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NEW YORK (
) -- Investors who think
has had a fabulous run over the past 10 years since its initial public offering need to think again, Jim Cramer said on
Thursday. Cramer highlighted a dozen stocks that have outperformed even Google.
Make no mistake, Google is a fabulous stock, Cramer told viewers, which is why he owns it for his charitable trust, Action Alerts PLUS. But investors looking for real growth should've invested in Keurig Green Mountain (GMCR) or Monster Beverage (MNST) - Get Report , which were up 7,900% and 6,500% respectively over the past 10 years.
Then there's Priceline (PCLN) , the Google of all things travel, up 6,200%, and Apple (AAPL) - Get Report , another Action Alerts PLUS core holding, up 4,400%. Cramer said investors should just own names like these and forget about the circus that surrounds their earnings every 90 days.
Next on the list was a cohort of biotech names, all of which have been Cramer faves for years. They include Alexion Pharmaceuticals (ALXN) - Get Report , Regeneron (REGN) - Get Report , Celgene (CELG) - Get Report and Gilead Sciences (GILD) - Get Report . Cramer said he still recommends all of these companies.
Rounding out the list is Netflix (NFLX) - Get Report ,up 2,800%, along with Intuitive Surgical (ISRG) - Get Report , Western Digital (WDC) - Get Report and Salesforce.com (CRM) - Get Report . Cramer said he'd buy these names as well with the exception of Intuitive Surgical, which is past its prime.
Executive Decision: Marc Benioff
For his "Executive Decision" segment, Cramer spoke with Marc Benioff, chairman and CEO of Salesforce.com, which just delivered an earnings beat of 1 cent a share.
Benioff said that like Google, Salesforce just celebrated its 10th year as a public company. He said growth is accelerating, up 38% year over year, which led to $1.3 billion in revenue for the quarter.
When asked why Salesforce's stock is flat on the year, Benioff said he's not focused on the quarterly ups and down but rather on the running his company for the next 10 years.
Cramer Cries 'Foul'
Cramer said the same analyst first downgraded the company from buy to hold in January, missing a 50% move higher in the stock. But now it appears he's digging in his heels, doubling down on his earlier mistake,
According to the analyst, NXP is in a low-margin, commodity business and the markets shouldn't value the company with a premium multiple. That would be true, Cramer argued, if NXP only sold commodity chips. In fact, that is only a small and declining portion of NXP's business.
The analyst also didn't like NXP's exposure to the fickle mobile device market or the company's stock-based compensation plan. Here again Cramer argued that mobile devices is only a small portion of NXP's business and its stock compensation is more than made up for by its huge stock buyback program.
With 50% gross margins and growing proprietary markets, Cramer said NXP is actually inexpensive, and the weakness created by these uninformed downgrades is certainly a buying opportunity.
In today's installment of his "Behind the Boom" series featuring America's oil and gas renaissance, Cramer spoke with Rick Shearer, CEO of Emerge Energy (EMES) - Get Report , the fracking sand provider that has seen its stock soar 600% since its IPO in May 2013.
Shearer explained that the type of natural sand that Energe provides is the perfect material for 90% of the hydraulic fracture wells out there today. He said while ceramic materials are better in some cases, they cost $700 to $800 a ton as compared to just $60 to $65 a ton for sand.
Shearer continued that Emerge is already doubling its capacity, bringing another five million tons online this year, making it the leading provider in the industry. The company is not stopping there, however, and already has another mine and plant in development.
Emerge's biggest problem, though, is a lack of rail cars to ship the product, Shearer explained. He said while the company uses 4,600 rail cars today, nearly 8,000 will be needed to support the new mines being built.
Cramer said Emerge has seen remarkable growth and he continues to like the company.
In the Lightning Round, Cramer was bullish on Toll Brothers (TOL) - Get Report , Yelp (YELP) - Get Report , Royal Dutch Shell (RDS.A) , Amazon.com (AMZN) - Get Report , Canadian Pacific Railway (CP) - Get Report and Union Pacific (UNP) - Get Report .
No Huddle Offense
In his "No Huddle Offense" segment, Cramer asked how a company can write a $17 billion check to the government and see its shares up 4% on the news.
Cramer said before the settlement with the U.S. government there was simply no way to know what Bank of America could earn, given the unknown legal fees and penalties. But now, he thinks the bank can earn $2 a share in 2016, possibly earlier, and that gives the stock the cheapest price/earnings ratio in the S&P 500.
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-- Written by Scott Rutt in Washington, D.C.
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At the time of publication, Cramer's Action Alerts PLUS had a position in AAPL, BAC, GOOGL and MSFT.