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NEW YORK ( TheStreet) -- Google ( GOOGL) shares finally rose, Jim Cramer told his Mad Money viewers. The stock, along with other previously loved stocks like Amazon ( AMZN) and Netflix ( NFLX) , have struggled in 2014.
While the S&P 500 is up by double digits on the year, Google -- a holding in Cramer's charitable trust, Action Alerts PLUS -- is down 3%. Amazon and Netflix are down 21% and 5%, respectively.
Jim Cramer made comments on the markets earlier today on TheStreet TV.
Cramer said these stocks were once the go-to names by fund managers. But these companies' management teams have seemed to care little for Wall Street’s expectations.
It doesn’t help that these companies are now seeing both business competition and stock competition. That is to say, companies like Time Warner (TWX) are pressuring Netflix, both from a business perspective and in the sense that fund managers are now buying the stock in favor of Netflix, he said.
That’s also true for Amazon now that Alibaba (BABA) is public, he added. Google still dominates search but fund managers are opting for names like Facebook (FB) , another AAP holding, and Yahoo! (YHOO) , which play by the rules of trying to deliver strong quarterly earnings results.
After a lackluster year, Cramer expects Google to deliver solid results come January when it reports earnings. That, and the company's low valuation, is why he still owns it in the AAP portfolio, he said.
Retailers to Buy
Looking to the holidays, Cramer noted that mall traffic continues to decline -- a shift unlikely to change as more and more consumers buy online.
However, that’s not to say that all retailers are doomed. In fact, many are still thriving in this environment, he noted.
Or Restoration Hardware (RH) . The stock happens to be off its highs but investors with a multi-year outlook can consider buying the stock near current levels, Cramer said.
Then there’s one-stop shops like Home Depot (HD) and Costco Wholesale (COST) , with Costco posting astounding same-store sales growth of 9%. Other favorites include L Brands (LB) , Under Armour (UA) and Deckers Outdoor (DECK) .
Remember, when searching for strong retailers, look for those that create a phenomenal shopping experience for the customer, Cramer advised.