Did you miss "Mad Money" on CNBC? If so, here are some of Jim Cramer's top takeaways.
For an "Executive Decision" segment, Cramer sat down with Martin Schroeter, senior vice president of global markets at IBM (IBM) - Get Report , which just reported a 4% rise in revenue -- its best in six years -- but saw its shares fall 3.7%.
Schroeter explained that IBM has real momentum going into 2018, with growing revenues and stable margins. Earnings per share, he said, still has some headwinds, but overall, the secular trends driving their business, including the cloud, security, mobile and analytics, remain strong.
Many people think mainframes are dead, Schroeter said, but in fact, they are very much alive and today's mainframes are faster and more secure than ever before.
IBM also remains a leader in blockchain technology, the same technology that powers cryptocurrencies like bitcoin. Schroeter said that IBM is building a global trade network using blockchain that will cater to the enterprise clients that IBM knows best.
Finally, Schroeter noted that IBM remains committed to its shareholders and will continue to raise their dividend and reduce their share count through buybacks.
Cramer and the AAP team are taking a closer look at news of trade negotiations, and are adding to their portfolio position in Constellation Brands (STZ) - Get Report . Find out what they're telling their investment club members and get in on the conversation with a free trial subscription to Action Alerts PLUS.
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At the time of publication, Cramer's Action Alerts PLUS had a position in STZ.