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NEW YORK (

TheStreet

) --

Google

(GOOGL) - Get Alphabet Inc. Class A Report

shares finally rose, Jim Cramer told his

Mad Money

 viewers. The stock, along with other previously loved stocks like

Amazon

(AMZN) - Get Amazon.com, Inc. Report

and

Netflix

(NFLX) - Get Netflix, Inc. Report

, have struggled in 2014.

While the S&P 500 is up by double digits on the year, Google -- a holding in Cramer's charitable trust, Action Alerts PLUS -- is down 3%. Amazon and Netflix are down 21% and 5%, respectively.

TheStreet Recommends

Jim Cramer made comments on the markets earlier today on TheStreet TV.

Cramer said these stocks were once the go-to names by fund managers. But these companies' management teams have seemed to care little for Wall Street’s expectations.

It doesn’t help that these companies are now seeing both business competition and stock competition. That is to say, companies like Time Warner (TWX) are pressuring Netflix, both from a business perspective and in the sense that fund managers are now buying the stock in favor of Netflix, he said.

That’s also true for Amazon now that Alibaba (BABA) - Get Alibaba Group Holding Ltd. Report is public, he added. Google still dominates search but fund managers are opting for names like Facebook (FB) - Get Meta Platforms Inc. Class A Report , another AAP holding, and Yahoo! (YHOO) , which play by the rules of trying to deliver strong quarterly earnings results.

After a lackluster year, Cramer expects Google to deliver solid results come January when it reports earnings. That, and the company's low valuation, is why he still owns it in the AAP portfolio, he said.

Retailers to Buy

Looking to the holidays, Cramer noted that mall traffic continues to decline -- a shift unlikely to change as more and more consumers buy online.

However, that’s not to say that all retailers are doomed. In fact, many are still thriving in this environment, he noted.

Take Starbucks (SBUX) - Get Starbucks Corporation Report , another AAP holding. The company continues to come up with new concepts, like its Reserve brand store, to drive traffic and higher margins, Cramer said.

Or Restoration Hardware (RH) - Get RH Report . The stock happens to be off its highs but investors with a multi-year outlook can consider buying the stock near current levels, Cramer said.

Then there’s one-stop shops like Home Depot (HD) - Get Home Depot, Inc. Report and Costco Wholesale (COST) - Get Costco Wholesale Corporation Report , with Costco posting astounding same-store sales growth of 9%. Other favorites include L Brands (LB) - Get L Brands, Inc. Report , Under Armour (UA) - Get Under Armour, Inc. Class C Report and Deckers Outdoor (DECK) - Get Deckers Outdoor Corporation Report .

Remember, when searching for strong retailers, look for those that create a phenomenal shopping experience for the customer, Cramer advised.

Buy Kinder Morgan

With the slide in oil prices, many investors may be unsure whether it’s time to buy into energy stocks, Cramer said. Well, if you are looking for a high-quality company with “little to no commodity exposure,” look no further than Kinder Morgan (KMI) - Get Kinder Morgan Inc Class P Report , the third-largest energy company in the country and another AAP holding.

The company is almost totally insulated from fluctuating oil prices, he explained. Kinder Morgan acts like a tollbooth, collecting fees for shipping oil through its pipelines. The stock is still near 52-week highs but appears undervalued given its recent acquisition of other Kinder entities.

The company also has an attractive dividend, with $2 per share in planned payouts for 2015. At current levels, that gives the stock a whopping yield of 4.8%, which is much higher than its peers. Management plans to raise that dividend by 10% annually, Cramer said.

The bottom line: Kinder Morgan is insulated from oil prices, is undervalued given its recent acquisition and has an attractive dividend yield.

Executive Decision: Mark O'Neil

In the “Executive Decision” segment, Cramer sat down with Mark O’Neil, chairman and CEO of Dealertrack Technologies (TRAK) . The auto industry had strong results for November and Cramer was eager to hear the CEO’s comments.

