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 Raytheon Company 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."
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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