Its acquisition of Harleysville National (HNBC) "is the kind of thing that you do when you're about to become more of a super regional," he said.
Masco (MAS - Get Report) is "very exciting," Cramer said. "Housing is coming back. We know that the media doesn't want to admit it, but everyone else is willing to, including the people who work at Masco."
As for health care reform, Cramer said that senators have been "coming out and saying that the public option for health maintenance organizations ... is dead," which explains the runs in United Health (UNH - Get Report), Aetna (AET - Get Report) and WellPoint (WLP). Even Tenet (THC - Get Report) had a "great quarter.""These stocks act absolutely terrifically, and it's because the Senate is going to kill what was ever going to ail these guys," said Cramer. --Rebecca Corvino is based in New York.