Hallelujah and congratulations to all the top 25 icons and, yes, winners that weve anointed. You deserve all the accolades. Hold it, though. In the end, this is mad money, not mad awards. So on a day when the dow hit an alltime high, thank you. Closing up 45 points, s p climbed. 3 . You know what, i think its only right to use this moment to tell you which of these gentlemen and ladies i think can make you the most money with their Company Stocks while at the same time putting it all in context with the market that hit a record dow jones high. Thats why ive decided to isolate five companies. Remember, i believe you cant just bet on the horse, you have to bet on the jockey. And there are plenty of jockeys on this list and weve got to talk about them from that perspective. Its okay. Were iconic in our own right. First, number 14 on the list, Howard Schultz of starbucks. Heres a company that just reported a smashing quarter with samestore sales better than just about any retailer i follow. Lots of people think this stock is tapped out higher coffee prices, saturation. Whatever. Hence why its been stalled at 70 lately. I look at that as an opportunity to get into one of the highestquality Growth Companies ever, these are four reasons why. First is, think about this. Technology. Not that long ago, howard stepped away from the minutetominute running of starbucks to spend more time emphasizing mobile initiatives putting them ahead of the competition. Not just in retail, but technology. That Technology Business could be worth im not kidding, tens of billions of dollars because how much better it is than everybody else. Second is disrupting. When we were in seattle march 19th, howard announced oprah chi. I think its going to do with tea what it did with coffee. Its been underutilized. Drive throughs now, lunch initiatives. And get this, even beer and wine rolling out in 1,000 stores. I think that should drive much higher revenue per store. Finally, coffee itself, 12,000 stores, typically, thats not enough. I think the company could actually are you sitting down, skedaddy . Triple in size. 70, all right, sells at 20 six times earnings, a little too pricey. But i think sometimes youve got to pay up for highquality growth and best of breed. Second, we have facebook. Actually went up today. Facebook was number eight on the list, mark zuckerberg. Contrast twitter with the lackluster quarter last night versus the stellar earnings not Monthly Average users, but earnings per share that facebook recently delivered. The former, twitters talking about metrics that dont matter. Like time lines divided by monthly ad tweets per event. Hey, no more olympics, thats going to hurt them. Come on. Zuckerberg is talking about earnings per share oodles of earnings per share this should be his middle name. Pen to paper, youd know that 2016 earnings estimates, facebook sells at only a slight premium of the s p 500. Thats absurd its extraordinary, unchallenged. Facebook is you and it owns you along with 1. 2 billion others like you. Facebook has tmonopoly on yourself and you like it. I find it ironic that Facebook Like twitter fell flat because the company didnt have a mobile strategy when the whole world was going mobile. Hey, guys, whats the deal . However, zuckerberg did something amazing that sums up who he is and why hes bankable. He said he blew it. Some ceo actually say he blew it . He recognized the company needed the best mobile strategy in the world, including unobtrusive ads and promised thats exactly what he delivered that and incredible when you think about it. But he totally delivered ahead of schedule with a product thats now the envy of the industry. This stock trades, it doesnt care about earnings, it doesnt care about spending to generate revenues. They feel it trades like a drunken sailor, like amazon. While it is true i think they spent too much money on whatsapp, thats what facebook might have to do to stay dominant. Who am i to criticize zuckerberg . I held whats up against them. At 59 and change down here, no, its a buy. Now, we dont hear too much about the next guy lately unless its in the sports pages, but i think number ten Larry Ellison remains the face and vision of oracle. And this company after real turmoil that turned me off is, indeed, back on track. Apparently i didnt see the turn around coming until the company decided to wake up and embrace the cloud in a big way. And as much as i think oracles not moving fast enough its 14 times earnings, its worth buying. Right now, a lot of people believe ellison is buying the clippers and think that could hurt oracle because it either lessens his attention and costs money. This guy makes a ton of money and any time it goes higher, he pockets a big dividend. I think he could write a check straight out with the bank account to pay for the team. As far as taking his eye off the ball, judging by his sailing acumen, he must have three eyes. If he buys the clippers, im calling four eyes. In the world thats revolting against highmultiple stocks, oracle has joined the list of solid companies that the big Portfolio Managers are gravitating toward. A lot of cash, pays decent dividends, retires a lot of shares. I just dont know if the stock will ever come in to where i can pound the table. Maybe i dont have to. Maybe it doesnt have to come down. Fourth bankable company, google, which is number four. Cnbc recognizes eric schmidt. Look, anyway, googles kind of sticky here. A quarter while wildly profitable didnt deliver. You know what i mean, i didnt like that nest acquisition. Remember when dave cote joking. I think they invest in too many extraneous things. The stock needs to come down and take flaws into account. That said, if you backed out of the cash, google sells at a price to earnings multiple that equals the s p 