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 Al Kelly, CEO of Visa (V) - Get Visa Inc. Class A Report . The company just reported a great quarter, Cramer said, and "remains one of the greatest secular growth stocks out there."
Kelly told Cramer that much of the global economies look pretty good, with the exception of Brazil. Kelly also said he believes the U.S. had its best holiday season in five years, with e-commerce leading the way.
Because Visa is such a global company -- now completely global following the closing of its Visa Europe acquisition in June 2016 -- it has its finger on the pulse of the world economy. There was notable strength in the U.S., Kelly said, as well as Mexico, Asia, Russia and Europe in the fourth quarter.
He also pointed to India as a strong country for growth. With a population topping 1 billion and the government's recent decision to remove the country's two largest-denomination currency bills, adoption of digital payments has really taken off.
That's great news for Visa, Kelly said. There's a big opportunity in India over the next decade and similar opportunities worldwide. As the Internet of Things and mobile payments themes continue to gain momentum, that will be good for Visa as well, he concluded.
Meanwhile, on Real Money, Cramer says that whether it's the Fed or a pro-business president, the current market environment calls for a wholesale shift in our thinking. Check out Cramer's strategies with a free trial subscription to Real Money.
Cramer and the AAP team are trimming a little Arconic (ARNC) - Get Arconic, Inc. Report and adding some Snap-On (SNA) - Get Snap-on Incorporated Report . Find out what they are telling their investment club members with a free trial subscription to Action Alerts PLUS.
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At the time of publication, Cramer's Action Alerts PLUS had positions in ARNC and SNA.