Shares of Expedia (EXPE - Get Report) are up more than 4% on Thursday after Piper Jaffray upgraded the stock to neutral from overweight, citing optimism about the travel company's recent acquisition of HomeAway, a vacation rental marketplace.

"HomeAway is a stealth Airbnb," TheStreet's Jim Cramer, co-manager of the Action Alerts PLUS portfolio, said on CNBC's "Stop Trading."

"HomeAway, when it was run independently, did not do enough. Expedia's going to do it," Cramer said. "I love this stock -- love, love, love." 

Cramer also talked about building materials company Sherwin-Williams (SHW - Get Report) , which is up more slightly on Thursday after Morgan Stanley expressed optimism about the company's financials because of falling raw material costs.

Although he said PPG Industries (PPG - Get Report) is a better way to play that trend in the sector, he can't deny that Sherwin-Williams is "on fire."

Cramer also pointed out the big season for companies in this sector is spring, which starts on March 20.

At the time of publication, Cramer's Action Alerts PLUS had no position in stocks mentioned.