Take home security company ADT, for example, which was spun off in the breakup of conglomerate Tyco International.
ADT showed $693 million in operating income in fiscal 2011 on sales of $3.11 billion. Analyst estimates of its market value range from $8 billion to more than $11 billion, with the higher estimates taking into account a takeover premium.
To Cramer, though, ADT is a play on the recovery of the U.S. housing market, which he considers one of the strongest themes in 2013.
(Read More: The Real Estate Recovery, in Your Neighborhood)
With about 6.5 million subscribers in the United States and Canada, ADT will be the only publicly listed U.S. company focused on security monitoring, with a growing business in home automation systems. It will be the largest player in a fragmented $12.5 billion market. The company also offers fire alarms and carbon monoxide detectors.