Goldman also cited margin pressure and a bad balance sheet among Masco's other negatives. But Cramer sees margins rising in 2014. While the company does indeed have a lot of debt, it's also expected to generate $1.5 billion in free cash flow next year. He said trading at 19 times earnings is below historical average for Masco, and the company does sport a 44% growth rate.
Cramer was bearish on Eldorado Gold (EGO).
Executive Decision: Ed Heffernan
For his second "Executive Decision" segment, Cramer sat down with Ed Heffernan, president and CEO of Alliance Data Systems (ADS - Get Report), the loyalty program provider that offers services for hundreds of companies and retailers. Shares of Alliance Data are up 70% in 2013 and trade at 20.4 times earnings with a 15% growth rate.Heffernan said Alliance is growing because companies need to learn more about their customers, and there's no better way to do that than with a loyalty program. He said the company's services allow retailers and others to know who their customers are, what they like, when the shop, what motivates them to buy and so much more. That's why Alliance works with hotels, retailers and big pharmaceutical firms. When asked about the holiday season, Heffernan said the company sees the largely multi-channel picture and the kickoff to this year's shopping rush seems to be getting going with a bang. He said it remains to be seen how things finish up. Finally, when asked about whether the company would consider splitting its now-$250 stock, Heffernan said that in his mind such a move wouldn't create a lot of value. What does create value, however, is producing great earnings and reducing the share count through buybacks. Cramer said he thinks Alliance Data Systems is a buy.