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NEW YORK (TheStreet) -- Did you miss last night's "Mad Money" on CNBC? If so, here are Jim Cramer's top takeaways for today's trading.
Walt Disney (DIS) : Despite posting an amazing quarter, shares of Disney still closed down 22 cents on Tuesday. Cramer said that's a mistake because the long-term story at Disney is still better than ever. That makes Disney's stock a buy, buy, buy on any continued weakness tomorrow.
XPO Logistics (XPO) : Is logistics a logical choice for your portfolio? Cramer sat down with Brad Jacobs, chairman and CEO of XPO, our nation's largest "last mile" logistics provider, which last week announced the acquisition of a major European logistics provider, its first foray outside of the U.S.
Jacobs explained that XPO is a big player in a number of areas, including being number three in intermodal transportation in the U.S. and a major player in moving goods from Mexico under the Nafta treaty to the U.S. While XPO doesn't own many of its trucks, it does touch about a third of all appliance and furniture deliveries in the U.S.
When asked about the opportunities for more acquisitions, Jacobs said the transportation industry is very fragmented and there are still thousands of companies out there. Not all acquisitions are large, however, and he said many are small but still strategically important.
Cramer has long dubbed these companies "cult stocks" because their customers have evolved into voracious shareholders, sending valuations to levels not warranted by any traditional metric. That was clearly apparent today when an analyst was forced to upgrade Netflix from a sell directly to a buy, capitulating that he's been dead wrong for over 100 points.
Amazon, too, has been red-hot since the company offered a rare moment of clarity on its conference call, telling shareholders just how profitable its Web services division is. Then there's Tesla, which reports Wednesday. After a big run going into the quarter, this stock is also receiving upgrades ahead of its announcement.
Where does Cramer stand on these three beloved stocks? He said Netflix still represents value while Amazon could be a value if it wanted to be. As for Tesla, Cramer said drive the car, stay away from the stock.
Ethan Allen Interiors (ETH) : For his second exclusive interview, Cramer sat down with Farooq Kathwari, chairman, president and CEO of Ethan Allen Interiors (ETH) , a stock that's declined over 20% so far in 2015 despite trading at just 14 times earnings and sporting a 2.3% dividend yield.
Kathwari explained that Ethan Allen is a classic American brand and one that still promotes personal service at all 300 of its design centers around the country. The company has been hard at work transforming itself, investing over $750 million to bring its manufacturing back to the U.S. In addition to streamlining its operations, Ethan Allen has also been paying down its debts and buying back more of its own stock.
Cramer took a wait-and-see stance on Ethan Allen because sales of the company's new American made goods have been sluggish thus far.
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