"Google (GOOG) - Get Report is an inexpensive company with an advertising market that is in a cyclical decline," said Jim Cramer on Friday's "Stop Trading!" segment on CNBC. "If you got a bottom in advertising, this stock is going to go up very big."

He said that

Yahoo!

(YHOO)

"is a takeover play," and he doesn't recommend those. And

Apple

(AAPL) - Get Report

is more than just Steve Jobs. He said it's "a little inconceivable" that Jobs was responsible for everything at the company, which Cramer said is "on fire."

At the time of publication, Cramer had no positions in stocks mentioned.

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