GOOG is up about 20% since Cramer added it to his Mad Money Mobile Internet Index on Aug. 11, 2009. That jump would be attributable to, at least in part, brand loyalty, he says. Consumers who have been using the search engine since 1999 will continue to do so on their smartphones, making them another big growth opportunity for Google.
In addition, the company is in the sweet spot of the ad business, both its move online from print and the ramp in spending as the economy improves. So it's win-win for Google in this space, too. At publish time, Cramer had a $750 price target on this stock.