The best teleconference in the defense sector

Lockheed Martin presented the best conference call to shareholders outside the defense sector, CNBC's Jim Cramer said on Friday.

The world's largest military subcontractor, the maker based in Bethesda, Maryland, has exceeded badyst expectations of earnings per share of $ 5.99 versus $ 4.34 and a revenue of $ 14.3 billion versus $ 12.6 billion.

Raytheon, a major US subcontractor, is another popular title, but the earnings appeal is not comparable to Lockheed's, Cramer said.

"Lockheed Martin is ready for life with the F-35," said the animator of "Mad Money." "The times are tough, the hard times are over, LMT is for me."

Many companies have announced profits over the past week, but the most busy week in terms of reporting is yet to come, Cramer said.

News that the national economy grew 3.2% in the first three months of 2019, faster than expected by 2.5%, helped drive the Dow Jones Industrial Average and Nasdaq Composite forward. more than 0.30% and the S & P 500 North 0.47%, he said.

"But make no mistake, we are at the heart of the earnings season and that is what really motivates the action," said the host.

Other results are expected next week, including the employment report for the month of April.

Find out what Cramer will be watching on the market next week here

Columbia Sportswear General Manager Tim Boyle told Cramer that his company was focused on an outdoor activity that most of his competitors did not get: fishing.

The performance fishing gear is a unique position for the outdoor clothing brand in which to dig outside of hiking and camping, he added.

"This is an area we knew we could own and we are devoting a lot of time and effort to focusing on this part of the business, this sport, and we are launching a chain on Instagram about PFG, "said Boyle. "We think that there is a great opportunity for us that does not exist with some of our competitors."

See the full interview here

Uber will soon go public and few companies are prepared to face the consequences of these services on the automotive and automotive sectors.

That's with the exception of Ford Motor and Honeywell, two manufacturers that focused on the industry as they struggled to change the dynamics of the global economy, Cramer said. More and more young, indebted consumers are inclined to evade car ownership and badociated expenses instead of cheaper options such as Uber and Lyft.

"As we approach the eve of Uber 's IPO, keep in mind that the automotive industry is no longer a fundamental part of this economy in the world. world, and that very few companies have seen this coming, "said the animator. "Those who did it, Ford [and] Honeywell, they are rewarded. Everyone is suffering. "

Read more here

Cypress Semiconductor offers connectivity products that are beyond the reach of other players in the industry, Hbadane El-Khoury, Managing Director, told Cramer.

The chip maker is selling a combination chip that combines Wi-Fi and Bluetooth, he said.

"It's a very unique ability we have," said El-Khoury. "It's very difficult to reproduce, which makes us a very delicate solution."

Watch the discussion here

MarketAxess shares, an electronic trading platform for institutional credit markets, have represented approximately 400% over the last five years and 45% over a period of approximately nine months. The stock continues to climb after a solid earnings report on Wednesday.

Chief Executive Officer Richard McVey told Cramer that his company had access to data to forecast bond transactions for clients of some CUSIP 25,000.

"Every individual obligation has an identifier, or a CUSIP," he said. "So we have very credible ways to predict the next trade in these bonds … thanks to the artificial intelligence and data we have that allows us to create models to predict this next trade."

See the full interview here

In the lighting of Cramer, the host of "Mad Money" quickly comments on the choices of people who call.

The Kroger Company: "It's a difficult question, I'll tell you why it's so difficult: because you're fighting Amazon and Walmart and fighting against Target, it's too strong, uncle," said Uncle. when it comes to Kroger, Uncle Kroger. "

Akamai Technologies Inc: "The comeback continues with Akamai, they have the best technology, they now have very good management. [buy]. "

Office Properties Income Trust: "Yield is too big, I'm worried, when I see that 8% return, it makes me think" wait a second. Maybe a red flag should be thrown until we find more. "

Disclosure: The Cramer Charitable Trust holds shares in Amazon and Honeywell.