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Cramer's 'Mad Money' Recap: Now the Worries Start

Cramer said not only is Gannett not dying a slow death, the company is actually turning itself around and embracing the Internet, which now accounts for 26% of Gannett's revenue. He said the company's recent hires, including Larry Kramer, an experienced executive with knowledge of both online and offline publications, have been spectacular at revitalizing Gannett's content in an industry where content is always king.

Gannett also benefits from local media and television, noted Cramer, something of which the company took full advantage this election season. Television revenue were up 38% year over year.

In addition to its growing businesses, Gannett is also cleaning up its balance sheet and has retired $2 billion in debt thus far. The company is now investing in growth as well as its bountiful 4.4% dividend yield.

Sailing With Brunswick

Investors looking for yet another way to play the rebuilding efforts after Hurricane Sandy need to think of just one word, said Cramer: boats. The latest estimates peg the number of boats lost or damaged from the storm at 65,000 units, totally over $650 million in damages. Nearly 15% of all the boats in New Jersey, for example, were affected.

That means investors need to be thinking about Brunswick (BC - Get Report), the number one boat maker in the U.S. and a stock that's already up 27% since Cramer last recommended it a year ago on Jan 30.

Cramer said it may seem counter-intuitive to buy a boat maker just ahead of the fiscal cliff, but in addition to boats and yachts Brunswick also makes billiard tables and fitness and bowling equipment. While three-quarters of the company's revenue stems from its marine division, Cramer said the effects from the fiscal cliff are already baked into the stock.

But the effects of Sandy will far outweigh the cliff, said Cramer, and there is also a huge pent-up demand for replacement boats because the average age of boats in the water has been climbing in recent years.

Brunswick last reported a four-cents-a-share earnings beat and is aggressively restructuring itself and cutting costs. The company gets 58% of sales from the U.S. but only 18% from Europe. Brunswick is also expanding rapidly into Brazil, a huge boating market. Shares of Brunswick trade at just 12 times earnings with a 12.5% growth rate.
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