Did you miss "Mad Money" on CNBC? If so, here are some of Jim Cramer's top takeaways.
For his "Executive Decision" segment, Cramer again sat down with Marc Lautenbach, president and CEO of Pitney Bowes (PBI) - Get Report , the mail services giant that's been reinventing itself as a global logistics provider. Shares of Pitney are off 15% in 2017 and declined by 25% in 2016.
Lautenbach said that Pitney Bowes is taking the same core tenet that made it successful in postal services -- removing complexity -- and applying it to today's world, which needs to remove complexity from shipping for ecommerce applications in the cloud. Their core postal business remains strong, he said, and provides the cash flow they need to run their business through this transition.
When asked about his declining share price, Lautenbach explained that many investors expected returns early from this transition, but now most of the hard work is done and they're beginning to see growth in their ecommerce offerings. They needed to make investments into their products and messaging, he said, and those investments were more disruptive than some investors forecasted.
Lautenbach was also upbeat about his company's acquisition of Newgistics, a company with a leadership position in making returns simpler for both companies and their customers.
Over on Real Money, Cramer looks at the newfound alliances with Amazon (AMZN) - Get Report and the more aggressive style of those he thinks are being left behind. Get his insights with a free trial subscription to Real Money.
Cramer and the AAP team see a buying opportunity in Allergan (AGN) - 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 AGN.