Not only does it have " Google-esque ( GOOG) growth," but it's also trading at a 35% discount to the lagging Amazon ( AMZN), its competitor, he said. Moreover, Cramer believes that GSI is "criminally undervalued" and "truly an incredible business." Also, as it is not one single company, it is a "play on the secular growth of online retail" in general, he said. GSI Commerce has done a better job than Amazon and is a play on one of the strongest secular trends out there, Cramer continued. Further, Cramer believes that the company should make a heavy profit this holiday season. "This one is a buy," he said.
In his "Sell Block" segment, Cramer recommended people ring the register on some of the homebuilders, which were all up big Thursday. Out of the homebuilders, he said it's likely KB Home ( KBH) could get a takeover bid. But even though there are a lot of great reasons to own KB Home, Cramer believes it's time to sell the homebuilders, including KB Home, because these stocks are high. If market-players don't want to relinquish their positions in KB Home completely, he said they should at least take some off the table. Moving on, Cramer said if people listened to his recommendations and bought Brazil-based Banco Bradesco ( BBD) they should have caught a double gain in this stock. The play has gone from $19 to $38 since Cramer advised buying it and now it's time to get out of it and cash in on that gain, he said. He advised swapping out of itm and if people still need to have Brazilian exposure, he suggested buying Banco Itau ( ITU), which is "better at managing its assets than Banco Bradesco." "Take all of Banco Bradesco off the table and buy a quarter of your position in Banco Itau," Cramer said. Finally, he said he was wrong about United Technologies ( UTX) and said to sell it on any strength. The fact that J.C. Penney ( JCP) is offering a dividend does not mean its growth has slowed, Cramer told a viewer in his "Mad Mail" segment. It is an example of a company that has excess cash and wants to return value to its shareholders, he said.