Mad Money

Cramer Highlights an Important Trend

Like Charles Dickens penned long ago, "It was the best of times, it was the worst of times."

Tale of Two Cities: Autos

That's certainly true of what the U.S. has become today, Cramer said Thursday. It is the best of times for the wealthy, who are spending like crazy while it's the worst of times for everybody else. In turn, companies that appeal to the ultra low-end are putting up big numbers.

So what's the trade?

On Wednesday, Cramer highlighted generic brand companies. He turned his attention toward do-it-yourself auto repair retailers. Just as people are looking to save money with house brand products, they are hoping to cut costs by doing their own car repairs.

In this space, Cramer likes AutoZone . With 4,200 stores in the U.S. and Puerto Rico, it is the leading auto parts retailer in the USA. The company recently reported its 19th consecutive quarter of double-digit earnings growth and its 10th straight quarter of more than 20 percent earnings-per-share gains.

Cramer likes that the company has been remodeling its stores to attract new customers. It's also looking to expand into Mexico and hopes to get into Brazil soon, too.

The company has been good about returning value to shareholders by buying back stock. It's a $12 billion company that has repurchased $9.9 billion worth of its own stock since 1998.

For those turned off by AZO's triple-digit share price, Cramer recommends O'Reilly Automotive . It has roughly 3,420 stores with more on the way. Meanwhile, its existing stores have become more efficient.

(Read More: The Vanishing Middle Class)

Call Cramer: 1-800-743-CNBC

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