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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 - Get Report) and Lockheed Martin (LMT - Get Report): 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.
Jack in the Box (JACK - Get Report) and McDonald's (MCD - Get Report): New burger IPOs like Shake Shack (SHAK - Get Report) and Habit Group (HABT - Get Report) may be getting all the attention on Wall Street, but their valuations are just ridiculous, Cramer told viewers. That's why he's betting on Jack in the Box, the cheapest among the burger chains, and McDonald's, which finally seems ready to take its need for a major turnaround seriously.
Southwest Airlines (LUV - Get Report): Cramer said Southwest is his new favorite in the airline group, but not until the earnings estimates come down and the airline stocks stabilize at lower levels. Southwest may be disciplined in its approach to growth, but that doesn't mean its competitors will be, and that means tough times in the short term for the entire sector.
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