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Did you miss last night's "Mad Money" on CNBC? If so, here are Jim Cramer's top takeaways for today's trading.
Wells Fargo (WFC - Get Report) : For his first exclusive interview, Cramer sat down with John Stumpf, chairman and CEO of Wells Fargo, a stock which Cramer owns for his charitable trust, Action Alerts PLUS.
Stumpf said while Wall Street may be focused on interest rates, he runs Wells Fargo to perform well in any interest-rate environment. He said Wells Fargo's goal is to do more business with more customers and make a bigger impact in the communities they serve.
Stumpf admitted the oil and gas sector is under a lot of stress at the moment, but he noted that oil and gas accounts for less than 2% of Wells' current loan portfolio. On balance, however, lower oil prices create a lot of benefits in other areas that more than offset any oil-related loan losses. Stumpf was bullish on autos, housing and construction in many areas of the country.
When asked about the bank's stock buyback program, Stumpf said Wells Fargo remains committed to returning capital to shareholders, both through buybacks and its dividend.
Creed explained Yum! Brands will still remain the franchise owner for three great brands around the world and expects to have a 15% return for shareholders, while the new Yum! China will operate solely in the fast-growing Chinese market with a dedicated team running 7,000 locations across two brands.
Overall, Creed said, he feels good about the Chinese market, and about KFC in particular. Meanwhile, here at home, Creed was most excited about Taco Bell, a franchise he said offers great value and resonates strongly with its customer base.
Creed accredited some of Yum!'s strength to falling commodity prices, with low gas prices in particular driving sales. Costs remain under control at Yum!, he said, which is helping margins improve. Yum! also remains committed to its 23 million-share stock buyback program.
Palo Alto Networks (PANW - Get Report) : Cramer sat down with Mark McLaughlin, chairman, president and CEO of Palo Alto Networks, as well as Brent Jones, managing director at Northgate, one of Palo Alto's early investors.
Jones said that Palo Alto's brand is only becoming more significant over time, and the company's platform is increasingly turning the bad guys away. McLaughlin added that one of the key factors for hackers is how long it takes to breach a system. If the hack takes too long, hackers tend to move on, and that's why his company only makes it harder and harder to breach its systems.
When asked about the future, Jones said we will never know what the bad guys will come up with next, but Palo Alto is a leader in finding out as quickly as possible. That's why Palo Alto will remain a dominant player in cyber security for a long time to come.
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