Jim Cramer's Top Takeaways: Polaris Industries, Apple and WhiteWave Foods

Cramer says it's time to own industry-leaders Polaris Industries, Apple and WhiteWave Foods.
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.

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Polaris Industries (PII) - Get Report : In an exclusive interview, Cramer once again welcomed Scott Wine, chairman and CEO of Polaris, the recreation vehicle maker that's seen its shares plunge 27% so far this year in the face of a strong U.S. dollar.

Wine said that Polaris is not about excuses, they're about finding a way to create opportunities even with a strong dollar. That's why sales were up 12% in the third quarter and why they continue to innovate with great new products that their customers love.

When asked about competition, Wine said the way to win to to make great products, and that's why Polaris keeps gaining market share.

Cramer said that he's never seen Polaris so cheap and remains a big fan of the company and their products.

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Apple (AAPL) - Get Report : After an analyst downgrade sent shares of Apple down sharply 3.1%, Cramer said he's not wavering from this Action Alerts PLUS stock, and continues to recommend that investors own, and not trade, Apple.

Cramer said while he applauds analysts that actually do their homework and check in with retailers to gauge sales, every few months these reports come out, and every few months they're dead wrong.

Cramer noted that several Apple suppliers indicated that sales are booming, and while these suppliers cannot mention Apple by name, it's clear that iPhone sales remain in high gear. Even Apple CEO Tim Cook mentioned in a recent conference call that trying to gauge Apple based on its supply chain just doesn't work.

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WhiteWave Foods (WWAV) : In his second exclusive interview, Cramer also welcomed Gregg Engles, chairman and CEO of WhiteWave Foods, which delivered better than expected earnings yesterday.

Engles said that WhiteWave is right in the middle of several powerful trends in the food business, including the move towards natural and organic and a desire for diversified proteins and less processed alternatives. That's why Engles was very bullish on two recent acquisitions, Wallaby Organic in the yogurt space and Vega in the nutritional supplement space.

Engles also noted that WhiteWave is no longer a niche player in the natural and organic space. In fact, WhiteWave's revenues from organic grocers is only in the single digits, while the remainder stems from traditional, mainstream food retailers.

Cramer said WhiteWave remains the best company in the natural and organic food space.

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At the time of publication, Cramer's Action Alerts PLUS had positions in AAPL and WWAV.

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