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Cramer's 'Mad Money' Recap: A Tale of Two Markets

But Cramer said Ross is likely just being conservative with guidance, setting itself up to under-promise and over-deliver next quarter. He also said the 6% increase in same-store sales was actually very strong when compared to other retailers.

So why does Cramer remain bullish on Ross Stores? Mainly because the company is a regional to national growth story, one with lots of room to grow. He said the company's strategy of buying distressed merchandise from high-end retailers, then packing it away until next year has been a winning one that affords shoppers great deals. Additionally, Ross is also a play on the housing recovery because 25% of the company's items are home-related.

Beyond the company's growth, Cramer said it also offers investors a 1% dividend that has been raised every year for the past 18 years. The company also has a meaningful stock repurchase program that has retired 25% of its float over the past seven years.

With shares trading at just 14.5 times earnings compared to historically trading at 18 times earnings, Cramer said this 13% grower is one stock investors need to have in their stockings for this holiday season.

Shopping With FedEx

Cyber Monday, the biggest online shopping day of the year, may be upon us but forget about investing in online retailers, Cramer said.

The best way to make money off online shopping is with FedEx (FDX), another of his Action Alerts PLUS holdings.

Cramer said that while FedEx certainly benefits from the estimated 20% increase in Black Friday sales this year, the company has another big catalyst pulling in its favor -- a massive restructuring that was announced just a few months ago.

Until now, FedEx has essentially been running two separate shipping networks, one for express packages and another for slower ground shipments. But under the restructuring plan those networks will be merged, affording the company huge savings and investors huge profits.

While much of the restructuring is planned for 2015 and 2016, Cramer said some of the initial gains will come in the company's fiscal 2014, which is only seven months away.

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