In the May Action Alerts PLUS members' call, Jim Cramer talked defense -- because he and his AAP portfolio team like it.

They have happily held Raytheon (RTN - Get Report) , "which has been a winner," said Cramer.   "And I said that it also made us want to own any other defense stock that we can get a hand on, particularly some company that wants to unlock value."

And that's how they came across Textron  (TXT - Get Report) .

So Cramer surprised viewers and brought in Jeff Marks, Senior Portfolio Analyst of Action Alerts PLUS, to explain in detail the many things they like about the company.

"When Textron reported, I remember you sent an email to the team. And it was three words, 'business jet inflection,'" said Marks.

So listen in now to hear what Cramer meant.

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