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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.
Apple (AAPL), Facebook (FB) and Google (GOOGL): The market rotation is in full swing, and Cramer told viewers that as investors abandon the restaurants and retailers, they'll be looking for stocks like these three Action Alerts PLUS holdings for growth now that Europe is on the upswing.
All of these companies saw their earnings hurt by strong currency headwinds, Cramer noted. But now that the U.S. dollar might be done heading higher, these companies have everything to gain in the back half of 2015.