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Did you miss last night's "Mad Money" on CNBC? If so, here are Jim Cramer's top takeaways for next week's trading.
Equinix (EQIX - Get Report) and CoreSite Realty (COR - Get Report) : There are two macro-trends that are continuing to gain steam, Cramer told viewers, big data and cloud computing. What do they both have in common? They need data centers to survive.That's why Cramer took at a look at two data center real estate investment trusts, Equinix and CoreSite Realty.
Equinix is the larger of the two, with 145 centers in 40 markets on five continents. CoreSite operates just 17 centers in eight markets. Both companies have impressive stocks, with Equinix up 300% over the past five years and CoreSite up 350% since its initial public offering just over five years ago. Both stocks are also up 40% over the past 12 months and trade around 18.5 times earnings.
But Cramer said he's giving the edge to CoreSite. The company has better organic growth and trades as a slight discount to its larger rival. He also praised the company's 26% increase in its distribution over the past two years.
H&R Block (HRB - Get Report) and Intuit (INTU - Get Report) : April 15 is tax day in America and Cramer celebrated by comparing our nation's two biggest tax preparers, H&R Block and Intuit, maker of TurboTax. These two companies represent the best of the best when it comes to bricks and mortar and online tax filing solutions.
But when comparing these two, Cramer said it's almost no contest. Intuit is a software company that is evolving into a cloud computing company, one that flourishes all year round thanks to its large install base of Quickbooks small business accounting software and payroll services. Meanwhile, H&R Block, after jettisoning its banking assets, is now largely only a seasonal play.
Shares of H&R Block trade at 12 times earnings, compared to 23 times earnings for Intuit. Cramer said given the company's bright future, he thinks Intuit deserves that premium, especially after the horrific quarter that H&R Block posted last month.
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