Did you miss "Mad Money" on CNBC? If so, here are some of Jim Cramer's top takeaways.
In his second "Executive Decision" segment, Cramer sat down with Debra Cafaro, chairman and CEO of, Ventas (VTR - Get Report) , the healthcare REIT which just posted strong results that included a 6.8% rise in revenues.
Cafaro said there are a number of reason that led to Ventas' strong results this quarter. One of those reasons is a continued decline in new starts for senior living facilities. After overbuilding in the past, the decline has become welcome news.
Cafaro was also upbeat about their new $2 billion investment into university research facilities. Ventas has partnered with great universities like Brown, Yale and Penn, she said, and are building research facilities for all sorts of great research.
Through it all, Cafaro said the Ventas dividend remains rock solid, even above 6%. While the market might not be favorable for REITs at the moment, Ventas is always finding new ways to create value for their shareholders.
Cramer and the AAP team say Allergan's (AGN - Get Report) results were solid. They're holding onto their small, "spec" position that protects against downside. 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.
Over on Real Money, Cramer talks about how this market over-rewards winners and over-punishes losers. Get more of his insights with a free trial subscription to Real Money.
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