TheStreet's Jim Cramer says Ford's quarterly earnings miss was not good but he says the story is really about looking out to 2015 when the automaker will begin to reap the rewards of its turnaround program. Cramer says investors should hold onto Ford shares because they have a good yield, though he does prefer shares of GM. Separately, Cramer says Starbucks and its CEO Howard Schultz are doing a good job of keeping costs down and expanding the company's mobile presence.

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