500. Thats no too shabby. Longterm, the company could own the world, at least the part that facebook doesnt own. Perhaps im fretting the details too can closely. You cant be too careful. Finally, Berkshire Hathaway, whenever you start reading negative articles about number six on the list, Warren Buffett and his stock picking, thats when youve got to go allin buffett. And makes sense ahead of the omaha shindig at a time people want value. His portfolio is chocked full of it. I think there might be a reasonable shot of this guy ringing the bell on cnbcs 50th anniversary. Do you mind if i throw in someone who doesnt run a company while im at it . When you hear carl icahn likes a company, i think you probably want to like it, too. Whether it be apple or herbalife. Hes been the man with the midus touch. Those who came in after he made noise in ebay are feeling the bruises today. They didnt jump on the bandwagon when he did. But to pass up a tag along with icahn especially given his work in apple, foolish. Again, ive seen all the icahns and titans on the top 25 list. But heres my bankable version of the list. I want starbucks and facebook right here, take in some Berkshire Hathaway for a keepsake and tag along with carl icahn on his next big buy. Robert in texas, robert . Caller booyah, jim oh, whats going on . Caller texas. Wanted your opinion on my baby boomer stock. Seems primed and ready to roll in the summer season. Winnebago wgo. All right. You know what im going to agree with you. Im going to say it already did kind of run. Its pulled back dramatically, its doing fine. But, i mean, it has been crushed here. And i think that you have to understand that this is a stock that trades off the quarterly, the next quarterly report. Im okay on it, you sound all in, im not going to pound the table. Can i go to suzanne in florida, please, suzanne . Booyah, jim. Whats up, suzanne . Caller last january, on your recommendation, i bought haines celestial. Recently i saw they acquired a brand company. Will this help . The stock is down around 84. Should i sell it or hold it . Yeah, they bought rudys organic. This is a tough market because thats regarded as an expensive stock and we know walmarts going into this business maybe on a private label basis. I like hain for a powerful, longterm reason because i believe that the desire to look and eat better is a longterm one. I do prefer white wave more. The cnbc first 25 list is powerful. And a great reference. My way to play it, what does the list look like through the mad money lens . Looks like this, buy starbucks, facebook, take in some berkshire and tag along with carl icahn. Coming up tonight, im taking a look at a promising cloud play thats, of course, caught in the crosshairs in the suddenly momentum hating market. Im talking to the ceo, well find out, then its been a rough buy for quicksilver this year. But summers coming. Could its stock be ready to make waves . Hang ten with mad money. Well be back after this. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer madtweets. Send jim an email to madmoney cnbc. Com. Or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. No matter what kind of business you own, at t Business Experts can help keep it running. Seamlessly. So you can get back to what you love. When everyone and everything works together, business just sings. Everything looking good. Velocity 1,200 feet per second. [ man 2 ] youre looking great to us, eagle. 2,000 feet. Still looking very good. 1,400 feet. [ male announcer ] a funny thing happens when you shoot for the moon. Ahh, thats affirmative. [ male announcer ] you get there. Youre a go for landing, over. 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But hurry sleep trains interest free for 3 event, ends sunday. Sleep train your ticket to a better nights sleep ive said it before, im going to say it and keep saying it again until the cows come home. This market has no mercy for even the best momentum stocks. Especially the Cloudbased Software and service plays, everything from freshfaced ipos that really to me are kind of challenged to the more established and legitimate profitable names. Cnqr, one of the largest plays. Three months ago, this stock was beloved. Everybody adored the fact it had a 12 billion total adjustable market and the revenues were growing like a weed. Fast forward to today, concur trading, down 47 or 37 from its highs two months ago. Company just reported a solid quarter last night. Once that earnings beat off the 9 cent basis, higher than expected revenues, concur reiterating the same fullyear guidance it gave last quarter when the stock exploded higher. This time the cloudbased stocks have fallen out of favor and concur dropped 3 and the session was down much more at one point. Youve got to understand, this momentum selloff is not about the companies themselves. Its about a group of stocks that have gone from being beloved by the market to being hated. Even after these declines, concur trades at 79 times next years earnings estimates. But eventually itll run its course and some of the cloud stocks will be worth circling back to. I think concur could ultimately be one of them. Were not there yet perhaps. The stock trading at 6. 