NEW YORK (TheStreet) -- TheStreet's Jim Cramer answered some Twitter questions from the floor of the New York Stock Exchange on Monday, and the first one asks if privacy concerns and laws would cripple the cloud model.
Cramer says he is not concerned about a mobile Internet bubble forming. He noted over the weekend that Twitter (TWTR) is a much-loved vehicle for advertisers because they do not have to pay for it, unlike Facebook (FB). Cramer points out, though, that he made this remark because of conversations with CEOs and he loves Twitter.
Another Twitter user asks when he should sell Apple (AAPL) or if he should keep it for the long run. Cramer calls it a valuation play and says it remains one of the cheapest techs, much like Intel (INTC) and Microsoft (MSFT). He says he wants to see overvaluation before he sells it, which he does not have at this time.
Another user asks about General Electric (GE), and Cramer says investors need to see a dividend boost. He owns it in his charitable trust, but Cramer advises not to trade GE because it historically does nothing going into and coming out of its quarterly earnings reports.
In response to a question about Microsoft, Cramer immediately suggests buying the tech giant because CEO Satya Nadella has "really re-energized the place," while CFO Amy Hood has been "terrific." Cramer believes Microsoft can split up and anticipates better-than-expected earnings because of Windows.
Asked if Target (TGT) is about to head higher, Cramer says the broad-line retailers such as Walmart (WMT) and Target have paid their dues. If investors want to play Target to $61 or $62, then Cramer thinks they will get it.
Finally, Cramer says his favorite sector for the remainder of 2014 is oil and gas. He points to Monday's consolidation of Kodiak Oil & Gas (KOG) and Whiting Petroleum (WLL), which had both been way up individually and then did a deal together and climbed even higher. These stocks get hammered every time oil ticks down, and Cramer says "that's when you swoop in."