Cramer's 'Mad Money' Recap: Buy a Boring Bank ETF

Stock quotes in this article: KRE , EBAY , UNTD , RVBD , GOOG , GRMN  

eBay took in 96% more revenue in advertising year over year from the second quarter, and Cramer foresees continual growth in that area. He believes the 2012 estimate of eBay earning 32 cents a share on advertising to be too low.

Beyond its advertising, eBay is diversified with other holdings. It owns Skype, which is available in 27 languages and is "growing at a fast clip." eBay acquired PayPal in 2002, which is a means of payment like MasterCard (MA Quote), which Cramer told investors to look into, as it was "done going down."

Also controlling 25% of Craigslist, eBay has been "ramping up locals and classifieds." It is becoming a go-to source for placing small-time ads instead of community newspapers.

Cramer recommends eBay under $34. Like Google (GOOG Quote), Garmin (GRMN Quote) and Research In Motion (RIMM Quote), eBay is a "long-term investment play" while also a "digitalization of commerce play."

Stand for United

Named as "too cheap to ignore," Cramer spotlighted United Online (UNTD Quote). Recently paying out a dividend of 20 cents for the 10th consecutive quarter, United reaches more than 20% of the U.S. online adult population.

In addition to its role as a low-cost Internet provider, United is also in the "content business." Beyond owning Internet providers such as Juno and Netzero, it controls MyPoints.com and Classmates.com.

Cramer does not recommend buying into Classmates.com's forthcoming IPO, preferring "the parent company to the spinoff." However, he did say that the Web site has more than 2.7 million paying members.

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