The digital video game cycle is just beginning. At least, that's according to analysts at Morgan Stanley.
One could argue with that reasoning though given how well video game stocks like Take-Two Interactive (TTWO) - Get Report , Activision Blizzard (ATVI) - Get Report and Electronic Arts (EA) - Get Report have done -- they are up year-to-date by 60%, 67% and 46%, respectively.
Of course, others could argue in favor of that trend staying afloat as well. In the case of Jim Cramer, TheStreet's founder and manager of the Action Alerts PLUS portfolio, he's in the bullish camp.
"If you want to know the hottest trend in this country, it's e-Sports," he reasoned on CNBC's "Mad Dash" segment.
So how do investors play this trend? Cramer said he prefers Take-Two. Not only does the company have great gaming franchises like Grand Theft Auto, but it owns the naming rights for the NBA, which is a big deal when it comes to competitive leagues in e-Sports.
Take-Two CEO Strauss Zelnick is on his game, too. He's got a fabulous plan for taking advantage of e-Sports, Cramer explained.
While he prefers Take-Two, that's no slight against the other stocks. EA, Activision Blizzard and Take-Two are all headed higher, he concluded.
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Editor's Pick: Originally published June 7.
At the time of publication, Jim Cramer's Action Alerts PLUS had no position in any companies mentioned.