5 times divided by sales which is pretty cheap. So lets check in with the chairman and ceo of concur technologies and find out more about the quarter and the companys process. Welcome back to mad money. Hi, jim, thanks for having us back. Steve, im going to say something, you dont have to opine on it or do. But im going to tell you if this quarter, the exact quarter you reported last night were reported five months ago, your stock would have been up 10 today. Is that something you even can ponder . You know, jim, obviously i i certainly feel pain when my longterm shareholders are seeing declines in their values. But, you know, look, folks like myself, my management team, what we do, we build businesses over a long period of time. Think about this, concur 11 years ago was worth 8 million. In total value. Today, were worth many billions of dollars. But thats all driven by the fact were delivering great value to customers and those customers are buying our services. In fact, in the december quarter, we added 1,000 new customers, in the march quarter, the one we just reported, 1,500 new customers. Our opportunity is, lets keep building the business, keep driving from 22,000 customers we have today, lets get it to 100,000, 200,000, 300,000. And that revenue base that you build with that and the operating margin that falls out from building a business of that scale, thats what drives longterm value. And thats what were focused on. A lot of companies coming into the various cloud spaces that no one has challenged there isnt a single one that does what you do. Is that not untrue that youre the only one left that no one is actually shooting against . And ibm is not going after you, oracles not going after you, s. A. P. , theyre not challenging you. Well, youre obviously incredibly enlightened in the space. So, look, we have competition, but heres the thing, reality is the markets coalescing around concur. Were becoming ubiquitous. We have 25 million plus years of our product, becoming the default of the solution. Not a lot of competition, but there is competition. And were driven by, how do you drag incredible value for the Business Traveler . And the reality is both the customers and suppliers and even the competition starts to coalesce around you. And by the way, you should listen in at our user conference next week for the conference. Youre going to see in new orleans youre going to see announcements around how the markets actually coalescing around us. Not just the supplier side but also on the competitive side. All right. I want to hear that. I know its fusion next week, thats going to cause the stock to bounce, but we dont know. I was trying to figure out, how do i tell the concur story . Sure enough, i read the Conference Call, youve got the yankees. They can choose anybody. What do you do for the yankees . Well, what we do for the yankees, what we do for the mets, for every single customer that we have, which is we drive down operating costs. Help them control their total spend, and thats why they buy us. Ill tell you this, at the very beginning of this, right . So if you think about small and mediumsized businesses like the yankees relative to the size of business and brand perspective. But the reality is, theres literally hundreds of thousands of Companies Just like them we want to serve. I tell you what, if we can corner the bed and breakfast market in new jersey, thatll be a nice second step on that. Okay. Well, let me go there for a second. I saw yelp reported. It does that. I love the product. But the way it works, people go to another site, look at our ratings, trip adviser, yelp and then concur. Why cant concur offer that same option . Why i cant i just have one vertical . Well, you know, jim, you actually bring up a fantastic point here. Our view is that you shouldnt have to go just to concur. You should be able to go anywhere you want to go to book any kind of travel you want. In fact, corporations really are focused on how do they manage their Corporate Travel spend . Its a concept called managed travel programs. The reality is, though, that not one managed travel program in the world captures 100 of your spend or 100 of the bookings that you do. In fact, the only way to do that. By the way, the reason for that is that in order to capture 100 of your spend, youve got to deliver a product that the customer goes to exclusive. Concur travel or your travel agency. The reality is people like you and i, we will book travel wherever we want. Sometimes our mobile devices, sometimes on the supplier website, like a bed and breakfast website. What triplink does, to really take all of Corporate Travel and bring it together in one 100 managed travel Program Allows you to book wherever you want. But we capture that information and bring it back into compliance and deliver it to companies. Now, we love your product and people know that we use it. And i think its sensational. Ive got one last question. You mention youre going to hear new products and even what the other guys are doing . Why would you talk about the other guys . Certainly. Part of being a great open platform is to be able to allow everyone to innovate on top of that platform. And when you do that, every one of the Business Travelers benefits from it. And so let me give you a simple example, all right . This is a great company, American Express who has incurred travel and expense. Concur launched a product called expense, you should download it if you have it. Its a really cool app that allows you to simply take your camera or take your phone out, open up, take a picture of the receipt and automatically takes that receipt and puts it in the expense report. Itemizes, everything, right . But amex stepped up and said, look, we can add more value on top of that. And every single time you use your American ExpressCorporate Card for a purchase, for example at a restaurant or whatever it might be, as you swipe the card, American Express, any concur platform and sends us a notification within our product that says, hey, a card charge just happened, would you like to take a picture of it . And automatically expense it. This is the value of an open platform, this is why we embrace not just our partners and suppliers but also competitors. Got it. Okay. Thats steve singh chairman and ceo of concur technologies. As close to monopoly, this is not no ones shooting at this guy because they own the mar