Compare that opportunity to that of J.C. Penney ( JCP) or Sears Holdings ( SHLD), retailers that already have locations throughout the entire country. Those chains need fewer, not more, stores, said Cramer, the complete opposite of Dunkin, which could easily support thousands more. So the next time Cramer talks about "regional to national," just think about Dunkin Brands and the decade of growth it has in front it.
For "Speculation Friday," Cramer turned his sights on Pharmacyclics ( PCYC), the small biotech firm that received not one, but three analyst upgrades despite the stock having already soared 130% so far this year. Cramer said that he doesn't care where the stock of Pharmacyclics came from, only where it's going, and in this case he completely agrees with the three analysts. Why? Because Pharmacyclics' new blood cancer drug, submitted for Food and Drug Administration approval this summer, is proving to be a blockbuster therapy that could revolutionize how blood cancers are treated. Cramer noted that what's exciting about Pharmacyclics is not that its drug is showing remarkable results with few side effects, but that the drug is achieving these results all by itself. This new drug is so good, it turns out, it doesn't need to be part of a cocktail of drugs as all other therapies dictate. Given the hefty price tag of the drug, $125,000 a year, analysts are now expecting $6.5 billion a year in peak revenue. Not all of that will reach Pharmacyclics, however, as it has a 50/50 split with Johnson & Johnson ( JNJ). While some analyst shy away from Pharmacyclics given its $10 billion valuation, Cramer noted that companies including Alexion Pharmaceuticals ( ALXN), are also expected to bring in $3.5 billion, and that company is valued at $22 billion -- meaning Pharmacyclics could double or more and still be valued in line with its peers. There are still risks, however, which is why investors need to do their homework before investing, Cramer noted,.
In the Lightning Round, Cramer was bullish on LifeLock ( LOCK), Oasis Petroleum ( OAS), Rite Aid ( RAD) and Verizon ( VZ).