Every day Jim Cramer hears investors crying over how Greece is holding the entire stock market hostage until a decision is made. And while it is a big problem, Cramer doesn't think enough light is shed on the positive side of the situation: it keeps the Federal Reserve on hold.
However, all of this activity in the market has led to a wave of consolidations as we hear many companies talking about mergers and acquisitions. Thus, the "Mad Money" host decided to focus on the positive aspects of consolidation, and how it could unlock even more wealth for investors.
Why? Because Cramer sees that the market is blessing even with acquisitions that don't make any sense—like when the dog of a stock Coty went higher based on a total overpay for a bunch of old Procter & Gamble brands.
"I think it's safe to say we are now in an environment where CEOs know that the best thing they can do is to go buy another company," Cramer added.(Tweet This)
Thus, Cramer decided to share some of his dream merger ideas that he thinks could drive stocks higher for both parties.
First is the ultimate takeover target, Twitter. And while Cramer's charitable trust owns the stock, he totally regrets it and fears it could be headed lower unless there is a takeover or management cleans up its act.
Cramer thinks Twitter will go lower, not because he is badmouthing it, but because it is too expensive on an earnings basis.
But it's not too expensive on a takeover basis, and it could be worth a ton to a buyer like Google. Even Google has been sinking lately and has been flat since December 2013. Cramer thinks the stock could jump significantly if it bought Twitter for a 20 or 25 percent premium.
Why? Because then Google could fire everyone at Twitter. After all, it has its own amazing engineers and fabulous sales force. Then the two organizations would immediately be integrated.
"I always say you should never buy a stock on takeover speculation if the fundamentals are unsound, which means you shouldn't buy Twitter. However I could easily see the company being taken over; it's just that it might get bought at a lower level," Cramer said. (Tweet This)