Cramer says GoPro's wearable camera is uniquely a holiday gift, and we keep hearing the actual orders for the holiday season week after week. He believes GoPro will be "the toy of the season," so the stock could just keep climbing until the holidays. Cramer adds the stock would pause if the company can get some stock and do some insider selling, but he thinks it is fine right now.
The next question asks if Ford (F) deserves its downgrade to "underweight" from "overweight" at Morgan Stanley (MS) . Cramer did not like it but said investors could want to get out of Ford because "so much of it is Europe." He thinks CEO Mark Fields will do a great job. Furthermore, Cramer does not believe the peak cycle because it implies the consumer will not do as well and job growth will be negligible; Cramer disagrees on both counts.
Next, a user asks how much further Mobileye (MBLY) can soar just a month after its IPO. Cramer has been recommending the stock, along with GoPro, because these are exciting stocks. He says growth mutual fund managers are drawn to Mobileye because it has a $100 price target and because the technology is so extraordinary that investors want a piece of it.
FuelCell (FCEL) reports earnings after the market closes Monday, and Cramer says he is going away from this kind of company. He says investors would like Mobileye and GoPro because they are "fresh-faced deals that have a lot of momentum," but he thinks FuelCell is just pure speculation.
Next, Cramer gives his thoughts on Hertz (HTZ) . He had put departed CEO Mark P. Frissora on the "Wall of Shame" and felt that investors would start to see the natural pricing in the industry if Frissora were to leave. Cramer says the pricing is very strong for rental cars, and he believes the stock goes to $33 with a new CEO and a cleanup of the company's accounting problems.
Finally, a user asks if Yum! Brands (YUM) is a buy. Cramer said he was surprised how well the stock held up despite the -13% comparable-store sales in China, the nation Cramer says is the driver for KFC. He says India, where KFC has performed well, could be icing on the cake.
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