Jim Cramer's 'Mad Money' Recap: Social, Mobile, Cloud Are Buys

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NEW YORK (TheStreet) -- Investors looking for multi-year, game-changing stocks need look no further than anything that deals with social, mobile and the cloud, Jim Cramer told his "Mad Money" viewers Thursday, after what he called a terrific day for the stock market.

Cramer called out fantastic earnings from Facebook (FB) and Google (GOOG), a stock he owns for his charitable trust, Action Alerts PLUS, as the two most recent examples of how well this social cloud segment of the markets is working.

Unlike television, Facebook works best when people are on the go, Cramer noted, which is why advertisers are falling head over heels for it. Facebook more effectively connects advertisers with buyers and it doesn't matter whether companies need branding or direct marketing on a national or local level. Whatever the need, Facebook delivers, which is why shares soared 14% in today's session.

Google is another social and mobile star, with $5.4 billion in free cash flow, steadily growing revenue and the recently announced two-for-one stock split. That news was more than enough to send shares up 4%.

Cramer called out two more cloud players, ServiceNow (NOW) and Concur Technologies (CNQR), whose shares popped 14% and 17%, respectively, also on strong growth and earnings.

"This is their moment," Cramer concluded, and that moment will likely last for quite some time, giving investors continued gains.

Executive Decision: Steve Singh

For his "Executive Decision" segment, Cramer once again welcomed Steve Singh, chairman and CEO of Concur Technologies, a stock that's gained 35% since Cramer last recommended the stock in November, including a 17% rise today thanks to a nine-cents-a-share earnings beat on a 32% rise in revenue and strong guidance.

Singh was very upbeat on Concur's growth prospects, saying the company is adding thousands of new customers every month and even just continuing to sell their current travel services, Concur has tens of billions of dollars of opportunities ahead of them.

But Concur has big plans, Singh noted, and is investing heavily into its platform to integrate many travel-related services and improve the traveling experience for business travelers. Wouldn't it be great, he posited, if notice of your flight delay was automatically relayed to your taxi, hotel and the rest of your itinerary? That's what Concur is aiming to build with its many partners.

Cramer said Concur is an excellent example of what the cloud has to offer, which is why this stock is not expensive if you look at the out years beyond 2014.

Cramer's Report Card

With the Dow Jones Industrial Average down nearly 4% for the year, Cramer thought it was a good time to offer up a report card for all 30 of the Dow stocks to see which ones are making the grade and which ones are failing towards summer school.

Among the "A" stocks were nine companies including JPMorgan Chase (JPM), American Express (AXP), DuPont (DD), Caterpillar (CAT), Microsoft (MSFT), United Technologies (UTX), Procter & Gamble (PG), Pfizer (PFE) and Visa (V).

Turning to the "B" students, Cramer included Goldman Sachs (GS), General Electric (GE), Verizon (VZ), Johnson & Johnson (JNJ) and Travelers (TRV).

Cramer's "C" students were Intel (INTC), McDonald's (MCD), AT&T (T), Boeing (BA), Exxon Mobil (XOM) and 3M (MMM).

Finally, the lone "D" student among the Dow, IBM (IBM), a stock Cramer said has little going for it and is not a keeper.

Lightning Round

In the Lightning Round, Cramer was bullish on Seagate Technology (STX), Ciena (CIEN), Wynn Resorts (WYNN), Las Vegas Sands (LVS), TherapeuticsMD (TXMD), Gogo (GOGO), Vale (VALE) and Acadia Pharmaceuticals (ACAD).

Cramer was bearish on Archer-Daniels-Midland (ADM), Nimble Storage (NMBL), Applied Micro Circuits (AMCC), Boyd Gaming (BYD), Altria (MO), iShares FTSE China 25 (FXI) and Cliffs Natural Resources (CLF).

Cramer's Playbook

For the next installment of his "Cramer's Playbook" series on financial literacy, Cramer answered the question of what percentage of a retirement portfolio should be kept in bonds.

Traditional wisdom will tell you that bonds are safe, risk free investments that everyone should own, while stocks, well, they're just too risky. But Cramer said this line of thinking is reckless because the goal of retirement investing is to build a nest egg, not protect it.

With the 30-year Treasury currently paying a scant 3.65% a year, Cramer said it would take 20 years to double your money, which is why your portfolio needs to take on more risk. Investing in a low-cost S&P 500 index fund, on the other hand, introduces a little more risk but would average an 8% annual return, doubling your money in just nine years.

Cramer said for those in their 30s, no more than 10% of your portfolios should be in bonds. In your 40s, no more than 20%, in your 50s, 30% and in your 60s, 40% to 50% should be the maximum.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer touted a few "self-help" stocks that are controlling their own destinies and continually making money for shareholders.

Viacom (VIA.B) was one such name because the company has been aggressively buying back shares to boost returns for shareholders. Cramer also blesses Under Armour (UA), a company he called a "stealth technology" stock that's up 31% since he spoke with its CEO in September.

Finally, there was Chipotle Mexican Grill (CMG), which soared after it reported, thanks to a surprising rise in same-store sales. Cramer said all of these names aren't done winning.

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 Scott Rutt in Washington, D.C.

To email Scott about this article, click here: Scott Rutt

Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC

At the time of publication, Cramer's Action Alerts PLUS had a position in CIEN, GE, GOOG, JNJ, JPM, PG and VALE

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of TheStreet.com or its affiliates, or CNBC, NBC Universal or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither TheStreet.com, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or TheStreet.com is related to the specific opinions expressed by him on "Mad Money."

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Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. When that is the case, appropriate disclosure is made on the program and in the "Mad Money" recap available on TheStreet.com. The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in TheStreet.com, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio program for five days following the broadcast.

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