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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 Monday's trading.
Raytheon (RTN) and Lockheed Martin (LMT): The United States may be stepping back from its role as the world's policeman, but that doesn't mean our defense contractors are cutting back as well. In fact, new export rules on military exports means that the time is right to start buying this group.
Among the group, Cramer is a fan of Raytheon, which makes missile defense systems and just landed huge contracts in both Poland and Qatar. He is also a fan of Lockheed Martin, which makes aircraft like the F-16 and trades at just 15 times earnings with a 3.2% yield.
Cramer suggested buying any of these names on any weakness such as what the markets are seeing right now.