Jim Cramer's Top Takeaways: Johnson & Johnson, Expedia

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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.

Johnson & Johnson (JNJ) : Cramer sat down with Alex Gorsky, chairman and CEO of Johnson & Johnson and a retired army captain, to talk business, politics and the many advantages of hiring veterans.

Thursday's show, ahead of Veterans Day, was shot before a studio audience of West Point Cadets, veterans, military personnel and their families.

Gorsky said of the 45,000 Johnson & Johnson employees currently in the U.S., more than 5% of them are veterans. He said, "We couldn't do what we do without the great work of veterans" that provide leadership and problem-solving skills the company needs. Johnson & Johnson makes hiring veterans a priority and trains recruiters on how to translate military skills into workforce assets.

Gorsky also noted his involvement in the Travis Manion Foundation, which aims to help veterans and the families of fallen veterans. He said the foundation proves that our country is always stronger together.

When asked about this year's political season, which has vilified the pharmaceutical industry, Gorsky said that health care is important and it's an important part of our economy, so it deserves to be part of the debate. But, he said, it's important to remember all of the good that pharma brings and the many diseases it cures and not just focus on the problems that still need to be solved.

Real Money: Mark Newton has 5 health-care stocks set to bounce 

Read Jim Cramer's interview with Starbucks CEO Howard Schultz.

Expedia (EXPE)  : Cramer said it's time to focus on ignored opportunities, those stocks that have been totally eclipsed by the election. He said Expedia is one of those stocks.

When Expedia last reported, it saw only inline revenues with a six-cents-a-share earnings miss, yet shares still rallied 4%. Why? Cramer said it's because there's a lot to like if you look under the hood.

Cramer said Expedia's purchase of HomeAway, a company that was seeing growth decelerating, is now beginning to bear fruit. The change in HomeAway's revenue model appears to be working, and that part of the business saw revenues up 33% for the quarter. Cramer was also bullish on Expedia's other acquisition, Trivago, which Wall Street has also largely ignored.

Real Money: David Peltier on how to play rising treasury yields

To read a full recap of "Mad Money" on CNBC, click here.

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

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