Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener.
NEW YORK (
) -- It's hard to believe that just nine years ago
had its initial public offering, Jim Cramer said on
Monday. But in that nine years, Google's stock has rallied 900%, making shareholders a ton of money.
What's more unbelievable, however, is there are nine other stocks that have far outperformed Google over the past nine years, said Cramer. All of them have been accessible to every investor.
Topping his list of the nine best-performing stocks in the past nine years is
, everyone's favorite travel Web site. That stock has risen 4,598%, a remarkable run.
Priceline is followed by
, a stock Cramer owns for his charitable trust,
Action Alerts PLUS. Those stocks have soared 4,293% and 3,171%, respectively.
Two biotechs follow Apple:
, up 2,720% and 2,592%, respectively. Cramer said he's still a fan of Regeneron but worries about Alexion's valuation.
Also making the list:
, 1,533%, and
, 1,445%. Cramer said he's still a big believer of Netflix but told investors to be careful with Intuitive Surgical.
Rounding out the list, it's
Cabot Oil & Gas
, the unlikely oil producer that has made big inroads in the Marcellus shale.
Cramer said while he certainly owes a debt of thanks to Google for its innovations and terrific stock performance over the past nine years, it's also important to remember there have been a number of big winners out there, and many of those are just getting started.
Healthy Food, Healthy Stocks
The natural and organic food sector has been on fire, Cramer told viewers, but even in a $63 billion industry that's expected to grow 9.5% this year it pays to stick with the best-of-breed stocks. That's why for the first installment of his "Cramer's Cookout" series, Cramer recommended
Whole Foods Market
as his best-in-show pick.
Cramer said Whole Foods has something most companies only dream of -- customer trust and loyalty. That's why the company's 340 locations are booming. Whole Foods expects to open 33 to 38 new locations, representing 8% to 9% growth overall -- not bad for a group that struggles to deliver 2% to 3% growth. Yet, Whole Foods shares still only trade for 30 times earnings despite its 19% growth rate.
, which has 130 locations. Cramer said this stock trades at 28 times earnings with a 20% growth rate, but he worries about the company's regional to national plans as it attempts to enter Whole Foods' and
home turf of the Northeast.
, is a newcomer to the organic grocer scene, debuting last year and seeing 119% growth since its IPO. Cramer said this stock is simply too expensive trading at 58 times earnings. He was equally unimpressed with
Sprouts Farmers Market
, another fresh IPO that's rallied 122% since its debut.
Cramer's Cookout, Part 2
Next up on "Cramer's Cookout" were the organic food stocks of
. Cramer said all three companies produce great natural and organic food products, but that doesn't mean their stocks are just as tasty.
Cramer said that while WhiteWave focuses on soy and almond milk along with lines of dairy and non-dairy creamers, Hain and Annie's are more broad-line plays, with many products in multiple categories and more being added all the time. That means while WhiteWave is not seeing a lot of commodity pressures, Hain and Annie's are more susceptible to such pressures.
Annie's reported an earnings miss of 2 cents a share but was able to reaffirm its year-to-date guidance. WhiteWave recently reported in-line earnings, as did Hain.
But when it comes to these companies' stocks, Cramer noted that Annie's sells for 36 times earnings with a 22% growth rate, giving it a PEG ratio of 1.7, which is pricey by Cramer's standards. He said that both Hain, which has a PEG or 1.5, and WhiteWave, at 1.3, are far more favorable. With earnings rapidly approaching, Cramer said he'd only put on a small position now and wait for the release before buying more.
In the Lightning Round, Cramer was bullish on
American Electric Power
Cramer was bearish on
Executive Decision: Tom Pike
In the "Executive Decision" segment, Cramer sat down with Tom Pike, CEO of
, the newly minted clinical trial outsourcing company that just beat earnings expectations by 4 cents a share on its first quarter as a publicly traded company.
Pike said Quintiles performs best when it receives full-service contracts from its customers, which allows the company to both design and execute clinical trials as well as provide observations and studies after the trial has been completed. He said the full-service approach offers customers a faster, more efficient approval path for the drugs their working on. Quintiles has a very experienced team that works directly with the U.S. Food and Drug Administration, Pike explained, which makes its services extremely valuable.
Quintiles also provides other services for drug makers, including offering a team of sales reps and sales educators that can help get the word out to doctors and practitioners after a drug has been approved. Pike said 27% of Quintiles' business currently stems from biotech firms, with the rest coming from larger, more established drug makers.
When asked about cancellations, Pike said those are part of the unpredictable drug business, unfortunately. However, Quintiles is not seeing cancellations ahead of what was expected.
Cramer said it should be easy to see why he's a fan of Quintiles, even if the company is, as yet, largely unknown on Wall Street.
No Huddle Offense
In his "No Huddle Offense" segment, Cramer offered up some speculation on how
might use the money it's planning on raising to increase its oil and gas production.
He said the company has already indicated it's a fan of the U.S., with its Bakken and Marcellus investments paying off big. With so much more oil being found every day in U.S. shale fields, Cramer said it's only natural to think Statoil may be on the acquisition trail.
Which company might Statoil consider buying? Cramer said
Kodiak Oil & Gas
would be two possibilities, as would
, although this company's valuation might make it prohibitive.
But Cramer said his best guess would be
, which would also be a big acquisition, but one well within reach of Statoil.
To watch replays of Cramer's video segments, visit the Mad Money page on CNBC
To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here.
-- Written by Scott Rutt in Washington, D.C.
To email Scott about this article, click here:
Follow Scott on Twitter
or get updates on Facebook,
At the time of publication, Cramer's Action Alerts PLUS had a position in AAPL and COST.
Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of TheStreet.com or its affiliates, or CNBC, NBC Universal or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither TheStreet.com, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or TheStreet.com is related to the specific opinions expressed by him on "Mad Money."
None of the information contained in "Mad Money" constitutes a recommendation by Mr. Cramer, TheStreet.com or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the program. Mr. Cramer's past results are not necessarily indicative of future performance. Neither Mr. Cramer, nor TheStreet.com, nor CNBC guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the program. The strategy or investments discussed may fluctuate in price or value and you may get back less than you invested. Before acting on any information contained in the program, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.
Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. When that is the case, appropriate disclosure is made on the program and in the "Mad Money" recap available on TheStreet.com. The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in TheStreet.com, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio program for five days following the broadcast.