Did you miss "Mad Money" on CNBC? If so, here are some of Jim Cramer's top takeaways.
In an "Executive Decision" segment, Cramer checked in with Ward Nye, chairman, president and CEO of Martin Marietta Materials (MLM - Get Report) , a stock that's fallen $5 from its highs earlier this year.
Nye said even without a federal infrastructure bill, their public sector business is increasing thanks to individual states picking up the slack. He said states are getting more projects ready to go and they expect volumes to be up 4% to 6% this year.
That trend is especially hot in Texas, where the Department of Transportation is expected to spend over $70 billion on roads and bridges in the coming years. Martin Marietta is the largest supplier of aggregates, cement and concrete in the area of Texas known as the Golden Triangle.
The oil industry is another driver in the Texas market, where shale drilling is once again on the rise.
Beyond Texas, Nye was exciting about the acquisition of Bluegrass Materials, the largest privately-held aggregates company. Martin Marietta has agreed to pay $1.6 billion for the company.
Cramer said shares of Martin Marietta Materials are just too cheap given how strong their business has become.
Cramer and the AAP team have their eyes on Activision Blizzard (ATVI - Get Report) , which they say is off to a terrific start in 2018. Find out what they're telling their investment club members and get in on the conversation with a free trial subscription to Action Alerts PLUS.
On Real Money, Cramer says traders dumping Brown-Forman BF.B don't know Jack (Daniels). Get more of Cramer's insights with a free trial subscription to Real Money.
Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener.
To read a full recap of this episode of "Mad Money," click here.
To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.
To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here.