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Did you miss last night's "Mad Money" on CNBC? If so, here are Jim Cramer's top takeaways for next week's trading.

Martin Marietta Materials (MLM - Get Report) : In an exclusive interview, Cramer sat down with Ward Nye, chairman, president and CEO of Martin Marietta, the basic materials provider that just posted 69 cents a share in earnings and raised its full-year guidance.

Nye said business is picking up now that the federal government has passed a highway bill to put renewed focus on infrastructure. He is also encouraged to hear that both leading political candidates are talking about the need for more infrastructure spending, which creates lots of good paying jobs and offers new avenues of commerce.

But beyond the federal government, Nye explained that many states have picked up the slack in infrastructure spending and are making the repairs they need thanks to increased gas or vehicle taxes. Nye also said other areas of the economy are improving, including private construction in both residential and nonresidential areas.

Martin Marietta also has one eye out for acquisitions, Nye noted, as more consolidation in the industry is likely.

Cramer said that Martin Marietta is a good, clean story and the company has a bright future.

 

Quintiles (Q) : In his second interview, Cramer also sat down with Tom Pike, CEO of Quintiles, which recently announced a merger with IMS Health (IMS) , only to receive four analyst downgrades in the days that followed.

Pike said the merger is an exciting combination of resources that will allow Quintiles to bring more great medicines to patients even faster. He said the amount of drugs coming to market is 100% more than the current clinical trial infrastructure can handle and the merger has few integration risks associated with it.

But even without the merger, Pike said Quintiles has the largest pipeline of product development and saw the strongest April since going public.

When asked about competition, Pike said Quintiles and IMS will be the leader in big data for healthcare and will have over 1,000 PhDs focused on getting the medicines people need to them as quickly and safely as possible.

 

AmerisourceBergen (ABC - Get Report) : What the heck is going on at drug distributor AmerisourceBergen? The stock soared 800% between 2009 and 2015, but has plummeted 35% since those highs.

Cramer said that the combination of more drugs coming to market and the Affordable Care Act giving more people access to those drugs had been a boon for the drugmakers and drug sellers alike. But that all started to change last year.

First, the healthcare industry is seeing a wave of consolidation, with Humana being acquired by Aetna (AET) , to name just one. With fewer insurers and fewer hospital companies, Cramer said suppliers like Amerisource will have less bargaining power than before. There is also increased pressure on drug prices, which is further pressuring the drug industry.

That's why Amerisource is seeing only 7% growth, down from 10% growth, and is slashing its guidance going forward. That's also why Cramer said investors need to stay away from this industry.

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At the time of publication, Cramer's Action Alerts PLUS had no position in stocks mentioned.