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Did you miss last night's "Mad Money" on CNBC? If so, here are Jim Cramer's top takeaways.
Cintas (CTAS) - Get Report : The stock of uniform supplier Cintas has been on fire, up 32% so far this year and a full 120% over the past three years. But Cramer said shares could still go significantly higher, and he called the company the ultimate "Trump stock."
The premise is simple: The more people who are working, the more uniforms they'll need. Which is why Cintas -- already growing earnings organically by 35% a year -- could become even more attractive to investors.
Cintas is not going to be affected by a single interest rate hike, Cramer said. And given its limited international exposure, it's also not likely to get caught up in any trade war discussions either. It will, however, benefit from Trump's proposed tax rate cuts for corporations, as it paid 37% in taxes last year.
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Xilinx makes programmable logic chips that are used in a multitude of applications, from autos and defense to the data center. Cramer said with all of the takeover activity in the semiconductor space, he could see Xilinx becoming a target for the likes of Texas Instruments (TXN) - Get Report or Micron Technologies (MU) - Get Report , which may be looking to diversify away from cell phone chips.
Cramer never recommends a stock based solely on takeover speculation, but in the case of Xilinx, the company has excellent fundamentals, and that makes it a buy.
Sandbrook said that U.S. Concrete differentiates itself by focusing on urban areas and taking on special projects like stadiums and bridges that are difficult for competitors to match. U.S. Concrete played a big part in rebuilding the World Trade Center in New York City, for example.
Of the areas in which U.S. Concrete operates, including New York and California, Sandbrook said he was most excited about Texas, where corporate relocations in the region have been a big win for his company.
When asked about the effect of the Trump administration, Sandbrook said that lower taxes and fewer regulations are big positives, but he's not looking for infrastructure projects to play a big part for a few years. Planning, permitting and executing takes time, he noted.
As for Trump's proposed border wall with Mexico, Sandbrook said U.S. Concrete has portable plants at the ready, he's just waiting for the president-elect's phone call.
Cramer called U.S. Concrete a "pretty good story."
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At the time of publication, Cramer's Action Alerts PLUS had no position in stocks mentioned.