NEW YORK (TheStreet) -- TheStreet's Jim Cramer says he is watching Twitter's (TWTR) quarterly earnings report this week. He notes the chatter that the social media site's average monthly user growth acceleration has ended.
Cramer says the growth will continue, but the rate of rate of growth, the second derivative, is key and a lot of people feel that it has slowed. He believes Twitter must find a way for people to want to be on the service without tweeting and that it must become a person's own news source. The company has yet to do this, and Cramer says he is not expecting anything great from the quarter and does not expect this to be a Facebook (FB) situation.
He reiterates that investors should buy Twitter if it gets to $29.
FedEx (FDX) reported a strong quarter, but Cramer notes UPS (UPS) has missed the boat recently. Still, he thinks the risk/reward here is terrific and suggests putting half the position on first. If UPS makes downbeat commentary, as they tend to do, then buy the second half.
UPS tends to go down and then creep back up, while FedEx goes down and then soars up again. But Cramer thinks UPS is a great safe stock to put away.
TheStreet Ratings team agrees, as it rates UPS a "buy" with a ratings score of A. TheStreet Ratings Team has this to say about their recommendation:
"We rate UNITED PARCEL SERVICE INC (UPS) a BUY. This is based on the convergence of positive investment measures, which should help this stock outperform the majority of stocks that we rate. The company's strengths can be seen in multiple areas, such as its revenue growth, notable return on equity, good cash flow from operations and solid stock price performance. We feel these strengths outweigh the fact that the company has had sub par growth in net income."