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(Updates from 10:38 a.m. ET with closing information.)
NEW YORK (TheStreet) -- Here's what Jim Cramer had to say on CNBC's "Squawk on the Street" Thursday.
Deutsche Bank warned that First Solar (FSLR) could have poor earnings. "I don't want to hear a broker say 'Tonight's gonna be bad,'" Cramer said. He advised investors to take profits. FSLR fell 2.1% to $50.31.
Yelp (YELP) did a secondary offering at $67. "It's underwater but it does have good growth" and investors will "circle back" to companies with good growth, Cramer said. YELP rose 1% to $67.75.
Jefferies lowered its price target on Gap (GPS) Cramer thought it interesting that some retailers are seeing mixed apparel sales while others, such as Best Buy (BBY) , are seeing strong sales in hard goods. GPS was off 1.8% at $36.99.
Stifel Nicolaus downgraded shares of Sodastream International (SODA) to sell from hold. "This was a real shortfall. There are a lot of die-hards in Sodastream," Cramer said. Cramer said this shortfall, going into the holiday buying season, could "put a damper on Bed Bath & Beyond (BBBY) , although it shouldn't." SODA fell 5.9% at $53.51.
Carbo Ceramics (CRR) has the best fracking materials in an industry that is doing well, according to Cramer. CCR skyrocketed 28.3% to $125.34.
Perrigo (PRGO) is making new 52-week highs. Cramer said it's because of the company's strong earnings this quarter, which made up for the previous poor quarter. PRGO jumped 7.2% to $137.89.
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-- Written by Bret Kenwell in Petoskey, Mich.
At the time of publication, Cramer's Action Alerts PLUS had no position in the stocks mentioned.
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