Cramer's 'Mad Money' Recap: Daktronics on Track

Stock quotes in this article: DAKT , DIS , CWTR , LAMR , AAPL , SHLD , AGN , JWN , SWY  

Moreover, Cramer said Daktronics has "pricing flexibility" and has "made the 'Mad Money' scoreboard [on the show's set]."

Companies can no longer rely on print media to get their message out, Cramer told his viewers. They need to stick with online advertising, or "the next best solution," digital outdoor advertising, where market players should be able to make some mad money, he said.

Not only is Daktronics making money off of digital billboards, but the companies buying the billboards are raking in money as well, Cramer said.

People may no longer have to watch TV ads because of the digital video-recording system, and it may not be necessary for people to listen to the radio any more, "but nobody can ignore a billboard," Cramer said. "And if guys who own billboard places are smart, they'll digitize," so the ads can change.

Cramer believes Lamar (LAMR Quote) is a "fabulous acquisition target," which understands that it is more profitable and efficient to have digital signs.

As Lamar is on track to increase its billboard count and there are high barriers to enter this market, Cramer said Lamar should profit.

"The local, state and federal governments have decided CBS (CBS Quote), Clear Channel (CCO Quote) and Lamar should own 85% of this market," he said.

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