Did you miss "Mad Money" on CNBC? If so, here are some of Jim Cramer's top takeaways.
In an "Executive Decision" segment, Cramer spoke with Ward Nye, chairman, president and CEO of Martin Marietta Materials (MLM) - Get Martin Marietta Materials, Inc. (MLM) Report , a stock that's been on fire since the election as investors pin their hopes on a major infrastructure bill from Washington.
Nye said that his company's shares fell hard during the recession as housing collapsed and our country lacked a federal highway bill. But today, he said, we have a highway bill and both housing and non-residential construction are on the mend, which have led to growth for Martin Marietta.
Among the bright spots for his company are North Carolina, Texas, Colorado and Ohio. Nye noted that the Southeast, in particular, declined sharply during the recession and is now recovering quickly.
When asked about that promised infrastructure bill from President Trump, Nye said that he doesn't expect anything until 2018, and he noted that there is nothing in his company's forecasts yet. Nye did confirm that if there were a border wall, Martin Marietta is the market leader in Texas, but so far, no one has contacted them.
Another bright spot for Martin Marietta: the 17 liquified natural gas projects currently underway in the gulf region. Nye said those projects represent $47 billion of investment and are enormous users of aggregates and concrete.
Meanwhile, on Real Money, Cramer takes another look at look at stock groups that are sitting at or nearing all-time high: airlines, banks. Check out his strategies with a free trial subscription to Real Money.
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At the time of publication, Cramer's Action Alerts PLUS had no position in stocks mentioned.