Jim Cramer and Stephanie Link are adding United Technologies to their Action Alerts PLUS portfolio. Cramer likes UTX because it purchased Goodrich, streamlined it, and returned cash to shareholders, the opposite of what Twitter is doing. Cramer also likes United's exposure to China and aerospace, which is in a secular bull market. Link also likes UTX's exposure to construction. Cramer believe they are not doubling down on Johnson Controls because United Technologies is getting it right now.
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