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Did you miss last night's "Mad Money" on CNBC? If so, here are Jim Cramer's top takeaways for today's trading.
Cote said software is a key focus for Honeywell. He said while companies in Silicon Valley focus on digital to digital communications, Honeywell must connect to the analog world. In that world, there is far less room for errors.
Cote was also bullish on Honeywell's recent acquisition of Elster, that he's very exciting for what Elster brings to Honeywell. Smart metering, he said, will only become more important over time. Cote also touted Honeywell's turbocharger business, saying that turbos will be a great business for a long time. He added that turbos are essentially mini jet engines, and Honeywell is the only turbo maker that also happens to make jet engines.
DineEquity (DIN) - Get Report : In his second exclusive interview, Cramer spoke with Julia Stewart, chairman, president and CEO of DineEquity, purveyors of the Applebee's and IHOP restaurant chains. Shares of DineEquity are up 9% so far in 2016.
Stewart reminded viewers that March 8 will be this year's national pancake day, IHOP's annual event to raise money for charity.
However, much of the conversation centered around Applebee's, where Stewart said she's seeing sales growth, but not enough sales growth. She hinted at big changes coming to the chain, both inside and outside the restaurants.
Stewart also talked about DineEquity's strong cash flow, which she said will continue to allow her company to repurchase shares and pay a dividend as well as take advantage of any strategic opportunities that may arise.
Cramer reiterated his recommendation of DineEquity.
Bauer drew a correlation between the 15-year real estate boom from 1991 through 2006, which was powered by baby boomers, and the new cycle that he said is only just beginning and will be powered by millennials. That's why Tri Pointe is now focused on millennials, offering bold new contemporary designs with walkability to the urban centers that millennials crave.
When asked about weakness in the Houston area, Bauer said Houston only represents a small fraction of Tri Pointe's balance sheet and, to date, the company hasn't lost a dime in that market. He also commented on the tight labor market by noting that as oil jobs are declining, he expects many of those workers will migrate to construction.
Cramer said Tri Pointe shares, which trade near book value, are wildly undervalued.
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At the time of publication, Cramer's Action Alerts PLUS had no position in stocks mentioned.