Jim Cramer's Top Takeaways: Cemex, XPO Logistics

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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.

Cemex (CX) : Elections have consequences for not just U.S. companies but for foreign ones, Cramer told viewers, as he highlighted what might happen to Mexican cement maker Cemex if Donald Trump were able to pull out a victory in Tuesday's election.

If there's one area where Trump is consistent it's been his hatred for Nafta, the free trade agreement that has allowed Cemex to flourish, selling a full 28% of its sales into the U.S.

Cemex has struggled since the Great Recession, Cramer noted, but shares are up 68% this year as the company is seeing improving fundamentals that have allowed it to pay down $1.4 billion in debt. Part of those improving fundamentals has been the strength of the U.S. dollar, which has risen from 11:1 to 18:1 against the Mexican peso. That means Cemex' products are only getting cheaper in the U.S. and for every dollar Cemex sells, it gets more pesos in return.

But Cemex is the perfect example of what company gets hurt if Trump is successful a re-negotiating Nafta. That's why Cramer said he'd wait for the election results before pulling the trigger on this one, and even then he'd wait for a pullback.

XPO Logistics (XPO) : For his "Executive Decision" segment, Cramer sat down with Bradley Jacobs, chairman and CEO of XPO Logistics, a stock that's up 32% since Cramer last checked in back on July 20.

Jacobs said that XPO continues with its plans to stake out the fastest-growing areas of transportation, then become the number one or number two player in those areas. XPO is now the leader in last-mile deliveries for ecommerce shipments that cannot be moved by traditional carriers -- things like appliances, furniture and exercise equipment. Jacobs said XPO makes more than one million such deliveries every month.

When asked about the election, Jacobs said XPO does $1 billion a year with Mexico, but would "find a way" to continue under Donald Trump. XPO also has a large presence in the UK, France and Spain. Thus far, Brexit has not been an issue in Europe, Jacobs continued.

Cramer reiterated that XPO is in the "sweet spot" of transportation.

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

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