramer to break down what seemed like a pretty good quarter for Alcoa (AA) - Get Report, although there appears to be no bottom in sight for the stock. Cramer said Alcoa is a commodity play. Although he believes it's being linked to aluminum unfairly, he's being realistic that commodity stocks are going lower.
He also explained what's happening with Panera (PNRA) , which one viewer notes lowered guidance and yet shares are up big. Cramer recalled the company said the new Panera 2.0 is doing incredibly well. So as the company rolsl out the new Panera, the numbers are going to go higher.
When one viewer asked if WhiteWave Foods (WWAV) , another AAP holding, is overvalued, Cramer said the organic food company is difficult because it has great earnings momentum and can be acquired. He says he's holding onto shares of the stock in the AAP portfolio because he believes that over the long term, natural and organic foods is the way to go -- and the only other major player in that category is Hain Celestial (HAIN) - Get Report.
At the time of publication, Jim Cramer's charitable trust Action Alerts PLUS held positions in TWTR amd WWAV.