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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.

AVT Chart AVT data by YCharts

Avnet (AVT - Get Report) : In an exclusive interview, Cramer checked in with Rick Hamada, CEO of Avnet, the supermarket to the tech industry and a company that just delivered a 9-cents-a-share earnings beat.

Hamada said that tech is still a great business to be in and Avnet is seeing continued strength in its components business, along with a continued recovery in Europe. He said that with all of the new trends in social, mobile, cloud and analytics, there is still lots of growth ahead. Hamada fell short of calling a bottom in the personal computer market, however.

When asked to comment on the horrible forecasts from NXP Semiconductor  (NXPI - Get Report) , Hamada said that while he didn't know the specifics for NXP, he said typically a big disconnect in earnings like that stems from direct customer problems and not from the broader markets.

Avnet also continues to buy its own stock, repurchasing $145 million in shares this quarter with another $400 million authorization still outstanding.

Cramer said Avnet continues to be a great, low-risk way to play the tech bull market.

IDXX Chart IDXX data by YCharts

Idexx Laboratories (IDXX - Get Report) : In his second interview, Cramer sat down with Jonathan Ayers, chairman and CEO at Idexx Laboratories, the animal health company that makes everything from diagnostic tests and digital imaging products to information management systems for animal health providers. Shares of Idexx fell nearly 10% after the company reported a 1 cent-a-share earnings beat but with weaker-than-expected guidance.

Ayers said Idexx continues to innovate and grow in the vet medicine industry, and much of the forecasted weakness stems from global currency pressures. He said people love their pets all over the world and that isn't likely to change anytime soon.

Ayers touted new tests Idexx is developing for early detection of kidney disease in pets. He said kidney disease is to dogs and cats as heart disease is to humans. But by detecting it early, diets can be changed to minimize the effects.

Cramer said Idexx is the only vet play that he trusts.

ORLY Chart ORLY data by YCharts

O'Reilly Automotive (ORLY - Get Report) and Lockheed Martin (LMT - Get Report) : The bears continue to roam Wall Street, but there are two sectors that the bears continue to shy away from: auto parts and defense.

Cramer said the high prices of new cars continue to make people keep their aging cars longer, which is why O'Reilly Automotive shares surged another 4.9% Thursday. In fact, all of the auto parts retailers are near 52-week highs, with lowly Pep Boys (PBY) getting a takeover bid.

Then there are the defense stocks. While investors mistakenly focus on the U.S. sequester, they ignore the increased spending by practically every other country in the world. With plenty of big contracts to go around, Cramer said stocks like Lockheed Martin remain buys.

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At the time of publication, Cramer's Action Alerts PLUS had a position in LMT.