The online credit application network company provides financing for about 45% of U.S. auto sales and works behind the scenes with dealerships and lenders. O’Neil said he doesn’t see auto sales slowing any time soon but remaining strong through 2015, he said.

For 2014, the seasonally adjusted annual rate (SAAR) will likely finish up near 16.5 million. For 2015, that figure could climb above 17 million and possibly higher in the ensuing years. Now that gas prices have dropped so significantly, there has been an uptick in SUV and truck sales, which is good for automakers since these vehicles tend to be more profitable.

Finally, he doesn’t see a lending bubble forming, or for that matter any macro-economic crisis in the foreseeable future. “Today it’s still reasonably difficult to get credit,” he said, adding, “We see a very healthy and dynamic industry.”

Cramer called this interesting company a possible addition for some investors’ portfolios.

Lightning Round

In the Lightning Round, Cramer was bullish on Ventas (VTR) - Get Ventas, Inc. Report , Duke Realty (DRE) - Get Duke Realty Corporation Report , GoPro (GPRO) - Get GoPro, Inc. Class A Report , Alcatel-Lucent (ALU) , Cisco Systems (CSCO) - Get Cisco Systems, Inc. Report , Hewlett-Packard (HPQ) - Get HP Inc. Report , Celgene (CELG) - Get Celgene Corporation Report , Biogen Idec (BIIB) - Get Biogen Inc. Report , Regeneron (REGN) - Get Regeneron Pharmaceuticals, Inc. Report , Texas Instruments (TXN) - Get Texas Instruments Incorporated Report , Molson Coors Brewing (TAP) - Get Molson Coors Beverage Company Class B Report  and Constellation Brands (STZ) - Get Constellation Brands, Inc. Class A Report .

He was bearish on Healthcare Trust of America (HTA) - Get Healthcare Trust of America, Inc. Class A Report , Plug Power (PLUG) - Get Plug Power Inc. Report , Peabody Energy (BTU) - Get Peabody Energy Corporation Report , Gilead Sciences (GILD) - Get Gilead Sciences, Inc. Report and Chart Industries (GTLS) - Get Chart Industries, Inc. Report .

Am I Diversified?

In the "Am I Diversified?" segment, Cramer spoke with callers and responded to tweets sent via Twitter to @JimCramer to see if investors' portfolios have what it takes for today's markets.

In the first portfolio, the holdings were Salix Pharmaceuticals (SLXP) , Vale (VALE) - Get Vale SA Report , Ensco plc (ESV) , Basic Energy Services (BAS) - Get Basic Energy Services, Inc. Report and SunOpta (STKL) - Get SunOpta Inc. Report .

Cramer called Ensco “one of the worst stocks I’ve ever seen other than Vale,” two regrettable stocks in the Action Alerts PLUS portfolio. He replaced Salix Pharmaceuticals with Bristol-Myers Squibb (BMY) - Get Bristol-Myers Squibb Company Report . He dropped Vale and Ensco and added Dollar General (DG) - Get Dollar General Corporation Report and General Dynamics (GD) - Get General Dynamics Corporation Report .

In the second portfolio, the holdings were Fiat Chrysler Automobiles (FCAU) - Get Stellantis N.V. Report , Marathon Oil (MRO) - Get Marathon Oil Corporation Report , Habit Restaurants (HABT) - Get Habit Restaurants, Inc. Class A Report , IDT (IDT) - Get IDT Corporation Class B Report and Celgene. “That’s what it’s really all about,” Cramer said, approving of the portfolio. 

On the third portfolio, the top holdings featured Bristol-Myers Squibb, AT&T (T) - Get AT&T Inc. Report , General Electric (GE) - Get General Electric Company Report , Chevron (CVX) - Get Chevron Corporation Report and Conagra Foods (CAG) - Get Conagra Brands, Inc. Report . “This is a yield play, which I like!” Cramer exclaimed, declaring this portfolio well-diversified.

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 Bret Kenwell

At the time of publication, Cramer's Action Alerts PLUS had a position in DG, ESV, FB, GOOGL, KMI, SBUX and VALE.