The market might be vulnerable, but it doesn't pay -- at least in the long term -- to bet against the managers of some of this era's great growth companies, says TheStreet's Jim Cramer, Portfolio Manager of the Action Alerts PLUS Charitable Trust Portfolio,.
There's several stocks that fit this bill, according to Cramer, who took viewer questions from the floor of the New York Stock Exchange. First he discussed Under Armour (UA) . Shares are soaring Thursday, up more than 20%, after the company beat on earnings-per-share and revenue expectations.
Although Cramer is cautious on Under Armour in the short term due to concerns over discounting, he didn't waver over the company's long-term prospects.
"Don't bet against [CEO] Kevin Plank," he said, adding that Plank will be a guest on his "Mad Money" show in the near future.
Marc Benioff, the CEO of Salesforce.com (CRM) , is another executive who investors shouldn't bet against, Cramer said. Some investors are looking at the recent disappointing earnings results from ServiceNow (NOW) in an attempt to connect the dots to Salesforce.
That's not a good comparison, Cramer said, highlighting that Salesforce is the best in its business and he expects a "remarkable" quarter from the company.
Finally, Cramer said investors should refrain from betting against Amazon (AMZN) . In all likelihood, the company had a "huge holiday season," but it's not worth the risk to speculate, Cramer said.
Amazon is one of the tech group Cramer nicknamed the "FANG stocks" -- the others being Facebook (FB) , Netflix (NFLX) and Alphabet (GOOGL) . Facebook, an Action Alerts PLUS holding, reported earnings on Wednesday after the close. It's up 15% on Thursday.