Chances are your e-mail is overflowing with online deals. However, Cramer says, there's one bargain out there that beats them all.
And that bargain is shares of FedEx.
The sharp increase in online holiday shopping alone may be enough to drive upside momentum. Just take a look at the latest estimates.
According to the National Retail Federation, 129 million consumers are expected to shop online on Cyber Monday, up from 122 million last year. Meanwhile, comScore data shows online sales in November to date are up 16%, and they were up 32% on Thanksgiving and 26% on Black Friday.
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"And we're hearing the same thing from multiple sources," said Cramer. "If you go by the numbers from IBM, online sales were up 20.7% on Black Friday, which is still pretty enormous."
There can be little argument - online shopping is still growing dramatically. Read More: Cyber Monday Is No Longer a One-Day Tradition
"And if you want to profit from holiday online shopping, do it with Federal Express," said Cramer.
Wait - there's more.
The online shopping trend underway ahead of the holidays, "It's part of a broader shift, as people buy fewer things from old fashioned brick and mortar retailers and more stuff off the Internet," Cramer explained. And the shift is happening as the U.S. Postal Service scales back operations in an attempt to save money.
"That means more business for shipping companies like Federal Express."
But why FedEx rather than UPS?
- FedEx announced a big restructuring at its analyst day on October 10th.
- FedEx is massively consolidating its Ground and Express segments in order to make them more competitive and more profitable on a per package basis.
- FedEx's ultimate goal is to increase its operating income by $1.7 billion by the end of its 2016 fiscal year. (This plan could eventually boost the company's earnings power by roughly $3.40, a massive increase from the $6.44 that FedEx is expected to earn in 2013.)
- FedEx plans aggressive headcount reductions
- Fedex intends to restructure their shipping network and their aircraft fleet.
- FedEx also has a China kicker. (The company gets about 30% of its sales from overseas, mainly from Asia but also with some Europe and Latin America.)
And here's the icing on the cake, "Once the big turnaround is done, FedEx intends to improve its capital structure and start increasing its dividend, which currently yields a meager 0.6%," Cramer said.
What's the bottom line?
"If you want a real Cyber Monday deal, consider buying yourself some Federal Express," said Cramer.
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