Deutsche Bank recommended that investors buy F5 Networks (FFIV) before its analyst meeting on Nov. 14, and Cramer said the stock has been bucking the trend of disappointing results from Internet-traffic companies.
D.R. Horton (DHI) reported earnings and is "causing a big move up in the Home Depots of the world," Cramer said. He also said the results were OK, because homebuilders are still lagging the broader market.
William Blair, Citigroup and Piper Jaffray are skeptical on Voxeljet (VJET) Cramer said he was cautious but "you can't keep down a 3D printer!"
Jefferies raised its price target on Yelp (YELP) to $80 from $50, and Cramer agreed, saying, "I think the stock is right."
Cramer noted that Wedbush Securities called Sotheby's (BID) "cheap" based on the earnings.
Jefferies initiated Qualcomm (QCOM) as a buy with an $80 price target, and Cramer said there will always be an analyst who says to buy Qualcomm, no matter what the company's management says.
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-- Written by Bret Kenwell in Petoskey, Mich.