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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.
Constellation Brands (STZ) - Get Report : For his "Executive Decision" segment, Cramer spoke with Rob Sands, president and CEO of Constellation Brands, the wine and spirits maker which just posted a monster 12-cent-a-share earnings beat.
Sands touted his company's recent acquisition of High West as another driver of growth and the brand has momentum and will receive a jump-start with Constellation's management and distribution network.
Sands was also bullish on beer, noting that Constellation accounted for 60% of the growth in beer this summer, a clear indication the company is gaining share in the market.
When asked about the changing tastes of consumers, Sands said consumers are moving up to move expensive brands and in many cases quality dictates prices, so Constellation is able to charge more for those higher-end wines and liquors.
Cramer said he remains a fan of Constellation.
Salesforce.com (CRM) - Get Report : In his second "Executive Decision" segment, Cramer sat down with Mark Benioff, CEO of Salesforce.com, at the company's annual Dreamforce conference in San Francisco.
Benioff said Dreamforce is a family reunion, where all Salesforce's customers get together to learn and celebrate the accomplishments of the year.
When asked about the rumors Salesforce is interested in acquiring Twitter (TWTR) - Get Report , Benioff explained that Salesforce is an innovation company and innovation can come organically or via acquisition. Every year, Salesforce looks at many deals, he said, but completes very few.
That's why Benioff said he's most excited about his company's efforts in machine learning, which will allow customers to add artificial intelligence into their apps and not need a data scientist to do it.
Benioff also commented on earlier statements he made regarding Microsoft's (MSFT) - Get Report acquisition of LinkedIn. He said data is the new currency and Microsoft is being aggressive in its use of LinkedIn's customer data.
Palo Alto Networks (PANW) - Get Report : In his third exclusive interview, Cramer sat down with Mark McLaughlin, chairman and CEO of Palo Alto Networks, the cyber security company with shares that are lower by 8% for the year despite security continuing to be a high priority for most companies.
McLaughlin said that unfortunately, cyber attacks are going to be with us forever, so it's important to remember that while you can't prevent attacks from happening, you can prevent attacks from being successful, which is what Palo Alto aims to do.
The cyber security business is evolving, McLaughlin noted. Companies quickly learned that buying one product to fix one problem leads to a lot of products that don't talk to one another and increases complexity. That's why all inclusive products, like the Palo Alto platform, are becoming so valuable. Palo Alto partners with companies like Proofpoint( PFRT) , which were featured just last night on Mad Money.
McLaughlin also noted that Palo Alto is also moving more toward services. A full 65% of the company's billings are now service based.
Cramer called Palo Alto the best of breed in an industry that's growing like wildfire.
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At the time of publication, Cramer's Action Alerts PLUS had no position in stocks mentioned.