In his newsletter “Best Stocks For 2015” (“19 Stocks Set To Soar”), TV personality, investment guru and Boo-Yah booster Jim Cramer says straight away that in the last two years his ideas “delivered some pretty serious out-performance.” Cramer expects his 2015 to be no different. The Mergers & Acquisitions boom will continue, Cramer believes, and you can win that game. He also says some scary things, like pointing out the parallels between the economy German leader Angela Merkel is presiding over and the Weimar economy that preceded the rise of Nazism. (There are analogous elements, but one must always remember Cramer is first and foremost an entertainer! He’s in show business. Drama is the coin of the realm.)
Yet despite Cramer’s big doubts about Europe, Japan and the”paper economic tiger” China, things are looking up for you! Because Yahoo! and other big companies are going to solidify their positions with M&A buying sprees. They’re going to buy “Yelp (YELP), Grubhub (GRUB), Home Away (AWAY), Trip Advisor (TRIP) and Zillow (Z).” Or at least some of those will sell to the right suitor. And they will sell at significant premiums to current prices. But the #1 stock that you should own because it’s seriously undervalued? Because its management team’s friendly ineptitude makes it deeply discounted at its current price? TWITTER. We’ll say it again: TWITTER. Cramer’s not the only one who thinks this, of course. But he spells out his reasons in a very compelling way. Check out more of Jim Cramer’s Mad Money predictions here.