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

Moreover, as French company JC Decaux has allegedly expressed interest in buying Clear Channel, Cramer believes there should be a better company that wants to buy Lamar.

The bottom line is Lamar's headed higher, and he doesn't see much downside to owning it, he said. Plus, he wouldn't be surprised if it gets bought out.

"JC Decaux wants Clear Channel because of its billboard division, and Lamar is the pure play in this sector" and is "going digital faster than any other company," Cramer said.

Safeway and Sound

If you're looking for ancillary ways to play Christmas, Cramer said it's time to buy Safeway (SWY Quote).

He believes Safeway is the "single best unthought-of way to play Christmas" because it makes gift cards, which tend to have "big business" during the holiday season. Safeway owns gift-card maker Blackhawk, which is "probably worth $4 to $5 billion on its own, Cramer said.

Further, the fact that it is very hard to find financials on Blackhawk makes Cramer believe analysts might not even know about Safeway's Blackhawk business, which has a billion dollars in annual sales.

Blackhawk makes branded gift cards for stores like Barnes & Noble (BKS Quote), Apple's (AAPL Quote) iTunes, MasterCard (MA Quote), Nordstrom (JWN Quote), Home Depot (HD Quote) and Sears, (SHLD Quote), which he owns for his charitable trust, Action Alerts PLUS, to name a few, Cramer said.