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NEW YORK (
) -- "Do not panic if the markets go down next week," Jim Cramer told the viewers of his "Mad Money" TV show Friday, as he laid out his game plan for next week's trading. Cramer said heavily margined hedge funds are getting caught with their pants down, and that weakness will create some great buying opportunities.
Cramer said it may seem illogical that higher employment and falling gas prices are sending the stocks of retailers, restaurants and consumer stocks lower, but that's exactly what's happening as panicking hedge funds are forced to sell their portfolios to cover their losses. That's why on Monday, Cramer will be watching
Clean Energy Fuels
(CLNE - Get Report)
to hear about natural gas truck adoption and
for a read on oil and natural gas production in our shale regions. Cramer said Markwest, along with
Enterprise Product Partners
(EPD - Get Report)
, are buys right here.
On Tuesday, Cramer said
(FOSL - Get Report)
(DIS - Get Report)
will have his attention. He said Fossil is a buy on any weakness and Disney is always a great play on a recovering economy.
Then on Wednesday, retail giant
(M - Get Report)
will report. Cramer said investors can get great queues on the apparel makers from Macy's. Also on Wednesday,
(CSCO - Get Report)
reports what Cramer said will be a make or break quarter for the company.
Also on Wednesday, the Chinese
(SINA - Get Report)
reports. Cramer said he was wrong on SINA and would use any strength to ring the register.
For Thursday, Cramer said he likes both
(KSS - Get Report)
, two retailers with great track records.
Finally, on Friday, Cramer said all eyes will be on the Michigan consumer sentiment numbers. Keep an eye out for those.
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In the "Executive Decision" segment, Cramer welcomed back Mark Papa, CEO of
(EOG - Get Report)
, an oil driller that just delivered a 14-cent-a-share earnings beat on a 38% year-over-year increase in revenues.
Papa explained that Wall Street still hasn't grasped the magnitude of EOG's Eagleford shale discoveries in Texas. He said that Eagleford is the largest oil find in the lower 48 states in the past 40 years. EOG is investing between $10 billion to $15 billion in developing the Eagleford shale and is seeing 100% returns on that capital.