CNBC's Jim Cramer weighs his favorite stock picks amid talks of the Trump administration considering a massive infrastructure spending package.
"Both of these companies are very very strong and they've always done well even when they only have" a few orders "from state governments," the "" host said. "I cannot imagine how profitable they'd be with a trillion-dollar infrastructure package from the federal government."
The stock price surged north of 7% during the trading day, closing at $214.13, which is down 23% from the start of the year.
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