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Did you miss last night's "Mad Money" on CNBC? If so, here are Jim Cramer's top takeaways.
Mattes said that Diebold transformed itself with the acquisition of Wincor Nixdorf, and in so doing also increased its total addressable market by 50%. He said both teams are now working well together and there is a lot of excitement around what the combined company can accomplish.
Mattes said there are four trends in the financial world: digitalization, individualization, automation and miniaturization. Diebold, he said, now has a strong position in all four areas. The U.S. currently employs over 3.5 million cashiers, he explained, but with new technology, those employees can stop doing repetitive tasks and focus on what humans are good at, personal interactions.
When asked about the company's dividend, which was suspended during the merger, Mattes explained that his primary goal at the moment is to pay down debt. Afterward, he continued, there will be options for their use of extra cash.
Why are Cramer and Jack Mohr even more bullish on Newell Brands? (NWL) - Get Newell Brands Inc Report Find out what they're telling their investment club members about Newell's strategic acquisitions with a free subscription to Action Alerts PLUS.
IBM (IBM) - Get International Business Machines Corporation Report : The old school money managers are back to their old tactics, Cramer told viewers, and that's great news for laggards like IBM.
Cramer explained that as the Dow Jones Industrial Average creeps toward 20,000, money managers are looking for names that have lagged the index, hoping for some quick gains. That makes IBM, which is up 22% for the year, but is still some 50 points from its highs four years ago, a prime candidate for buying.
Stocks that are in motion tend to stay in motion, Cramer said, and IBM appears to be getting its groove back after the company announced plans to hire more workers in the U.S. IBM also has a strong stock buyback program and a 3.7% dividend yield that will attract these fund managers.
Digital Realty Trust (DLR) - Get Digital Realty Trust, Inc. Report : Cramer spoke with Bill Stein, CEO of Digital Realty Trust, the data center REIT with 156 properties around the globe. Digital Realty posted 25% growth in its most recent quarter and its shares are up 30% for the year with a 3.6% dividend yield.
Stein said that the cloud, social media and content creation continue to drive his business, but there will be a tsunami of data coming as the Internet of things and driverless cars begin to take hold.
Stein explained that just one driverless car running for eight hours uses 3,000 times more data than a person does all day, meaning the demand for data and storage will grow exponentially.
When asked about competition, Stein said that its difficult to find land that can be connected to the appropriate power and fiber connectivity. That's why Digital Realty continues to fill its pipeline with new projects to maintain future growth.
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At the time of publication, Cramer's Action Alerts PLUS had a position in NWL.