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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.