With earnings season continuing, there were plenty of questions about earnings for Jim Cramer from his social media fans Tuesday, and the Action Alerts PLUS portfolio manager and host of CNBC's "Mad Money" led off with his views on Alibaba (BABA) - Get Report .
Speaking from the floor of the New York Stock Exchange, Cramer said Alibaba had an extraordinary quarter, but reiterated his view that the way to play Alibaba is still to buy Yahoo! (YHOO) , which owns a minority stake in the Chinese e-commerce giant. And in his view, you should buy Yahoo! right now.
Cramer was asked about what he'd like to hear on Twitter's (TWTR) - Get Report earnings call, and he responded that he'd like to hear whether advertising is picking up. Cramer also said that Twitter is a work in progress, and that CEO Jack Dorsey needs time to turn it around.
With several oil companies reporting results this week, Cramer was asked whether he thinks Occidental Petroleum (OXY) - Get Report , Chevron (CVX) - Get Report and ExxonMobil (XOM) - Get Report will miss earnings expectations. Cramer predicts they all will miss, but pointed out that some are better positioned to protect their dividends. He talked about RealMoney columnist Dan Dicker's recent column on oil companies, and said Dicker isn't a big fan of Occidental Petroleum, but it is an Action Alerts PLUS holding. Cramer said Occidental has sold some assets, making it "much more balanced than people realize."
Another viewer asked whether Hershey (HSY) - Get Report is sweet enough to buy. Cramer responded that it's is a good company in a strong segment. Asked whether he sees any potential stock splits coming from Disney (DIS) - Get Report or other companies, Cramer noted that Disney went to $120 a share and didn't split, and he thinks the company is very focused right now on Star Wars and its Shanghai unit. He also said Comcast's (CMCSA) - Get Report results should embolden investors about Disney, because there was not a big decline in cable sign ups.
Responding to a question curious about whether Cramer still likes Ambarella (AMBA) - Get Report for the long term, he said he's gotten more negative on high-flying growth stocks like Ambarella, GoPro (GPRO) - Get Report and Mobileye (MBLY) now that we are in a rolling bear market. He added the market turned against these stocks, meaning he was right to change his mind.
Cramer answers questions from social media in a daily segment with TheStreet TV. Send your questions to him on Facebook(F), and on Twitter, he's @JimCramer. Use #CramerQ.