Jim Cramer's Top Takeaways: Kimberly-Clark, Marriott Vacations Worldwide, Nucor

Cramer remains bullish on Kimberly-Clark and Nucor is steeled for continued growth.
By Scott Rutt ,

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Did you miss last night's "Mad Money" on CNBC? If so, here are Jim Cramer's top takeaways for today's trading.

Kimberly-Clark (KMB) - Get Report : For his first exclusive interview, Cramer spoke with Tom Falk, chairman and CEO of Kimberly-Clark 

the consumer packaged-goods maker that just posted a 5-cents-a-share earnings beat, only to see investors flee on reduced growth forecasts, sending shares down 1.5% for the day. Kimberly-Clark currently sports a 2.8% yield.

Falk said overall volumes at Kimberly-Clark were up 4% for the quarter and currency pressures are not hurting the company as much as expected. When asked about China, he said Kimberly remains number two in the diaper market, but there is a ton of competition in the region that hurts pricing.

Elsewhere in the world, Falk noted consumers in Brazil are spending less while other markets are seeing spending on the rebound.

Innovation remains a key theme at Kimberly, Falk added, saying that there continues to be a lot of innovation in both the baby and feminine care segments, and his company will be introducing many new products in both categories.

Cramer remains bullish on Kimberly-Clark.

Marriott Vacations Worldwide (VAC) - Get Report : In his second interview segment, Cramer spoke with Stephen Weisz, president and CEO of Marriott Vacations Worldwide, which last week delivered a 6-cents-a-share earnings beat and raised its full-year guidance. Shares of Marriott are up 28% since Cramer last checked in last October and are up 40% for the year.

Weisz commented on the notion that rivals including AirBNB would put companies like Marriott out of business. He reiterated that while AirBNB has a place in the world and has been successful, it doesn't compete directly with the type of offerings and customers Marriott has.

Weisz continued that he's long felt his company's share price was depressed, which is why Marriott has purchased over $600 million worth of its own stock and returned over $650 million to shareholders.

When asked about growth, Weisz commented that Marriott's new sales center initiatives have been very successful. When it adds resorts, it adds new sales centers, which are resulting in increased revenue and lots of new customers.

Nucor (NUE) - Get Report : In his third interview, Cramer also checked in with John Ferriola, chairman, president and CEO of Nucor, the steelmaker that posted a 3-cents-a-share earnings beat after new trade laws slapped huge tariffs on imported steel.

Ferriola said Nucor's performance this quarter can continue and is part of his company's long-term strategy for profitable growth.

When asked about the explosive growth in the auto market in Mexico, Ferriola explained that Nucor's new plant will sit right in the heart of the Mexican auto market and provide steel for countless vehicles. He quipped that while some auto parts have migrated to aluminum, steel will always remain at the heart of auto manufacturing.

Turning to the issue of those new trade laws aimed at curbing illegal dumping, Ferriola said imports dropped 31% after the new laws look effect and have created a level playing field for American companies.

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At the time of publication, Cramer's Action Alerts PLUS had no position in stocks mentioned.

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