Cramer Picks Google on Low Expectations, GrubHub Is too Crowded

Jim Cramer answers viewers' Twitter (TWTR) questions on the floor of the New York Stock Exchange. When asked what he would suggest buying before earnings between Netflix (NFLX), Apple (AAPL), Amazon (AMZN), or Google (GOOG), Cramer responded, ‘of those, I would probably do Google…because the expectations are so darn low.’ Cramer also mentioned he prefers Google because he likes the appointment of CFO Ruch Porat at Google and the positive media coverage surrounding Porat’s new position. On the topic of Alibaba, Cramer ‘always recommends buying Alibaba through Yahoo! (YHOO),’ but believes that the Chinese consumer is being hurt from the market crash. ‘Alibaba in the end is a consumer company,’ he told TheStreet’s Rhonda Schaffler, ‘and in the end I have to believe that they are going to miss a quarter.’ Despite this, Cramer still says to ‘buy Yahoo!’. Changing gears, Cramer was asked if now is the time to buy GrubHub (GRUB) given that the share lock-ups have expired and the stock has been sold off. Cramer responded by saying that ‘GrubHub was first mover, but the first mover advantage may not be as great as we thought here’ and cited how crowded the area is and how many different companies he has had on Mad Money that seem to be in the same business as GrubHub. If you have a stock question, tweet it @jimcramer using #CramerQ.