Jim Cramer: Sell MasterCard; Buy Home Depot, Discovery Communications

TheStreet's Jim Cramer says to trade in your MasterCard shares for Visa ahead of the planned share buyback. Home Depot is a buy in 2014 as home prices increase, and a deal between Discovery and Scripps Networks could create value for both companies in the long run.
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At the time of publication, Cramer was long ___.