Cramer said for investors who are bullish on the American consumer, Lithia is the perfect speculative stock. Lithia is domestic and it's in a fragmented market with tons of room to grow. In its most recent quarter, Lithia increased its same-store sales by a stellar 22%, with new car sales growing by 25%. Compare that to the next closest competitor, Sonic Automotive ( SAH), which only grew by 12.1%. In addition to sales, Lithia has great margins and is taking market share from its rivals. Cramer said Lithia clearly knows what works and offers not only sales, but service, financing and insurance, three services with high margins and steady income streams. Service alone accounts for 32% of Lithia's profits. Despite beating Wall Street expectations by 18 cents a share, Lithia remains the cheapest of all the auto dealership stocks, said Cramer. But as great as Lithia may be, Cramer said he still cannot recommend the stock given the weak unemployment data received today. Consumers stopped buying cars before, he said, and they may stop again. For investors who are bullish on American growth however, Lithia "may be the stock for you."