NEW YORK (TheStreet) --TheStreet's Jim Cramer answers Twitter (TWTR) questions from the floor of the New York Stock Exchange, and this week's first question asks what is the best spinoff to buy in 2015.
Cramer replies that he expects good things from several spinoffs, but he selects WhiteWave Foods (WWAV) , a spinoff of Dean Foods (DF) that he says still has a lot of room to run because companies such as Kellogg (K) and Kraft Foods (KRFT) are getting some more life now. He says a Kraft acquisition of WhiteWave would make a lot of sense.
The next question asks if Gilead Sciences (GILD) is overdone at $97, and Cramer says that while he has been behind Gilead (along with Regeneron (REGN) , Biogen Idec (BIIB) , and Celgene (CELG) ), he now needs to wait because it is time to reassess after the large gains there.
Cramer points to TheStreet's Adam Feuerstein's article, in which he says the Express Scripts (ESRX) hepatitis C pharmacy deal with AbbVie (ABBV) could be a game-changer. Therefore, Cramer plans to wait and see how this develops.
The next question asks about Argus upgrading Twitter. Cramer says he has been so hard on Twitter because when you see television personalities, they almost always have a Twitter handle displayed. So he finds it inconceivable that Twitter can't capitalize on that pure promotion. Cramer says another CEO could do that, but he wants to see what Dick Costolo does now.
Another user asks about the best way to play the cyber security trend. Cramer says Palo Alto Networks (PANW) has had the biggest move and it remains the best.
The final question asks if Cramer is still long on Vale (VALE) . He says the stock has been bottoming, but it's starting to rally because tax law pressure has alleviated. But he notes iron ore makers are not cutting back, and it's worrisome to him that there has been no rationale in pricing. So he is taking a wait and see approach on the stock, but he is not too high on it right now.