Priceline.com: Cramer believes Priceline is a play on the future of travel with budget conscience businesses using the travel site to save money. "If Wall Streeters weren't such snobs, they'd recognize that Priceline is now the de facto way people travel," Cramer said. "And the stock trades at just 25 times earnings."
Regeneron: One of Cramer's four horsemen of biotech, Cramer calls Regeneron, "a total momentum name." He adds that "with a major blockbuster drug, Eylea, to combat macular degeneration and a potentially big cholesterol drug in the pipeline," Regeneron should generate momentum for some time to come.
SolarCity: "SolarCity is a one-stop shop for solar panels, including financing and installation," Cramer said. Cramer sees runway if for no other reason than, "The younger generation is clamoring for it."
Stratasys: "I've examined this group nine ways to Sunday, and Stratasys is the one to own," Cramer said. "It has the broadest product portfolio and it barely got dinged when 3D Systems lowered the boom on the whole industry recently."
Tesla: "There are no valuation parameters on this earth that can justify Tesla's $26 billion valuation," Cramer said, "but as any momentum player will tell you, "so what?" Cramer feels Tesla's electric cars could be a milestone for the auto industry; as significant as Henry Ford's Model T in the early 20th century.
Twitter: "Twitter has a singular concept. No one else has anything like it. It's a personalized news service and that's got appeal even to people who've never tweeted. That said, if you're buying the stock, you have to believe Twitter'sgoing to re-accelerate its sign-ups, because otherwise it will most certainly lose its momentum," Cramer said.
Under Armour: Cramer believes Under Armour is actually a stealth play on technology. That is, the company's special fabrics that keep you cool when it's hot and warm when it's cold are revolutionary. "I think this could be one of the great growth stocks of our era. Of course, with its stock trading at 62 times earnings, Under Armour better keep putting up terrific numbers like that last quarter," he added.
Workday: "I adore this company, yet the stock is priced for perfection, meaning everything needs to go right. That said, it probably will."
Yelp: "This company is totally in synch with the holy tech trinity of social, mobile and the cloud," Cramer said, as a kind of Yellow Pages for the modern age. "Regular, unpaid people write reviews and then Yelp's salesforce calls the entity being reviewed and solicits an ad. It's a naturally virtuous circle."
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