Both of these companies are regional to national expansion stories, said Cramer. Both have long runways of growth ahead of them. Both have successfully made secondary offerings of stock, right under everyone's noses.
Cramer said Dollar General has done four secondaries recently, while Dunkin has done two in the past year. All of these deals were highly visible, he noted, and easily accessible to the individual investor.
Deals like these are exactly the ones investors need to be paying attention to, said Cramer, and the problems in Europe is no excuse for missing them.
Off the Charts
In the "Off The Charts" segment, Cramer took a step back to see the bigger picture of the markets and take a technical look with the help of his colleague Carolyn Boroden.Using a weekly chart of the Standard & Poor's 500 index, Boroden's research called a bottom in the markets between 1,259 and 1,269, just 4% below where the markets closed today. Using "measured move" analysis, which compares the relative sizes of market moves to the upside and downside, Boroden noted that recently the S&P has been moving in $155 increments, which puts the market's bottom precisely in her target range. This theory was also confirmed using a number of Fibonacci ratios and applying them to the S&P's daily chart. Using both time and price relationships, Boroden predicted last week that a change in the market's direction was due, a move which has started to occur. While Boroden sees only 4% of downside for the markets, her analysis found the S&P could rise as high as 1,464, a full 11% move from today's levels. Cramer emphasized that the markets are still being held hostage by Europe, which makes this a stockpicker's market, not a market for technicians like Boroden. However, while the markets wait for a European resolution, Cramer said it's helpful to look at the charts to get a sense of direction and perspective, something Boroden's research does very well.